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 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.09K+ 99.95% |
$176K - $387K
|
4.18K
$481K
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
2.06K+ 100.0% |
$173K - $382K
|
4.13K
$474K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.92K+ 99.95% |
$161K - $355K
|
3.84K
$441K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
1.9KNew |
$159K - $351K
|
1.9K
$218K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.88K+ 155.83% |
$158K - $349K
|
3.09K
$355K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.73KNew |
$145K - $320K
|
1.73K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.53K+ 99.61% |
$129K - $283K
|
3.07K
$353K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.41K+ 100.0% |
$119K - $261K
|
2.82K
$324K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.34K+ 134.87% |
$113K - $248K
|
2.34K
$269K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.25K+ 100.0% |
$105K - $232K
|
2.51K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.25K+ 100.0% |
$105K - $231K
|
2.49K
$287K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
1.19K+ 99.92% |
$99.9K - $220K
|
2.38K
$273K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
950New |
$79.8K - $176K
|
950
$109K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
874+ 81.38% |
$73.4K - $162K
|
1.95K
$224K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
840+ 100.0% |
$70.6K - $155K
|
1.68K
$193K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
726+ 100.0% |
$61K - $134K
|
1.45K
$167K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
451+ 100.0% |
$37.9K - $83.4K
|
902
$104K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
440New |
$37K - $81.4K
|
440
$50.6K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
350+ 30.43% |
$29.4K - $64.8K
|
1.5K
$172K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
331New |
$27.8K - $61.2K
|
331
$38K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
300+ 100.0% |
$25.2K - $55.5K
|
600
$68.9K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
278+ 100.36% |
$23.3K - $51.4K
|
555
$63.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
249+ 100.0% |
$20.9K - $46.1K
|
498
$57.2K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
233+ 99.15% |
$19.6K - $43.1K
|
468
$53.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
200+ 100.0% |
$16.8K - $37K
|
400
$46K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
148+ 100.0% |
$12.4K - $27.4K
|
296
$34K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
126New |
$10.6K - $23.3K
|
126
$14.5K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
120New |
$10.1K - $22.2K
|
120
$13.8K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 100.0% |
$8.4K - $18.5K
|
200
$23K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
90New |
$7.56K - $16.7K
|
90
$10.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
90+ 101.12% |
$7.56K - $16.7K
|
179
$20.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
89New |
$7.48K - $16.5K
|
89
$10.2K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
88+ 100.0% |
$7.39K - $16.3K
|
176
$20.2K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
61New |
$5.12K - $11.3K
|
61
$7.01K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
60+ 54.55% |
$5.04K - $11.1K
|
170
$19.5K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
33+ 8.75% |
$2.77K - $6.11K
|
410
$47.1K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
29+ 100.0% |
$2.44K - $5.37K
|
58
$6.66K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
12New |
$1.01K - $2.22K
|
12
$1.38K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10New |
$840 - $1.85K
|
10
$1.15K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 166.67% |
$840 - $1.85K
|
16
$1.84K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 100.0% |
$504 - $1.11K
|
12
$1.38K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 100.0% |
$336 - $740
|
8
$919
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$84 - $185
|
1
$115
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-111- 98.23% |
$9.32K - $20.5K
|
2
$230
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-135Closed |
$11.3K - $25K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.11K- 26.38% |
$429K - $946K
|
14.3K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.7K- 66.05% |
$2.75M - $6.06M
|
16.8K
$1.93M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.7K- 66.05% |
$2.75M - $6.06M
|
16.8K
$1.93M
|