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
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-197- 0.88% |
$20.7K - $22.2K
|
22.3K
$2.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-212- 6.33% |
$22.3K - $23.9K
|
3.14K
$346K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-265- 0.52% |
$27.8K - $29.8K
|
51.2K
$5.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-278- 0.86% |
$29.2K - $31.3K
|
31.9K
$3.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-317- 9.41% |
$33.3K - $35.7K
|
3.05K
$337K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-392- 3.63% |
$41.2K - $44.1K
|
10.4K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-427- 2.82% |
$44.8K - $48.1K
|
14.7K
$1.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-428- 15.16% |
$45K - $48.2K
|
2.4K
$264K
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-453- 0.73% |
$47.6K - $51K
|
61.2K
$6.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-496- 6.51% |
$52.1K - $55.8K
|
7.13K
$786K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-541- 7.14% |
$56.8K - $60.9K
|
7.04K
$776K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-650- 7.23% |
$68.3K - $73.2K
|
8.34K
$920K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-802- 4.68% |
$84.2K - $90.3K
|
16.3K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-955- 0.64% |
$100K - $107K
|
149K
$16.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.09K- 13.28% |
$114K - $122K
|
7.1K
$783K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.47K- 2.32% |
$154K - $165K
|
61.8K
$6.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-1.51K- 9.96% |
$159K - $170K
|
13.7K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
SELL
|
- |
-1.75K- 29.49% |
$183K - $197K
|
4.18K
$461K
|
|
|
Nov 04, 2025
Q3 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-2K- 2.58% |
$210K - $225K
|
75.6K
$8.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.32K- 18.77% |
$243K - $261K
|
10K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.42K- 2.44% |
$254K - $272K
|
96.9K
$10.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.98K- 23.54% |
$313K - $336K
|
9.69K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.08K- 2.34% |
$323K - $346K
|
128K
$14.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.22K- 8.95% |
$338K - $363K
|
32.8K
$3.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.79K- 14.61% |
$608K - $651K
|
33.8K
$3.73M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-8K- 7.79% |
$840K - $900K
|
94.7K
$10.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-29.6K- 68.02% |
$3.11M - $3.33M
|
13.9K
$1.53M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-90K- 12.0% |
$9.45M - $10.1M
|
660K
$72.8M
|