Vault-13

VANGUARD ADMIRAL FDS INC IVOG

MIDCP 400 GRTH · ETP · CUSIP 921932869

127 institutional holders +6 vs Q1 2024
2,967,2793.0m shares reported held*
$325.0mreported value*
10 new 33 added 33 reduced 6 sold out net bought ≈ $9.2m (+84.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $109.52.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 84Q4 22: 101Q1 23: 98Q2 23: 91Q3 23: 99Q4 23: 101Q1 24: 121Q2 24: 127127Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202284
Q4 2022101
Q1 202398
Q2 202391
Q3 202399
Q4 2023101
Q1 2024121
Q2 2024127

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 49 bought or addedQ4 22: 36 cut or sold outQ4 22Q1 23: 40 bought or addedQ1 23: 53 cut or sold outQ2 23: 30 bought or addedQ2 23: 45 cut or sold outQ2 23Q3 23: 37 bought or addedQ3 23: 42 cut or sold outQ4 23: 44 bought or addedQ4 23: 36 cut or sold outQ4 23Q1 24: 49 bought or addedQ1 24: 34 cut or sold outQ2 24: 43 bought or addedQ2 24: 39 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224936
Q1 20234053
Q2 20233045
Q3 20233742
Q4 20234436
Q1 20244934
Q2 20244339

Biggest buyers

Atria Wealth Solutions, Inc. Added +60,232+60.2k
HARBOUR INVESTMENTS, INC. Added +21,373+21.4k
ROYAL BANK OF CANADA Added +14,033+14.0k
STIFEL FINANCIAL CORP Added +13,813+13.8k
Mariner, LLC Added +12,971+13.0k
NewEdge Advisors, LLC New +11,952+12.0k
Virtu Financial LLC New +10,091+10.1k
LPL Financial LLC Added +6,983+7.0k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Added +6,499+6.5k
OPPENHEIMER & CO INC New +6,459+6.5k

Biggest sellers

MORGAN STANLEY Reduced -80,447-80.4k
JANE STREET GROUP, LLC Sold out -10,896-10.9k
Orion Porfolio Solutions, LLC Sold out -6,904-6.9k
Orion Portfolio Solutions, LLC Sold out -6,904-6.9k
Stordahl Capital Management, Inc. Reduced -5,662-5.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -5,329-5.3k
AMERIPRISE FINANCIAL INC Reduced -3,663-3.7k
OSAIC HOLDINGS, INC. Reduced -2,360-2.4k
Raymond James Financial Services Advisors, Inc. Reduced -2,202-2.2k
Atlanta Consulting Group Advisors, LLC Sold out -1,764-1.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
International City Management Association Retirement Corp 13G · institution new · filed 2025-10-06 14.2% new 1.6m≈ $233.7m 2025-10-06

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Mariner, LLC 0.14% of their portfolio Overland Park, KS 678,369678.4k $74.3m $74.3m 0.14% Added +13.0k +12,971
2 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 189,059189.1k $20.7m $20.7m 0.03% Reduced -2.2k -2,202
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 160,620160.6k $17.6m $17.6m 0.01% Added +7.0k +6,983
4 Octavia Wealth Advisors, LLC 2.03% of their portfolio CINCINNATI, OH 135,924135.9k $14.9m $14.9m 2.03% Added +5.3k +5,345
5 Stordahl Capital Management, Inc. 3.72% of their portfolio GREENWOOD VILLAGE, CO 135,566135.6k $14.8m $14.8m 3.72% Reduced -5.7k -5,662
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 131,908131.9k $14.4m $14.4m 0.00% Reduced -80.4k -80,447
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 123,333123.3k $13.5m $13.5m 0.00% Added +398 +398
8 LJI Wealth Management, LLC 2.21% of their portfolio INDIANAPOLIS, IN 91,24591.2k $10.0m $10.0m 2.21% Added +4.1k +4,145
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 82,37482.4k $9.0m $9.0m 0.00% Added +3.6k +3,644
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 74,42874.4k $8.2m $8.2m 0.00% Reduced -3.7k -3,663
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 69,84869.8k $7.7m $7.7m 0.00% Added +1.6k +1,620
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 66,89066.9k $7.3m $7.3m 0.00% Reduced -1.5k -1,487
13 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 64,74564.7k $7.0m $7.0m 0.04% Reduced -1.1k -1,072
14 Atria Wealth Solutions, Inc. 0.08% of their portfolio NEW YORK, NY 62,04862.0k $6.8m $6.8m 0.08% Added +60.2k +60,232
15 Composition Wealth, LLC 0.15% of their portfolio LOS ANGELES, CA 57,29157.3k $6.3m $6.3m 0.15% Unchanged
16 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 55,90955.9k $6.1m $6.1m 0.01% Added +1.6k +1,634
17 RWA WEALTH PARTNERS, LLC 0.06% of their portfolio BOSTON, MA 42,42842.4k $4.6m $4.6m 0.06% Reduced -182 -182
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 41,38541.4k $4.5m $4.5m 0.00% Added +14.0k +14,033
19 KEYBANK NATIONAL ASSOCIATION/OH 0.02% of their portfolio BROOKLYN, OH 35,51735.5k $3.9m $3.9m 0.02% Reduced -559 -559
20 STEPHEN J. GARRY & ASSOCIATES, LLC 3.90% of their portfolio GARDEN CITY, NY 35,15235.2k $3.9m $3.9m 3.90% Reduced -360 -360
21 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 27,39427.4k $3.0m $3.0m 0.00% Unchanged
22 Savant Capital, LLC 0.03% of their portfolio ROCKFORD, IL 26,97627.0k $3.0m $3.0m 0.03% Reduced -878 -878
23 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.12% of their portfolio RICHMOND, VA 26,57826.6k $2.9m $2.9m 0.12% Added +6.5k +6,499
24 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 26,51526.5k $2.9m $2.9m 0.00% Added +13.8k +13,813
25 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 23,41023.4k $2.6m $2.6m 0.00% Reduced -34 -34
26 CARY STREET PARTNERS ASSET MANAGEMENT LLC 0.37% of their portfolio RICHMOND, VA 22,80222.8k $2.5m $2.5m 0.37% Added +5.4k +5,356
27 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 21,55121.6k $2.4m $2.4m 0.08% Added +21.4k +21,373
28 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 20,92420.9k $2.3m $2.3m 0.00% Reduced -602 -602
29 Mendel Capital Management LLC 1.41% of their portfolio LITTLE ROCK, AR 19,98420.0k $2.2m $2.2m 1.41% Reduced -176 -176
30 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 18,07318.1k $2.0m $2.0m 0.00% Added +183 +183
31 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 17,66617.7k $1.9m $1.9m 0.00% Reduced -175 -175
32 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 17,65617.7k $1.9m $1.9m 0.01% Added +66 +66
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 16,82616.8k $1.8m $1.8m 0.00% Unchanged
34 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 16,14916.1k $1.8m $1.8m 0.01% Added +45 +45
35 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 14,63214.6k $1.6m $1.6m 0.00% Reduced -329 -329
36 MONTAG A & ASSOCIATES INC 0.07% of their portfolio ATLANTA, GA 12,71112.7k $1.4m $1.4m 0.07% Reduced -270 -270
37 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 11,95212.0k $1.3m $1.3m 0.01% New
38 Sagace Wealth Management LLC 1.29% of their portfolio ST. PETERSBURG, FL 11,57211.6k $1.3m $1.3m 1.29% First filing
39 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 10,95010.9k $1.2m $1.2m 0.00% Reduced -2.4k -2,360
40 Virtu Financial LLC 0.08% of their portfolio New York, NY 10,09110.1k $1.1m $1.1m 0.08% New
41 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,7029.7k $1.1m $1.1m 0.00% Added +146 +146
42 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,5049.5k $1.0m $1.0m 0.00% Added +2.4k +2,350
43 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 9,4289.4k $1.0m $1.0m 0.00% Added +1.5k +1,483
44 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 9,1629.2k $1.0m $1.0m 0.00% Added +66 +66
45 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 8,8728.9k $971.8k $971.8k 0.00% Reduced -374 -374
46 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,7588.8k $959.0k $959.0k 0.00% Reduced -353 -353
47 Heritage Investment Group, Inc. 0.19% of their portfolio POMPANO BEACH, FL 8,6188.6k $944.0k $944.0k 0.19% Unchanged
48 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 8,5838.6k $940.2k $940.2k 0.03% Added +2.5k +2,454
49 Betterment LLC 0.00% of their portfolio NEW YORK, NY 8,4588.5k $926.0k $926.0k 0.00% Reduced -194 -194
50 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 8,3938.4k $919.4k $919.4k 0.00% Added +241 +241
51 PFG Advisors 0.06% of their portfolio Phoenix, AZ 8,3508.3k $914.6k $914.6k 0.06% Added +945 +945
52 Round Rock Advisors LLC 0.21% of their portfolio WILTON, CT 7,8107.8k $855.5k $855.5k 0.21% Reduced -476 -476
53 ETFIDEA, LLC 0.26% of their portfolio SYRACUSE, NY 7,0227.0k $769.2k $769.2k 0.26% Reduced -738 -738
54 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 6,9196.9k $757.9k $757.9k 0.02% Added +52 +52
55 MONETA GROUP INVESTMENT ADVISORS LLC 0.01% of their portfolio ST LOUIS, MO 6,9046.9k $756.2k $756.2k 0.01% Added +181 +181
56 Embree Financial Group 0.14% of their portfolio Chicago, IL 6,6076.6k $723.8k $723.8k 0.14% Unchanged
57 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 6,4606.5k $707.6k $707.6k 0.00% Unchanged
58 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 6,4596.5k $707.5k $707.5k 0.01% New
59 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 6,0396.0k $661.5k $661.5k 0.01% Reduced -405 -405
60 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 5,8285.8k $638.4k $638.4k 0.01% Added +3.9k +3,873
61 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 5,7185.7k $622.8k $622.8k 0.00% Unchanged
62 AMERICAN FINANCIAL & TAX STRATEGIES INC 0.32% of their portfolio NEW YORK, NY 5,5875.6k $612.0k $612.0k 0.32% Reduced -65 -65
63 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 5,0815.1k $550.6k $550.6k 0.00% Unchanged
64 BRIDGES INVESTMENT MANAGEMENT INC 0.01% of their portfolio OMAHA, NE 4,7604.8k $521.4k $521.4k 0.01% New
65 Hobart Private Capital, LLC 0.15% of their portfolio CHARLOTTE, NC 4,7384.7k $519.0k $519.0k 0.15% New
66 Financial Security Advisor, Inc. 0.15% of their portfolio VIRGINIA BEACH, VA 4,1594.2k $455.6k $455.6k 0.15% New
67 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 3,9904.0k $437.1k $437.1k 0.00% Reduced -5.3k -5,329
68 Rodgers & Associates, LTD 0.05% of their portfolio Lancaster, PA 3,7983.8k $416.0k $416.0k 0.05% Added +1.2k +1,178
69 SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 0.08% of their portfolio COLUMBIA, SC 3,6983.7k $405.1k $405.1k 0.08% Reduced -6 -6
70 MidAtlantic Capital Management, Inc. 0.34% of their portfolio RICHMOND, VA 3,6803.7k $403.1k $403.1k 0.34% Unchanged
71 FMR LLC 0.00% of their portfolio BOSTON, MA 3,2323.2k $354.1k $354.1k 0.00% Reduced -127 -127
72 Sunburst Financial Group, LLC 0.09% of their portfolio VESTAVIA HILLS, AL 3,0853.1k $337.9k $337.9k 0.09% Unchanged
73 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,9563.0k $323.8k $323.8k 0.00% Unchanged
74 BLB&B Advisors, LLC 0.02% of their portfolio MONTGOMERYVILLE, PA 2,8222.8k $309.1k $309.1k 0.02% Unchanged
75 Safeguard Investment Advisory Group, LLC 0.09% of their portfolio Corona, CA 2,6002.6k $284.8k $284.8k 0.09% Unchanged
76 IFG Advisors, LLC 0.06% of their portfolio ST. LOUIS, MO 2,5082.5k $274.7k $274.7k 0.06% Unchanged
77 Ausdal Financial Partners, Inc. 0.03% of their portfolio Davenport, IA 2,3982.4k $262.7k $262.7k 0.03% Unchanged
78 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.04% of their portfolio ST. LOUIS, MO 2,2072.2k $241.8k $241.8k 0.04% Unchanged
79 Weinberger Asset Management, Inc 0.11% of their portfolio LOS ANGELES, CA 2,1442.1k $234.9k $234.9k 0.11% Unchanged
80 Levy Wealth Management Group, LLC 0.06% of their portfolio PHILADELPHIA, PA 2,1012.1k $230.2k $230.2k 0.06% Unchanged
81 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 2,0872.1k $228.6k $228.6k 0.01% New
82 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 2,0282.0k $222.1k $222.1k 0.01% Reduced -200 -200
83 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 1,9481.9k $213.4k $213.4k 0.00% Unchanged
84 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 1,9441.9k $212.9k $212.9k 0.00% Unchanged
85 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 1,9281.9k $211.2k $211.2k 0.00% New
86 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 1,9071.9k $208.9k $208.9k 0.01% Reduced -25 -25
87 Morton Brown Family Wealth, LLC 0.08% of their portfolio ALLENTOWN, PA 1,7501.8k $197.0k $197.0k 0.08% Unchanged
88 Kiely Wealth Advisory Group, Inc. 0.09% of their portfolio OAK RIDGE, NC 1,5861.6k $170.7k $170.7k 0.09% Added +601 +601
89 Financial Freedom, LLC 0.09% of their portfolio CINCINNATI, OH 1,4561.5k $159.5k $159.5k 0.09% Added +895 +895
90 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,4501.4k $158.8k $158.8k 0.00% Unchanged
91 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 1,3821.4k $151.4k $151.4k 0.01% New
92 BARRETT & COMPANY, INC. 0.05% of their portfolio PROVIDENCE, RI 961961 $105.2k $105.2k 0.05% Unchanged
93 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 950950 $104.1k $104.1k 0.00% Reduced -1.1k -1,100
94 Hanson & Doremus Investment Management 0.02% of their portfolio BURLINGTON, VT 902902 $99.0k $99.0k 0.02% Unchanged
95 Halpern Financial, Inc. 0.02% of their portfolio ASHBURN, VA 740740 $81.0k $81.0k 0.02% Unchanged
96 Founders Capital Management 0.05% of their portfolio HOUSTON, TX 673673 $73.7k $73.7k 0.05% Unchanged
97 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 648648 $71.0k $71.0k 0.01% Added +137 +137
98 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 492492 $55.8k $55.8k 0.00% Reduced -145 -145
99 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 479479 $51.9k $51.9k 0.00% Added +382 +382
100 Ritter Daniher Financial Advisory LLC / DE 0.01% of their portfolio CINCINNATI, OH 410410 $44.9k $44.9k 0.01% Unchanged