Purchases and Sales Made in Q1 2022 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 2022. 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 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
232K+ 19135.53% |
$20.8M - $24.5M
|
233K
$26.4M
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
79.2K+ 638.17% |
$7.1M - $8.36M
|
91.6K
$10.4M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.5KNew |
$1.48M - $1.74M
|
16.5K
$1.87M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.57K+ 27.69% |
$679K - $798K
|
34.9K
$3.96M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.98K+ 14.6% |
$536K - $631K
|
46.9K
$5.32M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
4.48K+ 16.82% |
$402K - $473K
|
31.1K
$3.53M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.11KNew |
$279K - $328K
|
3.11K
$353K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.07K+ 7.98% |
$275K - $324K
|
41.5K
$4.71M
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.69K+ 4.64% |
$241K - $284K
|
60.7K
$6.88M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.21K+ 1.23% |
$198K - $233K
|
181K
$20.5M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.12KNew |
$190K - $224K
|
2.12K
$241K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.46K+ 3.52% |
$130K - $153K
|
42.8K
$4.85M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.27K+ 44.62% |
$114K - $134K
|
4.12K
$467K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.27K+ 21.87% |
$113K - $133K
|
7.05K
$798K
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
1.09K+ 4.04% |
$98.1K - $115K
|
28.1K
$3.19M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
964+ 12.85% |
$86.4K - $102K
|
8.47K
$959K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
951+ 22.7% |
$85.3K - $100K
|
5.14K
$582K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
931New |
$83.5K - $98.2K
|
931
$105K
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
860New |
$77.1K - $90.7K
|
860
$97.4K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
841+ 17.8% |
$75.4K - $88.7K
|
5.57K
$631K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
781+ 1.06% |
$70K - $82.4K
|
74.2K
$8.41M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
638+ 13.85% |
$57.2K - $67.3K
|
5.25K
$594K
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
511+ 15.71% |
$45.8K - $53.9K
|
3.76K
$426K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
479+ 47900.0% |
$43K - $50.5K
|
480
$54.4K
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
451New |
$40.4K - $47.6K
|
451
$51.1K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
328+ 1.03% |
$29.4K - $34.6K
|
32.3K
$3.65M
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
315New |
$28.2K - $33.2K
|
315
$35.7K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
160+ 1.91% |
$14.3K - $16.9K
|
8.54K
$968K
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$8.97K - $10.5K
|
100
$11.3K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$8.97K - $10.5K
|
100
$11.3K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
78+ 4.17% |
$6.99K - $8.23K
|
1.95K
$221K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
70New |
$6.28K - $7.38K
|
70
$7.93K
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
57+ 1.2% |
$5.11K - $6.01K
|
4.82K
$546K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37+ 75.51% |
$3.32K - $3.9K
|
86
$9.74K
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
35+ 0.11% |
$3.14K - $3.69K
|
32.9K
$3.72M
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 4.43% |
$3.14K - $3.69K
|
825
$93.5K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30+ 2.6% |
$2.69K - $3.16K
|
1.18K
$134K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12+ 0.71% |
$1.08K - $1.27K
|
1.7K
$193K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11+ 0.14% |
$986 - $1.16K
|
7.92K
$897K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3+ 0.22% |
$269 - $316
|
1.37K
$155K
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-15Closed |
$1.35K - $1.58K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-19Closed |
$1.7K - $2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-21- 6.33% |
$1.88K - $2.21K
|
311
$35.2K
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-28- 0.3% |
$2.51K - $2.95K
|
9.33K
$1.06M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 1.03% |
$4.39K - $5.17K
|
4.72K
$534K
|
|
Jan 25, 2023
Q1 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-52- 1.24% |
$4.66K - $5.48K
|
4.13K
$468K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76- 1.21% |
$6.81K - $8.01K
|
6.19K
$701K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-94Closed |
$8.43K - $9.91K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-111Closed |
$9.95K - $11.7K
|
0
$0
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-149- 16.57% |
$13.4K - $15.7K
|
750
$85K
|