Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
243K+ 44.98% |
$25.5M - $27.3M
|
782K
$86.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
20.1K+ 73.97% |
$2.11M - $2.26M
|
47.3K
$5.21M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
6.35K+ 4.51% |
$667K - $714K
|
147K
$16.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.62K+ 12.78% |
$591K - $633K
|
49.6K
$5.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5.23K+ 29.7% |
$549K - $588K
|
22.8K
$2.52M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.68K+ 4.09% |
$491K - $526K
|
119K
$13.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3.3K+ 4.1% |
$347K - $372K
|
83.9K
$9.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.18KNew |
$334K - $358K
|
3.18K
$351K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.01KNew |
$316K - $339K
|
3.01K
$332K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.7KNew |
$284K - $304K
|
2.7K
$298K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.39K+ 0.93% |
$251K - $269K
|
259K
$28.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.76KNew |
$185K - $198K
|
1.76K
$194K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.67K+ 39.54% |
$175K - $187K
|
5.88K
$648K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.51K+ 39.52% |
$158K - $170K
|
5.33K
$587K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.5K+ 36.21% |
$157K - $168K
|
5.63K
$621K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.48KNew |
$155K - $166K
|
1.48K
$163K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.29K+ 6.33% |
$135K - $145K
|
21.7K
$2.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
1.05KNew |
$110K - $118K
|
1.05K
$115K
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
784+ 21.69% |
$82.3K - $88.2K
|
4.4K
$485K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
649+ 4.97% |
$68.2K - $73K
|
13.7K
$1.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
393+ 104.52% |
$41.3K - $44.2K
|
769
$84.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
329+ 14.41% |
$34.6K - $37K
|
2.61K
$288K
|
|
|
Nov 04, 2025
Q3 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
289+ 0.37% |
$30.4K - $32.5K
|
78.1K
$8.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
BUY
|
- |
277+ 4.56% |
$29.1K - $31.2K
|
6.35K
$700K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
251+ 3.81% |
$26.4K - $28.2K
|
6.84K
$754K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
223+ 3.67% |
$23.4K - $25.1K
|
6.3K
$695K
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
185+ 0.53% |
$19.4K - $20.8K
|
35.4K
$3.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
157+ 77.72% |
$16.5K - $17.7K
|
359
$39.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
153+ 0.4% |
$16.1K - $17.2K
|
38.5K
$4.24M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
119+ 2.3% |
$12.5K - $13.4K
|
5.3K
$584K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
100New |
$10.5K - $11.3K
|
100
$11K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
90New |
$9.45K - $10.1K
|
90
$9.92K
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
BUY
|
- |
41+ 0.36% |
$4.31K - $4.61K
|
11.5K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
18+ 0.27% |
$1.89K - $2.03K
|
6.79K
$749K
|
|
|
Oct 24, 2025
Q3 2025
|
Iron Financial, LLC
|
BUY
|
- |
9+ 0.16% |
$945 - $1.01K
|
5.52K
$609K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8+ 0.24% |
$840 - $900
|
3.33K
$368K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
8+ 0.27% |
$840 - $900
|
2.93K
$323K
|
|
|
Oct 20, 2025
Q3 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
4+ 0.16% |
$420 - $450
|
2.47K
$272K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.23% |
$420 - $450
|
1.71K
$189K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.02% |
$105 - $113
|
4.57K
$504K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3- 7.14% |
$315 - $338
|
39
$4.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-19- 0.29% |
$2K - $2.14K
|
6.58K
$725K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-81- 1.58% |
$8.51K - $9.12K
|
5.05K
$557K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-100- 10.0% |
$10.5K - $11.3K
|
900
$99.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-120- 1.09% |
$12.6K - $13.5K
|
10.9K
$1.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-126- 33.33% |
$13.2K - $14.2K
|
252
$27.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-140- 5.91% |
$14.7K - $15.8K
|
2.23K
$246K
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-157- 0.44% |
$16.5K - $17.7K
|
35.5K
$3.92M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-163- 2.47% |
$17.1K - $18.3K
|
6.43K
$709K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-167- 4.19% |
$17.5K - $18.8K
|
3.82K
$421K
|