Purchases and Sales Made in Q1 2025 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 2025. 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 08, 2025 Q1 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
27
+ 0.07%
$2.61K - $3.01K
39.7K $4.03M
May 01, 2025 Q1 2025
Sbi Securities Co., Ltd.

Tokyo, M0
BUY
 -
20
+ 71.43%
$1.94K - $2.23K
48 $4.88K
Apr 25, 2025 Q1 2025
Iron Financial, LLC

BUY
 -
17
+ 0.31%
$1.65K - $1.89K
5.51K $559K
May 08, 2025 Q1 2025
Sound View Wealth Advisors Group, LLC

BUY
 -
16
+ 0.23%
$1.55K - $1.78K
7.01K $713K
May 14, 2025 Q1 2025
Captrust Financial Advisors

Raleigh, NC
BUY
 -
15
+ 0.27%
$1.45K - $1.67K
5.54K $563K
May 09, 2025 Q1 2025
Vanguard Group Inc

Valley Forge, PA
BUY
 -
10
+ 0.07%
$969 - $1.11K
13.4K $1.36M
May 08, 2025 Q1 2025
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
10
+ 0.34%
$969 - $1.11K
2.99K $303K
May 14, 2025 Q1 2025
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
10
+ 0.16%
$969 - $1.11K
6.45K $655K
Apr 11, 2025 Q1 2025
Verum Partners LLC

Charlotte, NC
BUY
 -
8
+ 0.31%
$775 - $891
2.6K $264K
Apr 24, 2025 Q1 2025
Joel Isaacson & Co., LLC

BUY
 -
8
+ 0.35%
$775 - $891
2.28K $231K
Apr 30, 2025 Q1 2025
49 Wealth Management, LLC

Austin, TX
BUY
 -
7
+ 0.32%
$678 - $780
2.18K $221K
Apr 22, 2025 Q1 2025
Flagship Harbor Advisors, LLC

BUY
 -
7
+ 0.14%
$678 - $780
5.13K $521K
May 15, 2025 Q1 2025
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
7
+ 0.13%
$678 - $780
5.22K $531K
Apr 25, 2025 Q1 2025
Kieckhefer Group LLC

Mequon, WI
BUY
 -
5
+ 0.22%
$484 - $557
2.27K $230K
Apr 10, 2025 Q1 2025
Garrett Investment Advisors LLC

BUY
 -
5
+ 0.14%
$484 - $557
3.5K $355K
Apr 14, 2025 Q1 2025
Octavia Wealth Advisors, LLC

BUY
 -
5
+ 0.03%
$484 - $557
17.6K $1.79M
Apr 07, 2025 Q1 2025
Advisor Net Financial, Inc

BUY
 -
1
+ 0.02%
$96.9 - $111
4.57K $465K
May 15, 2025 Q1 2025
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
1
+ 0.35%
$96.9 - $111
285 $29K
May 13, 2025 Q1 2025
Equitable Holdings, Inc.

New York, NY
BUY
 -
1
+ 0.04%
$96.9 - $111
2.66K $270K
Apr 30, 2025 Q1 2025
Valeo Financial Advisors, LLC

BUY
 -
1
+ 0.05%
$96.9 - $111
2.21K $225K
May 09, 2025 Q1 2025
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1
+ 0.02%
$96.9 - $111
6.26K $636K
Apr 23, 2025 Q1 2025
Creative Financial Designs Inc

BUY
 -
0
New
$0 - $0
0 $0
May 12, 2025 Q1 2025
National Bank Of Canada

SELL
 -
-7
- 2.54%
$678 - $780
269 $27.3K
May 15, 2025 Q1 2025
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-8
- 0.21%
$775 - $891
3.77K $383K
May 13, 2025 Q1 2025
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-15
- 0.43%
$1.45K - $1.67K
3.47K $353K
May 09, 2025 Q1 2025
Sound View Advisors Inc.

Olympia, WA
SELL
 -
-49
- 0.24%
$4.75K - $5.46K
20K $2.03M
May 09, 2025 Q1 2025
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
SELL
 -
-60
- 0.54%
$5.81K - $6.68K
11K $1.12M
Apr 07, 2025 Q1 2025
Benchmark Wealth Management, LLC

SELL
 -
-61
- 2.16%
$5.91K - $6.79K
2.76K $280K
Apr 15, 2025 Q1 2025
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-62
- 0.89%
$6K - $6.91K
6.89K $700K
May 14, 2025 Q1 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
SELL
 -
-76
- 0.67%
$7.36K - $8.47K
11.3K $1.15M
Apr 22, 2025 Q1 2025
Cherry Creek Investment Advisors, Inc.

SELL
 -
-76
- 3.39%
$7.36K - $8.47K
2.16K $220K
Apr 07, 2025 Q1 2025
Lowe Wealth Advisors, LLC

SELL
 -
-88
- 30.56%
$8.52K - $9.8K
200 $20.3K
Apr 22, 2025 Q1 2025
Walkner Condon Financial Advisors LLC

SELL
 -
-100
- 1.49%
$9.69K - $11.1K
6.6K $670K
May 08, 2025 Q1 2025
Eastern Bank

SELL
 -
-108
- 5.02%
$10.5K - $12K
2.04K $208K
May 15, 2025 Q1 2025
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-130
- 1.84%
$12.6K - $14.5K
6.92K $703K
Apr 21, 2025 Q1 2025
Barrett & Company, Inc.

Providence, RI
SELL
 -
-131
- 14.19%
$12.7K - $14.6K
792 $80.5K
May 05, 2025 Q1 2025
Crestwood Advisors Group LLC

SELL
 -
-150
- 4.67%
$14.5K - $16.7K
3.07K $311K
May 05, 2025 Q1 2025
Eq LLC

Mercer Island, WA
SELL
 -
-152
- 0.68%
$14.7K - $16.9K
22.2K $2.26M
Apr 30, 2025 Q1 2025
Stratos Wealth Partners, Ltd.

SELL
 -
-159
- 3.4%
$15.4K - $17.7K
4.52K $459K
May 06, 2025 Q1 2025
Spring Vest Wealth Management LLC

Dallas, TX
SELL
 -
-182
- 0.79%
$17.6K - $20.3K
22.9K $2.33M
Apr 22, 2025 Q1 2025
Embree Financial Group

Chicago, IL
SELL
 -
-187
- 6.04%
$18.1K - $20.8K
2.91K $295K
May 09, 2025 Q1 2025
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-193
- 8.5%
$18.7K - $21.5K
2.08K $211K
May 14, 2025 Q1 2025
Samalin Investment Counsel, LLC

Chappaqua, NY
SELL
 -
-221
- 6.62%
$21.4K - $24.6K
3.12K $317K
Apr 14, 2025 Q1 2025
Centricity Wealth Management, LLC

Westerville, OH
SELL
 -
-245
- 7.52%
$23.7K - $27.3K
3.01K $306K
Apr 28, 2025 Q1 2025
Castle Wealth Management LLC

SELL
 -
-256
- 4.28%
$24.8K - $28.5K
5.72K $581K
May 01, 2025 Q1 2025
Fifth Third Securities, Inc.

SELL
 -
-275
- 4.1%
$26.6K - $30.6K
6.43K $654K
May 21, 2025 Q1 2025
Geneos Wealth Management Inc.

SELL
 -
-280
- 21.08%
$27.1K - $31.2K
1.05K $106K
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-294
Closed
$28.5K - $32.7K
0 $0
Apr 28, 2025 Q1 2025
Coastline Trust CO

SELL
 -
-300
- 1.04%
$29.1K - $33.4K
28.6K $2.91M

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