Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-60- 1.49% |
$4.78K - $10.9K
|
3.98K
$451K
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-102- 3.12% |
$8.13K - $18.6K
|
3.17K
$359K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-141- 56.18% |
$11.2K - $25.7K
|
110
$12.5K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-155- 4.55% |
$12.4K - $28.2K
|
3.25K
$368K
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-156Closed |
$12.4K - $28.4K
|
0
$0
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-200- 16.74% |
$15.9K - $36.4K
|
995
$113K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-235- 4.67% |
$18.7K - $42.8K
|
4.8K
$544K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-250- 10.67% |
$19.9K - $45.5K
|
2.09K
$237K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-255- 0.71% |
$20.3K - $46.4K
|
35.5K
$4.02M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-414- 10.07% |
$33K - $75.4K
|
3.7K
$419K
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-468- 5.08% |
$37.3K - $85.2K
|
8.74K
$990K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-472- 5.23% |
$37.6K - $86K
|
8.56K
$970K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-475- 50.0% |
$37.9K - $86.5K
|
475
$53.8K
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-515- 8.84% |
$41.1K - $93.8K
|
5.31K
$602K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-654- 23.7% |
$52.1K - $119K
|
2.11K
$238K
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-695- 1.38% |
$55.4K - $127K
|
49.6K
$5.61M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-695- 1.38% |
$55.4K - $127K
|
49.6K
$5.61M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-835- 1.74% |
$66.6K - $152K
|
47.1K
$5.34M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-909- 16.95% |
$72.5K - $166K
|
4.46K
$505K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.05K- 45.59% |
$83.3K - $190K
|
1.25K
$141K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.43K- 17.88% |
$114K - $260K
|
6.55K
$742K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.82K- 3.9% |
$145K - $332K
|
44.9K
$5.09M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.96K- 5.19% |
$156K - $356K
|
35.7K
$4.05M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.5K- 63.65% |
$518K - $1.18M
|
3.71K
$421K
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-9.26K- 2.59% |
$738K - $1.69M
|
348K
$39.4M
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.1K- 20.01% |
$804K - $1.84M
|
40.3K
$4.57M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.5K- 21.41% |
$914K - $2.09M
|
42.1K
$4.77M
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-13.1K- 36.06% |
$1.05M - $2.39M
|
23.3K
$2.63M
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-34.3K- 93.39% |
$2.73M - $6.24M
|
2.43K
$275K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-73.3K- 42.33% |
$5.85M - $13.4M
|
99.9K
$11.3M
|