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 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-17.9K- 11.04% |
$1.63M - $2.02M
|
144K
$17.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.43K+ 30.16% |
$131K - $162K
|
6.17K
$737K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.96KNew |
$179K - $222K
|
1.96K
$234K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$91.5K - $113K
|
1K
$119K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-25- 71.43% |
$2.29K - $2.83K
|
10
$1.19K
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-620- 57.09% |
$62.7K - $74.3K
|
466
$55.6K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
277New |
$28K - $33.2K
|
277
$33.1K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.6KNew |
$263K - $312K
|
2.6K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
256New |
$25.9K - $30.7K
|
256
$30.5K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-635- 33.39% |
$64.2K - $76.1K
|
1.27K
$151K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
3.7KNew |
$374K - $443K
|
3.7K
$441K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
635+ 1.76% |
$64.2K - $76.1K
|
36.8K
$4.39M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
305New |
$30.8K - $36.5K
|
305
$36.4K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
500+ 7.74% |
$50.6K - $59.9K
|
6.96K
$831K
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
2.4KNew |
$243K - $288K
|
2.4K
$287K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-777- 14.75% |
$78.6K - $93.1K
|
4.49K
$536K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-1.23K- 17.74% |
$125K - $148K
|
5.72K
$683K
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
6.13KNew |
$619K - $734K
|
6.13K
$731K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 28.57% |
$20.2K - $24K
|
500
$59.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-8- 3.02% |
$809 - $958
|
257
$30.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-116- 1.35% |
$11.7K - $13.9K
|
8.5K
$1.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-738- 9.8% |
$74.6K - $88.4K
|
6.79K
$811K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
40.4KNew |
$4.08M - $4.84M
|
40.4K
$4.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
360+ 4.72% |
$36.4K - $43.1K
|
8K
$954K
|
|
|
Apr 15, 2025
Q1 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2.28KNew |
$231K - $273K
|
2.28K
$272K
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1- 0.06% |
$113 - $124
|
1.79K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
131+ 3.9% |
$14.8K - $16.2K
|
3.49K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.1KNew |
$237K - $261K
|
2.1K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
13+ 0.59% |
$1.46K - $1.61K
|
2.22K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37+ 0.31% |
$4.17K - $4.59K
|
12K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
56New |
$6.31K - $6.94K
|
56
$6.68K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2+ 0.52% |
$225 - $248
|
390
$46.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
14+ 0.78% |
$1.58K - $1.74K
|
1.8K
$215K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
150New |
$16.9K - $18.6K
|
150
$17.9K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.99% |
$113 - $124
|
102
$12.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-83- 2.81% |
$9.35K - $10.3K
|
2.87K
$343K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
19New |
$2.14K - $2.36K
|
19
$2.27K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
31+ 0.75% |
$3.49K - $3.84K
|
4.19K
$500K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
232New |
$26.1K - $28.8K
|
232
$27.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-28- 0.56% |
$3.16K - $3.47K
|
4.96K
$591K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-300- 14.79% |
$33.8K - $37.2K
|
1.73K
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
106New |
$11.9K - $13.1K
|
106
$12.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
2.17KNew |
$245K - $269K
|
2.17K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.83% |
$902 - $992
|
968
$116K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-774- 10.68% |
$87.2K - $96K
|
6.48K
$773K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-52- 13.94% |
$5.86K - $6.45K
|
321
$38.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
80New |
$9.02K - $9.92K
|
80
$9.55K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
52+ 0.79% |
$5.86K - $6.45K
|
6.66K
$795K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
134New |
$15.1K - $16.6K
|
134
$16K
|
|