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 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
643K+ 75.38% |
$55.7M - $67.5M
|
1.5M
$165M
|
|
|
Aug 08, 2025
Q2 2025
|
Starr Indemnity & Liability CO
New York, NY |
BUY
|
- |
364KNew |
$31.5M - $38.2M
|
364K
$40.1M
|
|
|
Aug 08, 2025
Q2 2025
|
C V Starr & CO Inc
New York, NY |
BUY
|
- |
227KNew |
$19.7M - $23.9M
|
227K
$25.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
159K+ 41.68% |
$13.7M - $16.7M
|
539K
$59.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
139K+ 1379.97% |
$12M - $14.6M
|
149K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
128K+ 14.94% |
$11.1M - $13.4M
|
983K
$108M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.5K+ 6.42% |
$5.06M - $6.14M
|
969K
$107M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
55.6K+ 1064.34% |
$4.81M - $5.83M
|
60.8K
$6.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
55.5K+ 1249.18% |
$4.81M - $5.83M
|
59.9K
$6.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.8K+ 9.84% |
$4.14M - $5.02M
|
534K
$58.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.3K+ 16.99% |
$2.88M - $3.5M
|
229K
$25.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
29.6K+ 212.72% |
$2.56M - $3.11M
|
43.5K
$4.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
23.5K+ 270.48% |
$2.03M - $2.47M
|
32.2K
$3.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
20.6KNew |
$1.78M - $2.16M
|
20.6K
$2.27M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.4K+ 370.13% |
$1.68M - $2.03M
|
24.6K
$2.71M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
19.3K+ 17.27% |
$1.67M - $2.03M
|
131K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.6K+ 8.83% |
$1.43M - $1.74M
|
204K
$22.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
16.5K+ 27.36% |
$1.43M - $1.73M
|
76.8K
$8.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.7KNew |
$1.19M - $1.44M
|
13.7K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.2K+ 104.43% |
$1.06M - $1.28M
|
23.9K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
11KNew |
$954K - $1.16M
|
11K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 472.49% |
$906K - $1.1M
|
12.7K
$1.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
8.58K+ 6.49% |
$743K - $901K
|
141K
$15.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
8.08KNew |
$699K - $848K
|
8.08K
$891K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.61K+ 7.08% |
$659K - $799K
|
115K
$12.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.13KNew |
$618K - $749K
|
7.13K
$787K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
7.08K+ 24.74% |
$613K - $743K
|
35.7K
$3.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.85K+ 6.38% |
$593K - $719K
|
114K
$12.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
6.85K+ 9.69% |
$593K - $719K
|
77.6K
$8.55M
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
5.92KNew |
$513K - $622K
|
5.92K
$653K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.91KNew |
$512K - $620K
|
5.91K
$652K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.82K+ 15.24% |
$504K - $611K
|
44K
$4.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.6K+ 1.92% |
$485K - $588K
|
298K
$32.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.41K+ 1.75% |
$468K - $567K
|
314K
$34.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
5.01KNew |
$434K - $526K
|
5.01K
$553K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5K+ 8.58% |
$433K - $525K
|
63.3K
$6.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.69K+ 1.86% |
$406K - $492K
|
257K
$28.3M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
4.42KNew |
$382K - $464K
|
4.42K
$487K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.41K+ 15.9% |
$382K - $463K
|
32.2K
$3.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.39K+ 4.28% |
$380K - $460K
|
107K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4KNew |
$346K - $420K
|
4K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.91K+ 10.33% |
$338K - $410K
|
41.8K
$4.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
3.62KNew |
$313K - $380K
|
3.62K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.57K+ 5.28% |
$309K - $375K
|
71.1K
$7.84M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.48K+ 14.71% |
$302K - $366K
|
27.2K
$3M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
3.13KNew |
$271K - $328K
|
3.13K
$345K
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.87K+ 3.7% |
$249K - $302K
|
80.6K
$8.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.78K+ 7.0% |
$241K - $292K
|
42.5K
$4.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.55K+ 46.0% |
$221K - $268K
|
8.09K
$893K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
2.47K+ 43.17% |
$214K - $259K
|
8.19K
$903K
|