Purchases and Sales Made in Q3 2025 in Vanguard S&P Mid Cap 400 ETF (IVOO)
This table provides information about the institutional ownership of Vanguard S&P Mid Cap 400 ETF (IVOO) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
243K+ 44.98% |
$25.5M - $27.3M
|
782K
$84.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
147K+ 9.79% |
$15.4M - $16.5M
|
1.64M
$178M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
126K+ 10.71% |
$13.3M - $14.2M
|
1.31M
$142M
|
|
|
Nov 12, 2025
Q3 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
26.2KNew |
$2.75M - $2.95M
|
26.2K
$2.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23K+ 9.65% |
$2.41M - $2.59M
|
261K
$28.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
20.1K+ 73.97% |
$2.11M - $2.26M
|
47.3K
$5.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.9K+ 1.64% |
$1.67M - $1.79M
|
985K
$107M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.4K+ 4.26% |
$1.4M - $1.5M
|
327K
$35.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1K+ 5.42% |
$1.16M - $1.25M
|
215K
$23.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.89K+ 16.27% |
$1.04M - $1.11M
|
70.7K
$7.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.54K+ 8.45% |
$1M - $1.07M
|
122K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.52K+ 1.78% |
$1M - $1.07M
|
544K
$59.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
9.38K+ 6.43% |
$985K - $1.06M
|
155K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.75K+ 6.73% |
$814K - $872K
|
123K
$13.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.51K+ 119.83% |
$788K - $845K
|
13.8K
$1.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.42KNew |
$779K - $835K
|
7.42K
$806K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
6.35K+ 4.51% |
$667K - $714K
|
147K
$16M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
5.66K+ 244.49% |
$594K - $636K
|
7.97K
$865K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
5.63KNew |
$591K - $633K
|
5.63K
$611K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.62K+ 12.78% |
$591K - $633K
|
49.6K
$5.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5.23K+ 29.7% |
$549K - $588K
|
22.8K
$2.48M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.99K+ 173.13% |
$524K - $561K
|
7.87K
$854K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.68K+ 4.09% |
$491K - $526K
|
119K
$12.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.56K+ 8.38% |
$374K - $401K
|
46K
$5M
|
|
|
Oct 22, 2025
Q3 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3.3K+ 4.1% |
$347K - $372K
|
83.9K
$9.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.18KNew |
$334K - $358K
|
3.18K
$345K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.01KNew |
$316K - $339K
|
3.01K
$327K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.7KNew |
$284K - $304K
|
2.7K
$294K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.39K+ 0.93% |
$251K - $269K
|
259K
$28.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.19KNew |
$229K - $246K
|
2.19K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
1.92KNew |
$202K - $216K
|
1.92K
$208K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.76KNew |
$185K - $198K
|
1.76K
$191K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.72K+ 15.63% |
$181K - $194K
|
12.7K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.7KNew |
$179K - $192K
|
1.7K
$185K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.69KNew |
$177K - $190K
|
1.69K
$183K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.67K+ 39.54% |
$175K - $187K
|
5.88K
$638K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.65K+ 39.18% |
$173K - $185K
|
5.85K
$635K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.51K+ 39.52% |
$158K - $170K
|
5.33K
$579K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.5K+ 36.21% |
$157K - $168K
|
5.63K
$611K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.48KNew |
$155K - $166K
|
1.48K
$160K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.29K+ 6.33% |
$135K - $145K
|
21.7K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
1.28K+ 13.7% |
$134K - $143K
|
10.6K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.24K+ 74.53% |
$130K - $140K
|
2.91K
$316K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.05KNew |
$110K - $118K
|
1.05K
$113K
|
|
|
Nov 06, 2025
Q3 2025
|
Asset Planning Corporation
|
BUY
|
- |
889+ 1.16% |
$93.4K - $100K
|
77.7K
$8.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
849+ 3.58% |
$89.2K - $95.5K
|
24.6K
$2.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
784+ 21.69% |
$82.3K - $88.2K
|
4.4K
$478K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
733+ 14.91% |
$77K - $82.5K
|
5.65K
$614K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
649+ 4.97% |
$68.2K - $73K
|
13.7K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
622+ 31.27% |
$65.3K - $70K
|
2.61K
$284K
|
|