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 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-51Closed |
$3.01K - $3.39K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Nov 16, 2020
Q2 2020
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-9.22KClosed |
$416K - $607K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-5.46K- 19.99% |
$247K - $359K
|
21.9K
$2.42M
|
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-50Closed |
$2.26K - $3.29K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-43Closed |
$1.94K - $2.83K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-461Closed |
$20.8K - $30.3K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-358Closed |
$16.2K - $23.6K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.47K- 97.96% |
$183K - $318K
|
93
$10.3K
|
|
|
May 18, 2020
Q1 2020
|
Lake Point Wealth Management
|
SELL
|
- |
-73- 25.35% |
$2.99K - $5.19K
|
215
$23.8K
|
|
|
May 14, 2020
Q1 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-13.3KClosed |
$544K - $945K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.89KNew |
$282K - $490K
|
6.89K
$763K
|
|
|
May 06, 2020
Q1 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-153Closed |
$6.26K - $10.9K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Hollencrest Capital Management
|
SELL
|
- |
-24KClosed |
$982K - $1.71M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-16.8KClosed |
$689K - $1.2M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.74KClosed |
$112K - $194K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-2.36KClosed |
$96.6K - $168K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-300KClosed |
$18.8M - $20.9M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
350New |
$22K - $24.4K
|
350
$38.8K
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-335Closed |
$21K - $23.3K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.84KClosed |
$115K - $128K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.72KClosed |
$233K - $259K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-16Closed |
$1.04K - $1.07K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-60Closed |
$3.89K - $3.99K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-25KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.13KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
68New |
N/A
|
68
$7.53K
|
|
|
Jul 30, 2019
Q2 2019
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.58KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-750Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-258- 4.59% |
N/A
|
5.36K
$594K
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-160Closed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-2.12KClosed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-196Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 1.47% |
N/A
|
69
$7.64K
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6.66KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-946Closed |
N/A
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-286Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-16Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-59Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-61Closed |
N/A
|
0
$0
|
|
|
Jul 25, 2018
Q2 2018
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-36.1KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 16, 2018
Q1 2018
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-286Closed |
N/A
|
0
$0
|
|
|
Apr 23, 2018
Q1 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-126Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-17.1KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2018
Q4 2017
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-178Closed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$111
|
|
|
Nov 02, 2017
Q3 2017
|
Keybank National Association
|
SELL
|
- |
-11.8KClosed |
N/A
|
0
$0
|
|