Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
198KNew |
$22.3M - $24.5M
|
198K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
53.4KNew |
$6.02M - $6.62M
|
53.4K
$5.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
41.7K+ 264.57% |
$4.7M - $5.17M
|
57.4K
$6.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
35KNew |
$3.95M - $4.34M
|
35K
$3.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
33.1K+ 275791.66% |
$3.73M - $4.1M
|
33.1K
$3.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
32K+ 254.46% |
$3.61M - $3.97M
|
44.6K
$4.72M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
28.4KNew |
$3.2M - $3.52M
|
28.4K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
25.8KNew |
$2.91M - $3.2M
|
25.8K
$2.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.1KNew |
$1.14M - $1.25M
|
10.1K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10K+ 135.09% |
$1.13M - $1.24M
|
17.5K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.98KNew |
$1.01M - $1.11M
|
8.98K
$951K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.68K+ 10.56% |
$866K - $952K
|
80.4K
$8.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.74K+ 6.71% |
$647K - $711K
|
91.2K
$9.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.7K+ 70.71% |
$642K - $707K
|
13.8K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.97K+ 19.31% |
$560K - $616K
|
30.7K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4.52KNew |
$510K - $561K
|
4.52K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.43K+ 4.97% |
$387K - $425K
|
72.5K
$7.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.24K+ 2.99% |
$365K - $402K
|
112K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.99KNew |
$337K - $371K
|
2.99K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.19KNew |
$247K - $271K
|
2.19K
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
2.17KNew |
$245K - $269K
|
2.17K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.1KNew |
$237K - $261K
|
2.1K
$223K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.1K+ 94.34% |
$237K - $260K
|
4.33K
$458K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.97K+ 12.62% |
$221K - $244K
|
17.5K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.91K+ 38.85% |
$215K - $237K
|
6.82K
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.9KNew |
$214K - $236K
|
1.9K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.89K+ 6.1% |
$212K - $234K
|
32.8K
$3.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.75K+ 1.83% |
$197K - $217K
|
97.3K
$10.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.55K+ 13.64% |
$174K - $192K
|
12.9K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.52K+ 34.57% |
$171K - $188K
|
5.9K
$625K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.4K+ 0.81% |
$157K - $173K
|
175K
$18.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.21K+ 19.41% |
$137K - $150K
|
7.47K
$790K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.09KNew |
$122K - $135K
|
1.09K
$115K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
835+ 0.57% |
$94.1K - $104K
|
146K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
813+ 2.3% |
$91.6K - $101K
|
36.1K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
700+ 10.44% |
$78.9K - $86.8K
|
7.4K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
687+ 3.59% |
$77.4K - $85.2K
|
19.8K
$2.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
620New |
$69.9K - $76.9K
|
620
$65.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
500+ 1.98% |
$56.3K - $62K
|
25.7K
$2.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500+ 250.0% |
$56.3K - $62K
|
700
$74.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
431+ 3.55% |
$48.6K - $53.4K
|
12.6K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
355New |
$40K - $44K
|
355
$37.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
349+ 4.86% |
$39.3K - $43.3K
|
7.53K
$797K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
232New |
$26.1K - $28.8K
|
232
$24.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
216New |
$24.3K - $26.8K
|
216
$22.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
176New |
$19.8K - $21.8K
|
176
$18.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
150New |
$16.9K - $18.6K
|
150
$15.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
134New |
$15.1K - $16.6K
|
134
$14.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
131+ 3.9% |
$14.8K - $16.2K
|
3.49K
$369K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
119+ 14.13% |
$13.4K - $14.8K
|
961
$102K
|