Purchases and Sales Made in Q1 2025 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-337- 9.41% |
$32.6K - $37.5K
|
3.24K
$330K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-437- 46.15% |
$42.3K - $48.7K
|
510
$51.8K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-449- 8.88% |
$43.5K - $50K
|
4.61K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-496- 3.89% |
$48K - $55.2K
|
12.3K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-570- 92.23% |
$55.2K - $63.5K
|
48
$4.88K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-572- 9.31% |
$55.4K - $63.7K
|
5.57K
$566K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-572- 9.31% |
$55.4K - $63.7K
|
5.57K
$566K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-592- 1.64% |
$57.3K - $65.9K
|
35.6K
$3.61M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-664- 2.27% |
$64.3K - $74K
|
28.6K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-765- 2.68% |
$74.1K - $85.2K
|
27.8K
$2.82M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-792- 3.72% |
$76.7K - $88.2K
|
20.5K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-796- 2.04% |
$77.1K - $88.7K
|
38.2K
$3.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-883- 8.41% |
$85.5K - $98.4K
|
9.62K
$977K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-913- 0.88% |
$88.4K - $102K
|
102K
$10.4M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-966- 0.7% |
$93.6K - $108K
|
138K
$14M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.32K- 13.53% |
$128K - $147K
|
8.43K
$857K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.5K- 3.31% |
$145K - $167K
|
43.8K
$4.46M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2K- 93.95% |
$194K - $223K
|
129
$13.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.18K- 0.86% |
$212K - $243K
|
252K
$25.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.51K- 6.79% |
$243K - $279K
|
34.4K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-2.66KClosed |
$257K - $296K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.08K- 4.9% |
$298K - $343K
|
59.7K
$6.07M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.41K- 13.18% |
$330K - $380K
|
22.4K
$2.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.83K- 2.31% |
$371K - $427K
|
162K
$16.5M
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-5.36K- 47.84% |
$519K - $597K
|
5.85K
$594K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.42K- 35.77% |
$525K - $604K
|
9.73K
$988K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5.75K- 31.46% |
$557K - $640K
|
12.5K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-6.27K- 5.69% |
$607K - $698K
|
104K
$10.6M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.05K- 42.72% |
$683K - $786K
|
9.46K
$961K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.37K- 7.2% |
$811K - $933K
|
108K
$11M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-10.7K- 22.83% |
$1.04M - $1.19M
|
36.3K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.8K- 25.35% |
$1.43M - $1.65M
|
43.5K
$4.42M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-23.5K- 90.99% |
$2.27M - $2.62M
|
2.33K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.8K- 21.4% |
$2.98M - $3.43M
|
113K
$11.5M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-40K- 31.72% |
$3.87M - $4.46M
|
86.1K
$8.75M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-42K- 12.58% |
$4.07M - $4.68M
|
292K
$29.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-45.5K- 13.02% |
$4.4M - $5.06M
|
304K
$30.9M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-77.8K- 49.8% |
$7.54M - $8.67M
|
78.5K
$7.97M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-114K- 11.16% |
$11.1M - $12.7M
|
910K
$92.5M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-150K- 16.67% |
$14.5M - $16.7M
|
750K
$76.2M
|