IVOG — VANGUARD S&P MID-CAP 400 GRO
As of Q2 2026, 14 SEC-registered investment managers reported holding IVOG (VANGUARD S&P MID-CAP 400 GRO) in their latest 13F filings, with a combined reported value of $109.02M across 745.87K shares. That is +28.1% by share count (+163.75K shares) versus the previous quarter, while reported value moved +49.8%. Ownership is concentrated: the five largest holders account for 88.8% of reported value and the top ten for 98.9%.
Compared with the prior quarter, 4 opened new positions, 5 added to existing stakes, 3 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 317.52K | $46.45M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 116.06K | $16.98M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 92.96K | $13.60M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 84.28K | $12.33M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 51.35K | $7.41M | 0.00% | New |
| Franklin Resources history | Q2 2026 | 27.39K | $4.01M | 0.00% | Hold |
| Goldman Sachs Group history | Q2 2026 | 26.45K | $3.87M | 0.00% | Reduce |
| Two Sigma Investments history | Q2 2026 | 11.80K | $1.73M | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 5.18K | $757.33K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 4.97K | $727.37K | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 3.44K | $503.27K | 0.00% | Reduce |
| PNC Financial Services history | Q2 2026 | 2.87K | $420.44K | 0.00% | Hold |
| Northern Trust Corp history | Q2 2026 | 1.51K | $221.65K | 0.00% | New |
| Vanguard Group history | Q4 2025 | 1.81K | $217.80K | 0.00% | New |
| BlackRock Inc history | Q2 2026 | 75 | $10.97K | 0.00% | New |
| Citigroup Inc history | Q1 2026 | 1 | $125 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 51.35K sh · $7.41M
- Two Sigma Investments 11.80K sh · $1.73M
- Northern Trust Corp 1.51K sh · $221.65K
- BlackRock Inc 75 sh · $10.97K
Fully Exited (vs previous quarter)
- Citigroup Inc sold 1 sh · $125
Fund Position History — shares by quarter (top 16 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 60.49K | 41.62K | 30.63K | 35.23K | 32.90K | 89.11K | 133.70K | 131.57K | 76.39K | 64.26K | 70.78K | 131.91K | 135.34K | 113.66K | 130.59K | 169.54K | 177.66K | 194.95K | 244.09K | 317.52K |
| UBS Group AG | 28.24K | 26.66K | 31.14K | 26.55K | 37.69K | 35.73K | 68.38K | 70.84K | 70.84K | 76.79K | 78.73K | 82.37K | 85.49K | 91.23K | 86.36K | 93.05K | 89.92K | 87.45K | 124.25K | 116.06K |
| Bank of America Corp | 37.22K | 38.46K | 41.53K | 47.41K | 53.55K | 42.09K | 81.22K | 77.17K | 77.80K | 110.81K | 68.38K | 66.89K | 69.10K | 72.53K | 71.15K | 69.87K | 67.05K | 60.65K | 91.67K | 92.96K |
| Wells Fargo & Co | 30.78K | 31.93K | 32.26K | 25.98K | 46.75K | 44.93K | 68.59K | 69.07K | 72.66K | 100.13K | 122.94K | 123.33K | 108.48K | 111.73K | 75.96K | 56.60K | 52.37K | 52.33K | 44.85K | 84.28K |
| JPMorgan Chase & Co | 16.23K | 12.41K | 91.64K | 16.64K | 16.64K | 16.64K | 33.29K | 33.29K | 33.08K | 34.11K | 34.11K | 34.92K | 35.32K | 36.13K | 36.77K | 36.70K | 43.92K | 38.93K | — | 51.35K |
| Franklin Resources | 13.70K | 13.70K | 13.70K | 13.70K | 13.70K | 13.70K | 27.39K | 27.39K | 27.39K | 27.39K | 27.39K | 27.39K | 27.39K | 27.39K | 27.39K | 27.39K | 27.39K | 27.39K | 27.39K | 27.39K |
| Goldman Sachs Group | 19.08K | 19.08K | 19.08K | 50.26K | 50.26K | 49.56K | 16.83K | 16.83K | 16.83K | 16.83K | 16.83K | 16.83K | 16.83K | 6.62K | 9.28K | 6.63K | 6.44K | 7.20K | 27.89K | 26.45K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 11.80K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.16K | 4.70K | 5.18K |
| Fidelity Management & Research (FMR) | 2.02K | 2.02K | 965 | 940 | 1.02K | 848 | 2.40K | 2.99K | 2.85K | 3.11K | 3.36K | 3.23K | 3.70K | 4.42K | 4.99K | 6.36K | 4.78K | 4.81K | 4.86K | 4.97K |
| Citadel Advisors | 15.10K | 21.62K | 4.21K | — | 17.27K | 19.38K | 14.27K | 5.47K | 2.55K | — | — | — | 8.61K | — | 20.38K | 5.29K | 15.96K | — | 9.54K | 3.44K |
| PNC Financial Services | 1.54K | 4.76K | 4.72K | 1.54K | 1.54K | 1.54K | 3.07K | 3.05K | 3.05K | 2.96K | 2.96K | 2.96K | 2.96K | 2.87K | 2.87K | 2.87K | 2.87K | 2.87K | 2.87K | 2.87K |
| Northern Trust Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.51K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 530 | — | 75 |
| Citigroup Inc | — | — | — | — | — | — | 1 | — | — | 23.71K | 23.44K | 23.41K | 29.78K | 29.90K | 60.57K | 954 | 954 | — | 1 | — |
| Vanguard Group | 15.69K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.81K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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