Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
148K+ 3269.28% |
$13.5M - $15.3M
|
153K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
116K+ 11.57% |
$10.5M - $11.9M
|
1.12M
$126M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
115K+ 26.34% |
$10.5M - $11.8M
|
552K
$62.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.4K+ 9.38% |
$8.4M - $9.51M
|
1.08M
$122M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
49.1K+ 175.36% |
$4.46M - $5.06M
|
77.1K
$8.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
48.4KNew |
$4.4M - $4.98M
|
48.4K
$5.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
34.2KNew |
$3.11M - $3.52M
|
34.2K
$3.87M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17KNew |
$1.54M - $1.75M
|
17K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
15.8K+ 33.53% |
$1.44M - $1.63M
|
63K
$7.13M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.9K+ 7.88% |
$1.35M - $1.53M
|
204K
$23M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
12.9KNew |
$1.17M - $1.33M
|
12.9K
$1.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.9KNew |
$1.17M - $1.32M
|
12.9K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.8K+ 19.19% |
$1.17M - $1.32M
|
79.6K
$9.01M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.4K+ 3.35% |
$1.04M - $1.18M
|
353K
$39.9M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
10.1KNew |
$914K - $1.04M
|
10.1K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
9.77KNew |
$888K - $1.01M
|
9.77K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.75K+ 19.26% |
$887K - $1M
|
60.4K
$6.84M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
9.1K+ 100.0% |
$827K - $937K
|
18.2K
$2.06M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
8.74K+ 30.2% |
$795K - $900K
|
37.7K
$4.27M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.49KNew |
$772K - $874K
|
8.49K
$961K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
7.88K+ 20.06% |
$716K - $812K
|
47.2K
$5.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
7.32KNew |
$665K - $754K
|
7.32K
$828K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
7.28KNew |
$662K - $750K
|
7.28K
$824K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.39KNew |
$580K - $658K
|
6.39K
$723K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.2K+ 3.91% |
$563K - $638K
|
165K
$18.6M
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
5.85K+ 9.92% |
$532K - $603K
|
64.8K
$7.34M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
5.73K+ 5.62% |
$521K - $590K
|
108K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.49K+ 11.07% |
$499K - $566K
|
55.1K
$6.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.21K+ 2.55% |
$474K - $537K
|
209K
$23.7M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.81K+ 68.82% |
$346K - $392K
|
9.33K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
3.67K+ 17.27% |
$334K - $378K
|
24.9K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.6K+ 2.4% |
$327K - $371K
|
154K
$17.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.32K+ 44.8% |
$302K - $342K
|
10.7K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.05KNew |
$278K - $315K
|
3.05K
$346K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.8KNew |
$255K - $288K
|
2.8K
$317K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.65K+ 2.78% |
$241K - $273K
|
98.1K
$11.1M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.54K+ 0.82% |
$231K - $262K
|
312K
$35.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.35K+ 1.71% |
$214K - $242K
|
140K
$15.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.3K+ 172.41% |
$209K - $237K
|
3.63K
$411K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.16K+ 6.57% |
$196K - $222K
|
34.9K
$3.95M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.1KNew |
$191K - $216K
|
2.1K
$238K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.03KNew |
$185K - $209K
|
2.03K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.03K+ 697.25% |
$184K - $209K
|
2.32K
$263K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.03KNew |
$184K - $209K
|
2.03K
$230K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2K+ 2941.18% |
$182K - $206K
|
2.07K
$234K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.98KNew |
$180K - $204K
|
1.98K
$224K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.97KNew |
$179K - $203K
|
1.97K
$223K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.97KNew |
$179K - $203K
|
1.97K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.95KNew |
$177K - $200K
|
1.95K
$220K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.72KNew |
$156K - $177K
|
1.72K
$194K
|