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

Oppenheimer & Co’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
Q2 		– Sell
-6,793
Closed -$701K – 1657
2025
Q1 		$701K Sell
6,793
-738
-10% -$82.5K 0.01% 951
2024
Q4 		$849K Buy
7,531
+349
+5% +$41K 0.01% 863
2024
Q3 		$823K Buy
7,182
+723
+11% +$80.4K 0.01% 856
2024
Q2 		$708K Buy
+6,459
New +$709K 0.01% 890

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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

Oppenheimer & Co's IVOG Position: Q2 2025 in Review

Oppenheimer & Co sold out of Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) in Q2 2025, closing a stake of 6,793 shares — an estimated $701K sold.

Oppenheimer & Co first reported a position in IVOG in Q2 2024 and held it in 4 quarters. The position peaked at $849K in Q4 2024. 152 funds tracked by Wall St. Rank hold IVOG as of Q2 2025.

  • Oppenheimer & Co reported no remaining Vanguard S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 6,793 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $701K.
  • Oppenheimer & Co first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q2 2024 and held it in 4 quarters.
  • Oppenheimer & Co's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $849K in Q4 2024.
  • 152 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Oppenheimer & Co's 13F filing for Q2 2025, filed 31 Jul 2025.