Purchases and Sales Made in Q1 2023 in Vanguard S&P Mid Cap 400 ETF (IVOO)

IVOO Quotes by TradingView

This table provides information about the institutional ownership of Vanguard S&P Mid Cap 400 ETF (IVOO) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD S&P MID CAP 400 ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 24, 2023 Q1 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
3.75K
+ 95.66%
$301K - $689K
7.66K $765K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
3.74K
+ 100.0%
$300K - $687K
7.48K $746K
May 12, 2023 Q1 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
3.69K
+ 95.7%
$296K - $678K
7.55K $753K
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
3.53K
+ 100.0%
$284K - $649K
7.07K $705K
May 01, 2023 Q1 2023
Virtu Financial LLC

New York, NY
BUY
 -
3.51K
+ 139.18%
$282K - $646K
6.04K $603K
May 09, 2023 Q1 2023
1 St Source Bank

BUY
 -
3.4K
New
$273K - $626K
3.4K $340K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
3.17K
+ 99.97%
$255K - $583K
6.35K $633K
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
3.15K
+ 148.82%
$253K - $579K
5.27K $526K
May 11, 2023 Q1 2023
Taylor Hoffman Wealth Management

Richmond, VA
BUY
 -
3.13K
+ 104.79%
$251K - $574K
6.11K $610K
Apr 18, 2023 Q1 2023
Affiance Financial, LLC

BUY
 -
3.1K
+ 100.0%
$248K - $569K
6.19K $618K
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
2.92K
+ 154.56%
$234K - $536K
4.8K $479K
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
2.88K
+ 97.19%
$231K - $528K
5.84K $583K
Apr 25, 2023 Q1 2023
Iron Financial, LLC

BUY
 -
2.69K
+ 100.52%
$216K - $494K
5.36K $536K
May 05, 2023 Q1 2023
R. W. Roge & Company, Inc.

Bohemia, NY
BUY
 -
2.52K
+ 99.96%
$202K - $464K
5.05K $504K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.44K
New
$195K - $447K
2.44K $243K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
2.41K
New
$193K - $443K
2.41K $241K
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
2.28K
+ 100.0%
$183K - $420K
4.57K $456K
Apr 13, 2023 Q1 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
2.25K
+ 99.82%
$180K - $413K
4.49K $449K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
2.06K
New
$165K - $378K
2.06K $205K
Apr 19, 2023 Q1 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
2.03K
+ 100.0%
$163K - $374K
4.07K $406K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.94K
+ 149.46%
$156K - $357K
3.24K $324K
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.86K
+ 111.5%
$149K - $342K
3.53K $353K
May 04, 2023 Q1 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
1.76K
+ 100.52%
$141K - $322K
3.5K $350K
May 12, 2023 Q1 2023
Cambridge Trust CO

Boston, MA
BUY
 -
1.73K
+ 100.0%
$139K - $318K
3.47K $346K
May 04, 2023 Q1 2023
Stordahl Capital Management, Inc.

BUY
 -
1.71K
+ 109.08%
$137K - $313K
3.27K $326K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.68K
+ 105.66%
$135K - $309K
3.27K $326K
May 02, 2023 Q1 2023
Endurance Wealth Management, Inc.

BUY
 -
1.53K
+ 100.0%
$123K - $282K
3.07K $306K
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
1.53K
+ 100.0%
$123K - $282K
3.07K $306K
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
1.51K
+ 100.0%
$121K - $278K
3.02K $302K
May 01, 2023 Q1 2023
Davis R M Inc

Portland, ME
BUY
 -
1.49K
+ 86.16%
$120K - $275K
3.23K $322K
May 16, 2023 Q1 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
1.45K
+ 100.0%
$116K - $266K
2.9K $290K
Apr 21, 2023 Q1 2023
Kathleen S. Wright Associates Inc.

BUY
 -
1.43K
+ 74.67%
$115K - $262K
3.34K $333K
May 11, 2023 Q1 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
1.42K
+ 69.69%
$114K - $261K
3.46K $345K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
1.41K
New
$113K - $260K
1.41K $141K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
1.4K
+ 100.72%
$112K - $257K
2.79K $279K
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
BUY
 -
1.3K
+ 100.0%
$104K - $239K
2.6K $260K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
1.29K
+ 102.64%
$103K - $236K
2.54K $253K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
1.21K
+ 141.62%
$97K - $222K
2.06K $206K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
1.2K
+ 119900.0%
$96.2K - $220K
1.2K $120K
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
1.12K
+ 17.54%
$89.7K - $205K
7.49K $748K
May 10, 2023 Q1 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
1.1K
+ 100.0%
$88K - $201K
2.19K $219K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
1.07K
New
$85.7K - $196K
1.07K $107K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
954
+ 404.24%
$76.6K - $175K
1.19K $119K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

BUY
 -
950
+ 100.0%
$76.2K - $175K
1.9K $190K
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
807
+ 48.01%
$64.8K - $148K
2.49K $248K
May 11, 2023 Q1 2023
West Hill Financial Advisors, Inc.

BUY
 -
746
+ 95.89%
$59.9K - $137K
1.52K $152K
Apr 17, 2023 Q1 2023
Benchmark Wealth Management, LLC

BUY
 -
714
+ 30.99%
$57.3K - $131K
3.02K $301K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
630
+ 100.16%
$50.6K - $116K
1.26K $126K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
592
+ 120.82%
$47.5K - $109K
1.08K $108K

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