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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
15New |
$1.58K - $1.74K
|
15
$1.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-900- 18.91% |
$94.9K - $105K
|
3.86K
$437K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
838+ 2.36% |
$88.4K - $97.5K
|
36.4K
$4.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.64KNew |
$489K - $540K
|
4.64K
$526K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.77K+ 29.23% |
$820K - $904K
|
34.3K
$3.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9.1K+ 39.92% |
$960K - $1.06M
|
31.9K
$3.61M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-187- 3.35% |
$19.7K - $21.8K
|
5.4K
$612K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.93K+ 201.17% |
$309K - $341K
|
4.39K
$497K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.73K- 28.91% |
$288K - $317K
|
6.7K
$759K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
198+ 6.42% |
$20.9K - $23K
|
3.28K
$372K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1- 0.1% |
$105 - $116
|
960
$109K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
220New |
$23.2K - $25.6K
|
220
$24.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.23KNew |
$235K - $259K
|
2.23K
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-15- 0.08% |
$1.58K - $1.74K
|
17.6K
$2M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
308New |
$32.5K - $35.8K
|
308
$34.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.79KNew |
$189K - $208K
|
1.79K
$203K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.2K- 57.93% |
$1.08M - $1.19M
|
7.43K
$842K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26+ 0.29% |
$2.74K - $3.02K
|
8.9K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
295+ 0.16% |
$31.1K - $34.3K
|
189K
$21.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-437- 6.32% |
$46.1K - $50.8K
|
6.48K
$734K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.22KNew |
$445K - $491K
|
4.22K
$478K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1- 0.05% |
$105 - $116
|
2.09K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
2.91K+ 25.16% |
$307K - $339K
|
14.5K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
110New |
$11.6K - $12.8K
|
110
$12.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.3K- 15.53% |
$137K - $151K
|
7.05K
$799K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-332- 3.96% |
$35K - $38.6K
|
8.06K
$913K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.35K+ 6.88% |
$986K - $1.09M
|
145K
$16.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
24New |
$2.53K - $2.79K
|
24
$2.72K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-4- 1.15% |
$422 - $465
|
344
$39K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.89K+ 2.87% |
$411K - $453K
|
139K
$15.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-119- 24.19% |
$12.6K - $13.8K
|
373
$42.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-139- 0.24% |
$14.7K - $16.2K
|
57.2K
$6.47M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.1K+ 86.35% |
$6.44M - $6.92M
|
132K
$14.9M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.35K+ 32.85% |
$248K - $266K
|
9.5K
$1.08M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.1K- 53.66% |
$116K - $125K
|
950
$108K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.33K- 57.18% |
$561K - $603K
|
3.99K
$452K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
146+ 1.53% |
$15.4K - $16.5K
|
9.7K
$1.1M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12KNew |
$1.26M - $1.35M
|
12K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.66K- 4.69% |
$386K - $415K
|
74.4K
$8.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14K+ 51.31% |
$1.48M - $1.59M
|
41.4K
$4.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-405- 6.28% |
$42.7K - $45.9K
|
6.04K
$684K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-353- 3.87% |
$37.2K - $40K
|
8.76K
$992K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.07K- 1.63% |
$113K - $121K
|
64.7K
$7.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.49K- 2.17% |
$157K - $168K
|
66.9K
$7.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-194- 2.24% |
$20.4K - $22K
|
8.46K
$958K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
183+ 1.02% |
$19.3K - $20.7K
|
18.1K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.36K- 17.73% |
$249K - $267K
|
11K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13K+ 1.95% |
$1.37M - $1.47M
|
678K
$76.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
398+ 0.32% |
$41.9K - $45.1K
|
123K
$14M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.8K+ 108.75% |
$1.45M - $1.56M
|
26.5K
$3M
|
|