Purchases and Sales Made in Q1 2023 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 2023. 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 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
317K+ 91.16% |
$26.7M - $58.7M
|
665K
$75.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
101K+ 100.75% |
$8.45M - $18.6M
|
201K
$22.7M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
74.3K+ 112.86% |
$6.24M - $13.7M
|
140K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
73.6K+ 107.3% |
$6.18M - $13.6M
|
142K
$16.1M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.1K+ 117.26% |
$4.55M - $10M
|
100K
$11.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.6K+ 50.05% |
$3.75M - $8.25M
|
134K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40.7K+ 86.32% |
$3.41M - $7.52M
|
87.8K
$9.94M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
40.4K+ 110.41% |
$3.39M - $7.47M
|
76.9K
$8.71M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39.1K+ 92.97% |
$3.29M - $7.24M
|
81.2K
$9.2M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
36.7KNew |
$3.08M - $6.79M
|
36.7K
$4.16M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.7K+ 97.89% |
$2.91M - $6.42M
|
70.2K
$7.95M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
32.7K+ 91.37% |
$2.74M - $6.04M
|
68.4K
$7.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
29.6K+ 88.07% |
$2.48M - $5.47M
|
63.2K
$7.15M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.7K+ 52.66% |
$1.99M - $4.38M
|
68.6K
$7.77M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.6K+ 635.92% |
$1.98M - $4.37M
|
27.3K
$3.1M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
22.9K+ 56.68% |
$1.92M - $4.23M
|
63.2K
$7.16M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.6K+ 134.13% |
$1.81M - $4M
|
37.7K
$4.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
21K+ 90.26% |
$1.76M - $3.88M
|
44.2K
$5.01M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
19KNew |
$1.6M - $3.52M
|
19K
$2.15M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
16.8K+ 103.43% |
$1.41M - $3.12M
|
33.1K
$3.75M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.6K+ 100.0% |
$1.4M - $3.08M
|
33.3K
$3.77M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
16.3K+ 98.98% |
$1.37M - $3.01M
|
32.7K
$3.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
14.6K+ 99.37% |
$1.23M - $2.71M
|
29.3K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13.7K+ 100.0% |
$1.15M - $2.53M
|
27.4K
$3.1M
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
10.5K+ 119.45% |
$881K - $1.94M
|
19.3K
$2.18M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.6K+ 110.34% |
$806K - $1.78M
|
18.3K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
8.53K+ 97.57% |
$716K - $1.58M
|
17.3K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.34K+ 140.04% |
$700K - $1.54M
|
14.3K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.3K+ 96.96% |
$697K - $1.54M
|
16.9K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.05K+ 96.29% |
$676K - $1.49M
|
16.4K
$1.86M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.54K+ 232.11% |
$633K - $1.39M
|
10.8K
$1.22M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.5KNew |
$546K - $1.2M
|
6.5K
$736K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.48K+ 145.45% |
$544K - $1.2M
|
10.9K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.85K+ 89.37% |
$492K - $1.08M
|
12.4K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.11K+ 106.38% |
$429K - $944K
|
9.9K
$1.12M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4.97K+ 100.0% |
$418K - $920K
|
9.95K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.71K+ 100.08% |
$396K - $872K
|
9.42K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.46K+ 83.92% |
$374K - $824K
|
9.77K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.12K+ 98.14% |
$346K - $762K
|
8.32K
$942K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
3.98K+ 100.0% |
$334K - $736K
|
7.96K
$901K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.97K+ 122.28% |
$334K - $735K
|
7.22K
$818K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.77K+ 92.95% |
$317K - $698K
|
7.83K
$887K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.4K+ 92.0% |
$286K - $629K
|
7.1K
$804K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.27KNew |
$275K - $605K
|
3.27K
$371K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.03K+ 128.78% |
$254K - $560K
|
5.38K
$610K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.91K+ 91.8% |
$245K - $539K
|
6.08K
$689K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.91K+ 102.87% |
$244K - $538K
|
5.73K
$649K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.66K+ 131.49% |
$223K - $491K
|
4.68K
$530K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
2.6K+ 99.47% |
$219K - $482K
|
5.22K
$592K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.27K+ 107.84% |
$191K - $420K
|
4.38K
$496K
|