Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
22KNew |
$1.98M - $2.16M
|
22K
$2.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.7K+ 8.95% |
$1.33M - $1.45M
|
180K
$20.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3K+ 10.99% |
$1.29M - $1.41M
|
145K
$16.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
13.1K+ 7.68% |
$1.18M - $1.28M
|
183K
$21M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.2K+ 27.2% |
$1.1M - $1.2M
|
57K
$6.52M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.4K+ 36.02% |
$1.02M - $1.12M
|
42.9K
$4.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.88KNew |
$889K - $971K
|
9.88K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.33K+ 8.89% |
$749K - $819K
|
102K
$11.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
7.34KNew |
$660K - $721K
|
7.34K
$839K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.68K+ 58.72% |
$601K - $657K
|
18.1K
$2.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.65KNew |
$418K - $457K
|
4.65K
$532K
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.65KNew |
$328K - $359K
|
3.65K
$417K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.48KNew |
$313K - $343K
|
3.48K
$399K
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
3.43KNew |
$309K - $337K
|
3.43K
$392K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.79KNew |
$251K - $274K
|
2.79K
$319K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
2.64KNew |
$237K - $260K
|
2.64K
$302K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.52K+ 17.49% |
$226K - $247K
|
16.9K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.37K+ 1.7% |
$214K - $233K
|
142K
$16.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.35K+ 98.33% |
$211K - $231K
|
4.74K
$542K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.16K+ 12.35% |
$194K - $212K
|
19.6K
$2.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.92K+ 5.17% |
$172K - $188K
|
39K
$4.46M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.66K+ 34.57% |
$149K - $163K
|
6.46K
$739K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.53K+ 57.17% |
$138K - $151K
|
4.22K
$483K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
1.46KNew |
$131K - $143K
|
1.46K
$167K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.45K+ 7.82% |
$130K - $142K
|
19.9K
$2.28M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.23KNew |
$111K - $121K
|
1.23K
$141K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.13K+ 651.45% |
$101K - $111K
|
1.3K
$149K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.11KNew |
$100K - $109K
|
1.11K
$127K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.1KNew |
$99K - $108K
|
1.1K
$126K
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
BUY
|
- |
1.08KNew |
$97.1K - $106K
|
1.08K
$123K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.07KNew |
$96.3K - $105K
|
1.07K
$122K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.06KNew |
$95.1K - $104K
|
1.06K
$121K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$95K - $104K
|
1.06K
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
903+ 4104.55% |
$81.2K - $88.8K
|
925
$106K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
894+ 17.62% |
$80.4K - $87.9K
|
5.97K
$683K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
745+ 5.38% |
$67K - $73.3K
|
14.6K
$1.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
728+ 6.19% |
$65.5K - $71.6K
|
12.5K
$1.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
675+ 18.47% |
$60.7K - $66.4K
|
4.33K
$495K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
665+ 7.7% |
$59.8K - $65.4K
|
9.3K
$1.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
642+ 0.45% |
$57.8K - $63.1K
|
144K
$16.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
580New |
$52.2K - $57K
|
580
$66.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
393+ 8.44% |
$35.4K - $38.6K
|
5.05K
$578K
|
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
378New |
$34K - $37.2K
|
378
$43.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
370+ 85.65% |
$33.3K - $36.4K
|
802
$91.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
359+ 5.43% |
$32.3K - $35.3K
|
6.97K
$798K
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
300+ 3.69% |
$27K - $29.5K
|
8.44K
$966K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
279+ 4.02% |
$25.1K - $27.4K
|
7.22K
$827K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
250+ 1.86% |
$22.5K - $24.6K
|
13.7K
$1.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
200New |
$18K - $19.7K
|
200
$22.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
179+ 201.12% |
$16.1K - $17.6K
|
268
$30.7K
|