Purchases and Sales Made in Q4 2024 in Vanguard S&P Mid Cap 400 ETF (IVOO)
This table provides information about the institutional ownership of Vanguard S&P Mid Cap 400 ETF (IVOO) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD S&P MID CAP 400 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
349KNew |
$36.5M - $40.2M
|
349K
$35.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
292KNew |
$30.5M - $33.6M
|
292K
$29.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
165K+ 10219.81% |
$17.2M - $18.9M
|
166K
$17M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
151K+ 125.21% |
$15.8M - $17.4M
|
272K
$27.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
134K+ 21.86% |
$14M - $15.4M
|
746K
$76.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
110KNew |
$11.5M - $12.7M
|
110K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.3K+ 4.95% |
$6.41M - $7.06M
|
1.3M
$133M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39.1K+ 9.31% |
$4.08M - $4.5M
|
459K
$46.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.3K+ 19.25% |
$3.8M - $4.18M
|
225K
$23M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
36.2KNew |
$3.78M - $4.16M
|
36.2K
$3.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.2KNew |
$3.78M - $4.16M
|
36.2K
$3.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
31.9K+ 46.27% |
$3.33M - $3.67M
|
101K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.1K+ 107.1% |
$3.15M - $3.47M
|
58.3K
$5.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
29.3KNew |
$3.06M - $3.37M
|
29.3K
$2.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
25.7KNew |
$2.68M - $2.95M
|
25.7K
$2.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.5K+ 8.28% |
$2.67M - $2.94M
|
334K
$34.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
22KNew |
$2.3M - $2.54M
|
22K
$2.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
20KNew |
$2.09M - $2.31M
|
20K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
20K+ 14.65% |
$2.09M - $2.3M
|
157K
$16M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
17.8K+ 29.98% |
$1.86M - $2.05M
|
77.2K
$7.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.4K+ 1.63% |
$1.71M - $1.89M
|
1.02M
$105M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.1K+ 273.12% |
$1.16M - $1.28M
|
15.1K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.1K+ 848.07% |
$1.05M - $1.16M
|
11.3K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.8K+ 5.47% |
$920K - $1.01M
|
170K
$17.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.47KNew |
$885K - $974K
|
8.47K
$864K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.14K+ 5.81% |
$850K - $936K
|
148K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.62K+ 5.45% |
$796K - $877K
|
147K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.96K+ 28.71% |
$623K - $686K
|
26.7K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.92K+ 12.1% |
$618K - $681K
|
54.8K
$5.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.72KNew |
$598K - $658K
|
5.72K
$584K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
5.27K+ 9.92% |
$551K - $607K
|
58.5K
$5.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
4.94K+ 6.79% |
$516K - $568K
|
77.6K
$7.92M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.68KNew |
$489K - $538K
|
4.68K
$477K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.62K+ 3.44% |
$483K - $532K
|
139K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.5KNew |
$470K - $518K
|
4.5K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
4.36KNew |
$455K - $501K
|
4.36K
$444K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
3.73K+ 5.58% |
$390K - $429K
|
70.6K
$7.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.69K+ 26.65% |
$386K - $425K
|
17.5K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.68K+ 6.65% |
$385K - $423K
|
59K
$6.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.63K+ 5.71% |
$379K - $417K
|
67.1K
$6.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.53KNew |
$369K - $406K
|
3.53K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.49KNew |
$364K - $401K
|
3.49K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.39KNew |
$355K - $391K
|
3.39K
$346K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.34KNew |
$349K - $384K
|
3.34K
$341K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.31K+ 39.7% |
$346K - $381K
|
11.7K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3.26KNew |
$341K - $375K
|
3.26K
$332K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.98K+ 9.37% |
$311K - $343K
|
34.8K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.92K+ 2.9% |
$305K - $335K
|
103K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.7K+ 136.67% |
$282K - $311K
|
4.68K
$477K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.59K+ 18.33% |
$271K - $298K
|
16.7K
$1.71M
|