Investment Research & Advisory Group, Inc. Vanguard Mid Cap Value Index F Transaction History

Investment Research & Advisory Group, Inc.

$236 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	SELL	$126.2 - $153.17 $27,890 - $33,850	-221 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$140.72 - $152.6 $31,099 - $33,724	221 New	221 $33,000

Others Institutions Holding VOE

# of Institutions

1,106

Shares Held

68M

Call Options Held

28.7K

Put Options Held

1.8K

Betterment LLC New York, NY

4.68M
Shares

$755 Million
1.89% of portfolio
Morgan Stanley New York, NY

4.58M
Shares

$739 Million
0.06% of portfolio
Assetmark, Inc

3.65M
Shares

$590 Million
1.76% of portfolio
Royal Bank Of Canada Toronto, A6

3.19M
Shares

$514 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.08M
Shares

$497 Million
0.04% of portfolio

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About VANGUARD MID-CAP VALUE INDEX F

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