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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
567New |
$54.2K - $58.4K
|
567
$62.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-224- 42.34% |
$21.4K - $23.1K
|
305
$33.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
186+ 18.24% |
$17.8K - $19.2K
|
1.21K
$134K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.12KNew |
$203K - $219K
|
2.12K
$235K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
97+ 4850.0% |
$9.27K - $9.99K
|
99
$11K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.06KNew |
$197K - $212K
|
2.06K
$228K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
3+ 0.15% |
$287 - $309
|
2.03K
$225K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-670- 22.04% |
$64.1K - $69K
|
2.37K
$263K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
112+ 0.87% |
$10.7K - $11.5K
|
13K
$1.44M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
288New |
$27.5K - $29.7K
|
288
$31.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
424New |
$40.5K - $43.7K
|
424
$47K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-40- 32.79% |
$3.82K - $4.12K
|
82
$9.08K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8New |
$727 - $824
|
8
$886
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.14KClosed |
$195K - $220K
|
0
$0
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-731- 21.3% |
$66.4K - $75.3K
|
2.7K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
615+ 2.97% |
$55.9K - $63.4K
|
21.3K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-540- 20.49% |
$49.1K - $55.6K
|
2.1K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
149New |
$13.5K - $15.3K
|
149
$16.5K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.95KNew |
$177K - $200K
|
1.95K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13+ 0.04% |
$1.18K - $1.34K
|
29.7K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.84K- 3.92% |
$440K - $498K
|
118K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
580+ 17.91% |
$52.7K - $59.7K
|
3.82K
$423K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
564+ 32.68% |
$51.3K - $58.1K
|
2.29K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
10.1KNew |
$914K - $1.04M
|
10.1K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-304K- 99.17% |
$27.6M - $31.3M
|
2.53K
$281K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
165New |
$15K - $17K
|
165
$18.3K
|
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-80K- 8.16% |
$7.27M - $8.24M
|
900K
$99.7M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11New |
$1K - $1.13K
|
11
$1.22K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.11K- 34.32% |
$101K - $114K
|
2.12K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-236- 2.09% |
$21.5K - $24.3K
|
11.1K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
240New |
$21.8K - $24.7K
|
240
$26.6K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.03KNew |
$185K - $209K
|
2.03K
$225K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
9.1K+ 100.0% |
$827K - $937K
|
18.2K
$2.02M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
779+ 2.73% |
$70.8K - $80.2K
|
29.3K
$3.24M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
26New |
$2.36K - $2.68K
|
26
$2.88K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
638New |
$58K - $65.7K
|
638
$70.7K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.11KNew |
$101K - $115K
|
1.11K
$123K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
218+ 286.84% |
$19.8K - $22.5K
|
294
$32.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.72KNew |
$156K - $177K
|
1.72K
$190K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
10New |
$909 - $1.03K
|
10
$1.11K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.59K+ 9962.5% |
$145K - $164K
|
1.61K
$178K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
34.2KNew |
$3.11M - $3.52M
|
34.2K
$3.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-130- 12.35% |
$11.8K - $13.4K
|
923
$102K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
620New |
$56.4K - $63.9K
|
620
$68.7K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.1KNew |
$191K - $216K
|
2.1K
$233K
|
|
| Q4 2023 | |||||||
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.17KNew |
$170K - $206K
|
2.17K
$240K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
22New |
$1.73K - $2.09K
|
22
$2.44K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
88New |
$6.92K - $8.35K
|
88
$9.75K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
199+ 3.1% |
$15.6K - $18.9K
|
6.62K
$734K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
255New |
$20.1K - $24.2K
|
255
$28.2K
|
|