Latest Institutional Transactions on Vanguard S&P Mid Cap 400 ETF (IVOO)
This table provides information on the latest institutional transactions involving Vanguard S&P Mid Cap 400 ETF (IVOO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-70Closed |
$5.95K - $6.76K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11New |
$935 - $1.06K
|
11
$1.19K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
166+ 178.49% |
$14.1K - $16K
|
259
$28.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.46KClosed |
$124K - $141K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
SELL
|
- |
-1.08KClosed |
$91.7K - $104K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-1.67KClosed |
$142K - $161K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.7KClosed |
$333K - $364K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-39Closed |
$3.51K - $3.84K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-78Closed |
$7.02K - $7.67K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-23Closed |
$2.07K - $2.26K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-175Closed |
$15.2K - $16.4K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.34KClosed |
$290K - $313K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-241Closed |
$21.3K - $22.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.82KClosed |
$249K - $264K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
120+ 2.75% |
$10.6K - $11.2K
|
4.49K
$488K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-60Closed |
$5.3K - $5.61K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-292Closed |
$25.8K - $27.3K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-58Closed |
$5.12K - $5.42K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Sepio Capital, LP
|
SELL
|
- |
-1.13KClosed |
$100K - $106K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.02KClosed |
$179K - $189K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
220New |
$16.8K - $19.9K
|
220
$23.9K
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.78KClosed |
$749K - $886K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
370New |
$28.3K - $33.5K
|
370
$40.2K
|
|
|
May 06, 2021
Q1 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.15% |
$230 - $272
|
2.02K
$219K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Covington Capital Management
|
SELL
|
- |
-46- 10.55% |
$2.92K - $3.59K
|
390
$42.4K
|
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-19.2KClosed |
$1.22M - $1.5M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-223Closed |
$14.2K - $17.4K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.07KNew |
$131K - $162K
|
2.07K
$225K
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-7Closed |
$413 - $466
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-51Closed |
$3.01K - $3.39K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Nov 16, 2020
Q2 2020
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-9.22KClosed |
$416K - $607K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-43Closed |
$1.94K - $2.83K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-5.46K- 19.99% |
$247K - $359K
|
21.9K
$2.37M
|
|
|
Aug 06, 2020
Q2 2020
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-461Closed |
$20.8K - $30.3K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-358Closed |
$16.2K - $23.6K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.47K- 97.96% |
$183K - $318K
|
93
$10.1K
|
|
|
May 18, 2020
Q1 2020
|
Lake Point Wealth Management
|
SELL
|
- |
-73- 25.35% |
$2.99K - $5.19K
|
215
$23.3K
|
|
|
May 14, 2020
Q1 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-13.3KClosed |
$544K - $945K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.89KNew |
$282K - $490K
|
6.89K
$748K
|
|
|
May 06, 2020
Q1 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-153Closed |
$6.26K - $10.9K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Hollencrest Capital Management
|
SELL
|
- |
-24KClosed |
$982K - $1.71M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-16.8KClosed |
$689K - $1.2M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.74KClosed |
$112K - $194K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-2.36KClosed |
$96.6K - $168K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-300KClosed |
$18.8M - $20.9M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
350New |
$22K - $24.4K
|
350
$38K
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-335Closed |
$21K - $23.3K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.72KClosed |
$233K - $259K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-16Closed |
$1.04K - $1.07K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-60Closed |
$3.89K - $3.99K
|
0
$0
|
|