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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6New |
$571 - $681
|
6
$689
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$571 - $681
|
6
$689
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 1.46% |
$286 - $340
|
209
$24K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.1% |
$95.2 - $113
|
961
$110K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-23- 0.74% |
$2.19K - $2.61K
|
3.09K
$354K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-50- 1.87% |
$4.76K - $5.67K
|
2.62K
$301K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-61- 0.28% |
$5.81K - $6.92K
|
21.5K
$2.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-72- 0.86% |
$6.86K - $8.17K
|
8.29K
$952K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-161- 2.13% |
$15.3K - $18.3K
|
7.41K
$851K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-165- 0.81% |
$15.7K - $18.7K
|
20.2K
$2.32M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-178- 2.53% |
$16.9K - $20.2K
|
6.87K
$789K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-220- 2.48% |
$20.9K - $25K
|
8.65K
$994K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-265- 1.12% |
$25.2K - $30.1K
|
23.4K
$2.69M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-278- 0.65% |
$26.5K - $31.5K
|
42.6K
$4.9M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-298- 2.19% |
$28.4K - $33.8K
|
13.3K
$1.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-322- 1.8% |
$30.7K - $36.5K
|
17.6K
$2.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-394- 9.61% |
$37.5K - $44.7K
|
3.7K
$426K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-518- 1.83% |
$49.3K - $58.8K
|
27.9K
$3.2M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-766- 4.54% |
$72.9K - $86.9K
|
16.1K
$1.85M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-834- 25.8% |
$79.4K - $94.6K
|
2.4K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-924- 4.91% |
$88K - $105K
|
17.9K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.01K- 34.19% |
$96.2K - $115K
|
1.94K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.04K- 10.27% |
$99.3K - $118K
|
9.11K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.1K- 17.8% |
$105K - $125K
|
5.08K
$584K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.2K- 3.41% |
$115K - $137K
|
34.1K
$3.92M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.4K- 8.53% |
$133K - $158K
|
15K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.54K- 2.28% |
$147K - $175K
|
65.8K
$7.56M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.11K- 36.4% |
$201K - $239K
|
3.68K
$423K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.11K- 1.09% |
$201K - $240K
|
191K
$22M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-4.71K- 21.25% |
$448K - $534K
|
17.4K
$2M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.2K- 10.53% |
$876K - $1.04M
|
78.1K
$8.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.22K- 49.92% |
$877K - $1.05M
|
9.25K
$1.06M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14K- 33.91% |
$1.34M - $1.59M
|
27.4K
$3.14M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-42.4K- 38.29% |
$4.04M - $4.81M
|
68.4K
$7.86M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-61.1K- 46.34% |
$5.82M - $6.93M
|
70.8K
$8.13M
|