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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.42K+ 69.69% |
$114K - $261K
|
3.46K
$341K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.1K+ 100.0% |
$88K - $201K
|
2.19K
$216K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
3.4KNew |
$273K - $626K
|
3.4K
$335K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
75+ 100.0% |
$6.02K - $13.8K
|
150
$14.8K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.51K+ 100.0% |
$121K - $278K
|
3.02K
$298K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
84New |
$6.74K - $15.4K
|
84
$8.28K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.12KNew |
$411K - $941K
|
5.12K
$505K
|
|
|
May 03, 2023
Q1 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
6.96K+ 100.0% |
$559K - $1.28M
|
13.9K
$1.37M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
4.88K+ 100.0% |
$392K - $897K
|
9.77K
$963K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 100.0% |
$40.1K - $91.9K
|
1K
$98.6K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5.18KNew |
$416K - $952K
|
5.18K
$511K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
101New |
$8.11K - $18.6K
|
101
$9.95K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.74K+ 100.0% |
$300K - $687K
|
7.48K
$737K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
77+ 100.0% |
$6.18K - $14.1K
|
154
$15.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
4.66K+ 100.0% |
$374K - $856K
|
9.31K
$918K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.03K+ 100.0% |
$163K - $374K
|
4.07K
$401K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
9+ 100.0% |
$722 - $1.65K
|
18
$1.77K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
411+ 100.0% |
$33K - $75.5K
|
822
$81K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.7KNew |
$129K - $297K
|
1.7K
$168K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
26New |
$1.97K - $4.53K
|
26
$2.56K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.28K- 42.88% |
$96.8K - $223K
|
1.7K
$168K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
114New |
$8.63K - $19.9K
|
114
$11.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
495New |
$37.5K - $86.3K
|
495
$48.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3New |
$227 - $523
|
3
$296
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
72New |
$5.45K - $12.5K
|
72
$7.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
42New |
$3.18K - $7.32K
|
42
$4.14K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
163New |
$12.3K - $28.4K
|
163
$16.1K
|
|
| 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
$98.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
194New |
$14.4K - $17.3K
|
194
$19.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
49.8K+ 24900.0% |
$3.7M - $4.44M
|
50K
$4.93M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-220- 0.25% |
$16.3K - $19.6K
|
87K
$8.58M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-162- 36.49% |
$12K - $14.4K
|
282
$27.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.98KNew |
$370K - $444K
|
4.98K
$491K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-26.6KClosed |
$1.98M - $2.44M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 50.0% |
$149 - $183
|
2
$197
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.41KClosed |
$105K - $129K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-1.94KClosed |
$145K - $178K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.23KClosed |
$91.9K - $113K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-15Closed |
$1.12K - $1.37K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.41KNew |
$105K - $129K
|
1.41K
$139K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.39KClosed |
$103K - $127K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.2KClosed |
$238K - $293K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.23K- 82.22% |
$166K - $204K
|
481
$47.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.33KClosed |
$173K - $213K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-16- 0.58% |
$1.19K - $1.46K
|
2.76K
$272K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.07K+ 80.06% |
$79.8K - $98.1K
|
2.41K
$238K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-3- 0.13% |
$223 - $274
|
2.3K
$226K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-20Closed |
$1.49K - $1.83K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-268Closed |
$20K - $24.5K
|
0
$0
|
|