Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
79.2K+ 159.75% |
$7.25M - $8.96M
|
129K
$15.4M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
39K+ 29.83% |
$3.56M - $4.4M
|
170K
$20.2M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.4K+ 12.79% |
$1.86M - $2.3M
|
180K
$21.4M
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
17.6KNew |
$1.61M - $1.99M
|
17.6K
$2.1M
|
|
Aug 13, 2025
Q2 2025
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
17.6KNew |
$1.61M - $1.99M
|
17.6K
$2.1M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.5K+ 20.04% |
$1.42M - $1.75M
|
92.8K
$11.1M
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
14.5KNew |
$1.33M - $1.64M
|
14.5K
$1.74M
|
|
Aug 11, 2025
Q2 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
14.3KNew |
$1.31M - $1.61M
|
14.3K
$1.7M
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
12K+ 11.8% |
$1.1M - $1.36M
|
114K
$13.6M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.8K+ 62.97% |
$988K - $1.22M
|
27.9K
$3.33M
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.11KNew |
$742K - $916K
|
8.11K
$967K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.18K+ 11.08% |
$657K - $811K
|
72K
$8.59M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
6.69K+ 7.74% |
$612K - $756K
|
93K
$11.1M
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.94K+ 13.35% |
$360K - $445K
|
33.5K
$3.99M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.92K+ 62.72% |
$358K - $443K
|
10.2K
$1.21M
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.87K+ 10.75% |
$355K - $438K
|
39.9K
$4.76M
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.23KNew |
$296K - $365K
|
3.23K
$385K
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
2.73KNew |
$249K - $308K
|
2.73K
$325K
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
2.63KNew |
$240K - $297K
|
2.63K
$314K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.55K+ 4.11% |
$233K - $288K
|
64.5K
$7.7M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.46K+ 25.25% |
$225K - $278K
|
12.2K
$1.45M
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.34KNew |
$214K - $265K
|
2.34K
$280K
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
2.3KNew |
$211K - $260K
|
2.3K
$275K
|
|
Aug 05, 2025
Q2 2025
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.13KNew |
$195K - $241K
|
2.13K
$254K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.96KNew |
$179K - $222K
|
1.96K
$234K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.91KNew |
$175K - $216K
|
1.91K
$228K
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.85K+ 1.32% |
$169K - $209K
|
142K
$16.9M
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.8KNew |
$164K - $203K
|
1.8K
$214K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.53K+ 54.1% |
$140K - $173K
|
4.36K
$520K
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.49K+ 130.53% |
$136K - $168K
|
2.63K
$314K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.43K+ 30.16% |
$131K - $162K
|
6.17K
$737K
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
1.32K+ 4.64% |
$121K - $149K
|
29.8K
$3.55M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$91.5K - $113K
|
1K
$119K
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
950New |
$86.9K - $107K
|
950
$113K
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
561New |
$51.3K - $63.4K
|
561
$66.9K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
484+ 0.07% |
$44.3K - $54.7K
|
692K
$82.6M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
460+ 5.16% |
$42.1K - $52K
|
9.38K
$1.12M
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
445+ 3.69% |
$40.7K - $50.3K
|
12.5K
$1.49M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
421+ 239.2% |
$38.5K - $47.6K
|
597
$71.2K
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
375+ 0.55% |
$34.3K - $42.4K
|
68.4K
$8.17M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
284+ 3.54% |
$26K - $32.1K
|
8.3K
$990K
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
277New |
$25.3K - $31.3K
|
277
$33.1K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
270New |
$24.7K - $30.5K
|
270
$32.2K
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
241+ 12.38% |
$22.1K - $27.2K
|
2.19K
$261K
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
216+ 1.49% |
$19.8K - $24.4K
|
14.7K
$1.76M
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
199+ 0.54% |
$18.2K - $22.5K
|
37.1K
$4.43M
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
198+ 6.56% |
$18.1K - $22.4K
|
3.22K
$384K
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
196+ 5.9% |
$17.9K - $22.2K
|
3.52K
$420K
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
186+ 10.63% |
$17K - $21K
|
1.94K
$231K
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
154+ 1.97% |
$14.1K - $17.4K
|
7.96K
$950K
|