Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-760- 50.67% |
$67.9K - $73.7K
|
740
$91.2K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-165- 0.96% |
$14.7K - $16K
|
17.1K
$2.1M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-36- 0.55% |
$3.22K - $3.49K
|
6.46K
$796K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-6- 37.5% |
$536 - $581
|
10
$1.23K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-2.76K- 9.42% |
$237K - $258K
|
26.6K
$3.27M
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 50.0% |
$8.57K - $9.35K
|
100
$12.3K
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.7K- 66.05% |
$2.75M - $6.06M
|
16.8K
$2.07M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-111- 98.23% |
$9.32K - $20.5K
|
2
$246
|
|
Q4 2022 | |||||||
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-156Closed |
$12.4K - $28.4K
|
0
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.91K- 99.87% |
$617K - $745K
|
10
$1.23K
|
|
Nov 04, 2022
Q3 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-328- 45.18% |
$25.6K - $30.9K
|
398
$49K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-168- 9.93% |
$13.1K - $15.8K
|
1.52K
$188K
|
|
Q2 2022 | |||||||
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-233KClosed |
$17.9M - $22.6M
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-522Closed |
$40.1K - $50.6K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-315Closed |
$24.2K - $30.5K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-172Closed |
$13.2K - $16.7K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-86Closed |
$6.61K - $8.33K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-70Closed |
$5.38K - $6.78K
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-37.5KClosed |
$3.36M - $3.95M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.78KClosed |
$339K - $399K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.96KClosed |
$176K - $207K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.47KClosed |
$132K - $155K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.39KClosed |
$124K - $146K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-990Closed |
$88.8K - $104K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-597Closed |
$53.5K - $63K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-400Closed |
$35.9K - $42.2K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-94Closed |
$8.43K - $9.91K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-19Closed |
$1.7K - $2K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-15Closed |
$1.35K - $1.58K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-15.7KClosed |
$1.54M - $1.71M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-411Closed |
$40.4K - $44.9K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-250Closed |
$24.6K - $27.3K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200Closed |
$19.6K - $21.9K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 21, 2021
Q3 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-18.7KClosed |
$1.81M - $1.95M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-175Closed |
$16.9K - $18.2K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25Closed |
$2.41K - $2.59K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-6.8KClosed |
$649K - $702K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.77KClosed |
$169K - $183K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.68KClosed |
$160K - $173K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-387Closed |
$36.9K - $40K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-100Closed |
$9.55K - $10.3K
|
0
$0
|
|
Q1 2021 | |||||||
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.41KClosed |
$124K - $140K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-22Closed |
$1.94K - $2.18K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-19Closed |
$1.67K - $1.89K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$7.53K - $9K
|
0
$0
|
|
Mar 10, 2021
Q4 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-31Closed |
$2.33K - $2.79K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-25KClosed |
$1.72M - $1.95M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-11.1KClosed |
$763K - $863K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-251Closed |
$17.3K - $19.5K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-70Closed |
$4.82K - $5.45K
|
0
$0
|