Purchases and Sales Made in Q2 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-388- 2.67% |
$28.9K - $35.5K
|
14.1K
$1.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-514- 86.39% |
$38.3K - $47K
|
81
$8.49K
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-515- 11.34% |
$38.4K - $47.1K
|
4.03K
$422K
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-576- 9.68% |
$42.9K - $52.7K
|
5.37K
$563K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-659- 0.45% |
$49.1K - $60.3K
|
145K
$15.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-745- 1.71% |
$55.5K - $68.1K
|
42.9K
$4.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-804- 4.65% |
$59.9K - $73.5K
|
16.5K
$1.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-853Closed |
$63.5K - $78K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-870- 18.35% |
$64.8K - $79.6K
|
3.87K
$406K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.1KClosed |
$82.2K - $101K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$89.4K - $110K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.23KClosed |
$91.9K - $113K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.25KClosed |
$93.2K - $115K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.35KClosed |
$101K - $123K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.39KClosed |
$103K - $127K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.41KClosed |
$105K - $129K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-1.94KClosed |
$145K - $178K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.97K- 21.2% |
$147K - $180K
|
7.33K
$768K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.98K- 50.28% |
$147K - $181K
|
1.95K
$205K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.23K- 82.22% |
$166K - $204K
|
481
$50.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.33KClosed |
$173K - $213K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.39K- 26.27% |
$178K - $219K
|
6.71K
$703K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.62K- 74.84% |
$195K - $240K
|
882
$92.5K
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.74K- 37.19% |
$204K - $250K
|
4.62K
$484K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.88K- 46.33% |
$214K - $263K
|
3.33K
$349K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.2KClosed |
$238K - $293K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.22K- 5.13% |
$240K - $294K
|
59.5K
$6.24M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.15K- 17.96% |
$309K - $379K
|
18.9K
$1.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.97K- 14.37% |
$444K - $546K
|
35.5K
$3.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.66K- 6.48% |
$496K - $609K
|
96.1K
$10.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-7.34K- 3.78% |
$547K - $671K
|
187K
$19.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.57K- 34.56% |
$564K - $692K
|
14.3K
$1.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.17K- 13.28% |
$608K - $747K
|
53.3K
$5.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.1K- 66.14% |
$753K - $925K
|
5.18K
$543K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-11.9K- 23.68% |
$887K - $1.09M
|
38.4K
$4.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.6K- 61.3% |
$936K - $1.15M
|
7.94K
$832K
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-18.8K- 49.73% |
$1.4M - $1.72M
|
19K
$1.99M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.8K- 9.94% |
$1.4M - $1.72M
|
170K
$17.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-23.6KClosed |
$1.76M - $2.16M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-26.6KClosed |
$1.98M - $2.44M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-27.1K- 18.53% |
$2.02M - $2.48M
|
119K
$12.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-35.6KClosed |
$2.65M - $3.26M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-125K- 94.07% |
$9.3M - $11.4M
|
7.87K
$825K
|