CAPTRUST Financial Advisors
IVOG icon

CAPTRUST Financial Advisors’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,491
Closed -$393K – 2409
2024
Q4 		$393K Buy
3,491
+131
+4% +$15.4K ﹤0.01% 1746
2024
Q3 		$385K Buy
3,360
+1,416
+73% +$158K ﹤0.01% 1737
2024
Q2 		$213K Hold
1,944
– – ﹤0.01% 2003
2024
Q1 		$221K Sell
1,944
-1,010
-34% -$104K ﹤0.01% 1949
2023
Q4 		$290K Hold
2,954
– – ﹤0.01% 2135
2023
Q3 		$267K Hold
2,954
– – ﹤0.01% 2073
2023
Q2 		$276K Buy
+2,954
New +$262K ﹤0.01% 2036
2022
Q3 		– Sell
-1,334
Closed -$105K – 3059
2022
Q2 		$105K Buy
1,334
+374
+39% +$32.6K ﹤0.01% 2159
2022
Q1 		$92K Buy
+960
New +$91.9K ﹤0.01% 2338
2017
Q3 		– Sell
-2
Closed – – 577
2017
Q2 		$0 Buy
+2
New +$120 ﹤0.01% 275

Other funds holding IVOG

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors's IVOG Position: Q1 2025 in Review

CAPTRUST Financial Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2025, closing a stake of 3,491 shares — an estimated $393K sold.

CAPTRUST Financial Advisors first reported a position in IVOG in Q2 2017 and held it in 10 quarters. The position peaked at $393K in Q4 2024. 137 funds tracked by Wall St. Rank hold IVOG as of Q1 2025.

  • CAPTRUST Financial Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 3,491 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $393K.
  • CAPTRUST Financial Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2017 and held it in 10 quarters.
  • CAPTRUST Financial Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $393K in Q4 2024.
  • 137 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.