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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
950New |
$77.3K - $84.1K
|
950
$104K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
57New |
$4.64K - $5.05K
|
57
$6.24K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
600+ 100.0% |
$48.8K - $53.1K
|
1.2K
$131K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.39KNew |
$194K - $211K
|
2.39K
$261K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-102- 9.43% |
$8.3K - $9.03K
|
980
$107K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.7K- 36.83% |
$138K - $151K
|
2.92K
$320K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
60+ 1.31% |
$4.88K - $5.31K
|
4.63K
$507K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.8K+ 99.74% |
$1.51M - $3.46M
|
37.7K
$4.13M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
182New |
$14.6K - $33.4K
|
182
$19.9K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
27+ 900.0% |
$2.17K - $4.96K
|
30
$3.29K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.45K+ 100.0% |
$116K - $266K
|
2.9K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10.4K+ 100.0% |
$832K - $1.91M
|
20.7K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
117+ 67.63% |
$9.39K - $21.5K
|
290
$31.8K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11.4K+ 119.73% |
$914K - $2.09M
|
20.9K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
52.8K+ 99.09% |
$4.23M - $9.69M
|
106K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
192+ 92.31% |
$15.4K - $35.3K
|
400
$43.8K
|
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
15.8K+ 100.0% |
$1.27M - $2.9M
|
31.6K
$3.46M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.42K+ 69.69% |
$114K - $261K
|
3.46K
$379K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.1K+ 100.0% |
$88K - $201K
|
2.19K
$240K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
3.4KNew |
$273K - $626K
|
3.4K
$373K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
75+ 100.0% |
$6.02K - $13.8K
|
150
$16.4K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.51K+ 100.0% |
$121K - $278K
|
3.02K
$331K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
84New |
$6.74K - $15.4K
|
84
$9.2K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.12KNew |
$411K - $941K
|
5.12K
$561K
|
|
|
May 03, 2023
Q1 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
6.96K+ 100.0% |
$559K - $1.28M
|
13.9K
$1.52M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
4.88K+ 100.0% |
$392K - $897K
|
9.77K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 100.0% |
$40.1K - $91.9K
|
1K
$110K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5.18KNew |
$416K - $952K
|
5.18K
$568K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
101New |
$8.11K - $18.6K
|
101
$11.1K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.74K+ 100.0% |
$300K - $687K
|
7.48K
$819K
|
|
|
May 01, 2023
Q1 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
17.6K+ 100.0% |
$1.41M - $3.23M
|
35.1K
$3.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
77+ 100.0% |
$6.18K - $14.1K
|
154
$16.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
4.66K+ 100.0% |
$374K - $856K
|
9.31K
$1.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
39+ 100.0% |
$3.13K - $7.17K
|
78
$8.54K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.03K+ 100.0% |
$163K - $374K
|
4.07K
$445K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
9+ 100.0% |
$722 - $1.65K
|
18
$1.97K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
411+ 100.0% |
$33K - $75.5K
|
822
$90K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.7KNew |
$129K - $297K
|
1.7K
$187K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
26New |
$1.97K - $4.53K
|
26
$2.85K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.28K- 42.88% |
$96.8K - $223K
|
1.7K
$187K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
114New |
$8.63K - $19.9K
|
114
$12.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
495New |
$37.5K - $86.3K
|
495
$54.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3New |
$227 - $523
|
3
$329
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
72New |
$5.45K - $12.5K
|
72
$7.89K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
163New |
$12.3K - $28.4K
|
163
$17.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
42New |
$3.18K - $7.32K
|
42
$4.6K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-28Closed |
$2.08K - $2.5K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$74.3K - $89.1K
|
1K
$110K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
194New |
$14.4K - $17.3K
|
194
$21.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
49.8K+ 24900.0% |
$3.7M - $4.44M
|
50K
$5.48M
|
|