VANGUARD GROUP INC - IVOG

Sector: Funds · Industry: Investment Company
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Company profile

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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$656.4M
QoQ value delta ($000)
+$56.02M (+9.33%)
Implied price effect (QoQ)
+3.87%
Shares
Total shares
5,253,867
QoQ shares delta
+262,525 (+5.26%)
Total shares held by funds (by quarter)

Market chart (IVOG)

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Top holders (Q1 2026)

Top 25 only Full list
Partial Q1 2026 data: 176 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
VANTAGEPOINT INVESTMENT ADVISERS LLC 162,686 1,301,180 1.38%
Mariner, LLC 79,472 635,630 0.09%
MORGAN STANLEY 30,519 244,095 0.0%
AMERIPRISE FINANCIAL INC 29,907 239,206 0.01%
RAYMOND JAMES FINANCIAL INC 28,116 224,875 0.01%
MONETA GROUP INVESTMENT ADVISORS LLC 26,945 215,514 0.2%
Stordahl Capital Management, Inc. 18,182 145,424 3.74%
Gryphon Financial Partners LLC 17,457 139,630 1.79%
LPL Financial LLC 16,055 128,414 0.0%
UBS Group AG 15,534 124,248 0.0%
LJI Wealth Management, LLC 15,189 121,489 2.43%
BANK OF AMERICA CORP /DE/ 11,461 91,669 0.0%
Cetera Investment Advisers 10,633 85,050 0.01%
Kingsview Wealth Management, LLC 10,202 81,601 0.14%
PEAPACK GLADSTONE FINANCIAL CORP 9,667 77,317 0.12%
Baird Financial Group, Inc. 8,776 70,192 0.01%
Kestra Advisory Services, LLC 8,052 64,402 0.03%
Composition Wealth, LLC 7,024 56,181 0.1%
Baron Wealth Management LLC 6,303 50,414 1.88%
HARBOUR INVESTMENTS, INC. 5,970 47,755 0.09%
WELLS FARGO & COMPANY/MN 5,607 44,852 0.0%
Altura Wealth Advisors Inc. 4,953 39,618 2.16%
STEPHEN J. GARRY & ASSOCIATES, LLC 4,649 37,190 3.74%
JPMORGAN CHASE & CO 4,609 38,122 0.0%
Drucker Wealth 3.0, LLC 4,581 36,641 0.8%