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

Capital Performance Advisors LLP

$310 Million
Q4 2024

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

151

Shares Held

3.37M

Call Options Held

0

Put Options Held

0

Mariner, LLC Overland Park, KS

684K
Shares

$71.8 Million
0.13% of portfolio
Raymond James Financial Inc St. Petersburg, FL

198K
Shares

$20.8 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

189K
Shares

$19.9 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

175K
Shares

$18.3 Million
0.01% of portfolio
Octavia Wealth Advisors, LLC

146K
Shares

$15.3 Million
2.0% of portfolio

About VANGUARD S&P MID CAP 400 GROWT

Ticker IVOG
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