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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Asset Planning Corporation
|
BUY
|
- |
889+ 1.16% |
$93.4K - $100K
|
77.7K
$8.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
26+ 0.32% |
$2.73K - $2.93K
|
8.1K
$880K
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-414- 5.85% |
$43.5K - $46.6K
|
6.66K
$723K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
622+ 31.27% |
$65.3K - $70K
|
2.61K
$284K
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
849+ 3.58% |
$89.2K - $95.5K
|
24.6K
$2.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-65- 0.96% |
$6.83K - $7.32K
|
6.68K
$725K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
SELL
|
- |
-817- 3.97% |
$85.8K - $91.9K
|
19.8K
$2.15M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
90New |
$9.45K - $10.1K
|
90
$9.77K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
119+ 2.3% |
$12.5K - $13.4K
|
5.3K
$575K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-126- 33.33% |
$13.2K - $14.2K
|
252
$27.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.76KNew |
$185K - $198K
|
1.76K
$191K
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
BUY
|
- |
277+ 4.56% |
$29.1K - $31.2K
|
6.35K
$690K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
9.38K+ 6.43% |
$985K - $1.06M
|
155K
$16.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-453- 0.73% |
$47.6K - $51K
|
61.2K
$6.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
289+ 0.37% |
$30.4K - $32.5K
|
78.1K
$8.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.51K+ 39.52% |
$158K - $170K
|
5.33K
$579K
|
|
|
Nov 04, 2025
Q3 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-2K- 2.58% |
$210K - $225K
|
75.6K
$8.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.42K- 2.44% |
$254K - $272K
|
96.9K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
243K+ 44.98% |
$25.5M - $27.3M
|
782K
$84.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.39K+ 0.93% |
$251K - $269K
|
259K
$28.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.62K+ 12.78% |
$591K - $633K
|
49.6K
$5.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3- 7.14% |
$315 - $338
|
39
$4.24K
|
|
|
Nov 04, 2025
Q3 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-197- 0.88% |
$20.7K - $22.2K
|
22.3K
$2.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-120- 1.09% |
$12.6K - $13.5K
|
10.9K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
393+ 104.52% |
$41.3K - $44.2K
|
769
$83.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.98K- 23.54% |
$313K - $336K
|
9.69K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.29K+ 6.33% |
$135K - $145K
|
21.7K
$2.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.09K- 13.28% |
$114K - $122K
|
7.1K
$771K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.48KNew |
$155K - $166K
|
1.48K
$160K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.32K- 18.77% |
$243K - $261K
|
10K
$1.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-90K- 12.0% |
$9.45M - $10.1M
|
660K
$71.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-8K- 7.79% |
$840K - $900K
|
94.7K
$10.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.22K- 8.95% |
$338K - $363K
|
32.8K
$3.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5.23K+ 29.7% |
$549K - $588K
|
22.8K
$2.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-212- 6.33% |
$22.3K - $23.9K
|
3.14K
$341K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
329+ 14.41% |
$34.6K - $37K
|
2.61K
$284K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-317- 9.41% |
$33.3K - $35.7K
|
3.05K
$331K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
251+ 3.81% |
$26.4K - $28.2K
|
6.84K
$743K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-19- 0.29% |
$2K - $2.14K
|
6.58K
$714K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.68K+ 4.09% |
$491K - $526K
|
119K
$12.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-29.6K- 68.02% |
$3.11M - $3.33M
|
13.9K
$1.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.47K- 2.32% |
$154K - $165K
|
61.8K
$6.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.5K+ 36.21% |
$157K - $168K
|
5.63K
$611K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18+ 0.27% |
$1.89K - $2.03K
|
6.79K
$738K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-802- 4.68% |
$84.2K - $90.3K
|
16.3K
$1.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.79K- 14.61% |
$608K - $651K
|
33.8K
$3.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
20.1K+ 73.97% |
$2.11M - $2.26M
|
47.3K
$5.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
9+ 0.16% |
$945 - $1.01K
|
5.52K
$600K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-278- 0.86% |
$29.2K - $31.3K
|
31.9K
$3.46M
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
41+ 0.36% |
$4.31K - $4.61K
|
11.5K
$1.25M
|
|