Capital Performance Advisors LLP Vanguard S&P Mid Cap 400 Growt Transaction History

Capital Performance Advisors LLP

$449 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$105.49 - $116.32 $1,582 - $1,744	15 New	15 $1,000

Others Institutions Holding IVOG

# of Institutions

154

Shares Held

3.51M

Call Options Held

0

Put Options Held

277

Mariner, LLC Overland Park, KS

691K
Shares

$79.2 Million
0.12% of portfolio
Raymond James Financial Inc St. Petersburg, FL

196K
Shares

$22.4 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$21.7 Million
0.03% of portfolio
Octavia Wealth Advisors, LLC

162K
Shares

$18.5 Million
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

159K
Shares

$18.2 Million
0.01% of portfolio

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
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