Purchases and Sales Made in Q4 2023 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 2023. 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 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
90.4KNew |
$7.65M - $8.98M
|
90.4K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.6K+ 43.59% |
$2.85M - $3.34M
|
111K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.5K+ 37.8% |
$2.32M - $2.73M
|
100K
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
23.7KNew |
$2.01M - $2.36M
|
23.7K
$2.72M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.2K+ 386.74% |
$1.45M - $1.7M
|
21.6K
$2.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
14.1K+ 173.88% |
$1.19M - $1.4M
|
22.2K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.6K+ 11.01% |
$1.07M - $1.25M
|
127K
$14.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.48K+ 68.16% |
$633K - $743K
|
18.5K
$2.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.83KNew |
$578K - $679K
|
6.83K
$783K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.61KNew |
$559K - $656K
|
6.61K
$757K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
5.95K+ 8.4% |
$503K - $591K
|
76.8K
$8.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.81K+ 130.48% |
$322K - $378K
|
6.72K
$771K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.11KNew |
$263K - $309K
|
3.11K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.63K+ 7.94% |
$223K - $261K
|
35.8K
$4.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.48K+ 25.79% |
$210K - $246K
|
12.1K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.21KNew |
$187K - $219K
|
2.21K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.13K+ 14.99% |
$180K - $212K
|
16.4K
$1.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.1KNew |
$178K - $209K
|
2.1K
$241K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.02K+ 48.15% |
$171K - $201K
|
6.21K
$712K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.95KNew |
$165K - $193K
|
1.95K
$223K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.77K+ 2.14% |
$150K - $176K
|
84.5K
$9.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.76K+ 2.06% |
$149K - $175K
|
87.3K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.51K+ 23.89% |
$128K - $150K
|
7.84K
$899K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.45KNew |
$123K - $144K
|
1.45K
$166K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03K+ 3.11% |
$87.2K - $102K
|
34.1K
$3.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.02K+ 13.93% |
$86.5K - $102K
|
8.36K
$958K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
812+ 5.09% |
$68.7K - $80.7K
|
16.8K
$1.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
484+ 2.44% |
$41K - $48.1K
|
20.3K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
437+ 8.17% |
$37K - $43.4K
|
5.79K
$663K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
303+ 5.36% |
$25.6K - $30.1K
|
5.96K
$683K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
202+ 1.09% |
$17.1K - $20.1K
|
18.8K
$2.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
200+ 11.57% |
$16.9K - $19.9K
|
1.93K
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
186+ 1.49% |
$15.7K - $18.5K
|
12.7K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
164New |
$13.9K - $16.3K
|
164
$18.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
83+ 0.82% |
$7.03K - $8.24K
|
10.2K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
63+ 1.11% |
$5.33K - $6.26K
|
5.73K
$657K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
58New |
$4.91K - $5.76K
|
58
$6.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
51+ 1.86% |
$4.32K - $5.07K
|
2.8K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
50+ 0.89% |
$4.23K - $4.97K
|
5.65K
$647K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
43+ 0.47% |
$3.64K - $4.27K
|
9.1K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28+ 0.46% |
$2.37K - $2.78K
|
6.18K
$709K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
27+ 0.05% |
$2.29K - $2.68K
|
57.3K
$6.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
10+ 1.05% |
$847 - $993
|
960
$110K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.08% |
$508 - $596
|
561
$64.3K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 1.14% |
$169 - $199
|
178
$20.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 40.0% |
$1.69K - $1.99K
|
30
$3.44K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-97- 3.18% |
$8.21K - $9.64K
|
2.96K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 35.97% |
$8.47K - $9.93K
|
178
$20.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-163- 19.5% |
$13.8K - $16.2K
|
673
$77.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-170- 37.78% |
$14.4K - $16.9K
|
280
$32.1K
|