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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
41+ 0.36% |
$4.31K - $4.61K
|
11.5K
$1.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-541- 7.14% |
$56.8K - $60.9K
|
7.04K
$764K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-955- 0.64% |
$100K - $107K
|
149K
$16.2M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-163- 2.47% |
$17.1K - $18.3K
|
6.43K
$698K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.08K- 2.34% |
$323K - $346K
|
128K
$13.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3.3K+ 4.1% |
$347K - $372K
|
83.9K
$9.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-427- 2.82% |
$44.8K - $48.1K
|
14.7K
$1.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
SELL
|
- |
-1.75K- 29.49% |
$183K - $197K
|
4.18K
$454K
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
784+ 21.69% |
$82.3K - $88.2K
|
4.4K
$478K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-265- 0.52% |
$27.8K - $29.8K
|
51.2K
$5.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.23% |
$420 - $450
|
1.71K
$186K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-650- 7.23% |
$68.3K - $73.2K
|
8.34K
$906K
|
|
|
Oct 20, 2025
Q3 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
4+ 0.16% |
$420 - $450
|
2.47K
$268K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-392- 3.63% |
$41.2K - $44.1K
|
10.4K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
185+ 0.53% |
$19.4K - $20.8K
|
35.4K
$3.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-1.51K- 9.96% |
$159K - $170K
|
13.7K
$1.49M
|
|
|
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 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 10.0% |
$10.5K - $11.3K
|
900
$97.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
100New |
$10.5K - $11.3K
|
100
$10.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.05KNew |
$110K - $118K
|
1.05K
$113K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
157+ 77.72% |
$16.5K - $17.7K
|
359
$39K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-428- 15.16% |
$45K - $48.2K
|
2.4K
$260K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
6.35K+ 4.51% |
$667K - $714K
|
147K
$16M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
223+ 3.67% |
$23.4K - $25.1K
|
6.3K
$684K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8+ 0.24% |
$840 - $900
|
3.33K
$362K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-496- 6.51% |
$52.1K - $55.8K
|
7.13K
$774K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.02% |
$105 - $113
|
4.57K
$497K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
153+ 0.4% |
$16.1K - $17.2K
|
38.5K
$4.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
8+ 0.27% |
$840 - $900
|
2.93K
$318K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.7KNew |
$284K - $304K
|
2.7K
$294K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.3K+ 16.99% |
$2.88M - $3.5M
|
229K
$24.9M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-139K- 93.24% |
$12M - $14.6M
|
10.1K
$1.09M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-488- 46.56% |
$42.3K - $51.2K
|
560
$60.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
80+ 0.21% |
$6.93K - $8.4K
|
38.2K
$4.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.58K- 58.16% |
$396K - $480K
|
3.29K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4KNew |
$346K - $420K
|
4K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
433+ 2.11% |
$37.5K - $45.5K
|
20.9K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.6K- 25.49% |
$225K - $273K
|
7.6K
$825K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-359- 9.08% |
$31.1K - $37.7K
|
3.59K
$390K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
71New |
$6.15K - $7.45K
|
71
$7.71K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-2.78K- 49.93% |
$241K - $292K
|
2.79K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-26- 8.84% |
$2.25K - $2.73K
|
268
$29.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
929+ 83.54% |
$80.4K - $97.5K
|
2.04K
$222K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.1K- 22.93% |
$1.13M - $1.37M
|
43.9K
$4.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.47K+ 260.02% |
$213K - $259K
|
3.41K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.41K+ 207.94% |
$122K - $148K
|
2.09K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-686- 80.14% |
$59.4K - $72K
|
170
$18.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-265- 24.88% |
$22.9K - $27.8K
|
800
$86.9K
|
|