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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
238+ 2.62% |
$24.1K - $28.5K
|
9.31K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
184+ 38.41% |
$18.6K - $22K
|
663
$75.9K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
98+ 128.95% |
$9.91K - $11.7K
|
174
$19.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
26+ 5.41% |
$2.63K - $3.11K
|
507
$58.1K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
9+ 0.37% |
$910 - $1.08K
|
2.46K
$281K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$101 - $120
|
4.44K
$509K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
25.8KNew |
$2.91M - $3.2M
|
25.8K
$2.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.99KNew |
$337K - $371K
|
2.99K
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
2.17KNew |
$245K - $269K
|
2.17K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.1KNew |
$237K - $261K
|
2.1K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.55K+ 13.64% |
$174K - $192K
|
12.9K
$1.47M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
735+ 8.24% |
$82.8K - $91.1K
|
9.65K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
355New |
$40K - $44K
|
355
$40.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
232New |
$26.1K - $28.8K
|
232
$26.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
176New |
$19.8K - $21.8K
|
176
$20.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
150New |
$16.9K - $18.6K
|
150
$17.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
134New |
$15.1K - $16.6K
|
134
$15.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
131+ 3.9% |
$14.8K - $16.2K
|
3.49K
$400K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
106New |
$11.9K - $13.1K
|
106
$12.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
80New |
$9.02K - $9.92K
|
80
$9.16K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
78+ 5.38% |
$8.79K - $9.67K
|
1.53K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
72+ 3.45% |
$8.11K - $8.93K
|
2.16K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
56New |
$6.31K - $6.94K
|
56
$6.41K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
52+ 0.79% |
$5.86K - $6.45K
|
6.66K
$762K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37+ 0.31% |
$4.17K - $4.59K
|
12K
$1.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
31+ 0.75% |
$3.49K - $3.84K
|
4.19K
$480K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
19New |
$2.14K - $2.36K
|
19
$2.18K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
17+ 0.79% |
$1.92K - $2.11K
|
2.16K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
14+ 0.78% |
$1.58K - $1.74K
|
1.8K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
13+ 0.59% |
$1.46K - $1.61K
|
2.22K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$1.35K - $1.49K
|
12
$1.37K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8+ 0.83% |
$902 - $992
|
968
$111K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5+ 0.28% |
$563 - $620
|
1.79K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2+ 0.52% |
$225 - $248
|
390
$44.7K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.99% |
$113 - $124
|
102
$11.7K
|
|
| Q3 2024 | |||||||
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9.1K+ 39.92% |
$960K - $1.06M
|
31.9K
$3.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.77K+ 29.23% |
$820K - $904K
|
34.3K
$3.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.22KNew |
$445K - $491K
|
4.22K
$483K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3.68KNew |
$388K - $428K
|
3.68K
$421K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.76KNew |
$186K - $205K
|
1.76K
$202K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.76KNew |
$186K - $205K
|
1.76K
$202K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.75KNew |
$185K - $204K
|
1.75K
$201K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
308New |
$32.5K - $35.8K
|
308
$35.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
295+ 0.16% |
$31.1K - $34.3K
|
189K
$21.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
220New |
$23.2K - $25.6K
|
220
$25.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
110New |
$11.6K - $12.8K
|
110
$12.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26+ 0.29% |
$2.74K - $3.02K
|
8.9K
$1.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
24New |
$2.53K - $2.79K
|
24
$2.75K
|
|