Latest Institutional Purchases of Vanguard S&P Mid Cap 400 ETF (IVOO)
This list provides information on the latest institutional transactions involving Vanguard S&P Mid Cap 400 ETF (IVOO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
41.9KNew |
$4.48M - $4.69M
|
41.9K
$4.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
21.1K+ 44.56% |
$2.25M - $2.36M
|
68.3K
$7.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
981+ 2.55% |
$105K - $110K
|
39.5K
$4.29M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
585+ 15.33% |
$62.6K - $65.6K
|
4.4K
$478K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
389New |
$41.6K - $43.6K
|
389
$42.2K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
346New |
$37K - $38.8K
|
346
$37.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
230+ 3.5% |
$24.6K - $25.8K
|
6.81K
$739K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
145New |
$15.5K - $16.3K
|
145
$15.7K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
116+ 2.68% |
$12.4K - $13K
|
4.44K
$482K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
64+ 2.87% |
$6.85K - $7.17K
|
2.29K
$249K
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
60+ 0.55% |
$6.42K - $6.72K
|
10.9K
$1.18M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
46+ 1.03% |
$4.92K - $5.16K
|
4.51K
$489K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.16% |
$856 - $897
|
5.06K
$550K
|
|
|
Jan 15, 2026
Q4 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
4+ 0.16% |
$428 - $448
|
2.47K
$269K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
1+ 0.79% |
$107 - $112
|
127
$13.8K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.37% |
$107 - $112
|
271
$29.4K
|
|
| Q3 2025 | |||||||
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
243K+ 44.98% |
$25.5M - $27.3M
|
782K
$84.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
147K+ 9.79% |
$15.4M - $16.5M
|
1.64M
$178M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
126K+ 10.71% |
$13.3M - $14.2M
|
1.31M
$142M
|
|
|
Nov 12, 2025
Q3 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
26.2KNew |
$2.75M - $2.95M
|
26.2K
$2.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23K+ 9.65% |
$2.41M - $2.59M
|
261K
$28.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.9K+ 1.64% |
$1.67M - $1.79M
|
985K
$107M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.4K+ 4.26% |
$1.4M - $1.5M
|
327K
$35.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1K+ 5.42% |
$1.16M - $1.25M
|
215K
$23.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.89K+ 16.27% |
$1.04M - $1.11M
|
70.7K
$7.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.54K+ 8.45% |
$1M - $1.07M
|
122K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.52K+ 1.78% |
$1M - $1.07M
|
544K
$59.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
9.38K+ 6.43% |
$985K - $1.06M
|
155K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.75K+ 6.73% |
$814K - $872K
|
123K
$13.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.51K+ 119.83% |
$788K - $845K
|
13.8K
$1.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.42KNew |
$779K - $835K
|
7.42K
$806K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
6.35K+ 4.51% |
$667K - $714K
|
147K
$16M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
5.63KNew |
$591K - $633K
|
5.63K
$611K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.62K+ 12.78% |
$591K - $633K
|
49.6K
$5.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5.23K+ 29.7% |
$549K - $588K
|
22.8K
$2.48M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.99K+ 173.13% |
$524K - $561K
|
7.87K
$854K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.68K+ 4.09% |
$491K - $526K
|
119K
$12.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.56K+ 8.38% |
$374K - $401K
|
46K
$5M
|
|
|
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 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.7KNew |
$284K - $304K
|
2.7K
$294K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.39K+ 0.93% |
$251K - $269K
|
259K
$28.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.19KNew |
$229K - $246K
|
2.19K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
1.92KNew |
$202K - $216K
|
1.92K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
1.72K+ 15.63% |
$181K - $194K
|
12.7K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.7KNew |
$179K - $192K
|
1.7K
$185K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.69KNew |
$177K - $190K
|
1.69K
$183K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.65K+ 39.18% |
$173K - $185K
|
5.85K
$635K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.51K+ 39.52% |
$158K - $170K
|
5.33K
$579K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.5K+ 36.21% |
$157K - $168K
|
5.63K
$611K
|
|