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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
12.3KNew |
$990K - $2.27M
|
12.3K
$1.32M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
11.9K+ 116.98% |
$952K - $2.18M
|
22K
$2.35M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11.4K+ 119.73% |
$914K - $2.09M
|
20.9K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10.4K+ 100.0% |
$832K - $1.91M
|
20.7K
$2.21M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
10.3K+ 206.04% |
$830K - $1.9M
|
15.4K
$1.64M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
10.1KNew |
$807K - $1.85M
|
10.1K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
9.6K+ 99.19% |
$771K - $1.76M
|
19.3K
$2.06M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
9.52K+ 346.45% |
$764K - $1.75M
|
12.3K
$1.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8.91K+ 101.28% |
$715K - $1.64M
|
17.7K
$1.89M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.65K+ 286.46% |
$695K - $1.59M
|
11.7K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.65K+ 90.42% |
$694K - $1.59M
|
18.2K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.12K+ 99.62% |
$652K - $1.49M
|
16.3K
$1.74M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
7.55K+ 111.2% |
$606K - $1.39M
|
14.3K
$1.53M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.55K+ 111.2% |
$606K - $1.39M
|
14.3K
$1.53M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
7.45K+ 99.99% |
$598K - $1.37M
|
14.9K
$1.59M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7.33K+ 82.22% |
$589K - $1.35M
|
16.3K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.3K+ 99.47% |
$586K - $1.34M
|
14.6K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.29K+ 102.6% |
$585K - $1.34M
|
14.4K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
7.16K+ 65.91% |
$574K - $1.31M
|
18K
$1.92M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7.06K+ 96.25% |
$566K - $1.3M
|
14.4K
$1.54M
|
|
|
May 03, 2023
Q1 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
6.96K+ 100.0% |
$559K - $1.28M
|
13.9K
$1.49M
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
BUY
|
- |
6.85K+ 100.0% |
$550K - $1.26M
|
13.7K
$1.46M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
6.55KNew |
$526K - $1.2M
|
6.55K
$699K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.32K+ 99.56% |
$507K - $1.16M
|
12.7K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6.13K+ 100.16% |
$492K - $1.13M
|
12.3K
$1.31M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
5.81K+ 81.91% |
$467K - $1.07M
|
12.9K
$1.38M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.81K+ 100.0% |
$466K - $1.07M
|
11.6K
$1.24M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.66K+ 100.09% |
$454K - $1.04M
|
11.3K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.63K+ 112.51% |
$452K - $1.03M
|
10.6K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5.18KNew |
$416K - $952K
|
5.18K
$553K
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
5.17K+ 83.24% |
$415K - $950K
|
11.4K
$1.21M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.12KNew |
$411K - $941K
|
5.12K
$547K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.03K+ 91.95% |
$403K - $924K
|
10.5K
$1.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.98K+ 100.0% |
$400K - $916K
|
9.97K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4.94K+ 100.0% |
$396K - $908K
|
9.88K
$1.05M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
4.88K+ 100.0% |
$392K - $897K
|
9.77K
$1.04M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.79K+ 101.65% |
$385K - $880K
|
9.5K
$1.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
4.66K+ 100.0% |
$374K - $856K
|
9.31K
$994K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.56K+ 93.87% |
$366K - $839K
|
9.43K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.55K+ 137.72% |
$365K - $837K
|
7.86K
$839K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
4.55K+ 100.0% |
$365K - $836K
|
9.1K
$971K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.51K+ 281.98% |
$362K - $828K
|
6.1K
$652K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
4.48K+ 100.0% |
$359K - $823K
|
8.96K
$956K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.42K+ 55.46% |
$355K - $812K
|
12.4K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.26K+ 60.67% |
$342K - $783K
|
11.3K
$1.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
4.21K+ 67.99% |
$338K - $773K
|
10.4K
$1.11M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.02K+ 111.8% |
$322K - $738K
|
7.61K
$812K
|
|
|
Apr 18, 2023
Q1 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
3.91K+ 100.0% |
$314K - $719K
|
7.82K
$835K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.76K+ 110.19% |
$302K - $691K
|
7.18K
$766K
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.76KNew |
$302K - $691K
|
3.76K
$401K
|