Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36+ 0.3% |
$3.8K - $4.19K
|
12K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26+ 0.29% |
$2.74K - $3.02K
|
8.9K
$1.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
24New |
$2.53K - $2.79K
|
24
$2.76K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
15New |
$1.58K - $1.74K
|
15
$1.72K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$105 - $116
|
1
$115
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1- 0.05% |
$105 - $116
|
2.09K
$240K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1- 0.1% |
$105 - $116
|
960
$110K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 1.15% |
$422 - $465
|
344
$39.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15- 0.08% |
$1.58K - $1.74K
|
17.6K
$2.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-60- 0.33% |
$6.33K - $6.98K
|
18K
$2.07M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-87- 0.42% |
$9.18K - $10.1K
|
20.8K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-106- 1.25% |
$11.2K - $12.3K
|
8.35K
$960K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-119- 24.19% |
$12.6K - $13.8K
|
373
$42.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-133- 20.52% |
$14K - $15.5K
|
515
$59.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-139- 0.24% |
$14.7K - $16.2K
|
57.2K
$6.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-170- 3.35% |
$17.9K - $19.8K
|
4.91K
$564K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-176- 2.51% |
$18.6K - $20.5K
|
6.85K
$787K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-187- 3.35% |
$19.7K - $21.8K
|
5.4K
$621K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-207- 0.49% |
$21.8K - $24.1K
|
42.2K
$4.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-290- 1.8% |
$30.6K - $33.7K
|
15.9K
$1.82M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-332- 3.96% |
$35K - $38.6K
|
8.06K
$926K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-437- 6.32% |
$46.1K - $50.8K
|
6.48K
$745K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-560- 7.17% |
$59.1K - $65.1K
|
7.25K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-766- 2.89% |
$80.8K - $89.1K
|
25.7K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-845- 14.5% |
$89.1K - $98.3K
|
4.98K
$573K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-863- 4.32% |
$91K - $100K
|
19.1K
$2.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-900- 18.91% |
$94.9K - $105K
|
3.86K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-925- 8.45% |
$97.6K - $108K
|
10K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.3K- 15.53% |
$137K - $151K
|
7.05K
$810K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.38K- 10.86% |
$146K - $161K
|
11.3K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.67K- 2.24% |
$176K - $194K
|
72.8K
$8.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.85K- 2.85% |
$195K - $215K
|
62.9K
$7.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.73K- 28.91% |
$288K - $317K
|
6.7K
$770K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.2K- 57.93% |
$1.08M - $1.19M
|
7.43K
$854K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.8K- 12.04% |
$1.57M - $1.73M
|
108K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.1K- 53.42% |
$2.33M - $2.57M
|
19.3K
$2.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-60.2K- 97.1% |
$6.36M - $7.01M
|
1.8K
$207K
|