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 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-216- 95.58% |
$22.6K - $24.9K
|
10
$1.02K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-221- 1.77% |
$23.1K - $25.4K
|
12.3K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-306- 9.59% |
$32K - $35.2K
|
2.89K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-306- 87.93% |
$32K - $35.2K
|
42
$4.29K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-308- 7.58% |
$32.2K - $35.4K
|
3.76K
$383K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-333- 4.73% |
$34.8K - $38.3K
|
6.71K
$684K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-360- 5.68% |
$37.6K - $41.4K
|
5.98K
$610K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-405- 2.9% |
$42.3K - $46.6K
|
13.6K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-468- 6.35% |
$48.9K - $53.9K
|
6.91K
$705K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-563- 8.7% |
$58.8K - $64.8K
|
5.91K
$603K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-584- 16.41% |
$61K - $67.2K
|
2.98K
$304K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-612- 5.9% |
$64K - $70.4K
|
9.75K
$995K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-619- 9.0% |
$64.7K - $71.2K
|
6.26K
$639K
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-800- 0.63% |
$83.6K - $92.1K
|
126K
$12.9M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-818- 6.44% |
$85.5K - $94.1K
|
11.9K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-891- 20.36% |
$93.1K - $103K
|
3.49K
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.13K- 14.72% |
$118K - $130K
|
6.54K
$667K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.62K- 99.94% |
$169K - $187K
|
1
$102
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.87K- 5.31% |
$195K - $215K
|
33.3K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.48K- 3.8% |
$259K - $285K
|
62.8K
$6.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.98K- 3.27% |
$311K - $343K
|
88K
$8.98M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.33K- 2.78% |
$348K - $383K
|
116K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.93K- 27.25% |
$411K - $452K
|
10.5K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.12K- 2.78% |
$430K - $474K
|
144K
$14.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.86K- 43.02% |
$508K - $560K
|
6.44K
$657K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5.38K- 22.75% |
$563K - $619K
|
18.3K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.01K- 11.6% |
$733K - $807K
|
53.4K
$5.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-7.56K- 16.15% |
$790K - $870K
|
39.2K
$4M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.61K- 34.27% |
$900K - $991K
|
16.5K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.36K- 11.74% |
$978K - $1.08M
|
70.3K
$7.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.9K- 4.1% |
$1.14M - $1.25M
|
254K
$25.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-16.2K- 9.41% |
$1.7M - $1.87M
|
156K
$15.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-17.4K- 27.08% |
$1.82M - $2.01M
|
47K
$4.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-42.9K- 94.98% |
$4.49M - $4.94M
|
2.27K
$232K
|