Purchases and Sales Made in Q2 2024 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 2024. 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 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
119K+ 1136.46% |
$11.4M - $12.3M
|
130K
$14.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
61.8K+ 632.05% |
$5.9M - $6.36M
|
71.5K
$8.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
59.2K+ 5.3% |
$5.66M - $6.1M
|
1.18M
$133M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
48KNew |
$4.58M - $4.94M
|
48K
$5.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
24.2K+ 11.55% |
$2.31M - $2.49M
|
234K
$26.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
20K+ 25.94% |
$1.91M - $2.06M
|
97.1K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
18.5K+ 3.36% |
$1.77M - $1.91M
|
570K
$64.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.4K+ 4.38% |
$1.48M - $1.59M
|
368K
$41.7M
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
15K+ 88.53% |
$1.43M - $1.54M
|
31.9K
$3.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.8K+ 8.39% |
$1.32M - $1.42M
|
179K
$20.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
13.3K+ 12.32% |
$1.27M - $1.37M
|
121K
$13.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13K+ 17.08% |
$1.24M - $1.34M
|
89.2K
$10.1M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12KNew |
$1.15M - $1.24M
|
12K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11KNew |
$1.05M - $1.13M
|
11K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.49K+ 42.75% |
$907K - $977K
|
31.7K
$3.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.08K+ 11.4% |
$868K - $935K
|
88.7K
$10M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.01KNew |
$765K - $824K
|
8.01K
$906K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
6.82KNew |
$652K - $702K
|
6.82K
$772K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.27K+ 2.08% |
$504K - $543K
|
259K
$29.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.58K+ 171.03% |
$437K - $471K
|
7.25K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.15K+ 2.7% |
$397K - $427K
|
158K
$17.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.03K+ 2.87% |
$385K - $415K
|
144K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.76KNew |
$359K - $387K
|
3.76K
$425K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
BUY
|
- |
3.66K+ 7.57% |
$350K - $377K
|
52K
$5.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.39K+ 5.61% |
$324K - $349K
|
63.8K
$7.22M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.11K+ 33.32% |
$297K - $320K
|
12.4K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.71KNew |
$259K - $279K
|
2.71K
$307K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.56KNew |
$245K - $263K
|
2.56K
$289K
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.37KNew |
$227K - $244K
|
2.37K
$268K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.26KNew |
$216K - $233K
|
2.26K
$256K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.12KNew |
$203K - $219K
|
2.12K
$240K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.06KNew |
$197K - $212K
|
2.06K
$233K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.84K+ 5.27% |
$176K - $190K
|
36.8K
$4.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.83K+ 4.85% |
$175K - $188K
|
39.5K
$4.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.29K+ 0.41% |
$123K - $133K
|
314K
$35.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.07KNew |
$102K - $110K
|
1.07K
$121K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
836+ 2.56% |
$79.9K - $86.1K
|
33.5K
$3.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
762+ 27.9% |
$72.8K - $78.5K
|
3.49K
$395K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
735+ 10.68% |
$70.3K - $75.7K
|
7.62K
$862K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
732+ 4.07% |
$70K - $75.4K
|
18.7K
$2.12M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
708+ 2.6% |
$67.7K - $72.9K
|
28K
$3.16M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
646+ 31.24% |
$61.8K - $66.5K
|
2.71K
$307K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
639+ 27.04% |
$61.1K - $65.8K
|
3K
$340K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
630+ 26.75% |
$60.2K - $64.9K
|
2.99K
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
567New |
$54.2K - $58.4K
|
567
$64.2K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
520New |
$49.7K - $53.5K
|
520
$58.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
476+ 7.45% |
$45.5K - $49K
|
6.86K
$777K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
461+ 2.31% |
$44.1K - $47.5K
|
20.4K
$2.31M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
424New |
$40.5K - $43.7K
|
424
$48K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
400New |
$38.2K - $41.2K
|
400
$45.3K
|