Latest Institutional Transactions on Vanguard S&P Mid Cap 400 Growt (IVOG)
This table provides information on the latest institutional transactions involving Vanguard S&P Mid Cap 400 Growt (IVOG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
140New |
$13.3K - $15.9K
|
140
$16.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18New |
$1.71K - $2.04K
|
18
$2.12K
|
|
| Q4 2023 | |||||||
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.46KClosed |
$378K - $443K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 35.97% |
$8.47K - $9.93K
|
178
$20.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 40.0% |
$1.69K - $1.99K
|
30
$3.53K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.1KNew |
$178K - $209K
|
2.1K
$247K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-170- 37.78% |
$14.4K - $16.9K
|
280
$32.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-163- 19.5% |
$13.8K - $16.2K
|
673
$79.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-968- 66.67% |
$86.5K - $93.8K
|
484
$56.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.6KNew |
$232K - $252K
|
2.6K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.72KNew |
$511K - $554K
|
5.72K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-53.5KClosed |
$4.78M - $5.19M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
53New |
$4.74K - $5.14K
|
53
$6.23K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
44+ 0.14% |
$3.93K - $4.26K
|
32.5K
$3.83M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-6- 37.5% |
$536 - $581
|
10
$1.18K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.33K- 79.17% |
$119K - $129K
|
350
$41.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-165- 0.96% |
$14.7K - $16K
|
17.1K
$2.01M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
1.44KNew |
$129K - $140K
|
1.44K
$169K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-760- 50.67% |
$67.9K - $73.7K
|
740
$87K
|
|
| Q2 2023 | |||||||
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.71KNew |
$233K - $254K
|
2.71K
$319K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
48New |
$4.12K - $4.49K
|
48
$5.64K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
150New |
$12.9K - $14K
|
150
$17.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-2.76K- 9.42% |
$237K - $258K
|
26.6K
$3.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
150New |
$12.9K - $14K
|
150
$17.6K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 50.0% |
$8.57K - $9.35K
|
100
$11.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
200+ 100.0% |
$16.8K - $37K
|
400
$47K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.25K+ 100.0% |
$105K - $231K
|
2.49K
$293K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13.7K+ 100.0% |
$1.15M - $2.53M
|
27.4K
$3.22M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
29+ 100.0% |
$2.44K - $5.37K
|
58
$6.82K
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
1.19K+ 99.92% |
$99.9K - $220K
|
2.38K
$280K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
126New |
$10.6K - $23.3K
|
126
$14.8K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
300+ 100.0% |
$25.2K - $55.5K
|
600
$70.5K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
331New |
$27.8K - $61.2K
|
331
$38.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 100.0% |
$336 - $740
|
8
$940
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.25K+ 100.0% |
$105K - $232K
|
2.51K
$295K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.91K+ 91.8% |
$245K - $539K
|
6.08K
$715K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.34K+ 134.87% |
$113K - $248K
|
2.34K
$275K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
12New |
$1.01K - $2.22K
|
12
$1.41K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.41K+ 100.0% |
$119K - $261K
|
2.82K
$332K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
451+ 100.0% |
$37.9K - $83.4K
|
902
$106K
|
|
| Q4 2022 | |||||||
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.49KNew |
$119K - $271K
|
1.49K
$175K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
373New |
$29.7K - $67.9K
|
373
$43.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8New |
$638 - $1.46K
|
8
$940
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
400New |
$31.9K - $72.9K
|
400
$47K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.34KNew |
$107K - $245K
|
1.34K
$158K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8+ 160.0% |
$638 - $1.46K
|
13
$1.53K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.42KNew |
$193K - $440K
|
2.42K
$284K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
217New |
$17.3K - $39.5K
|
217
$25.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
411New |
$32.8K - $74.9K
|
411
$48.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
167New |
$13.3K - $30.4K
|
167
$19.6K
|
|