Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
60.5KNew |
$5.83M - $6.28M
|
60.5K
$6.89M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.1KNew |
$1.84M - $1.98M
|
19.1K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.2KNew |
$1.56M - $1.68M
|
16.2K
$1.85M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2K+ 323.83% |
$983K - $1.06M
|
13.4K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.7K+ 14.01% |
$935K - $1.01M
|
78.9K
$8.99M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.15KNew |
$689K - $742K
|
7.15K
$814K
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.28K+ 210.03% |
$508K - $547K
|
7.79K
$887K
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.64K+ 218.31% |
$447K - $481K
|
6.76K
$770K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.52KNew |
$435K - $469K
|
4.52K
$514K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.53K+ 6.89% |
$244K - $263K
|
39.3K
$4.47M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.26K+ 6.99% |
$218K - $234K
|
34.6K
$3.94M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.7K+ 0.94% |
$164K - $176K
|
182K
$20.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
1.47KNew |
$142K - $153K
|
1.47K
$167K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.34K+ 71.14% |
$129K - $139K
|
3.23K
$367K
|
|
|
Nov 09, 2021
Q3 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.17K+ 2.09% |
$113K - $122K
|
57.3K
$6.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1.02K+ 3.75% |
$98.4K - $106K
|
28.2K
$3.22M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
680+ 24.36% |
$65.5K - $70.6K
|
3.47K
$395K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
436+ 40.18% |
$42K - $45.2K
|
1.52K
$173K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
411New |
$39.6K - $42.6K
|
411
$46.8K
|
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
339+ 4.98% |
$32.7K - $35.2K
|
7.15K
$814K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
267+ 1.42% |
$25.7K - $27.7K
|
19K
$2.17M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
262+ 6.27% |
$25.2K - $27.2K
|
4.44K
$505K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
140+ 0.43% |
$13.5K - $14.5K
|
32.9K
$3.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
133+ 2.3% |
$12.8K - $13.8K
|
5.92K
$673K
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
49+ 5.76% |
$4.72K - $5.08K
|
899
$102K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
40+ 2.02% |
$3.85K - $4.15K
|
2.02K
$230K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32+ 0.58% |
$3.08K - $3.32K
|
5.54K
$630K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27+ 2.05% |
$2.6K - $2.8K
|
1.34K
$153K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
24+ 0.28% |
$2.31K - $2.49K
|
8.5K
$968K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
20+ 0.75% |
$1.93K - $2.08K
|
2.69K
$306K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18+ 0.51% |
$1.73K - $1.87K
|
3.52K
$401K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10+ 0.13% |
$964 - $1.04K
|
7.67K
$873K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1- 0.28% |
$96.4 - $104
|
359
$40.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-4- 0.14% |
$385 - $415
|
2.93K
$334K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-20- 1.01% |
$1.93K - $2.08K
|
1.95K
$222K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25- 1.73% |
$2.41K - $2.59K
|
1.42K
$161K
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-25- 2.05% |
$2.41K - $2.59K
|
1.19K
$136K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25Closed |
$2.41K - $2.59K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-31- 0.71% |
$2.99K - $3.22K
|
4.35K
$495K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47- 2.36% |
$4.53K - $4.88K
|
1.94K
$221K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-53- 3.08% |
$5.11K - $5.5K
|
1.67K
$190K
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
SELL
|
- |
-67- 0.3% |
$6.46K - $6.95K
|
22.1K
$2.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-175Closed |
$16.9K - $18.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-310- 7.32% |
$29.9K - $32.2K
|
3.93K
$447K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-332- 16.96% |
$32K - $34.4K
|
1.63K
$185K
|
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-438- 2.81% |
$42.2K - $45.4K
|
15.2K
$1.73M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-553- 40.9% |
$53.3K - $57.4K
|
799
$91K
|
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.39K- 8.12% |
$134K - $144K
|
15.7K
$1.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.39KClosed |
$134K - $144K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.4K- 4.14% |
$135K - $146K
|
32.5K
$3.7M
|