Purchases and Sales Made in Q3 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 Q3 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
Jul 31, 2024 Q3 2023
First American Bank

Dundee, IL
BUY
 -
277
+ 0.88%
$23.2K - $25.5K
31.6K $3.16M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
264
+ 0.91%
$22.1K - $24.3K
29.3K $2.92M
Nov 17, 2023 Q3 2023
Old National Bancorp

BUY
 -
230
+ 0.24%
$19.2K - $21.2K
97.4K $9.73M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
191
+ 45.05%
$16K - $17.6K
615 $61.4K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
188
+ 0.7%
$15.7K - $17.3K
27K $2.69M
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
186
+ 3.05%
$15.6K - $17.1K
6.29K $627K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
165
+ 4.58%
$13.8K - $15.2K
3.77K $376K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
157
New
$13.1K - $14.5K
157 $15.7K
Nov 14, 2023 Q3 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
129
+ 1.05%
$10.8K - $11.9K
12.5K $1.24M
Nov 13, 2023 Q3 2023
West Hill Financial Advisors, Inc.

BUY
 -
124
+ 8.14%
$10.4K - $11.4K
1.65K $165K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
77
+ 0.17%
$6.44K - $7.1K
46.4K $4.63M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
64
+ 0.85%
$5.35K - $5.9K
7.55K $754K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
57
+ 1.86%
$4.77K - $5.25K
3.13K $312K
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
50
+ 1.63%
$4.18K - $4.61K
3.12K $311K
Nov 01, 2023 Q3 2023
Pack Private Wealth, LLC

Wayzata, MN
BUY
 -
49
+ 0.62%
$4.1K - $4.52K
7.89K $788K
Nov 13, 2023 Q3 2023
Anson Capital, Inc.

BUY
 -
43
+ 0.4%
$3.6K - $3.96K
10.7K $1.07M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
34
+ 0.3%
$2.84K - $3.13K
11.3K $1.13M
Nov 13, 2023 Q3 2023
Taylor Hoffman Wealth Management

Richmond, VA
BUY
 -
20
+ 0.33%
$1.67K - $1.84K
6.16K $615K
Oct 31, 2023 Q3 2023
Iron Financial, LLC

BUY
 -
16
+ 0.3%
$1.34K - $1.47K
5.38K $537K
Nov 07, 2023 Q3 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
14
+ 0.4%
$1.17K - $1.29K
3.51K $351K
Oct 20, 2023 Q3 2023
Kathleen S. Wright Associates Inc.

BUY
 -
12
+ 0.36%
$1K - $1.11K
3.36K $336K
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
7
+ 0.16%
$586 - $645
4.5K $449K
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
6
+ 0.05%
$502 - $553
11.3K $1.13M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
6
+ 0.5%
$502 - $553
1.2K $119K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
4
+ 0.26%
$335 - $369
1.56K $155K
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
4
New
$335 - $369
4 $399
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
3
+ 0.3%
$251 - $276
1.02K $102K
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
2
+ 0.03%
$167 - $184
7.8K $779K
Nov 03, 2023 Q3 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
1
New
$83.7 - $92.2
1 $99.8
Oct 30, 2023 Q3 2023
Klingman & Associates, LLC

BUY
 -
1
+ 0.01%
$83.7 - $92.2
14.9K $1.49M
Oct 10, 2023 Q3 2023
National Bank Of Canada

SELL
 -
-5
- 4.0%
$418 - $461
120 $12K
Nov 06, 2023 Q3 2023
Keystone Financial Group

SELL
 -
-5
- 0.02%
$418 - $461
28.5K $2.84M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-9
- 1.21%
$753 - $829
734 $73.3K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-18
- 0.23%
$1.51K - $1.66K
7.95K $794K
Oct 11, 2023 Q3 2023
Affiance Financial, LLC

SELL
 -
-20
- 0.34%
$1.67K - $1.84K
5.85K $584K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

SELL
 -
-31
- 0.41%
$2.59K - $2.86K
7.53K $752K
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
SELL
 -
-34
- 0.98%
$2.84K - $3.13K
3.43K $343K
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-34
- 3.3%
$2.84K - $3.13K
996 $99.4K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-67
- 0.93%
$5.61K - $6.17K
7.11K $710K
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

SELL
 -
-68
- 1.79%
$5.69K - $6.27K
3.72K $372K
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

SELL
 -
-70
- 1.1%
$5.86K - $6.45K
6.28K $626K
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-74
- 1.24%
$6.19K - $6.82K
5.91K $590K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-76
- 3.24%
$6.36K - $7K
2.27K $227K
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

SELL
 -
-80
- 1.0%
$6.69K - $7.37K
7.91K $790K
Nov 06, 2023 Q3 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-93
- 78.15%
$7.78K - $8.57K
26 $2.6K
Nov 13, 2023 Q3 2023
Phoenix Holdings Ltd.

Givatayim, L3
SELL
 -
-97
- 0.2%
$8.12K - $8.94K
47.4K $4.73M
Nov 15, 2023 Q3 2023
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-112
- 2.33%
$9.37K - $10.3K
4.69K $468K
Nov 14, 2023 Q3 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
SELL
 -
-148
- 5.3%
$12.4K - $13.6K
2.65K $264K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-173
- 4.97%
$14.5K - $15.9K
3.31K $330K

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