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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
405New |
$42.7K - $45.9K
|
405
$46.1K
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$857 - $1.02K
|
9
$1.02K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$1.04M - $1.24M
|
10.9K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.03KNew |
$288K - $343K
|
3.03K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
356New |
$33.9K - $40.4K
|
356
$40.5K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
134New |
$12.8K - $15.2K
|
134
$15.3K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
380New |
$36.2K - $43.1K
|
380
$43.3K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.9KNew |
$657K - $783K
|
6.9K
$786K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
56New |
$5.33K - $6.35K
|
56
$6.38K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
257New |
$24.5K - $29.2K
|
257
$29.3K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6New |
$571 - $681
|
6
$683
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 1.46% |
$286 - $340
|
209
$23.8K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
101New |
$9.62K - $11.5K
|
101
$11.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$571 - $681
|
6
$683
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
140New |
$13.3K - $15.9K
|
140
$15.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$19K - $22.7K
|
200
$22.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-834- 25.8% |
$79.4K - $94.6K
|
2.4K
$273K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
60New |
$5.71K - $6.81K
|
60
$6.83K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18New |
$1.71K - $2.04K
|
18
$2.05K
|
|
| Q4 2023 | |||||||
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.61KNew |
$559K - $656K
|
6.61K
$752K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.46KClosed |
$378K - $443K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
51+ 1.86% |
$4.32K - $5.07K
|
2.8K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-309- 67.03% |
$26.2K - $30.7K
|
152
$17.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 35.97% |
$8.47K - $9.93K
|
178
$20.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.97K- 99.09% |
$167K - $196K
|
18
$2.05K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-97- 3.18% |
$8.21K - $9.64K
|
2.96K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.95KNew |
$165K - $193K
|
1.95K
$222K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.45KNew |
$123K - $144K
|
1.45K
$165K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.21K- 12.35% |
$103K - $121K
|
8.62K
$981K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.21KNew |
$187K - $219K
|
2.21K
$251K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 40.0% |
$1.69K - $1.99K
|
30
$3.42K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.1KNew |
$178K - $209K
|
2.1K
$239K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-170- 37.78% |
$14.4K - $16.9K
|
280
$31.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-163- 19.5% |
$13.8K - $16.2K
|
673
$76.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.6KNew |
$232K - $252K
|
2.6K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-968- 66.67% |
$86.5K - $93.8K
|
484
$55.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-36- 0.55% |
$3.22K - $3.49K
|
6.46K
$735K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.72KNew |
$511K - $554K
|
5.72K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-53.5KClosed |
$4.78M - $5.19M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
53New |
$4.74K - $5.14K
|
53
$6.03K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
44+ 0.14% |
$3.93K - $4.26K
|
32.5K
$3.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-6- 37.5% |
$536 - $581
|
10
$1.14K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.33K- 79.17% |
$119K - $129K
|
350
$39.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-165- 0.96% |
$14.7K - $16K
|
17.1K
$1.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.75KNew |
$156K - $170K
|
1.75K
$199K
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
1.44KNew |
$129K - $140K
|
1.44K
$164K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-760- 50.67% |
$67.9K - $73.7K
|
740
$84.2K
|
|
| Q2 2023 | |||||||
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.71KNew |
$233K - $254K
|
2.71K
$309K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
48New |
$4.12K - $4.49K
|
48
$5.46K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
150New |
$12.9K - $14K
|
150
$17.1K
|
|