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

Eagle Bay 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
-56
Closed -$6.31K – 543
2024
Q4 		$6.31K Hold
56
– – ﹤0.01% 655
2024
Q3 		$6.42K Hold
56
– – ﹤0.01% 906
2024
Q2 		$6.13K Hold
56
– – ﹤0.01% 659
2024
Q1 		$6.35K Buy
+56
New +$5.79K ﹤0.01% 669

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

Eagle Bay Advisors's IVOG Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2025, closing a stake of 56 shares — an estimated $6.31K sold.

Eagle Bay Advisors first reported a position in IVOG in Q1 2024 and held it in 4 quarters. The position peaked at $6.42K in Q3 2024. 137 funds tracked by Wall St. Rank hold IVOG as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 56 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $6.31K.
  • Eagle Bay Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and held it in 4 quarters.
  • Eagle Bay Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $6.42K in Q3 2024.
  • 137 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.