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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26+ 0.29% |
$2.74K - $3.02K
|
8.9K
$1.1M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
24New |
$2.53K - $2.79K
|
24
$2.96K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
15New |
$1.58K - $1.74K
|
15
$1.85K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$105 - $116
|
1
$123
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.1KNew |
$1.06M - $1.14M
|
10.1K
$1.24M
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.74KNew |
$499K - $537K
|
4.74K
$584K
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4.16KNew |
$438K - $471K
|
4.16K
$512K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.7KNew |
$389K - $419K
|
3.7K
$456K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.45K+ 40.04% |
$258K - $278K
|
8.58K
$1.06M
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.38KNew |
$146K - $156K
|
1.38K
$170K
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.18K+ 44.96% |
$124K - $133K
|
3.8K
$468K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
405New |
$42.7K - $45.9K
|
405
$49.9K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
382+ 393.81% |
$40.2K - $43.3K
|
479
$59K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36New |
$3.79K - $4.08K
|
36
$4.44K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$1.04M - $1.24M
|
10.9K
$1.34M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.9KNew |
$657K - $783K
|
6.9K
$851K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.03KNew |
$288K - $343K
|
3.03K
$373K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
380New |
$36.2K - $43.1K
|
380
$46.8K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
356New |
$33.9K - $40.4K
|
356
$43.9K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
257New |
$24.5K - $29.2K
|
257
$31.7K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$19K - $22.7K
|
200
$24.6K
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
140New |
$13.3K - $15.9K
|
140
$17.3K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
134New |
$12.8K - $15.2K
|
134
$16.5K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
101New |
$9.62K - $11.5K
|
101
$12.4K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
60New |
$5.71K - $6.81K
|
60
$7.39K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
56New |
$5.33K - $6.35K
|
56
$6.9K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18New |
$1.71K - $2.04K
|
18
$2.22K
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$857 - $1.02K
|
9
$1.11K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6New |
$571 - $681
|
6
$739
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$571 - $681
|
6
$739
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 1.46% |
$286 - $340
|
209
$25.8K
|
|
Q4 2023 | |||||||
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.61KNew |
$559K - $656K
|
6.61K
$814K
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.21KNew |
$187K - $219K
|
2.21K
$272K
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.1KNew |
$178K - $209K
|
2.1K
$259K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.95KNew |
$165K - $193K
|
1.95K
$240K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.45KNew |
$123K - $144K
|
1.45K
$179K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
51+ 1.86% |
$4.32K - $5.07K
|
2.8K
$345K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.72KNew |
$511K - $554K
|
5.72K
$705K
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.6KNew |
$232K - $252K
|
2.6K
$320K
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.75KNew |
$156K - $170K
|
1.75K
$216K
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
1.44KNew |
$129K - $140K
|
1.44K
$177K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
53New |
$4.74K - $5.14K
|
53
$6.53K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
44+ 0.14% |
$3.93K - $4.26K
|
32.5K
$4.01M
|
|
Q2 2023 | |||||||
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.71KNew |
$233K - $254K
|
2.71K
$334K
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
150New |
$12.9K - $14K
|
150
$18.5K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
150New |
$12.9K - $14K
|
150
$18.5K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
48New |
$4.12K - $4.49K
|
48
$5.91K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13.7K+ 100.0% |
$1.15M - $2.53M
|
27.4K
$3.38M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.27KNew |
$275K - $605K
|
3.27K
$403K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.91K+ 91.8% |
$245K - $539K
|
6.08K
$750K
|