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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
79.2K+ 8244.02% |
$8.01M - $9.49M
|
80.2K
$9.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
40.4KNew |
$4.08M - $4.84M
|
40.4K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
36.9KNew |
$3.74M - $4.43M
|
36.9K
$4.23M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
30.7K+ 102.61% |
$3.1M - $3.67M
|
60.6K
$6.94M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.4KNew |
$2.06M - $2.44M
|
20.4K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.9K+ 14.89% |
$1.71M - $2.03M
|
131K
$15M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
15.6K+ 10.68% |
$1.58M - $1.87M
|
162K
$18.5M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.1KNew |
$1.22M - $1.45M
|
12.1K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8.96KNew |
$906K - $1.07M
|
8.96K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.35K+ 12.79% |
$743K - $880K
|
64.8K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.15K+ 1.04% |
$723K - $856K
|
691K
$79.2M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
6.13KNew |
$619K - $734K
|
6.13K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.87K+ 9.44% |
$594K - $703K
|
68.1K
$7.79M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
5.35KNew |
$541K - $641K
|
5.35K
$613K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.02K+ 9.39% |
$508K - $601K
|
58.5K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.95K+ 11.1% |
$501K - $593K
|
49.6K
$5.68M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.6K+ 4.73% |
$466K - $551K
|
102K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.59K+ 36.54% |
$464K - $550K
|
17.1K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
4.34K+ 3.2% |
$439K - $520K
|
140K
$16M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.7KNew |
$374K - $443K
|
3.7K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.24K+ 9.89% |
$328K - $388K
|
36K
$4.13M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.83KNew |
$286K - $339K
|
2.83K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.8K+ 16.04% |
$283K - $336K
|
20.3K
$2.32M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.66K+ 40.16% |
$269K - $318K
|
9.28K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.6KNew |
$263K - $312K
|
2.6K
$298K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
2.4KNew |
$243K - $288K
|
2.4K
$275K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2.28KNew |
$231K - $273K
|
2.28K
$261K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.16K+ 997.69% |
$218K - $258K
|
2.37K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.99K+ 24.77% |
$201K - $238K
|
10K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.95KNew |
$197K - $233K
|
1.95K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.88K+ 5.37% |
$190K - $225K
|
36.9K
$4.23M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.22K+ 15.88% |
$124K - $146K
|
8.92K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.2K+ 17.52% |
$121K - $143K
|
8.01K
$918K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.16K+ 4.08% |
$117K - $138K
|
29.5K
$3.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14K+ 6.48% |
$115K - $136K
|
18.7K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.13K+ 51.74% |
$115K - $136K
|
3.32K
$380K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1.09K+ 5.5% |
$110K - $131K
|
20.9K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
731+ 5.31% |
$73.9K - $87.6K
|
14.5K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
652+ 7.19% |
$65.9K - $78.1K
|
9.73K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
635+ 1.76% |
$64.2K - $76.1K
|
36.8K
$4.21M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
562+ 0.92% |
$56.8K - $67.3K
|
62K
$7.1M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
500+ 7.74% |
$50.6K - $59.9K
|
6.96K
$797K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
393+ 9.04% |
$39.7K - $47.1K
|
4.74K
$543K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
363+ 20.18% |
$36.7K - $43.5K
|
2.16K
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
360+ 4.72% |
$36.4K - $43.1K
|
8K
$915K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
348+ 2.18% |
$35.2K - $41.7K
|
16.3K
$1.87M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
336+ 4.5% |
$34K - $40.2K
|
7.8K
$893K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
333+ 248.51% |
$33.7K - $39.9K
|
467
$53.5K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
305New |
$30.8K - $36.5K
|
305
$34.9K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
256New |
$25.9K - $30.7K
|
256
$29.3K
|