Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.2K+ 170.86% |
$4.48M - $10.2M
|
89.1K
$10.2M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
36.6KNew |
$2.91M - $6.66M
|
36.6K
$4.19M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
16.5KNew |
$1.31M - $3M
|
16.5K
$1.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
8.74K+ 115.81% |
$697K - $1.59M
|
16.3K
$1.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.29K+ 7.67% |
$262K - $599K
|
46.2K
$5.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.25KNew |
$259K - $592K
|
3.25K
$372K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.79KNew |
$222K - $508K
|
2.79K
$320K
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
2.73K+ 45.09% |
$217K - $497K
|
8.78K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.48K+ 42.14% |
$198K - $451K
|
8.36K
$958K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.42KNew |
$193K - $440K
|
2.42K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.11K+ 12.24% |
$168K - $385K
|
19.4K
$2.22M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.92KNew |
$153K - $349K
|
1.92K
$220K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.49KNew |
$119K - $271K
|
1.49K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.34KNew |
$107K - $245K
|
1.34K
$154K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
1.25KNew |
$100K - $228K
|
1.25K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.22KNew |
$97.3K - $222K
|
1.22K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.21KNew |
$96.4K - $220K
|
1.21K
$139K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
1.19KNew |
$94.9K - $217K
|
1.19K
$136K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.07KNew |
$85.6K - $196K
|
1.07K
$123K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
983+ 12.74% |
$78.4K - $179K
|
8.7K
$998K
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
886+ 1.36% |
$70.6K - $161K
|
65.8K
$7.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
875+ 5.75% |
$69.8K - $159K
|
16.1K
$1.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
696+ 42.03% |
$55.5K - $127K
|
2.35K
$270K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
663+ 48.86% |
$52.9K - $121K
|
2.02K
$232K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
629+ 18.35% |
$50.1K - $115K
|
4.06K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
598+ 29.39% |
$47.7K - $109K
|
2.63K
$302K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
411New |
$32.8K - $74.9K
|
411
$47.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
373New |
$29.7K - $67.9K
|
373
$42.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
322+ 0.97% |
$25.7K - $58.6K
|
33.6K
$3.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
295+ 5.21% |
$23.5K - $53.7K
|
5.95K
$683K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
277New |
$22.1K - $50.5K
|
277
$31.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
217New |
$17.3K - $39.5K
|
217
$24.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
200New |
$15.9K - $36.4K
|
200
$22.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
167New |
$13.3K - $30.4K
|
167
$19.1K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
135New |
$10.8K - $24.6K
|
135
$15.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
113New |
$9.01K - $20.6K
|
113
$13K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
89New |
$7.1K - $16.2K
|
89
$10.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
89+ 60.96% |
$7.1K - $16.2K
|
235
$26.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
29+ 1.04% |
$2.31K - $5.28K
|
2.83K
$324K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
20New |
$1.59K - $3.64K
|
20
$2.29K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
18+ 0.12% |
$1.43K - $3.28K
|
14.7K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17+ 0.36% |
$1.36K - $3.1K
|
4.71K
$540K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
10+ 0.2% |
$797 - $1.82K
|
4.97K
$570K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
9+ 0.34% |
$717 - $1.64K
|
2.62K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8New |
$638 - $1.46K
|
8
$917
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8+ 160.0% |
$638 - $1.46K
|
13
$1.49K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
6New |
$478 - $1.09K
|
6
$688
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 1.15% |
$79.7 - $182
|
88
$10.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.07% |
$79.7 - $182
|
1.54K
$176K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8- 0.19% |
$638 - $1.46K
|
4.2K
$481K
|