Latest Institutional Transactions on Vanguard S&P Mid Cap 400 Growt (IVOG)
This table provides information on the latest institutional transactions involving Vanguard S&P Mid Cap 400 Growt (IVOG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
25+ 0.14% |
$2.82K - $3.1K
|
17.7K
$2.07M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-300- 14.79% |
$33.8K - $37.2K
|
1.73K
$202K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
78+ 5.38% |
$8.79K - $9.67K
|
1.53K
$179K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
33.1K+ 275791.66% |
$3.73M - $4.1M
|
33.1K
$3.88M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8+ 3.11% |
$902 - $992
|
265
$31K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.55K+ 13.64% |
$174K - $192K
|
12.9K
$1.51M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
106New |
$11.9K - $13.1K
|
106
$12.4K
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
2.17KNew |
$245K - $269K
|
2.17K
$255K
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.06K- 32.29% |
$119K - $131K
|
2.22K
$260K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.83% |
$902 - $992
|
968
$113K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500+ 250.0% |
$56.3K - $62K
|
700
$82K
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.75K+ 1.83% |
$197K - $217K
|
97.3K
$11.4M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-541- 1.98% |
$61K - $67.1K
|
26.7K
$3.13M
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-132- 2.44% |
$14.9K - $16.4K
|
5.27K
$617K
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.99KNew |
$337K - $371K
|
2.99K
$350K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-52- 13.94% |
$5.86K - $6.45K
|
321
$37.6K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-774- 10.68% |
$87.2K - $96K
|
6.48K
$759K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
80New |
$9.02K - $9.92K
|
80
$9.37K
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-3.88K- 2.78% |
$437K - $481K
|
136K
$15.9M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-176- 1.9% |
$19.8K - $21.8K
|
9.07K
$1.06M
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
52+ 0.79% |
$5.86K - $6.45K
|
6.66K
$780K
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-272- 7.16% |
$30.7K - $33.7K
|
3.53K
$413K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
134New |
$15.1K - $16.6K
|
134
$15.7K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
835+ 0.57% |
$94.1K - $104K
|
146K
$17.1M
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
355New |
$40K - $44K
|
355
$41.6K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.52K+ 34.57% |
$171K - $188K
|
5.9K
$691K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-286- 4.41% |
$32.2K - $35.5K
|
6.2K
$726K
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-6.85K- 47.28% |
$772K - $849K
|
7.64K
$894K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-25- 41.67% |
$2.82K - $3.1K
|
35
$4.1K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$1.35K - $1.49K
|
12
$1.41K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-765- 1.34% |
$86.2K - $94.8K
|
56.4K
$6.61M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.1K+ 94.34% |
$237K - $260K
|
4.33K
$507K
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
28.4KNew |
$3.2M - $3.52M
|
28.4K
$3.32M
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
394+ 1.13% |
$41.6K - $45.8K
|
35.3K
$4.14M
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$186K - $205K
|
1.76K
$206K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
340+ 3.88% |
$35.9K - $39.5K
|
9.1K
$1.07M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.42K+ 72.84% |
$149K - $165K
|
3.36K
$394K
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
199+ 12.55% |
$21K - $23.1K
|
1.79K
$209K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.12K+ 3.79% |
$329K - $363K
|
85.5K
$10M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-87- 0.42% |
$9.18K - $10.1K
|
20.8K
$2.44M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36+ 0.3% |
$3.8K - $4.19K
|
12K
$1.4M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-106- 1.25% |
$11.2K - $12.3K
|
8.35K
$978K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
214+ 3.54% |
$22.6K - $24.9K
|
6.25K
$732K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.67K- 2.24% |
$176K - $194K
|
72.8K
$8.52M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-766- 2.89% |
$80.8K - $89.1K
|
25.7K
$3.02M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.21K+ 3.3% |
$233K - $257K
|
69.1K
$8.09M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.43K+ 2.6% |
$362K - $399K
|
135K
$15.9M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.1K- 53.42% |
$2.33M - $2.57M
|
19.3K
$2.26M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2K+ 531.9% |
$2.24M - $2.47M
|
25.2K
$2.95M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.61KNew |
$908K - $1M
|
8.61K
$1.01M
|