Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
192+ 2.16% |
$16.3K - $18.5K
|
9.09K
$954K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
171New |
$14.5K - $16.5K
|
171
$17.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
166+ 178.49% |
$14.1K - $16K
|
259
$27.2K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
160+ 8.32% |
$13.6K - $15.4K
|
2.08K
$219K
|
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
135+ 1.49% |
$11.5K - $13K
|
9.17K
$962K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
129+ 17.82% |
$11K - $12.5K
|
853
$89.4K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
121+ 5.64% |
$10.3K - $11.7K
|
2.27K
$238K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
118+ 1.69% |
$10K - $11.4K
|
7.09K
$744K
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
117+ 8.1% |
$9.95K - $11.3K
|
1.56K
$164K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
116+ 152.63% |
$9.86K - $11.2K
|
192
$20.1K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
85+ 3.05% |
$7.23K - $8.21K
|
2.88K
$302K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
81+ 4.71% |
$6.89K - $7.82K
|
1.8K
$189K
|
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
60+ 3.02% |
$5.1K - $5.79K
|
2.05K
$215K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
55New |
$4.68K - $5.31K
|
55
$5.77K
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
55+ 2.08% |
$4.68K - $5.31K
|
2.69K
$282K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
38+ 2.54% |
$3.23K - $3.67K
|
1.53K
$161K
|
|
|
May 10, 2022
Q1 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
37+ 0.17% |
$3.15K - $3.57K
|
22K
$2.31M
|
|
|
Apr 14, 2022
Q1 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
37+ 1.76% |
$3.15K - $3.57K
|
2.14K
$225K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
28New |
$2.38K - $2.7K
|
28
$2.94K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
20New |
$1.7K - $1.93K
|
20
$2.1K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
16+ 29.09% |
$1.36K - $1.54K
|
71
$7.45K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
12New |
$1.02K - $1.16K
|
12
$1.26K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
12+ 0.97% |
$1.02K - $1.16K
|
1.25K
$131K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
12+ 0.16% |
$1.02K - $1.16K
|
7.57K
$794K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11New |
$935 - $1.06K
|
11
$1.15K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
9New |
$765 - $869
|
9
$944
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
BUY
|
- |
5+ 0.19% |
$425 - $483
|
2.64K
$277K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4+ 0.69% |
$340 - $386
|
586
$61.4K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.12% |
$170 - $193
|
1.73K
$181K
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.03% |
$170 - $193
|
5.77K
$605K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.27% |
$85 - $96.6
|
366
$38.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1+ 0.19% |
$85 - $96.6
|
521
$54.6K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.17% |
$85 - $96.6
|
597
$62.6K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.28% |
$85 - $96.6
|
361
$37.9K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-11Closed |
$935 - $1.06K
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-14- 0.31% |
$1.19K - $1.35K
|
4.55K
$477K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-14Closed |
$1.19K - $1.35K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-15- 0.73% |
$1.28K - $1.45K
|
2.03K
$213K
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-18- 0.3% |
$1.53K - $1.74K
|
5.95K
$624K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-19- 0.15% |
$1.62K - $1.83K
|
12.5K
$1.31M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19- 0.34% |
$1.62K - $1.83K
|
5.61K
$589K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-21- 0.04% |
$1.79K - $2.03K
|
50.3K
$5.27M
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-23Closed |
$1.96K - $2.22K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24- 0.13% |
$2.04K - $2.32K
|
19K
$1.99M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-30- 3.98% |
$2.55K - $2.9K
|
724
$75.9K
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-44- 1.4% |
$3.74K - $4.25K
|
3.1K
$325K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-55- 0.38% |
$4.68K - $5.31K
|
14.5K
$1.52M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-55- 9.48% |
$4.68K - $5.31K
|
525
$55.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-70Closed |
$5.95K - $6.76K
|
0
$0
|