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

Lido 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	-2,104	Closed	-$237K	–	1565
2024 Q4	$237K	Buy	+2,104	New	+$247K	﹤0.01%	1314

Other funds holding IVOG

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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 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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors's IVOG Position: Q1 2025 in Review

Lido Advisors sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q1 2025, closing a stake of 2,104 shares — an estimated $237K sold.

Lido Advisors first reported a position in IVOG in Q4 2024 and held it in 1 quarter. The position peaked at $237K in Q4 2024. 137 funds tracked by Wall St. Rank hold IVOG as of Q1 2025.

Lido Advisors reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
Lido Advisors sold 2,104 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $237K.
Lido Advisors first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q4 2024 and held it in 1 quarter.
Lido Advisors's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $237K 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 Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.