Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
421K+ 102.72% |
$33.8M - $77.4M
|
831K
$88.7M
|
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
370K+ 60.66% |
$29.7M - $68M
|
980K
$105M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
337K+ 119.42% |
$27M - $61.9M
|
619K
$66M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
260K+ 179.99% |
$20.8M - $47.7M
|
404K
$43.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
BUY
|
- |
228K+ 279.21% |
$18.3M - $41.9M
|
310K
$33.1M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
191K+ 183.09% |
$15.3M - $35M
|
295K
$31.5M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
183KNew |
$14.6M - $33.5M
|
183K
$19.5M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
155K+ 97.98% |
$12.4M - $28.5M
|
313K
$33.4M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
153K+ 101.15% |
$12.2M - $28M
|
303K
$32.4M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
145K+ 95.09% |
$11.7M - $26.7M
|
298K
$31.8M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
113K+ 117.35% |
$9.07M - $20.8M
|
209K
$22.3M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
101K+ 5695.26% |
$8.1M - $18.5M
|
103K
$11M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
96.5K+ 351.44% |
$7.75M - $17.7M
|
124K
$13.2M
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
91K+ 100.0% |
$7.3M - $16.7M
|
182K
$19.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76.4K+ 116.21% |
$6.13M - $14M
|
142K
$15.2M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
76KNew |
$6.1M - $14M
|
76K
$8.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
70.3K+ 89.42% |
$5.64M - $12.9M
|
149K
$15.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
64.3K+ 95.15% |
$5.16M - $11.8M
|
132K
$14.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63K+ 120.91% |
$5.05M - $11.6M
|
115K
$12.3M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
61.9K+ 97.61% |
$4.97M - $11.4M
|
125K
$13.4M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
60.7K+ 125.75% |
$4.87M - $11.1M
|
109K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
52.8K+ 99.09% |
$4.23M - $9.69M
|
106K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
48.5K+ 83.87% |
$3.89M - $8.92M
|
106K
$11.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
46.7K+ 184.66% |
$3.75M - $8.59M
|
72K
$7.69M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
40K+ 61.71% |
$3.21M - $7.35M
|
105K
$11.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38.9K+ 87.04% |
$3.12M - $7.14M
|
83.5K
$8.91M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.8K+ 100.28% |
$2.71M - $6.21M
|
67.5K
$7.21M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.4K+ 194.94% |
$2.6M - $5.96M
|
49.1K
$5.24M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32K+ 133.79% |
$2.57M - $5.88M
|
55.9K
$5.97M
|
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
31.5K+ 112.26% |
$2.53M - $5.79M
|
59.6K
$6.36M
|
|
|
May 08, 2023
Q1 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
27.2K+ 100.0% |
$2.19M - $5.01M
|
54.5K
$5.81M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.8K+ 104.49% |
$2.15M - $4.92M
|
52.4K
$5.59M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.7K+ 105.43% |
$2.14M - $4.91M
|
52.1K
$5.56M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
26.1K+ 105.03% |
$2.1M - $4.8M
|
51K
$5.44M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
25.4K+ 100.0% |
$2.04M - $4.67M
|
50.8K
$5.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.5K+ 121.6% |
$1.96M - $4.5M
|
44.6K
$4.76M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
22.3K+ 95.99% |
$1.79M - $4.09M
|
45.5K
$4.86M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.8K+ 264.31% |
$1.67M - $3.82M
|
28.6K
$3.06M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.8K+ 99.74% |
$1.51M - $3.46M
|
37.7K
$4.03M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.8K+ 99.74% |
$1.51M - $3.46M
|
37.7K
$4.03M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
18.5KNew |
$1.48M - $3.39M
|
18.5K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
18.5KNew |
$1.48M - $3.39M
|
18.5K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
17.7K+ 94.82% |
$1.42M - $3.25M
|
36.3K
$3.87M
|
|
|
May 01, 2023
Q1 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
17.6K+ 100.0% |
$1.41M - $3.23M
|
35.1K
$3.75M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.3K+ 100.92% |
$1.39M - $3.19M
|
34.5K
$3.69M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
15.9K+ 102.72% |
$1.28M - $2.93M
|
31.5K
$3.36M
|
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
15.8K+ 100.0% |
$1.27M - $2.9M
|
31.6K
$3.37M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.6K+ 128.28% |
$1.17M - $2.69M
|
26.1K
$2.78M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.5K+ 100.82% |
$1.16M - $2.66M
|
28.8K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.5K+ 99.72% |
$1.16M - $2.66M
|
29K
$3.09M
|