Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-240- 0.42% |
$21.4K - $23.3K
|
57.3K
$6.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-290- 4.5% |
$25.9K - $28.1K
|
6.15K
$707K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-303- 2.92% |
$27.1K - $29.4K
|
10.1K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-311- 3.32% |
$27.8K - $30.1K
|
9.05K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-452- 3.08% |
$40.4K - $43.8K
|
14.2K
$1.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-498- 89.57% |
$44.5K - $48.3K
|
58
$6.66K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-514- 2.76% |
$45.9K - $49.8K
|
18.1K
$2.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-648- 43.67% |
$57.9K - $62.8K
|
836
$96.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-708- 2.09% |
$63.3K - $68.6K
|
33.1K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-744- 2.41% |
$66.5K - $72.1K
|
30.2K
$3.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-760- 50.67% |
$67.9K - $73.7K
|
740
$85K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-968- 66.67% |
$86.5K - $93.8K
|
484
$55.6K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.3K- 34.35% |
$116K - $126K
|
2.49K
$286K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.33K- 79.17% |
$119K - $129K
|
350
$40.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.52K- 0.77% |
$136K - $147K
|
196K
$22.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.66K- 1.91% |
$149K - $161K
|
85.5K
$9.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.69K- 1.19% |
$151K - $163K
|
140K
$16.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-1.74K- 46.64% |
$155K - $168K
|
1.99K
$228K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.93K- 53.5% |
$262K - $284K
|
2.55K
$293K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.6K- 10.97% |
$1.4M - $1.52M
|
127K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-53.5KClosed |
$4.78M - $5.19M
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.2K- 41.94% |
$4.93M - $5.35M
|
76.4K
$8.78M
|