Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-42.9K- 94.98% |
$4.49M - $4.94M
|
2.27K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-17.4K- 27.08% |
$1.82M - $2.01M
|
47K
$4.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-16.2K- 9.41% |
$1.7M - $1.87M
|
156K
$16.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.9K- 4.1% |
$1.14M - $1.25M
|
254K
$26.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.36K- 11.74% |
$978K - $1.08M
|
70.3K
$7.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.61K- 34.27% |
$900K - $991K
|
16.5K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.56K- 16.15% |
$790K - $870K
|
39.2K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.01K- 11.6% |
$733K - $807K
|
53.4K
$5.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5.38K- 22.75% |
$563K - $619K
|
18.3K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.86K- 43.02% |
$508K - $560K
|
6.44K
$676K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.12K- 2.78% |
$430K - $474K
|
144K
$15.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.93K- 27.25% |
$411K - $452K
|
10.5K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.33K- 2.78% |
$348K - $383K
|
116K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.98K- 3.27% |
$311K - $343K
|
88K
$9.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.48K- 3.8% |
$259K - $285K
|
62.8K
$6.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.87K- 5.31% |
$195K - $215K
|
33.3K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.62K- 99.94% |
$169K - $187K
|
1
$105
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.13K- 14.72% |
$118K - $130K
|
6.54K
$687K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-891- 20.36% |
$93.1K - $103K
|
3.49K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-818- 6.44% |
$85.5K - $94.1K
|
11.9K
$1.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-800- 0.63% |
$83.6K - $92.1K
|
126K
$13.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-619- 9.0% |
$64.7K - $71.2K
|
6.26K
$658K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-612- 5.9% |
$64K - $70.4K
|
9.75K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-584- 16.41% |
$61K - $67.2K
|
2.98K
$312K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-563- 8.7% |
$58.8K - $64.8K
|
5.91K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-468- 6.35% |
$48.9K - $53.9K
|
6.91K
$726K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-405- 2.9% |
$42.3K - $46.6K
|
13.6K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-360- 5.68% |
$37.6K - $41.4K
|
5.98K
$628K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-333- 4.73% |
$34.8K - $38.3K
|
6.71K
$705K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-308- 7.58% |
$32.2K - $35.4K
|
3.76K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-306- 87.93% |
$32K - $35.2K
|
42
$4.41K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-306- 9.59% |
$32K - $35.2K
|
2.89K
$303K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-221- 1.77% |
$23.1K - $25.4K
|
12.3K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-216- 95.58% |
$22.6K - $24.9K
|
10
$1.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-199- 5.15% |
$20.8K - $22.9K
|
3.66K
$385K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-188- 24.77% |
$19.6K - $21.6K
|
571
$60K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-180- 2.49% |
$18.8K - $20.7K
|
7.05K
$740K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-153- 1.73% |
$16K - $17.6K
|
8.71K
$915K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-89- 1.49% |
$9.3K - $10.2K
|
5.87K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-75- 1.95% |
$7.84K - $8.63K
|
3.78K
$397K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-71- 0.83% |
$7.42K - $8.17K
|
8.43K
$886K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.31% |
$5.64K - $6.21K
|
17.6K
$1.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 0.49% |
$5.23K - $5.75K
|
10.2K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 50.0% |
$5.23K - $5.75K
|
50
$5.25K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-41- 1.8% |
$4.29K - $4.72K
|
2.24K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-34- 3.19% |
$3.55K - $3.91K
|
1.03K
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-33- 0.26% |
$3.45K - $3.8K
|
12.8K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-28- 0.25% |
$2.93K - $3.22K
|
11K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22- 3.61% |
$2.3K - $2.53K
|
587
$61.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-19- 0.32% |
$1.99K - $2.19K
|
5.87K
$616K
|