Latest Institutional Purchases of Vanguard S&P Mid Cap 400 Growt (IVOG)
This list provides information on the latest institutional transactions involving Vanguard S&P Mid Cap 400 Growt (IVOG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
33.1K+ 275791.66% |
$3.73M - $4.1M
|
33.1K
$3.88M
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
28.4KNew |
$3.2M - $3.52M
|
28.4K
$3.32M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.99KNew |
$337K - $371K
|
2.99K
$350K
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
2.17KNew |
$245K - $269K
|
2.17K
$255K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.1K+ 94.34% |
$237K - $260K
|
4.33K
$507K
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.75K+ 1.83% |
$197K - $217K
|
97.3K
$11.4M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.55K+ 13.64% |
$174K - $192K
|
12.9K
$1.51M
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.52K+ 34.57% |
$171K - $188K
|
5.9K
$691K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
835+ 0.57% |
$94.1K - $104K
|
146K
$17.1M
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500+ 250.0% |
$56.3K - $62K
|
700
$82K
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
355New |
$40K - $44K
|
355
$41.6K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
134New |
$15.1K - $16.6K
|
134
$15.7K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
106New |
$11.9K - $13.1K
|
106
$12.4K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
80New |
$9.02K - $9.92K
|
80
$9.37K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
78+ 5.38% |
$8.79K - $9.67K
|
1.53K
$179K
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
52+ 0.79% |
$5.86K - $6.45K
|
6.66K
$780K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
25+ 0.14% |
$2.82K - $3.1K
|
17.7K
$2.07M
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$1.35K - $1.49K
|
12
$1.41K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
8+ 3.11% |
$902 - $992
|
265
$31K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.83% |
$902 - $992
|
968
$113K
|
|
Q3 2024 | |||||||
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 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 7.88% |
$1.33M - $1.47M
|
173K
$20.3M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.95K+ 1.47% |
$1.05M - $1.16M
|
688K
$80.6M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.36K+ 43.44% |
$988K - $1.09M
|
30.9K
$3.62M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9.1K+ 39.92% |
$960K - $1.06M
|
31.9K
$3.74M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.61KNew |
$908K - $1M
|
8.61K
$1.01M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.77K+ 29.23% |
$820K - $904K
|
34.3K
$4.02M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.44K+ 11.53% |
$680K - $750K
|
62.4K
$7.3M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
6.37K+ 27.21% |
$672K - $741K
|
29.8K
$3.49M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.25K+ 65.75% |
$659K - $727K
|
15.8K
$1.85M
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.69K+ 82.43% |
$600K - $662K
|
12.6K
$1.48M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.56KNew |
$587K - $647K
|
5.56K
$652K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.64KNew |
$489K - $540K
|
4.64K
$544K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.22KNew |
$445K - $491K
|
4.22K
$494K
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3.68KNew |
$388K - $428K
|
3.68K
$431K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.43K+ 2.6% |
$362K - $399K
|
135K
$15.9M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.28K+ 1977.71% |
$346K - $382K
|
3.45K
$404K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.12K+ 3.79% |
$329K - $363K
|
85.5K
$10M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.42K+ 24.97% |
$256K - $282K
|
12.1K
$1.42M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.39KNew |
$253K - $278K
|
2.39K
$280K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.21K+ 3.3% |
$233K - $257K
|
69.1K
$8.09M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.79KNew |
$189K - $208K
|
1.79K
$210K
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.76KNew |
$186K - $205K
|
1.76K
$207K
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$186K - $205K
|
1.76K
$206K
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.75KNew |
$185K - $204K
|
1.75K
$205K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.42K+ 72.84% |
$149K - $165K
|
3.36K
$394K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
939+ 6.42% |
$99.1K - $109K
|
15.6K
$1.82M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
842New |
$88.8K - $97.9K
|
842
$98.6K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
838+ 2.36% |
$88.4K - $97.5K
|
36.4K
$4.26M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
723+ 11.19% |
$76.3K - $84.1K
|
7.18K
$841K
|