Purchases and Sales Made in Q2 2024 in Vanguard S&P Mid Cap 400 Growt (IVOG)
This table provides information about the institutional ownership of Vanguard S&P Mid Cap 400 Growt (IVOG) during Q2 2024. The information is specifically focused on institutions that hold shares of VANGUARD S&P MID CAP 400 GROWT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.1K+ 86.35% |
$6.44M - $6.92M
|
132K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.1K+ 86.35% |
$6.44M - $6.92M
|
132K
$15.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
60.2K+ 3316.74% |
$6.34M - $6.82M
|
62K
$7.13M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.4K+ 12007.3% |
$2.25M - $2.42M
|
21.6K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14K+ 51.31% |
$1.48M - $1.59M
|
41.4K
$4.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.8K+ 108.75% |
$1.45M - $1.56M
|
26.5K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13K+ 1.95% |
$1.37M - $1.47M
|
678K
$78M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12KNew |
$1.26M - $1.35M
|
12K
$1.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
11.6KNew |
$1.22M - $1.31M
|
11.6K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.1KNew |
$1.06M - $1.14M
|
10.1K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.98K+ 4.55% |
$735K - $791K
|
161K
$18.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.5K+ 32.37% |
$684K - $736K
|
26.6K
$3.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.46KNew |
$680K - $731K
|
6.46K
$742K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.36K+ 30.7% |
$564K - $607K
|
22.8K
$2.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.35K+ 4.09% |
$563K - $605K
|
136K
$15.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
4.76KNew |
$501K - $539K
|
4.76K
$547K
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
4.74KNew |
$499K - $537K
|
4.74K
$544K
|
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4.16KNew |
$438K - $471K
|
4.16K
$478K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.15K+ 4.76% |
$437K - $469K
|
91.2K
$10.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.87K+ 198.11% |
$408K - $439K
|
5.83K
$670K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.7KNew |
$389K - $419K
|
3.7K
$425K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.64K+ 4.63% |
$384K - $413K
|
82.4K
$9.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.45K+ 40.04% |
$258K - $278K
|
8.58K
$986K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.35K+ 32.85% |
$248K - $266K
|
9.5K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.09KNew |
$220K - $236K
|
2.09K
$240K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.93KNew |
$203K - $218K
|
1.93K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.63K+ 3.01% |
$172K - $185K
|
55.9K
$6.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.48K+ 18.67% |
$156K - $168K
|
9.43K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.38KNew |
$146K - $156K
|
1.38K
$159K
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.18K+ 44.96% |
$124K - $133K
|
3.8K
$436K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
945+ 12.76% |
$99.5K - $107K
|
8.35K
$959K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
895+ 159.54% |
$94.3K - $101K
|
1.46K
$167K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
810+ 2.37% |
$85.3K - $91.7K
|
34.9K
$4.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
601+ 61.02% |
$63.3K - $68.1K
|
1.59K
$182K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
405New |
$42.7K - $45.9K
|
405
$46.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
398+ 0.32% |
$41.9K - $45.1K
|
123K
$14.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
382+ 393.81% |
$40.2K - $43.3K
|
479
$55K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
241+ 2.96% |
$25.4K - $27.3K
|
8.39K
$964K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
183+ 1.02% |
$19.3K - $20.7K
|
18.1K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
181+ 2.69% |
$19.1K - $20.5K
|
6.9K
$793K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
146+ 1.53% |
$15.4K - $16.5K
|
9.7K
$1.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
137+ 26.81% |
$14.4K - $15.5K
|
648
$74.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
66+ 0.38% |
$6.95K - $7.47K
|
17.7K
$2.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
66+ 0.73% |
$6.95K - $7.47K
|
9.16K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
52+ 0.76% |
$5.48K - $5.89K
|
6.92K
$795K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
45+ 0.28% |
$4.74K - $5.1K
|
16.1K
$1.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36New |
$3.79K - $4.08K
|
36
$4.14K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2+ 1.22% |
$211 - $226
|
166
$19.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-6- 0.16% |
$632 - $679
|
3.7K
$425K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25- 1.29% |
$2.63K - $2.83K
|
1.91K
$219K
|