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 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
143+ 48.31% |
$13.1K - $16.2K
|
439
$52.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
103New |
$9.43K - $11.6K
|
103
$12.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
80+ 2.27% |
$7.32K - $9.04K
|
3.61K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
61New |
$5.58K - $6.89K
|
61
$7.28K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59+ 3.86% |
$5.4K - $6.67K
|
1.59K
$189K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
29+ 0.31% |
$2.65K - $3.28K
|
9.34K
$1.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23+ 0.33% |
$2.1K - $2.6K
|
7.06K
$842K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21+ 0.85% |
$1.92K - $2.37K
|
2.48K
$296K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9+ 0.38% |
$824 - $1.02K
|
2.38K
$284K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7+ 0.16% |
$641 - $791
|
4.45K
$531K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6New |
$549 - $678
|
6
$716
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4+ 0.68% |
$366 - $452
|
596
$71.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-11- 0.51% |
$1.01K - $1.24K
|
2.15K
$256K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-12- 50.0% |
$1.1K - $1.36K
|
12
$1.43K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-22- 0.04% |
$2.01K - $2.49K
|
56.4K
$6.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-24- 13.79% |
$2.2K - $2.71K
|
150
$17.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-25- 71.43% |
$2.29K - $2.83K
|
10
$1.19K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-35- 1.17% |
$3.2K - $3.96K
|
2.96K
$353K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-43- 12.54% |
$3.93K - $4.86K
|
300
$35.8K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-43- 9.21% |
$3.93K - $4.86K
|
424
$50.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-85- 0.66% |
$7.78K - $9.61K
|
12.8K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-157- 0.43% |
$14.4K - $17.7K
|
36.8K
$4.39M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-226- 2.26% |
$20.7K - $25.5K
|
9.79K
$1.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-354- 16.37% |
$32.4K - $40K
|
1.81K
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-367- 2.41% |
$33.6K - $41.5K
|
14.9K
$1.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-377- 6.48% |
$34.5K - $42.6K
|
5.44K
$649K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-416- 14.27% |
$38.1K - $47K
|
2.5K
$298K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-488- 2.99% |
$44.7K - $55.2K
|
15.8K
$1.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-499- 1.66% |
$45.7K - $56.4K
|
29.6K
$3.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-518- 2.01% |
$47.4K - $58.5K
|
25.2K
$3.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-553- 3.25% |
$50.6K - $62.5K
|
16.5K
$1.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-644- 16.78% |
$58.9K - $72.8K
|
3.19K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-682- 8.68% |
$62.4K - $77.1K
|
7.18K
$856K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-718- 7.66% |
$65.7K - $81.2K
|
8.66K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-785- 3.76% |
$71.8K - $88.7K
|
20.1K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-860- 10.07% |
$78.7K - $97.2K
|
7.68K
$916K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-919- 4.92% |
$84.1K - $104K
|
17.8K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-961- 5.09% |
$87.9K - $109K
|
17.9K
$2.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.03K- 3.12% |
$94K - $116K
|
31.9K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.08K- 0.55% |
$98.6K - $122K
|
195K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.27K- 1.79% |
$117K - $144K
|
69.9K
$8.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.64K- 17.97% |
$150K - $185K
|
7.46K
$890K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.68K- 18.64% |
$154K - $190K
|
7.34K
$875K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.65K- 28.57% |
$243K - $300K
|
6.63K
$791K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.86K- 19.02% |
$353K - $436K
|
16.4K
$1.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-4.86K- 90.83% |
$445K - $549K
|
491
$58.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.02K- 14.48% |
$551K - $680K
|
35.5K
$4.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-7.73K- 29.94% |
$707K - $873K
|
18.1K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.1K- 74.02% |
$1.38M - $1.7M
|
5.29K
$632K
|