Purchases and Sales Made in Q2 2022 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 Q2 2022. 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
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
71
+ 1.56%
$5.29K - $6.49K
4.64K $486K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
71
+ 1.84%
$5.29K - $6.49K
3.93K $412K
Aug 16, 2024 Q2 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
70
+ 98.59%
$5.21K - $6.4K
141 $14.8K
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
62
+ 0.33%
$4.62K - $5.67K
18.6K $1.95M
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
49
+ 0.5%
$3.65K - $4.48K
9.84K $1.03M
Aug 16, 2022 Q2 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
40
New
$2.98K - $3.66K
40 $4.19K
Aug 15, 2022 Q2 2022
Source Financial Advisors LLC

New York, NY
BUY
 -
38
+ 0.48%
$2.83K - $3.48K
7.92K $830K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
38
New
$2.83K - $3.48K
38 $3.98K
Aug 04, 2022 Q2 2022
Walkner Condon Financial Advisors LLC

BUY
 -
32
+ 1.04%
$2.38K - $2.93K
3.12K $327K
Aug 03, 2022 Q2 2022
Assetmark, Inc

BUY
 -
30
+ 42.86%
$2.23K - $2.74K
100 $10.5K
Jul 27, 2022 Q2 2022
Klingman & Associates, LLC

BUY
 -
21
+ 0.28%
$1.56K - $1.92K
7.46K $782K
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
16
+ 0.11%
$1.19K - $1.46K
14.3K $1.5M
Jul 28, 2022 Q2 2022
National Bank Of Canada

BUY
 -
12
+ 18.46%
$894 - $1.1K
77 $8.07K
Jul 27, 2022 Q2 2022
Iron Financial, LLC

BUY
 -
9
+ 0.34%
$670 - $823
2.65K $278K
Jul 15, 2022 Q2 2022
Kathleen S. Wright Associates Inc.

BUY
 -
4
+ 0.15%
$298 - $366
2.7K $283K
Aug 15, 2022 Q2 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
3
+ 0.13%
$223 - $274
2.27K $238K
Aug 11, 2022 Q2 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
3
+ 0.05%
$223 - $274
5.77K $605K
Aug 12, 2022 Q2 2022
O'Rourke & Company, Inc

Boston, MA
BUY
 -
3
+ 0.08%
$223 - $274
3.94K $413K
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2
+ 0.34%
$149 - $183
599 $62.8K
Jul 26, 2022 Q2 2022
Capital Directions Investment Advisors, LLC

BUY
 -
2
+ 0.41%
$149 - $183
490 $51.4K
Aug 10, 2022 Q2 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1
+ 0.27%
$74.5 - $91.5
367 $38.5K
Aug 09, 2022 Q2 2022
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-2
- 50.0%
$149 - $183
2 $210
Aug 11, 2022 Q2 2022
New England Private Wealth Advisors LLC

Wellesley, MA
SELL
 -
-2
- 0.12%
$149 - $183
1.73K $181K
Jul 18, 2022 Q2 2022
Collective Family Office LLC

SELL
 -
-3
- 0.13%
$223 - $274
2.3K $241K
Jul 20, 2022 Q2 2022
Endurance Wealth Management, Inc.

SELL
 -
-4
- 0.27%
$298 - $366
1.5K $157K
Aug 08, 2022 Q2 2022
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-9
- 0.31%
$670 - $823
2.87K $301K
Jul 21, 2022 Q2 2022
Cra Financial Services, LLC

SELL
 -
-10
- 0.5%
$745 - $915
1.99K $209K
Jul 22, 2022 Q2 2022
Bogart Wealth, LLC

SELL
 -
-12
Closed
$894 - $1.1K
0 $0
Aug 09, 2022 Q2 2022
Fairfield, Bush & Co.

Darien, CT
SELL
 -
-15
- 1.6%
$1.12K - $1.37K
925 $97K
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-15
Closed
$1.12K - $1.37K
0 $0
Jul 25, 2022 Q2 2022
Mcdonald Partners LLC

SELL
 -
-16
- 0.58%
$1.19K - $1.46K
2.76K $289K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

SELL
 -
-19
- 11.11%
$1.42K - $1.74K
152 $15.9K
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-20
Closed
$1.49K - $1.83K
0 $0
Aug 04, 2022 Q2 2022
Stordahl Capital Management, Inc.

SELL
 -
-30
- 1.92%
$2.23K - $2.74K
1.53K $161K
Aug 04, 2022 Q2 2022
Fifth Third Bancorp

SELL
 -
-31
- 5.95%
$2.31K - $2.84K
490 $51.4K
Aug 05, 2022 Q2 2022
Sound View Wealth Advisors Group, LLC

SELL
 -
-46
- 2.73%
$3.43K - $4.21K
1.64K $172K
Jul 11, 2022 Q2 2022
Benchmark Wealth Management, LLC

SELL
 -
-49
- 2.29%
$3.65K - $4.48K
2.09K $219K
Jul 18, 2022 Q2 2022
Octavia Wealth Advisors, LLC

SELL
 -
-51
- 0.58%
$3.8K - $4.66K
8.8K $923K
Aug 16, 2022 Q2 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-67
- 11.43%
$4.99K - $6.13K
519 $54.4K
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-70
- 4.22%
$5.21K - $6.4K
1.59K $167K
Aug 12, 2022 Q2 2022
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-87
- 1.15%
$6.48K - $7.96K
7.48K $784K
Jul 22, 2022 Q2 2022
Truist Financial Corp

SELL
 -
-94
- 6.33%
$7K - $8.6K
1.39K $146K
Aug 16, 2022 Q2 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-99
- 4.87%
$7.37K - $9.06K
1.93K $203K
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
SELL
 -
-138
- 0.82%
$10.3K - $12.6K
16.8K $1.76M
Aug 11, 2022 Q2 2022
Naples Global Advisors, LLC

Naples, FL
SELL
 -
-200
- 2.45%
$14.9K - $18.3K
7.97K $836K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-268
Closed
$20K - $24.5K
0 $0
Jul 28, 2022 Q2 2022
Selective Wealth Management, Inc.

SELL
 -
-276
- 38.33%
$20.6K - $25.2K
444 $46.6K
Aug 16, 2022 Q2 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-307
- 85.04%
$22.9K - $28.1K
54 $5.66K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-340
- 4.79%
$25.3K - $31.1K
6.75K $708K

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