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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-34- 0.15% |
$3.58K - $3.85K
|
23.4K
$2.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-46- 79.31% |
$4.84K - $5.21K
|
12
$1.38K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-65- 1.15% |
$6.85K - $7.36K
|
5.59K
$642K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-97- 26.22% |
$10.2K - $11K
|
273
$31.4K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-145- 22.76% |
$15.3K - $16.4K
|
492
$56.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-175- 0.98% |
$18.4K - $19.8K
|
17.7K
$2.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-176- 0.87% |
$18.5K - $19.9K
|
20K
$2.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-182- 0.43% |
$19.2K - $20.6K
|
42.4K
$4.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-194- 2.24% |
$20.4K - $22K
|
8.46K
$972K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-200- 8.98% |
$21.1K - $22.6K
|
2.03K
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-270- 2.08% |
$28.4K - $30.6K
|
12.7K
$1.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-329- 2.2% |
$34.7K - $37.3K
|
14.6K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-353- 3.87% |
$37.2K - $40K
|
8.76K
$1.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-374- 4.04% |
$39.4K - $42.4K
|
8.87K
$1.02M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-394- 1.12% |
$41.5K - $44.6K
|
34.9K
$4.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-405- 6.28% |
$42.7K - $45.9K
|
6.04K
$694K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-476- 5.74% |
$50.1K - $53.9K
|
7.81K
$897K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-559- 1.55% |
$58.9K - $63.3K
|
35.5K
$4.08M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-602- 2.8% |
$63.4K - $68.2K
|
20.9K
$2.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-738- 9.51% |
$77.7K - $83.6K
|
7.02K
$807K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-878- 3.15% |
$92.5K - $99.4K
|
27K
$3.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.07K- 1.63% |
$113K - $121K
|
64.7K
$7.44M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.1K- 53.66% |
$116K - $125K
|
950
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.49K- 2.17% |
$157K - $168K
|
66.9K
$7.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.2K- 1.15% |
$232K - $249K
|
189K
$21.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.36K- 17.73% |
$249K - $267K
|
11K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.66K- 4.69% |
$386K - $415K
|
74.4K
$8.55M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.33K- 57.18% |
$561K - $603K
|
3.99K
$458K
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-5.66K- 4.01% |
$596K - $641K
|
136K
$15.6M
|