Purchases and Sales Made in Q1 2025 in Vanguard S&P Mid Cap 400 Growt (IVOG)
This table provides information about the institutional ownership of Vanguard S&P Mid Cap 400 Growt (IVOG) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD S&P MID CAP 400 GROWT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
40.4KNew |
$4.08M - $4.84M
|
40.4K
$4.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
15.6K+ 10.68% |
$1.58M - $1.87M
|
162K
$16.6M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.6K+ 4.73% |
$466K - $551K
|
102K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2.28KNew |
$231K - $273K
|
2.28K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.95KNew |
$197K - $233K
|
1.95K
$200K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14K+ 6.48% |
$115K - $136K
|
18.7K
$1.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1.09K+ 5.5% |
$110K - $131K
|
20.9K
$2.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
393+ 9.04% |
$39.7K - $47.1K
|
4.74K
$488K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
360+ 4.72% |
$36.4K - $43.1K
|
8K
$823K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
184+ 38.41% |
$18.6K - $22K
|
663
$68.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
26+ 5.41% |
$2.63K - $3.11K
|
507
$52.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-8- 3.02% |
$809 - $958
|
257
$26.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-81- 0.28% |
$8.19K - $9.7K
|
28.5K
$2.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-116- 1.35% |
$11.7K - $13.9K
|
8.5K
$875K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-187- 0.56% |
$18.9K - $22.4K
|
32.9K
$3.39M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 28.57% |
$20.2K - $24K
|
500
$51.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-366- 4.94% |
$37K - $43.8K
|
7.04K
$724K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-380- 6.13% |
$38.4K - $45.5K
|
5.82K
$599K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-630- 3.57% |
$63.7K - $75.5K
|
17K
$1.75M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-685- 15.14% |
$69.3K - $82.1K
|
3.84K
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-738- 9.8% |
$74.6K - $88.4K
|
6.79K
$699K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.99K- 50.6% |
$302K - $358K
|
2.92K
$300K
|