Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-364- 12.63% |
$35.3K - $38.6K
|
2.52K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-415- 8.79% |
$40.3K - $44K
|
4.31K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-542- 19.33% |
$52.6K - $57.5K
|
2.26K
$237K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-548- 1.16% |
$53.2K - $58.1K
|
46.8K
$4.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-632- 24.35% |
$61.3K - $67.1K
|
1.96K
$206K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-665- 8.73% |
$64.5K - $70.6K
|
6.96K
$729K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-904- 21.78% |
$87.7K - $95.9K
|
3.25K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-912- 7.76% |
$88.5K - $96.8K
|
10.8K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-933- 7.51% |
$90.5K - $99K
|
11.5K
$1.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.01K- 7.79% |
$98K - $107K
|
12K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-1.02K- 9.47% |
$98.6K - $108K
|
9.71K
$1.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.03K- 1.27% |
$99.6K - $109K
|
79.7K
$8.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.3K- 68.42% |
$126K - $138K
|
600
$62.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.35K- 4.96% |
$131K - $143K
|
25.9K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.56K- 31.96% |
$151K - $166K
|
3.32K
$348K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.65K- 29.02% |
$257K - $281K
|
6.49K
$680K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.1K- 7.88% |
$301K - $329K
|
36.3K
$3.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.33K- 3.53% |
$323K - $353K
|
91K
$9.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.4K- 19.05% |
$330K - $360K
|
14.4K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.54K- 11.18% |
$344K - $376K
|
28.1K
$2.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.14K- 2.87% |
$402K - $440K
|
140K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.32K- 2.84% |
$420K - $459K
|
148K
$15.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.86K- 1.55% |
$471K - $515K
|
309K
$32.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.39K- 67.38% |
$814K - $890K
|
4.06K
$426K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-10.1K- 7.81% |
$984K - $1.08M
|
120K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-14.1K- 17.74% |
$1.37M - $1.49M
|
65.3K
$6.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-15.9K- 40.12% |
$1.54M - $1.68M
|
23.7K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-49.7K- 27.05% |
$4.83M - $5.28M
|
134K
$14.1M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-61K- 26.13% |
$5.92M - $6.48M
|
172K
$18.1M
|