159 tracked 13F filers disclose a position in IVOG as of the latest SEC 13F filings, a combined $627.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $162.7M | 1.3M | ▼−17% Reduced · −262K sh | Q1 2026 | |
| 2 | Mariner, LLC | $79.5M | 636K | ▼−0.1% Reduced · −759 sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $30.5M | 244K | ▲+25% Added · +49K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $29.9M | 239K | ▲+172% Added · +151K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $28.1M | 225K | ▲+6.0% Added · +13K sh | Q1 2026 | |
| 6 | MONETA GROUP INVESTMENT ADVISORS LLC | $26.9M | 216K | ▲+25% Added · +43K sh | Q1 2026 | |
| 7 | Stordahl Capital Management, Inc. | $21.4M | 146K | ▲+0.4% Added · +650 sh | Q2 2026 | |
| 8 | LPL Financial LLC | $16.1M | 128K | ▼−8.3% Reduced · −12K sh | Q1 2026 | |
| 9 | UBS Group AG | $15.5M | 124K | ▲+42% Added · +37K sh | Q1 2026 | |
| 10 | LJI Wealth Management, LLC | $14.7M | 100K | ▼−18% Reduced · −21K sh | Q2 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $11.5M | 92K | ▲+51% Added · +31K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $10.6M | 85K | ▲+7.8% Added · +6K sh | Q1 2026 | |
| 13 | Kingsview Wealth Management, LLC | $10.2M | 82K | ▲New +82K sh | Q1 2026 | |
| 14 | Baird Financial Group, Inc. | $8.8M | 70K | ▲+3.2% Added · +2K sh | Q1 2026 | |
| 15 | Baron Wealth Management LLC | $8.7M | 60K | ▲+18% Added · +9K sh | Q2 2026 | |
| 16 | Composition Wealth, LLC | $8.2M | 56K | ▼−0.1% Reduced · −82 sh | Q2 2026 | |
| 17 | HARBOUR INVESTMENTS, INC. | $6.0M | 48K | ▲+6.3% Added · +3K sh | Q1 2026 | |
| 18 | WELLS FARGO & COMPANY/MN | $5.6M | 45K | ▼−14% Reduced · −7K sh | Q1 2026 | |
| 19 | Altura Wealth Advisors Inc. | $6.5M | 44K | ▲+12% Added · +5K sh | Q2 2026 | |
| 20 | JPMORGAN CHASE & CO | $4.6M | 38K | ▼−2.1% Reduced · −808 sh | Q1 2026 | |
| 21 | STEPHEN J. GARRY & ASSOCIATES, LLC | $5.4M | 37K | ▲~0% Added · +18 sh | Q2 2026 | |
| 22 | CLARK FINANCIAL SERVICES GROUP INC /BD | $5.2M | 35K | ▼−0.3% Reduced · −113 sh | Q2 2026 | |
| 23 | Drucker Wealth 3.0, LLC | $5.2M | 35K | ▼−3.8% Reduced · −1K sh | Q2 2026 | |
| 24 | RWA WEALTH PARTNERS, LLC | $4.3M | 34K | ▲+1.4% Added · +458 sh | Q1 2026 | |
| 25 | Kestra Advisory Services, LLC | $5.0M | 34K | ▼−47% Reduced · −31K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in IVOG and 15 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 74 funds | $9.4B |
| APPLE INCAAPL | 73 funds | $55.3B |
| MICROSOFT CORPMSFT | 73 funds | $50.3B |
| AMAZON.COM INCAMZN | 73 funds | $36.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 72 funds | $5.2B |
| NVIDIA CORPNVDA | 71 funds | $72.2B |
| VANGUARD S&P 500 ETFVOO | 71 funds | $6.3B |
| JPMORGAN CHASE & COJPM | 70 funds | $14.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 70 funds | $8.5B |
| ALPHABET INC-CL AGOOGL | 69 funds | $31.0B |
| WALMART INCWMT | 69 funds | $9.8B |
| VANGUARD VALUE ETFVTV | 69 funds | $2.7B |
Ranked by how many of IVOG's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| VOOGmc | 587 funds | $5.0B |
| VOOVVAL IDX FD | 362 funds | $2.5B |
| VIOOmc | 306 funds | $1.5B |
| IVOOmc | 262 funds | $1.4B |
| VIOVSMLCP 600 VAL | 166 funds | $509.4M |
| IVOGthis pagecommon | 159 funds | $627.6M |
| VIOGmc | 151 funds | $320.3M |
| IVOVcommon | 141 funds | $583.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IVOG
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IVOG/capital-change-brief"
Use Arkolith's capital_change_brief for IVOG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IVOG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.