Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$339K - $370K
|
3.96K
$451K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
3.72KNew |
$319K - $348K
|
3.72K
$424K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.95KNew |
$253K - $276K
|
2.95K
$336K
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.76KNew |
$237K - $258K
|
2.76K
$314K
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.71KNew |
$233K - $254K
|
2.71K
$309K
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.71KNew |
$233K - $254K
|
2.71K
$309K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
2.63K+ 50.31% |
$225K - $246K
|
7.85K
$894K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
2.46K+ 3.59% |
$211K - $230K
|
70.8K
$8.06M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.26K+ 54.03% |
$194K - $211K
|
6.44K
$733K
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.95K+ 2.53% |
$167K - $182K
|
78.9K
$8.98M
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.43K+ 1.02% |
$123K - $134K
|
142K
$16.1M
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
915+ 2.07% |
$78.4K - $85.6K
|
45.2K
$5.14M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
764+ 24.7% |
$65.5K - $71.4K
|
3.86K
$439K
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
724+ 2.19% |
$62.1K - $67.7K
|
33.8K
$3.85M
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
578+ 3.0% |
$49.6K - $54K
|
19.8K
$2.26M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
480+ 0.7% |
$41.2K - $44.9K
|
69.1K
$7.86M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
476+ 0.33% |
$40.8K - $44.5K
|
143K
$16.2M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
470+ 4.75% |
$40.3K - $43.9K
|
10.4K
$1.18M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
460+ 6.37% |
$39.4K - $43K
|
7.68K
$875K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
385+ 2.69% |
$33K - $36K
|
14.7K
$1.67M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
379+ 8.66% |
$32.5K - $35.4K
|
4.75K
$541K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
280+ 164.71% |
$24K - $26.2K
|
450
$51.2K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
252+ 2.34% |
$21.6K - $23.6K
|
11K
$1.26M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$17.1K - $18.7K
|
200
$22.8K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
198+ 1.81% |
$17K - $18.5K
|
11.1K
$1.27M
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
150New |
$12.9K - $14K
|
150
$17.1K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
150New |
$12.9K - $14K
|
150
$17.1K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
112+ 2.08% |
$9.6K - $10.5K
|
5.49K
$625K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
75+ 1.6% |
$6.43K - $7.01K
|
4.75K
$541K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
58+ 11.65% |
$4.97K - $5.42K
|
556
$63.3K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
48New |
$4.12K - $4.49K
|
48
$5.46K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
37+ 0.44% |
$3.17K - $3.46K
|
8.36K
$951K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24+ 0.13% |
$2.06K - $2.24K
|
18.3K
$2.09M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5- 0.09% |
$429 - $468
|
5.73K
$652K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15- 0.49% |
$1.29K - $1.4K
|
3.05K
$348K
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-23- 0.13% |
$1.97K - $2.15K
|
17.2K
$1.96M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-33- 0.46% |
$2.83K - $3.09K
|
7.07K
$805K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-54- 0.57% |
$4.63K - $5.05K
|
9.36K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54- 0.44% |
$4.63K - $5.05K
|
12.3K
$1.41M
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 50.0% |
$8.57K - $9.35K
|
100
$11.4K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-162- 36.82% |
$13.9K - $15.1K
|
278
$31.6K
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-196- 2.46% |
$16.8K - $18.3K
|
7.76K
$883K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-240- 0.73% |
$20.6K - $22.4K
|
32.5K
$3.7M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-248- 0.25% |
$21.3K - $23.2K
|
100K
$11.4M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-262- 55.98% |
$22.5K - $24.5K
|
206
$23.5K
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-350- 4.47% |
$30K - $32.7K
|
7.48K
$851K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-376- 1.98% |
$32.2K - $35.2K
|
18.6K
$2.12M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-377- 2.3% |
$32.3K - $35.2K
|
16K
$1.82M
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-412- 21.73% |
$35.3K - $38.5K
|
1.48K
$169K
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-443- 4.54% |
$38K - $41.4K
|
9.32K
$1.06M
|