VANGUARD GROUP INC - Exchange Traded Fund (IVOG) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Exchange Traded Fund
Symbol
IVOG
Shares outstanding
11,246,972
Price per share
$126.68
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
4,969,985
Total reported value
$597,912,582
% of total 13F portfolios
0%
Share change
+94,773
Value change
+$11,472,614
Number of holders
168
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of VANGUARD GROUP INC - Exchange Traded Fund (IVOG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
International City Management Association Retirement Corp 14% $190,832,138 1,597,070 International City Management Association Retirement Corp 05 Sep 2025

As of 31 Dec 2025, 168 institutional investors reported holding 4,969,985 shares of VANGUARD GROUP INC - Exchange Traded Fund (IVOG). This represents 44% of the company’s total 11,246,972 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of VANGUARD GROUP INC - Exchange Traded Fund (IVOG) together control 37% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANTAGEPOINT INVESTMENT ADVISERS LLC 14% 1,562,689 -2.2% 1.5% $187,836,155
Mariner, LLC 5.7% 636,389 +0.91% 0.09% $76,494,269
RAYMOND JAMES FINANCIAL INC 1.9% 212,193 +8.2% 0.01% $25,505,752
MORGAN STANLEY 1.7% 194,948 +9.7% 0% $23,432,954
MONETA GROUP INVESTMENT ADVISORS LLC 1.5% 172,656 +15% 0.16% $20,753,296
Stordahl Capital Management, Inc. 1.3% 144,668 -0.14% 3.6% $17,389,224
LPL Financial LLC 1.2% 139,976 -11% 0% $16,825,183
Octavia Wealth Advisors, LLC 1.2% 134,235 -9.7% 1.5% $16,135,119
LJI Wealth Management, LLC 1% 117,236 +4.5% 2.2% $14,091,808
AMERIPRISE FINANCIAL INC 0.78% 88,041 +1.8% 0% $10,601,260
UBS Group AG 0.78% 87,448 -2.7% 0% $10,511,337
Cetera Investment Advisers 0.7% 78,891 +0.17% 0.01% $9,482,754
PEAPACK GLADSTONE FINANCIAL CORP 0.64% 71,464 +365% 0.11% $8,590,000
Baird Financial Group, Inc. 0.6% 68,001 +5.4% 0.01% $8,173,761
Kestra Advisory Services, LLC 0.57% 63,772 +2.4% 0.03% $7,665,402
BANK OF AMERICA CORP /DE/ 0.54% 60,651 -9.5% 0% $7,290,314
Composition Wealth, LLC 0.5% 56,246 -0.21% 0.1% $6,760,850
WELLS FARGO & COMPANY/MN 0.47% 52,333 -0.08% 0% $6,290,423
HARBOUR INVESTMENTS, INC. 0.4% 44,929 +3.3% 0.11% $5,400,460
JPMORGAN CHASE & CO 0.35% 38,930 -11% 0% $4,679,409
STEPHEN J. GARRY & ASSOCIATES, LLC 0.33% 36,691 -1% 3.5% $4,410,281
Drucker Wealth 3.0, LLC 0.32% 36,550 +5.7% 0.77% $4,393,372
CLARK FINANCIAL SERVICES GROUP INC /BD 0.32% 35,785 -4.1% 2.4% $4,433,404
ESG Planning DBA Harper Investing 0.32% 35,671 +32% 1.8% $4,287,728
RWA WEALTH PARTNERS, LLC 0.3% 33,721 -0.06% 0.04% $4,053,320

Institutional Holders of VANGUARD GROUP INC - Exchange Traded Fund (IVOG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 4,969,985 $597,912,582 +$11,472,614 $120.20 168
2025 Q3 4,892,952 $584,657,600 +$190,657,501 $119.48 156
2025 Q2 3,286,771 $371,743,167 +$7,119,622 $113.03 150
2025 Q1 3,237,927 $333,921,156 +$11,791,108 $103.17 136
2024 Q4 3,125,289 $352,476,141 +$15,161,377 $112.69 144
2024 Q3 2,961,943 $339,515,943 +$3,892,201 $114.63 138
2024 Q2 2,932,355 $321,138,041 +$24,527,506 $109.54 127
2024 Q1 2,695,504 $305,724,306 +$21,914,941 $113.45 121
2023 Q4 2,501,654 $245,731,066 -$885,543 $98.23 100
2023 Q3 2,462,679 $222,376,848 -$3,535,488 $90.30 98
2023 Q2 2,523,595 $235,942,457 -$5,355,649 $93.50 89
2023 Q1 2,582,489 $229,451,491 +$105,919,283 $88.85 94
2022 Q4 1,381,203 $233,989,365 -$3,812,487 $169.32 102
2022 Q3 1,374,185 $216,239,007 +$6,881,440 $157.35 80
2022 Q2 1,335,820 $211,158,887 -$1,228,835 $158.07 76
2022 Q1 1,342,662 $258,320,603 -$3,535,673 $192.35 84
2021 Q4 1,363,939 $288,333,257 -$6,112,919 $211.44 96
2021 Q3 1,307,688 $257,522,818 -$8,013,380 $196.93 84
2021 Q2 1,417,235 $284,470,647 -$10,665,543 $200.71 85
2021 Q1 1,470,707 $284,851,991 +$14,315,998 $194.42 85
2020 Q4 1,398,893 $250,270,666 +$89,243,784 $178.81 77
2020 Q3 901,877 $134,486,383 -$28,586,358 $149.10 71
2020 Q2 1,078,346 $150,457,812 +$4,706,347 $139.21 63
2020 Q1 1,056,335 $121,873,305 -$20,777,937 $110.36 65
2019 Q4 1,219,550 $179,188,961 -$24,643,092 $146.93 74
2019 Q3 1,402,853 $195,556,659 -$2,675,859 $139.41 67
2019 Q2 1,418,530 $199,112,466 +$56,882,667 $140.31 65
2019 Q1 1,016,939 $137,999,031 -$7,005,545 $135.46 69
2018 Q4 1,068,513 $126,111,205 -$17,563,109 $117.88 59
2018 Q3 1,199,590 $172,763,248 +$39,936,058 $144.66 63
2018 Q2 923,586 $128,621,190 -$2,805,504 $139.27 57
2018 Q1 944,265 $127,472,547 -$137,265,917 $135.02 61
2017 Q4 1,965,037 $261,526,025 +$147,171,826 $133.09 56
2017 Q3 728,280 $91,379,530 +$14,506,195 $125.48 47
2017 Q2 613,285 $74,551,939 -$7,140,101 $121.56 42
2017 Q1 677,309 $79,742,000 +$18,998,877 $117.80 38
2016 Q4 532,495 $59,682,000 +$6,992,939 $112.02 36
2016 Q3 463,861 $50,218,000 -$458,667 $108.37 31
2016 Q2 467,905 $48,874,000 -$557,009 $104.48 25
2016 Q1 475,249 $47,579,000 +$10,718,723 $100.13 26
2015 Q4 369,142 $36,504,000 +$4,593,878 $98.97 29
2015 Q3 288,258 $28,010,000 -$8,956,088 $97.17 25
2015 Q2 375,378 $39,270,582 +$1,286,322 $104.57 24
2015 Q1 362,866 $38,237,077 +$20,372,983 $105.39 24
2014 Q4 169,902 $16,700,038 +$2,306,968 $98.24 16
2014 Q3 166,148 $15,518,651 +$1,704,494 $93.46 17
2014 Q2 147,894 $14,316,033 -$2,442,632 $96.83 16
2014 Q1 174,574 $16,426,095 +$4,132,230 $94.11 18