Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
131KNew |
$12.4M - $14.8M
|
131K
$15M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.3K+ 20.64% |
$2.5M - $2.98M
|
154K
$17.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.8K+ 22.78% |
$2.17M - $2.59M
|
123K
$14.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
13.2K+ 193.9% |
$1.26M - $1.5M
|
20.1K
$2.3M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$1.04M - $1.24M
|
10.9K
$1.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
9.15K+ 6.93% |
$871K - $1.04M
|
141K
$16.2M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.9KNew |
$657K - $783K
|
6.9K
$792K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.85K+ 33.4% |
$652K - $777K
|
27.4K
$3.14M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.53K+ 10.16% |
$622K - $740K
|
70.8K
$8.12M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.53K+ 10.16% |
$622K - $740K
|
70.8K
$8.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.13KNew |
$584K - $695K
|
6.13K
$703K
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
5.65KNew |
$538K - $641K
|
5.65K
$648K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.54K+ 94.88% |
$432K - $515K
|
9.32K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.5K+ 9.04% |
$428K - $510K
|
54.3K
$6.22M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.47K+ 94.4% |
$331K - $394K
|
7.15K
$820K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.06K+ 0.46% |
$292K - $347K
|
665K
$76.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.03KNew |
$288K - $343K
|
3.03K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.65K+ 3.14% |
$252K - $301K
|
87.1K
$9.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.3K+ 40.69% |
$219K - $261K
|
7.95K
$911K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.96KNew |
$186K - $222K
|
1.96K
$224K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.94K+ 2.53% |
$185K - $220K
|
78.7K
$9.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.93KNew |
$184K - $219K
|
1.93K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.82KNew |
$173K - $206K
|
1.82K
$208K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.76KNew |
$168K - $200K
|
1.76K
$202K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.76KNew |
$168K - $200K
|
1.76K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.71K+ 21.86% |
$163K - $194K
|
9.56K
$1.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.07K+ 6.39% |
$102K - $122K
|
17.8K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
985New |
$93.8K - $112K
|
985
$113K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
885+ 7.32% |
$84.3K - $100K
|
13K
$1.49M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
637New |
$60.7K - $72.3K
|
637
$73K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
511New |
$48.7K - $58K
|
511
$58.6K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
380New |
$36.2K - $43.1K
|
380
$43.6K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
356New |
$33.9K - $40.4K
|
356
$40.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
336+ 2800.0% |
$32K - $38.1K
|
348
$39.9K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
305+ 0.85% |
$29K - $34.6K
|
36.1K
$4.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
300+ 15.56% |
$28.6K - $34K
|
2.23K
$255K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
257New |
$24.5K - $29.2K
|
257
$29.5K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
232+ 3.73% |
$22.1K - $26.3K
|
6.44K
$739K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$19K - $22.7K
|
200
$22.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
140New |
$13.3K - $15.9K
|
140
$16.1K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
134New |
$12.8K - $15.2K
|
134
$15.4K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
101New |
$9.62K - $11.5K
|
101
$11.6K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
97New |
$9.24K - $11K
|
97
$11.1K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
62+ 0.77% |
$5.9K - $7.03K
|
8.15K
$935K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
60New |
$5.71K - $6.81K
|
60
$6.88K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
56New |
$5.33K - $6.35K
|
56
$6.42K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23+ 0.18% |
$2.19K - $2.61K
|
12.7K
$1.46M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18New |
$1.71K - $2.04K
|
18
$2.06K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10+ 0.49% |
$952 - $1.13K
|
2.05K
$235K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$857 - $1.02K
|
9
$1.03K
|