Purchases and Sales Made in Q1 2023 in Vanguard S&P Mid Cap 400 ETF (IVOO)

IVOO Quotes by TradingView

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 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
525
+ 100.0%
$42.1K - $96.5K
1.05K $112K
May 03, 2023 Q1 2023
Optimum Investment Advisors

BUY
 -
500
+ 100.0%
$40.1K - $91.9K
1K $107K
May 16, 2023 Q1 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
494
+ 91.48%
$39.6K - $90.8K
1.03K $110K
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
491
+ 100.41%
$39.4K - $90.2K
980 $105K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
488
New
$39.2K - $89.7K
488 $52.1K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
444
+ 98.67%
$35.6K - $81.6K
894 $95.4K
Apr 17, 2023 Q1 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
411
+ 100.0%
$33K - $75.5K
822 $87.7K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
372
+ 100.27%
$29.9K - $68.4K
743 $79.3K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
301
+ 298.02%
$24.2K - $55.3K
402 $42.9K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
264
New
$21.2K - $48.5K
264 $28.2K
Sep 21, 2023 Q1 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
208
+ 100.0%
$16.7K - $38.2K
416 $44.4K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
200
+ 100.0%
$16.1K - $36.8K
400 $42.7K
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
BUY
 -
192
+ 92.31%
$15.4K - $35.3K
400 $42.7K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
190
+ 99.48%
$15.2K - $34.9K
381 $40.7K
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
182
New
$14.6K - $33.4K
182 $19.4K
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
172
+ 106.17%
$13.8K - $31.6K
334 $35.7K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
163
+ 132.52%
$13.1K - $30K
286 $30.5K
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

BUY
 -
140
New
$11.2K - $25.7K
140 $14.9K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
140
+ 100.0%
$11.2K - $25.7K
280 $29.9K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
117
+ 67.63%
$9.39K - $21.5K
290 $31K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
101
New
$8.11K - $18.6K
101 $10.8K
Apr 10, 2023 Q1 2023
City State Bank

Norwalk, IA
BUY
 -
100
+ 100.0%
$8.03K - $18.4K
200 $21.3K
May 15, 2023 Q1 2023
Amundi

Paris, I0
BUY
 -
95
+ 100.0%
$7.62K - $17.5K
190 $20.3K
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
84
New
$6.74K - $15.4K
84 $8.97K
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
82
+ 49.4%
$6.58K - $15.1K
248 $26.5K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
77
+ 100.0%
$6.18K - $14.1K
154 $16.4K
May 09, 2023 Q1 2023
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
75
+ 100.0%
$6.02K - $13.8K
150 $16K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
74
+ 94.87%
$5.94K - $13.6K
152 $16.2K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
39
+ 100.0%
$3.13K - $7.17K
78 $8.33K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
38
+ 100.0%
$3.05K - $6.98K
76 $8.11K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
34
+ 100.0%
$2.73K - $6.25K
68 $7.26K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
27
+ 900.0%
$2.17K - $4.96K
30 $3.2K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
24
+ 100.0%
$1.93K - $4.41K
48 $5.12K
Apr 21, 2023 Q1 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
16
New
$1.28K - $2.94K
16 $1.71K
Apr 17, 2023 Q1 2023
Atticus Wealth Management, LLC

BUY
 -
9
+ 100.0%
$722 - $1.65K
18 $1.92K
May 15, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-12
- 80.0%
$963 - $2.21K
3 $320
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-110
- 1.38%
$8.83K - $20.2K
7.86K $839K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-127
- 98.45%
$10.2K - $23.3K
2 $213
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
SELL
 -
-165
- 37.5%
$13.2K - $30.3K
275 $29.4K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-521
- 27.02%
$41.8K - $95.7K
1.41K $150K
May 04, 2023 Q1 2023
Washington Trust CO

SELL
 -
-599
- 99.83%
$48.1K - $110K
1 $107
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-662
- 93.24%
$53.1K - $122K
48 $5.12K
May 15, 2023 Q1 2023
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-1.37K
- 57.51%
$110K - $252K
1.02K $108K
May 05, 2023 Q1 2023
Assetmark, Inc

SELL
 -
-2.15K
- 99.44%
$172K - $394K
12 $1.28K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-2.26K
- 99.34%
$181K - $415K
15 $1.6K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-4.55K
- 57.93%
$365K - $837K
3.31K $353K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-9.65K
- 81.17%
$775K - $1.77M
2.24K $239K
Apr 20, 2023 Q1 2023
Pfg Advisors

SELL
 -
-10K
- 68.49%
$806K - $1.85M
4.62K $493K

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