Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
101+ 1.42% |
$7.5K - $9K
|
7.24K
$759K
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100+ 7.14% |
$7.43K - $8.91K
|
1.5K
$157K
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
78+ 2.72% |
$5.8K - $6.95K
|
2.95K
$309K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
68+ 3.0% |
$5.05K - $6.06K
|
2.34K
$245K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
47+ 37.6% |
$3.49K - $4.19K
|
172
$18K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
24+ 4.62% |
$1.78K - $2.14K
|
543
$56.9K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
22+ 15.6% |
$1.63K - $1.96K
|
163
$17.1K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21+ 2100.0% |
$1.56K - $1.87K
|
22
$2.31K
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5+ 0.07% |
$372 - $446
|
7.33K
$769K
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
5+ 0.33% |
$372 - $446
|
1.51K
$158K
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5+ 0.29% |
$372 - $446
|
1.73K
$182K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
1+ 1.3% |
$74.3 - $89.1
|
78
$8.18K
|
|
Jul 31, 2024
Q3 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-1- 0.01% |
$74.3 - $89.1
|
15.6K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-2- 0.13% |
$149 - $178
|
1.53K
$160K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 1.56% |
$223 - $267
|
189
$19.8K
|
|
Nov 01, 2022
Q3 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-8- 0.13% |
$594 - $713
|
6.09K
$639K
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-11- 0.67% |
$817 - $980
|
1.63K
$171K
|
|
Nov 14, 2022
Q3 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-27- 0.67% |
$2.01K - $2.41K
|
4K
$419K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-28Closed |
$2.08K - $2.5K
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-37- 0.14% |
$2.75K - $3.3K
|
25.8K
$2.7M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-66- 0.84% |
$4.9K - $5.88K
|
7.81K
$819K
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-76- 0.4% |
$5.65K - $6.77K
|
18.9K
$1.98M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-76- 0.4% |
$5.65K - $6.77K
|
18.9K
$1.98M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-90- 1.34% |
$6.69K - $8.02K
|
6.62K
$694K
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-91- 2.31% |
$6.76K - $8.11K
|
3.85K
$404K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-91- 2.83% |
$6.76K - $8.11K
|
3.13K
$328K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-105Closed |
$7.8K - $9.36K
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-116- 1.32% |
$8.62K - $10.3K
|
8.69K
$911K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-153- 25.54% |
$11.4K - $13.6K
|
446
$46.8K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-162- 36.49% |
$12K - $14.4K
|
282
$29.6K
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-172- 1.78% |
$12.8K - $15.3K
|
9.47K
$993K
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-188- 9.47% |
$14K - $16.8K
|
1.8K
$188K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-220- 0.25% |
$16.3K - $19.6K
|
87K
$9.13M
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-280- 20.35% |
$20.8K - $25K
|
1.1K
$115K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-283- 1.69% |
$21K - $25.2K
|
16.5K
$1.73M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-299- 12.8% |
$22.2K - $26.6K
|
2.04K
$214K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-421- 2.94% |
$31.3K - $37.5K
|
13.9K
$1.46M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-463- 5.23% |
$34.4K - $41.3K
|
8.38K
$879K
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-490Closed |
$36.4K - $43.7K
|
0
$0
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-534- 50.0% |
$39.7K - $47.6K
|
534
$56K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-589- 8.72% |
$43.8K - $52.5K
|
6.16K
$646K
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-894- 16.64% |
$66.4K - $79.7K
|
4.48K
$470K
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.16K- 28.02% |
$86.3K - $103K
|
2.98K
$313K
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.3K- 23.09% |
$96.3K - $116K
|
4.32K
$453K
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.48K- 38.24% |
$110K - $132K
|
2.39K
$251K
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.55K- 49.02% |
$115K - $138K
|
1.61K
$169K
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.6K- 2.68% |
$119K - $142K
|
57.9K
$6.07M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.62K- 20.29% |
$120K - $144K
|
6.34K
$665K
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.89K- 23.91% |
$141K - $169K
|
6.02K
$632K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.13K- 5.99% |
$158K - $190K
|
33.4K
$3.5M
|