Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
159K+ 41.68% |
$13.7M - $16.7M
|
539K
$57.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
29.6K+ 212.72% |
$2.56M - $3.11M
|
43.5K
$4.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
23.5K+ 270.48% |
$2.03M - $2.47M
|
32.2K
$3.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
20.6KNew |
$1.78M - $2.16M
|
20.6K
$2.18M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
19.3K+ 17.27% |
$1.67M - $2.03M
|
131K
$13.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
16.5K+ 27.36% |
$1.43M - $1.73M
|
76.8K
$8.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.7KNew |
$1.19M - $1.44M
|
13.7K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 472.49% |
$906K - $1.1M
|
12.7K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
8.58K+ 6.49% |
$743K - $901K
|
141K
$14.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.13KNew |
$618K - $749K
|
7.13K
$756K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
7.08K+ 24.74% |
$613K - $743K
|
35.7K
$3.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
6.85K+ 9.69% |
$593K - $719K
|
77.6K
$8.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.82K+ 15.24% |
$504K - $611K
|
44K
$4.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5K+ 8.58% |
$433K - $525K
|
63.3K
$6.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.69K+ 1.86% |
$406K - $492K
|
257K
$27.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.39K+ 4.28% |
$380K - $460K
|
107K
$11.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
3.62KNew |
$313K - $380K
|
3.62K
$383K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.48K+ 14.71% |
$302K - $366K
|
27.2K
$2.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
3.13KNew |
$271K - $328K
|
3.13K
$331K
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.87K+ 3.7% |
$249K - $302K
|
80.6K
$8.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.78K+ 7.0% |
$241K - $292K
|
42.5K
$4.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
2.47K+ 43.17% |
$214K - $259K
|
8.19K
$868K
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.03K+ 70.72% |
$176K - $213K
|
4.9K
$519K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2KNew |
$173K - $210K
|
2K
$212K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2KNew |
$173K - $210K
|
2K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.97KNew |
$170K - $207K
|
1.97K
$209K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.93KNew |
$167K - $203K
|
1.93K
$205K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.64K+ 13.36% |
$142K - $172K
|
13.9K
$1.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.6K+ 98.34% |
$139K - $168K
|
3.23K
$343K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.14K+ 3.07% |
$98.8K - $120K
|
38.3K
$4.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.05K+ 7.46% |
$90.9K - $110K
|
15.1K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
485+ 13.87% |
$42K - $50.9K
|
3.98K
$422K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
431+ 1.21% |
$37.3K - $45.2K
|
36K
$3.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
405New |
$35.1K - $42.5K
|
405
$42.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
389+ 8.13% |
$33.7K - $40.8K
|
5.18K
$549K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
355+ 9.4% |
$30.7K - $37.3K
|
4.13K
$438K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
318+ 0.91% |
$27.5K - $33.4K
|
35.2K
$3.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
BUY
|
- |
226+ 3.87% |
$19.6K - $23.7K
|
6.07K
$644K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
211+ 3.21% |
$18.3K - $22.2K
|
6.77K
$718K
|
|
|
Jul 14, 2025
Q2 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
201+ 8.87% |
$17.4K - $21.1K
|
2.47K
$261K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
153+ 3.55% |
$13.2K - $16.1K
|
4.46K
$473K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
133+ 1.03% |
$11.5K - $14K
|
13.1K
$1.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
132+ 53.66% |
$11.4K - $13.9K
|
378
$40.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
124+ 96.12% |
$10.7K - $13K
|
253
$26.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
106+ 0.07% |
$9.18K - $11.1K
|
150K
$15.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
85+ 1.13% |
$7.36K - $8.92K
|
7.62K
$808K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
84+ 3.05% |
$7.27K - $8.82K
|
2.84K
$301K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
78New |
$6.75K - $8.19K
|
78
$8.27K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
70+ 2.45% |
$6.06K - $7.35K
|
2.93K
$311K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 67.53% |
$4.5K - $5.46K
|
129
$13.7K
|