Vault-13

VANGUARD ADMIRAL FDS INC IVOG

MIDCP 400 GRTH · ETP · CUSIP 921932869

145 institutional holders +7 vs Q3 2024
3,127,2553.1m shares reported held*
$352.7mreported value*
17 new 48 added 35 reduced 14 sold out net bought ≈ $11.3m (+100.0k 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 ≈ $112.78.

Trends to Q4 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: 138Q4 24: 145145Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202284
Q4 2022101
Q1 202398
Q2 202391
Q3 202399
Q4 2023101
Q1 2024121
Q2 2024127
Q3 2024138
Q4 2024145

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 56 bought or addedQ3 24: 40 cut or sold outQ4 24: 65 bought or addedQ4 24: 49 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20234053
Q2 20233045
Q3 20233742
Q4 20234436
Q1 20244934
Q2 20244339
Q3 20245640
Q4 20246549

Biggest buyers

Cetera Investment Advisers Added +41,677+41.7k
Allworth Financial LP Added +33,095+33.1k
MONETA GROUP INVESTMENT ADVISORS LLC Added +32,049+32.0k
Integrated Capital Management, LLC New +28,357+28.4k
SageView Advisory Group, LLC New +25,815+25.8k
Virtu Financial LLC New +10,095+10.1k
COMMONWEALTH EQUITY SERVICES, LLC Added +10,040+10.0k
JANE STREET GROUP, LLC New +8,984+9.0k
CENTAURUS FINANCIAL, INC. New +8,030+8.0k
AMERIPRISE FINANCIAL INC Added +7,683+7.7k

Biggest sellers

JPMORGAN CHASE & CO Reduced -34,505-34.5k
CARY STREET PARTNERS INVESTMENT ADVISORY LLC Sold out -34,347-34.3k
MORGAN STANLEY Reduced -21,677-21.7k
GOLDMAN SACHS GROUP INC Reduced -10,207-10.2k
CITADEL ADVISORS LLC Sold out -8,607-8.6k
KEYBANK NATIONAL ASSOCIATION/OH Reduced -7,808-7.8k
Sagace Wealth Management LLC Reduced -6,848-6.8k
Advisor Resource Council Sold out -4,640-4.6k
HighTower Advisors, LLC Reduced -4,608-4.6k
Bleakley Financial Group, LLC Sold out -4,220-4.2k

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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Mariner, LLC 0.13% of their portfolio Overland Park, KS 684,225684.2k $77.1m $77.1m 0.13% Reduced -4.1k -4,090
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 197,893197.9k $22.3m $22.3m 0.01% First filing
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 174,669174.7k $19.7m $19.7m 0.01% Added +1.4k +1,395
4 Octavia Wealth Advisors, LLC 2.00% of their portfolio CINCINNATI, OH 146,110146.1k $16.5m $16.5m 2.00% Added +835 +835
5 Stordahl Capital Management, Inc. 3.61% of their portfolio GREENWOOD VILLAGE, CO 135,582135.6k $15.3m $15.3m 3.61% Reduced -3.9k -3,878
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 113,660113.7k $12.8m $12.8m 0.00% Reduced -21.7k -21,677
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 111,727111.7k $12.6m $12.6m 0.00% Added +3.2k +3,243
8 LJI Wealth Management, LLC 2.16% of their portfolio INDIANAPOLIS, IN 97,34697.3k $11.0m $11.0m 2.16% Added +1.7k +1,749
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 91,23391.2k $10.3m $10.3m 0.00% Added +5.7k +5,739
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 80,44180.4k $9.1m $9.1m 0.00% Added +7.7k +7,683
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 72,53172.5k $8.2m $8.2m 0.00% Added +3.4k +3,431
12 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 62,18662.2k $7.0m $7.0m 0.01% Reduced -167 -167
13 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 61,40761.4k $6.9m $6.9m 0.04% Reduced -1.5k -1,492
14 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 57,43057.4k $6.5m $6.5m 0.01% Added +41.7k +41,677
15 Composition Wealth, LLC 0.13% of their portfolio LOS ANGELES, CA 56,38756.4k $6.4m $6.4m 0.13% Reduced -765 -765
16 CARY STREET PARTNERS FINANCIAL LLC 0.20% of their portfolio RICHMOND, VA 53,43253.4k $6.0m $6.0m 0.20% First filing
17 MONETA GROUP INVESTMENT ADVISORS LLC 0.07% of their portfolio ST LOUIS, MO 44,64444.6k $5.0m $5.0m 0.07% Added +32.0k +32,049
18 RWA WEALTH PARTNERS, LLC 0.06% of their portfolio BOSTON, MA 41,56741.6k $4.7m $4.7m 0.06% Reduced -654 -654
19 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 36,13136.1k $4.1m $4.1m 0.00% Reduced -34.5k -34,505
20 STEPHEN J. GARRY & ASSOCIATES, LLC 3.64% of their portfolio GARDEN CITY, NY 35,02735.0k $3.9m $3.9m 3.64% Added +466 +466
21 Allworth Financial LP 0.02% of their portfolio FOLSOM, CA 33,10733.1k $4.0m $4.0m 0.02% Added +33.1k +33,095
22 HARBOUR INVESTMENTS, INC. 0.11% of their portfolio MADISON, WI 32,79832.8k $3.7m $3.7m 0.11% Added +1.9k +1,885
23 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 30,72030.7k $3.5m $3.5m 0.00% Added +5.0k +4,971
24 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 29,89629.9k $3.4m $3.4m 0.00% Added +116 +116
25 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 28,54728.5k $3.2m $3.2m 0.01% Reduced -7.8k -7,808
26 Integrated Capital Management, LLC 1.70% of their portfolio BLOOMFIELD, MI 28,35728.4k $3.2m $3.2m 1.70% New
27 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 27,39427.4k $3.1m $3.1m 0.00% Unchanged
28 Savant Capital, LLC 0.02% of their portfolio ROCKFORD, IL 26,74226.7k $3.0m $3.0m 0.02% Reduced -541 -541
29 SageView Advisory Group, LLC 0.13% of their portfolio Newport Beach, CA 25,81525.8k $2.9m $2.9m 0.13% New
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,71325.7k $2.9m $2.9m 0.00% Added +500 +500
31 Mendel Capital Management LLC 1.35% of their portfolio LITTLE ROCK, AR 19,80819.8k $2.2m $2.2m 1.35% Added +687 +687
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 19,36719.4k $2.2m $2.2m 0.00% Added +90 +90
33 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 17,69017.7k $2.0m $2.0m 0.00% Reduced -323 -323
34 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 17,66617.7k $2.0m $2.0m 0.01% Added +25 +25
35 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 17,53617.5k $2.0m $2.0m 0.00% Added +2.0k +1,965
36 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 17,47217.5k $2.0m $2.0m 0.00% Added +10.0k +10,040
37 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 16,22916.2k $1.8m $1.8m 0.00% Reduced -4.6k -4,608
38 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 15,95916.0k $1.8m $1.8m 0.01% Added +100 +100
39 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 13,76113.8k $1.6m $1.6m 0.00% Added +5.7k +5,700
40 MONTAG A & ASSOCIATES INC 0.07% of their portfolio ATLANTA, GA 12,87512.9k $1.5m $1.5m 0.07% Added +1.5k +1,545
41 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 12,55612.6k $1.4m $1.4m 0.00% Added +431 +431
42 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 12,02512.0k $1.4m $1.4m 0.01% Added +37 +37
43 Virtu Financial LLC 0.06% of their portfolio New York, NY 10,09510.1k $1.1m $1.1m 0.06% New
44 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 9,6549.7k $1.1m $1.1m 0.00% Reduced -371 -371
45 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 9,0739.1k $1.0m $1.0m 0.00% Reduced -25 -25
46 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 9,0739.1k $1.0m $1.0m 0.00% Reduced -176 -176
47 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 8,9849.0k $1.0m $1.0m 0.00% New
48 Nova Wealth Management, Inc. 0.87% of their portfolio BONITA SPRINGS, FL 8,9619.0k $1.0m $1.0m 0.87% First filing
49 Heritage Investment Group, Inc. 0.18% of their portfolio POMPANO BEACH, FL 8,6188.6k $971.2k $971.2k 0.18% Unchanged
50 Betterment LLC 0.00% of their portfolio NEW YORK, NY 8,0888.1k $911.0k $911.0k 0.00% Reduced -264 -264
51 CENTAURUS FINANCIAL, INC. 0.06% of their portfolio ANAHEIM, CA 8,0308.0k $905.0k $905.0k 0.06% New
52 Sagace Wealth Management LLC 0.64% of their portfolio ST. PETERSBURG, FL 7,6357.6k $860.4k $860.4k 0.64% Reduced -6.8k -6,848
53 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 7,5317.5k $848.7k $848.7k 0.01% Added +349 +349
54 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 7,4677.5k $841.5k $841.5k 0.01% Added +1.2k +1,214
55 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,4027.4k $834.0k $834.0k 0.00% Added +700 +700
56 PFG Advisors 0.05% of their portfolio Phoenix, AZ 6,9577.0k $784.0k $784.0k 0.05% Reduced -96 -96
57 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 6,8196.8k $768.5k $768.5k 0.00% Added +1.9k +1,908
58 Embree Financial Group 0.13% of their portfolio Chicago, IL 6,6596.7k $750.4k $750.4k 0.13% Added +52 +52
59 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,6196.6k $745.9k $745.9k 0.00% Reduced -10.2k -10,207
60 Round Rock Advisors LLC 0.15% of their portfolio WILTON, CT 6,4766.5k $729.7k $729.7k 0.15% Reduced -774 -774
61 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 6,4606.5k $728.0k $728.0k 0.00% Unchanged
62 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 6,1966.2k $698.2k $698.2k 0.01% Reduced -286 -286
63 Financial Freedom, LLC 0.35% of their portfolio CINCINNATI, OH 5,9015.9k $665.0k $665.0k 0.35% Added +1.5k +1,516
64 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 5,7185.7k $651.6k $651.6k 0.00% Unchanged
65 AMERICAN FINANCIAL & TAX STRATEGIES INC 0.31% of their portfolio NEW YORK, NY 5,2685.3k $593.7k $593.7k 0.31% Reduced -132 -132
66 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 4,9555.0k $558.4k $558.4k 0.01% Reduced -28 -28
67 Hobart Private Capital, LLC 0.13% of their portfolio CHARLOTTE, NC 4,7384.7k $533.9k $533.9k 0.13% Unchanged
68 Rialto Wealth Management, LLC 0.17% of their portfolio SYRACUSE, NY 4,5234.5k $509.7k $509.7k 0.17% First filing
69 Meridian Wealth Management, LLC 0.02% of their portfolio LEXINGTON, KY 4,4424.4k $500.5k $500.5k 0.02% Reduced -1.1k -1,121
70 FMR LLC 0.00% of their portfolio BOSTON, MA 4,4234.4k $498.4k $498.4k 0.00% Added +719 +719
71 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,3494.3k $490.1k $490.1k 0.00% Added +2.1k +2,122
72 Financial Security Advisor, Inc. 0.12% of their portfolio VIRGINIA BEACH, VA 4,1904.2k $472.2k $472.2k 0.12% Added +31 +31
73 BRIDGES INVESTMENT MANAGEMENT INC 0.01% of their portfolio OMAHA, NE 3,8603.9k $435.0k $435.0k 0.01% Unchanged
74 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 3,8203.8k $430.5k $430.5k 0.00% New
75 SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC 0.08% of their portfolio COLUMBIA, SC 3,6983.7k $416.7k $416.7k 0.08% Unchanged
76 MidAtlantic Capital Management, Inc. 0.30% of their portfolio RICHMOND, VA 3,6803.7k $414.7k $414.7k 0.30% Unchanged
77 Rodgers & Associates, LTD 0.05% of their portfolio Lancaster, PA 3,5263.5k $397.3k $397.3k 0.05% Reduced -272 -272
78 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 3,4913.5k $393.4k $393.4k 0.00% Added +131 +131
79 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 3,3813.4k $381.0k $381.0k 0.00% Reduced -68 -68
80 Consolidated Portfolio Review Corp 0.05% of their portfolio WOODBURY, NY 2,9913.0k $337.0k $337.0k 0.05% New
81 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,8732.9k $323.8k $323.8k 0.00% Reduced -83 -83
82 BLB&B Advisors, LLC 0.02% of their portfolio MONTGOMERYVILLE, PA 2,8222.8k $318.0k $318.0k 0.02% Unchanged
83 Safeguard Investment Advisory Group, LLC 0.08% of their portfolio Corona, CA 2,6002.6k $293.0k $293.0k 0.08% Unchanged
84 IFG Advisors, LLC 0.06% of their portfolio ST. LOUIS, MO 2,5082.5k $282.6k $282.6k 0.06% Unchanged
85 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 2,4482.4k $275.8k $275.8k 0.02% Added +50 +50
86 Sunburst Financial Group, LLC 0.06% of their portfolio VESTAVIA HILLS, AL 2,2232.2k $250.5k $250.5k 0.06% Reduced -1.1k -1,060
87 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.04% of their portfolio ST. LOUIS, MO 2,2202.2k $250.2k $250.2k 0.04% Added +13 +13
88 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2,1902.2k $246.8k $246.8k 0.00% New
89 Wellment Financial 0.31% of their portfolio ELMHURST, IL 2,1732.2k $244.9k $244.9k 0.31% First filing
90 Weinberger Asset Management, Inc 0.10% of their portfolio LOS ANGELES, CA 2,1612.2k $243.5k $243.5k 0.10% Added +17 +17
91 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 2,1582.2k $243.2k $243.2k 0.01% Added +72 +72
92 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 2,1042.1k $237.1k $237.1k 0.00% New
93 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 1,9532.0k $220.1k $220.1k 0.00% Reduced -441 -441
94 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 1,9071.9k $223.1k $223.1k 0.01% Unchanged
95 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 1,9021.9k $214.3k $214.3k 0.00% New
96 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 1,7991.8k $202.7k $202.7k 0.00% Unchanged
97 Kiely Wealth Advisory Group, Inc. 0.14% of their portfolio OAK RIDGE, NC 1,7991.8k $209.9k $209.9k 0.14% Added +14 +14
98 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 1,7941.8k $202.2k $202.2k 0.00% Added +5 +5
99 Morton Brown Family Wealth, LLC 0.07% of their portfolio ALLENTOWN, PA 1,7501.8k $197.2k $197.2k 0.07% Unchanged
100 Global Retirement Partners, LLC 0.01% of their portfolio San Rafael, CA 1,7281.7k $194.7k $194.7k 0.01% Reduced -300 -300