Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.59K+ 18.33% |
$271K - $298K
|
16.7K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.58KNew |
$270K - $297K
|
2.58K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
2.49KNew |
$260K - $287K
|
2.49K
$249K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.45K+ 28.69% |
$256K - $282K
|
11K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.34KNew |
$244K - $269K
|
2.34K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2.26KNew |
$236K - $260K
|
2.26K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.21KNew |
$231K - $255K
|
2.21K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.18K+ 57.4% |
$228K - $251K
|
5.98K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.12KNew |
$221K - $244K
|
2.12K
$211K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2.09KNew |
$218K - $240K
|
2.09K
$209K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.01K+ 1592.86% |
$210K - $231K
|
2.13K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.97KNew |
$206K - $227K
|
1.97K
$197K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.92KNew |
$200K - $220K
|
1.92K
$191K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.89K+ 56.91% |
$198K - $218K
|
5.21K
$521K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.65K+ 1.64% |
$173K - $190K
|
103K
$10.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.64K+ 84.33% |
$171K - $188K
|
3.58K
$357K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.35K+ 3.07% |
$141K - $155K
|
45.3K
$4.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.25K+ 1.01% |
$131K - $144K
|
125K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.19KNew |
$124K - $137K
|
1.19K
$119K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.18K+ 30.39% |
$123K - $136K
|
5.06K
$505K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.17K+ 32.45% |
$123K - $135K
|
4.79K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.12K+ 79.38% |
$117K - $129K
|
2.53K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.05K+ 4.92% |
$110K - $121K
|
22.4K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.03K+ 41.66% |
$107K - $118K
|
3.49K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
948New |
$99.1K - $109K
|
948
$94.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
928+ 25.47% |
$97K - $107K
|
4.57K
$456K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
887+ 30.69% |
$92.7K - $102K
|
3.78K
$377K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
854+ 21.21% |
$89.3K - $98.3K
|
4.88K
$487K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
848+ 77.16% |
$88.6K - $97.6K
|
1.95K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
796+ 2.09% |
$83.2K - $91.6K
|
38.9K
$3.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
789+ 2.03% |
$82.5K - $90.8K
|
39.7K
$3.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
768+ 2.3% |
$80.3K - $88.4K
|
34.1K
$3.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
661+ 1.82% |
$69.1K - $76.1K
|
36.9K
$3.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
606+ 2.14% |
$63.3K - $69.7K
|
28.9K
$2.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
542+ 1.94% |
$56.6K - $62.4K
|
28.5K
$2.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
483+ 1.86% |
$50.5K - $55.6K
|
26.5K
$2.64M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
480New |
$50.2K - $55.2K
|
480
$47.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
442New |
$46.2K - $50.9K
|
442
$44.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
409+ 5.95% |
$42.7K - $47.1K
|
7.29K
$728K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
371New |
$38.8K - $42.7K
|
371
$37K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
367+ 3.39% |
$38.4K - $42.2K
|
11.2K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
350New |
$36.6K - $40.3K
|
350
$34.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
313+ 102.62% |
$32.7K - $36K
|
618
$61.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
291+ 4.54% |
$30.4K - $33.5K
|
6.7K
$669K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
284New |
$29.7K - $32.7K
|
284
$28.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
275+ 2.3% |
$28.7K - $31.6K
|
12.2K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
258New |
$27K - $29.7K
|
258
$25.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
212+ 7.06% |
$22.2K - $24.4K
|
3.22K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
182+ 1.38% |
$19K - $20.9K
|
13.4K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
175+ 58.33% |
$18.3K - $20.1K
|
475
$47.4K
|