Vault-13

VANGUARD ADMIRAL FDS INC IVOG

MIDCP 400 GRTH · ETP · CUSIP 921932869

138 institutional holders +11 vs Q2 2024
2,981,7493.0m shares reported held*
$341.8mreported value*
19 new 37 added 33 reduced 7 sold out net bought ≈ $3.7m (+32.1k 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 ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $114.63.

Trends to Q3 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: 127Q3 24: 138138Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202284
Q4 2022101
Q1 202398
Q2 202391
Q3 202399
Q4 2023101
Q1 2024121
Q2 2024127
Q3 2024138

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 outQ1 23: 40 bought or addedQ1 23: 53 cut or sold outQ1 23Q2 23: 30 bought or addedQ2 23: 45 cut or sold outQ3 23: 37 bought or addedQ3 23: 42 cut or sold outQ3 23Q4 23: 44 bought or addedQ4 23: 36 cut or sold outQ1 24: 49 bought or addedQ1 24: 34 cut or sold outQ1 24Q2 24: 43 bought or addedQ2 24: 39 cut or sold outQ3 24: 56 bought or addedQ3 24: 40 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20224936
Q1 20234053
Q2 20233045
Q3 20233742
Q4 20234436
Q1 20244934
Q2 20244339
Q3 20245640

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +21,223+21.2k
LPL Financial LLC Added +12,654+12.7k
Mariner, LLC Added +9,946+9.9k
HARBOUR INVESTMENTS, INC. Added +9,362+9.4k
Octavia Wealth Advisors, LLC Added +9,351+9.4k
CARY STREET PARTNERS ASSET MANAGEMENT LLC Added +9,102+9.1k
CITADEL ADVISORS LLC New +8,607+8.6k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Added +7,769+7.8k
Baird Financial Group, Inc. Added +6,444+6.4k
CITIGROUP INC Added +6,370+6.4k

Biggest sellers

Atria Wealth Solutions, Inc. Reduced -60,249-60.2k
ROYAL BANK OF CANADA Reduced -22,108-22.1k
WELLS FARGO & COMPANY/MN Reduced -14,849-14.8k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -10,234-10.2k
Virtu Financial LLC Sold out -10,091-10.1k
RFG Advisory, LLC Sold out -8,583-8.6k
Cambridge Investment Research Advisors, Inc. Reduced -2,726-2.7k
Kestra Advisory Services, LLC Reduced -1,846-1.8k
AMERIPRISE FINANCIAL INC Reduced -1,670-1.7k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Sold out -1,382-1.4k

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, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Mariner, LLC 0.14% of their portfolio Overland Park, KS 688,315688.3k $78.9m $78.9m 0.14% Added +9.9k +9,946
2 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 189,354189.4k $21.7m $21.7m 0.03% Added +295 +295
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 173,274173.3k $19.9m $19.9m 0.01% Added +12.7k +12,654
4 Octavia Wealth Advisors, LLC 2.05% of their portfolio CINCINNATI, OH 145,275145.3k $16.7m $16.7m 2.05% Added +9.4k +9,351
5 Stordahl Capital Management, Inc. 3.78% of their portfolio GREENWOOD VILLAGE, CO 139,460139.5k $15.9m $15.9m 3.78% Added +3.9k +3,894
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 135,337135.3k $15.5m $15.5m 0.00% Added +3.4k +3,429
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 108,484108.5k $12.4m $12.4m 0.00% Reduced -14.8k -14,849
8 LJI Wealth Management, LLC 2.24% of their portfolio INDIANAPOLIS, IN 95,59795.6k $11.0m $11.0m 2.24% Added +4.4k +4,352
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 85,49485.5k $9.8m $9.8m 0.00% Added +3.1k +3,120
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 72,75872.8k $8.3m $8.3m 0.00% Reduced -1.7k -1,670
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 70,63670.6k $8.1m $8.1m 0.00% Added +788 +788
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 69,10069.1k $7.9m $7.9m 0.00% Added +2.2k +2,210
13 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 62,89962.9k $7.2m $7.2m 0.04% Reduced -1.8k -1,846
14 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 62,35362.4k $7.1m $7.1m 0.01% Added +6.4k +6,444
15 Composition Wealth, LLC 0.15% of their portfolio LOS ANGELES, CA 57,15257.2k $6.6m $6.6m 0.15% Reduced -139 -139
16 RWA WEALTH PARTNERS, LLC 0.06% of their portfolio BOSTON, MA 42,22142.2k $4.8m $4.8m 0.06% Reduced -207 -207
17 KEYBANK NATIONAL ASSOCIATION/OH 0.02% of their portfolio BROOKLYN, OH 36,35536.4k $4.2m $4.2m 0.02% Added +838 +838
18 STEPHEN J. GARRY & ASSOCIATES, LLC 3.77% of their portfolio GARDEN CITY, NY 34,56134.6k $4.0m $4.0m 3.77% Reduced -591 -591
19 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.15% of their portfolio RICHMOND, VA 34,34734.3k $3.9m $3.9m 0.15% Added +7.8k +7,769
20 CARY STREET PARTNERS ASSET MANAGEMENT LLC 0.48% of their portfolio RICHMOND, VA 31,90431.9k $3.7m $3.7m 0.48% Added +9.1k +9,102
21 HARBOUR INVESTMENTS, INC. 0.11% of their portfolio MADISON, WI 30,91330.9k $3.5m $3.5m 0.11% Added +9.4k +9,362
22 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 29,78029.8k $3.4m $3.4m 0.00% Added +6.4k +6,370
23 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 27,39427.4k $3.2m $3.2m 0.00% Unchanged
24 Savant Capital, LLC 0.03% of their portfolio ROCKFORD, IL 27,28327.3k $3.1m $3.1m 0.03% Added +307 +307
25 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 25,74925.7k $3.0m $3.0m 0.00% Reduced -766 -766
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,21325.2k $2.9m $2.9m 0.00% Added +21.2k +21,223
27 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 20,83720.8k $2.4m $2.4m 0.00% Reduced -87 -87
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,27719.3k $2.2m $2.2m 0.00% Reduced -22.1k -22,108
29 Mendel Capital Management LLC 1.35% of their portfolio LITTLE ROCK, AR 19,12119.1k $2.2m $2.2m 1.35% Reduced -863 -863
30 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 18,01318.0k $2.1m $2.1m 0.00% Reduced -60 -60
31 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 17,64117.6k $2.0m $2.0m 0.01% Reduced -15 -15
32 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 16,82616.8k $1.9m $1.9m 0.00% Unchanged
33 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 15,85915.9k $1.8m $1.8m 0.01% Reduced -290 -290
34 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 15,75315.8k $1.8m $1.8m 0.00% Added +6.2k +6,249
35 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 15,57115.6k $1.8m $1.8m 0.00% Added +939 +939
36 Sagace Wealth Management LLC 1.31% of their portfolio ST. PETERSBURG, FL 14,48314.5k $1.7m $1.7m 1.31% Added +2.9k +2,911
37 MONETA GROUP INVESTMENT ADVISORS LLC 0.02% of their portfolio ST LOUIS, MO 12,59512.6k $1.4m $1.4m 0.02% Added +5.7k +5,691
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 12,12512.1k $1.4m $1.4m 0.00% Added +2.4k +2,423
39 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 11,98812.0k $1.4m $1.4m 0.01% Added +36 +36
40 MONTAG A & ASSOCIATES INC 0.06% of their portfolio ATLANTA, GA 11,33011.3k $1.3m $1.3m 0.06% Reduced -1.4k -1,381
41 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 10,02510.0k $1.1m $1.1m 0.00% Reduced -925 -925
42 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 9,2499.2k $1.1m $1.1m 0.00% Added +87 +87
43 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,0989.1k $1.0m $1.0m 0.00% Added +340 +340
44 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 8,8988.9k $1.0m $1.0m 0.00% Added +26 +26
45 Heritage Investment Group, Inc. 0.19% of their portfolio POMPANO BEACH, FL 8,6188.6k $987.9k $987.9k 0.19% Unchanged
46 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 8,6078.6k $986.6k $986.6k 0.00% New
47 Betterment LLC 0.00% of their portfolio NEW YORK, NY 8,3528.4k $957.0k $957.0k 0.00% Reduced -106 -106
48 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 8,0618.1k $924.1k $924.1k 0.00% Reduced -332 -332
49 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,4327.4k $852.0k $852.0k 0.00% Reduced -10.2k -10,234
50 Round Rock Advisors LLC 0.19% of their portfolio WILTON, CT 7,2507.2k $831.0k $831.0k 0.19% Reduced -560 -560
51 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 7,1827.2k $823.3k $823.3k 0.01% Added +723 +723
52 PFG Advisors 0.05% of their portfolio Phoenix, AZ 7,0537.1k $808.5k $808.5k 0.05% Reduced -1.3k -1,297
53 ETFIDEA, LLC 0.25% of their portfolio SYRACUSE, NY 6,8466.8k $784.8k $784.8k 0.25% Reduced -176 -176
54 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 6,7026.7k $768.0k $768.0k 0.00% Reduced -2.7k -2,726
55 Embree Financial Group 0.13% of their portfolio Chicago, IL 6,6076.6k $757.4k $757.4k 0.13% Unchanged
56 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 6,4826.5k $743.0k $743.0k 0.02% Reduced -437 -437
57 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 6,4606.5k $740.5k $740.5k 0.00% Unchanged
58 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 6,2536.3k $716.8k $716.8k 0.01% Added +214 +214
59 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 5,7185.7k $655.5k $655.5k 0.00% Unchanged
60 Meridian Wealth Management, LLC 0.03% of their portfolio LEXINGTON, KY 5,5635.6k $637.6k $637.6k 0.03% New
61 AMERICAN FINANCIAL & TAX STRATEGIES INC 0.31% of their portfolio NEW YORK, NY 5,4005.4k $619.0k $619.0k 0.31% Reduced -187 -187
62 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 4,9835.0k $571.2k $571.2k 0.01% Reduced -845 -845
63 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 4,9114.9k $559.5k $559.5k 0.00% Reduced -170 -170
64 Hobart Private Capital, LLC 0.14% of their portfolio CHARLOTTE, NC 4,7384.7k $543.1k $543.1k 0.14% Unchanged
65 Advisor Resource Council 0.24% of their portfolio DALLAS, TX 4,6404.6k $531.9k $531.9k 0.24% New
66 Financial Freedom, LLC 0.27% of their portfolio CINCINNATI, OH 4,3854.4k $502.7k $502.7k 0.27% Added +2.9k +2,929
67 Bleakley Financial Group, LLC 0.01% of their portfolio PARSIPPANY, NJ 4,2204.2k $483.7k $483.7k 0.01% New
68 Financial Security Advisor, Inc. 0.12% of their portfolio VIRGINIA BEACH, VA 4,1594.2k $476.7k $476.7k 0.12% Unchanged
69 BRIDGES INVESTMENT MANAGEMENT INC 0.01% of their portfolio OMAHA, NE 3,8603.9k $442.5k $442.5k 0.01% Reduced -900 -900
70 Rodgers & Associates, LTD 0.05% of their portfolio Lancaster, PA 3,7983.8k $435.4k $435.4k 0.05% Unchanged
71 FMR LLC 0.00% of their portfolio BOSTON, MA 3,7043.7k $424.6k $424.6k 0.00% Added +472 +472
72 SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 0.08% of their portfolio COLUMBIA, SC 3,6983.7k $423.9k $423.9k 0.08% Unchanged
73 MidAtlantic Capital Management, Inc. 0.31% of their portfolio RICHMOND, VA 3,6803.7k $421.8k $421.8k 0.31% Unchanged
74 Aptus Capital Advisors, LLC 0.01% of their portfolio FAIRHOPE, AL 3,4493.4k $395.4k $395.4k 0.01% Added +3.3k +3,283
75 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 3,3603.4k $385.2k $385.2k 0.00% Added +1.4k +1,416
76 Sunburst Financial Group, LLC 0.10% of their portfolio VESTAVIA HILLS, AL 3,2833.3k $376.3k $376.3k 0.10% Added +198 +198
77 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,9563.0k $338.8k $338.8k 0.00% Unchanged
78 BLB&B Advisors, LLC 0.02% of their portfolio MONTGOMERYVILLE, PA 2,8222.8k $323.5k $323.5k 0.02% Unchanged
79 Safeguard Investment Advisory Group, LLC 0.08% of their portfolio Corona, CA 2,6002.6k $298.0k $298.0k 0.08% Unchanged
80 IFG Advisors, LLC 0.06% of their portfolio ST. LOUIS, MO 2,5082.5k $287.5k $287.5k 0.06% Unchanged
81 Ausdal Financial Partners, Inc. 0.03% of their portfolio Davenport, IA 2,3982.4k $274.9k $274.9k 0.03% Unchanged
82 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 2,3942.4k $274.4k $274.4k 0.00% New
83 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 2,2272.2k $255.3k $255.3k 0.00% New
84 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.04% of their portfolio ST. LOUIS, MO 2,2072.2k $253.0k $253.0k 0.04% Unchanged
85 Weinberger Asset Management, Inc 0.10% of their portfolio LOS ANGELES, CA 2,1442.1k $245.8k $245.8k 0.10% Unchanged
86 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 2,1292.1k $244.1k $244.1k 0.00% Added +201 +201
87 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 2,0862.1k $239.2k $239.2k 0.01% Reduced -1 -1
88 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 2,0282.0k $232.5k $232.5k 0.01% Unchanged
89 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 1,9481.9k $213.4k $213.4k 0.00% Unchanged
90 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 1,9071.9k $218.6k $218.6k 0.01% Unchanged
91 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 1,7991.8k $206.2k $206.2k 0.00% Reduced -60.2k -60,249
92 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 1,7891.8k $205.0k $205.0k 0.00% New
93 Kiely Wealth Advisory Group, Inc. 0.14% of their portfolio OAK RIDGE, NC 1,7851.8k $215.4k $215.4k 0.14% Added +199 +199
94 Atlanta Consulting Group Advisors, LLC 0.05% of their portfolio ATLANTA, GA 1,7641.8k $202.2k $202.2k 0.05% New
95 Wealthquest Corp 0.02% of their portfolio CINCINNATI, OH 1,7601.8k $200.5k $200.5k 0.02% New
96 BCGM Wealth Management, LLC 0.07% of their portfolio LAFAYETTE, IN 1,7531.8k $200.9k $200.9k 0.07% New
97 Morton Brown Family Wealth, LLC 0.07% of their portfolio ALLENTOWN, PA 1,7501.8k $200.6k $200.6k 0.07% Unchanged
98 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,4501.4k $166.2k $166.2k 0.00% Unchanged
99 BARRETT & COMPANY, INC. 0.05% of their portfolio PROVIDENCE, RI 960960 $110.1k $110.1k 0.05% Reduced -1 -1
100 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 950950 $108.9k $108.9k 0.00% Unchanged