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 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
238+ 2.62% |
$24.1K - $28.5K
|
9.31K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
184+ 38.41% |
$18.6K - $22K
|
663
$75.9K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
136+ 1.52% |
$13.8K - $16.3K
|
9.1K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
98+ 128.95% |
$9.91K - $11.7K
|
174
$19.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
26+ 5.41% |
$2.63K - $3.11K
|
507
$58.1K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9+ 0.37% |
$910 - $1.08K
|
2.46K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$101 - $120
|
4.44K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2- -0.0% |
$202 - $240
|
41.6K
$4.76M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-8- 3.02% |
$809 - $958
|
257
$29.4K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-28- 4.52% |
$2.83K - $3.35K
|
592
$67.8K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-67- 16.34% |
$6.78K - $8.03K
|
343
$39.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-81- 0.28% |
$8.19K - $9.7K
|
28.5K
$3.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-116- 1.35% |
$11.7K - $13.9K
|
8.5K
$973K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-187- 0.56% |
$18.9K - $22.4K
|
32.9K
$3.77M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 28.57% |
$20.2K - $24K
|
500
$57.3K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-230- 2.84% |
$23.3K - $27.6K
|
7.86K
$900K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-364- 10.77% |
$36.8K - $43.6K
|
3.02K
$345K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-366- 4.94% |
$37K - $43.8K
|
7.04K
$806K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-380- 6.13% |
$38.4K - $45.5K
|
5.82K
$666K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-448- 4.99% |
$45.3K - $53.7K
|
8.54K
$977K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-469- 2.42% |
$47.4K - $56.2K
|
18.9K
$2.16M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-620- 57.09% |
$62.7K - $74.3K
|
466
$53.4K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-623- 2.03% |
$63K - $74.6K
|
30.1K
$3.45M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-630- 3.57% |
$63.7K - $75.5K
|
17K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-635- 33.39% |
$64.2K - $76.1K
|
1.27K
$145K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-685- 15.14% |
$69.3K - $82.1K
|
3.84K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-738- 9.8% |
$74.6K - $88.4K
|
6.79K
$778K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-777- 14.75% |
$78.6K - $93.1K
|
4.49K
$514K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-974- 6.0% |
$98.5K - $117K
|
15.3K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1K- 3.74% |
$101K - $120K
|
25.7K
$2.95M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-1.08K- 10.7% |
$109K - $129K
|
9.02K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1.23K- 17.74% |
$125K - $148K
|
5.72K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.38K- 1.91% |
$140K - $166K
|
71.1K
$8.15M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.09K- 1.05% |
$211K - $250K
|
196K
$22.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.99K- 50.6% |
$302K - $358K
|
2.92K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.1K- 3.86% |
$314K - $372K
|
77.3K
$8.86M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.87K- 5.34% |
$493K - $584K
|
86.4K
$9.89M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.4K- 8.84% |
$1.56M - $1.85M
|
159K
$18.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.5K- 75.72% |
$1.97M - $2.33M
|
6.24K
$715K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35.8K- 32.02% |
$3.62M - $4.28M
|
76K
$8.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-79K- 98.58% |
$7.99M - $9.47M
|
1.14K
$131K
|