Purchases and Sales Made in Q2 2023 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 2023. 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 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
58.8K+ 46.93% |
$4.79M - $5.21M
|
184K
$20.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
30.8KNew |
$2.5M - $2.72M
|
30.8K
$3.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
25.2K+ 34.98% |
$2.05M - $2.23M
|
97.2K
$11M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
22.9K+ 12.56% |
$1.86M - $2.03M
|
205K
$23.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
19.5K+ 119.84% |
$1.58M - $1.72M
|
35.7K
$4.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
14.3K+ 101.13% |
$1.16M - $1.27M
|
28.5K
$3.22M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13K+ 9.17% |
$1.06M - $1.15M
|
155K
$17.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
12.2K+ 3.93% |
$990K - $1.08M
|
322K
$36.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 69.8% |
$925K - $1.01M
|
27.6K
$3.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
10.8K+ 2.67% |
$877K - $954K
|
415K
$46.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.7K+ 19.09% |
$868K - $945K
|
66.6K
$7.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.1K+ 3.42% |
$819K - $892K
|
305K
$34.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.57K+ 7.45% |
$697K - $759K
|
124K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.75K+ 1.25% |
$631K - $686K
|
626K
$70.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.26K+ 12.76% |
$509K - $554K
|
55.3K
$6.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.03K+ 21.05% |
$490K - $534K
|
34.7K
$3.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.66K+ 141.05% |
$379K - $413K
|
7.97K
$902K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.59K+ 4.38% |
$374K - $407K
|
109K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.53K+ 47.65% |
$369K - $401K
|
14K
$1.59M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.4K+ 173.35% |
$358K - $389K
|
6.94K
$785K
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
4.2K+ 23.32% |
$342K - $372K
|
22.2K
$2.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.79KNew |
$308K - $336K
|
3.79K
$429K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.6KNew |
$293K - $319K
|
3.6K
$407K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.52K+ 39.27% |
$286K - $312K
|
12.5K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.2KNew |
$260K - $283K
|
3.2K
$362K
|
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.98K+ 5.01% |
$243K - $264K
|
62.5K
$7.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.75K+ 4.07% |
$224K - $244K
|
70.3K
$7.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.75KNew |
$224K - $243K
|
2.75K
$311K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.63K+ 1058.47% |
$214K - $232K
|
2.87K
$325K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
2.61KNew |
$212K - $231K
|
2.61K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.6K+ 9.97% |
$211K - $230K
|
28.6K
$3.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.39KNew |
$194K - $211K
|
2.39K
$270K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.28KNew |
$186K - $202K
|
2.28K
$258K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
2.07K+ 13.45% |
$168K - $183K
|
17.4K
$1.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.88KNew |
$153K - $166K
|
1.88K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.64K+ 8.98% |
$133K - $145K
|
19.9K
$2.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.23K+ 10.05% |
$100K - $109K
|
13.5K
$1.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.12K+ 79.25% |
$90.7K - $98.7K
|
2.52K
$285K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
950New |
$77.3K - $84.1K
|
950
$108K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
921+ 0.85% |
$74.9K - $81.6K
|
110K
$12.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
893+ 1.71% |
$72.7K - $79.1K
|
53.3K
$6.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
831+ 1.83% |
$67.6K - $73.6K
|
46.3K
$5.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
794New |
$64.6K - $70.3K
|
794
$89.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
697+ 0.47% |
$56.7K - $61.7K
|
150K
$16.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
605+ 220.0% |
$49.2K - $53.6K
|
880
$99.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
600+ 100.0% |
$48.8K - $53.1K
|
1.2K
$136K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
581+ 23.35% |
$47.3K - $51.5K
|
3.07K
$347K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
504New |
$41K - $44.6K
|
504
$57K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
438New |
$35.6K - $38.8K
|
438
$49.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
422+ 0.51% |
$34.3K - $37.4K
|
83.9K
$9.5M
|