Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
41.9KNew |
$4.48M - $4.69M
|
41.9K
$4.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
21.1K+ 44.56% |
$2.25M - $2.36M
|
68.3K
$7.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
981+ 2.55% |
$105K - $110K
|
39.5K
$4.29M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
585+ 15.33% |
$62.6K - $65.6K
|
4.4K
$478K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
389New |
$41.6K - $43.6K
|
389
$42.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
346New |
$37K - $38.8K
|
346
$37.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
230+ 3.5% |
$24.6K - $25.8K
|
6.81K
$739K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
145New |
$15.5K - $16.3K
|
145
$15.7K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
116+ 2.68% |
$12.4K - $13K
|
4.44K
$482K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
64+ 2.87% |
$6.85K - $7.17K
|
2.29K
$249K
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
60+ 0.55% |
$6.42K - $6.72K
|
10.9K
$1.18M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
46+ 1.03% |
$4.92K - $5.16K
|
4.51K
$489K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$856 - $897
|
5.06K
$550K
|
|
|
Jan 15, 2026
Q4 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
4+ 0.16% |
$428 - $448
|
2.47K
$269K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.37% |
$107 - $112
|
271
$29.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1+ 0.79% |
$107 - $112
|
127
$13.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-46- 0.91% |
$4.92K - $5.16K
|
4.98K
$541K
|
|
|
Jan 22, 2026
Q4 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-46- 0.21% |
$4.92K - $5.16K
|
22.2K
$2.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-48- 1.64% |
$5.13K - $5.38K
|
2.88K
$313K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 5.68% |
$10.7K - $11.2K
|
1.66K
$180K
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-103- 4.97% |
$11K - $11.5K
|
1.97K
$214K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-143- 2.27% |
$15.3K - $16K
|
6.16K
$669K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-162- 2.76% |
$17.3K - $18.2K
|
5.72K
$621K
|
|
|
Jan 20, 2026
Q4 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-215- 0.61% |
$23K - $24.1K
|
35.1K
$3.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-220- 3.13% |
$23.5K - $24.7K
|
6.82K
$740K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-307- 6.71% |
$32.8K - $34.4K
|
4.27K
$463K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-371- 2.52% |
$39.7K - $41.6K
|
14.3K
$1.56M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-386- 5.83% |
$41.3K - $43.3K
|
6.24K
$677K
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-391- 14.94% |
$41.8K - $43.8K
|
2.23K
$242K
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-550- 3.36% |
$58.8K - $61.6K
|
15.8K
$1.72M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-932- 6.8% |
$99.7K - $104K
|
12.8K
$1.39M
|
|
|
Jan 22, 2026
Q4 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-1.42K- 1.69% |
$152K - $159K
|
82.5K
$8.96M
|
|
|
Jan 20, 2026
Q4 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-1.66K- 12.15% |
$178K - $186K
|
12K
$1.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-2.15K- 2.26% |
$229K - $240K
|
92.6K
$10.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
SELL
|
- |
-4K- 11.26% |
$428K - $448K
|
31.5K
$3.42M
|
|