Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
28.7KNew |
$2.56M - $2.78M
|
28.7K
$3.29M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.7K+ 14.65% |
$1.31M - $1.42M
|
115K
$13.2M
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9.62KNew |
$859K - $932K
|
9.62K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.52KNew |
$672K - $728K
|
7.52K
$862K
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.64KNew |
$594K - $644K
|
6.64K
$762K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.72KNew |
$511K - $554K
|
5.72K
$656K
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.46KNew |
$399K - $433K
|
4.46K
$512K
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.81K+ 4.83% |
$341K - $369K
|
82.7K
$9.48M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.59K+ 5.2% |
$321K - $348K
|
72.7K
$8.33M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.23KNew |
$289K - $313K
|
3.23K
$371K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.18K+ 28.57% |
$284K - $308K
|
14.3K
$1.64M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.92KNew |
$261K - $283K
|
2.92K
$334K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.81K+ 0.42% |
$251K - $272K
|
665K
$76.2M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.75KNew |
$245K - $266K
|
2.75K
$315K
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.6KNew |
$232K - $252K
|
2.6K
$298K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.28K+ 27.28% |
$204K - $221K
|
10.6K
$1.22M
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.75KNew |
$156K - $170K
|
1.75K
$201K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.58K+ 33.15% |
$141K - $153K
|
6.33K
$726K
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
1.44KNew |
$129K - $140K
|
1.44K
$165K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1K+ 1.45% |
$89.4K - $97K
|
70.1K
$8.04M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
973+ 1595.08% |
$86.9K - $94.3K
|
1.03K
$119K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
600+ 15.65% |
$53.6K - $58.1K
|
4.44K
$508K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
598+ 12.59% |
$53.4K - $58K
|
5.35K
$613K
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
575New |
$51.4K - $55.7K
|
575
$65.9K
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
533+ 19.31% |
$47.6K - $51.7K
|
3.29K
$378K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
470+ 2.79% |
$42K - $45.5K
|
17.3K
$1.99M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
461New |
$41.2K - $44.7K
|
461
$52.9K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
407+ 5.3% |
$36.4K - $39.4K
|
8.09K
$927K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
336+ 8.71% |
$30K - $32.6K
|
4.19K
$481K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
286+ 1.56% |
$25.6K - $27.7K
|
18.6K
$2.13M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
238+ 3.03% |
$21.3K - $23.1K
|
8.09K
$927K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
147+ 1.19% |
$13.1K - $14.2K
|
12.5K
$1.43M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
104+ 1.89% |
$9.29K - $10.1K
|
5.6K
$642K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
53New |
$4.74K - $5.14K
|
53
$6.08K
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
45+ 0.48% |
$4.02K - $4.36K
|
9.37K
$1.07M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
44+ 0.14% |
$3.93K - $4.26K
|
32.5K
$3.73M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2+ 0.0% |
$179 - $194
|
70.8K
$8.12M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-6- 37.5% |
$536 - $581
|
10
$1.15K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-22- 0.31% |
$1.97K - $2.13K
|
7.05K
$808K
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-28- 0.68% |
$2.5K - $2.71K
|
4.1K
$470K
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-36- 0.55% |
$3.22K - $3.49K
|
6.46K
$741K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-40- 44.44% |
$3.57K - $3.88K
|
50
$5.73K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-58- 1.01% |
$5.18K - $5.62K
|
5.67K
$650K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-61- 0.55% |
$5.45K - $5.91K
|
11K
$1.26M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-72- 0.45% |
$6.43K - $6.98K
|
16K
$1.83M
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-114- 1.15% |
$10.2K - $11K
|
9.83K
$1.13M
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-142- 1.9% |
$12.7K - $13.8K
|
7.34K
$841K
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-146- 0.32% |
$13K - $14.1K
|
45K
$5.16M
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-165- 0.96% |
$14.7K - $16K
|
17.1K
$1.96M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-204- 0.61% |
$18.2K - $19.8K
|
33.1K
$3.79M
|