Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-205- 35.65% |
$17.4K - $20.4K
|
370
$42.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-213- 1.18% |
$18K - $21.2K
|
17.9K
$2.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-297- 1.04% |
$25.1K - $29.5K
|
28.4K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-309- 67.03% |
$26.2K - $30.7K
|
152
$17.5K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-450- 18.07% |
$38.1K - $44.7K
|
2.04K
$234K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-458- 2.64% |
$38.8K - $45.5K
|
16.9K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-496- 5.29% |
$42K - $49.3K
|
8.87K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-521- 6.44% |
$44.1K - $51.8K
|
7.57K
$869K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-623- 18.92% |
$52.7K - $61.9K
|
2.67K
$307K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-706- 4.93% |
$59.8K - $70.1K
|
13.6K
$1.56M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.2K- 3.41% |
$102K - $120K
|
34.1K
$3.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.21K- 12.35% |
$103K - $121K
|
8.62K
$990K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.97K- 99.09% |
$167K - $196K
|
18
$2.07K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-2.12K- 4.72% |
$180K - $211K
|
42.9K
$4.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.46K- 0.37% |
$208K - $244K
|
662K
$76.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.54K- 23.92% |
$215K - $253K
|
8.09K
$930K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.73K- 36.38% |
$231K - $272K
|
4.78K
$549K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.79K- 3.98% |
$236K - $277K
|
67.4K
$7.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.93K- 1.49% |
$248K - $291K
|
193K
$22.2M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.46KClosed |
$378K - $443K
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-7.76K- 5.55% |
$657K - $771K
|
132K
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.68K- 32.06% |
$819K - $961K
|
20.5K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.1K- 15.88% |
$1.03M - $1.21M
|
64.3K
$7.38M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.7K- 51.29% |
$5.73M - $6.72M
|
64.3K
$7.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-77.2K- 60.79% |
$6.53M - $7.67M
|
49.8K
$5.72M
|