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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-203- 2.31% |
$18.3K - $20K
|
8.58K
$980K
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-213- 0.34% |
$19.2K - $20.9K
|
63.1K
$7.21M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-239- 3.14% |
$21.5K - $23.5K
|
7.37K
$841K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-239- 3.07% |
$21.5K - $23.5K
|
7.56K
$862K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-255- 41.13% |
$22.9K - $25.1K
|
365
$41.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-267- 0.53% |
$24K - $26.3K
|
50.3K
$5.74M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-278Closed |
$25K - $27.3K
|
0
$0
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-296- 0.39% |
$26.6K - $29.1K
|
76.4K
$8.71M
|
|
|
Jan 26, 2022
Q4 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-345- 12.03% |
$31K - $33.9K
|
2.52K
$288K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-426- 41.68% |
$38.3K - $41.9K
|
596
$68K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-488Closed |
$43.9K - $48K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-510- 5.42% |
$45.9K - $50.2K
|
8.9K
$1.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-510- 2.69% |
$45.9K - $50.2K
|
18.4K
$2.1M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-631- 13.82% |
$56.8K - $62.1K
|
3.93K
$449K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-633- 0.72% |
$57K - $62.2K
|
87.1K
$9.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-688- 3.36% |
$61.9K - $67.7K
|
19.8K
$2.26M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-892- 5.1% |
$80.3K - $87.7K
|
16.6K
$1.89M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.1KClosed |
$98.6K - $108K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.59K- 9.73% |
$143K - $156K
|
14.7K
$1.68M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.87K- 49.69% |
$169K - $184K
|
1.9K
$216K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.95K- 51.81% |
$175K - $191K
|
1.81K
$207K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.09K- 1.08% |
$188K - $205K
|
192K
$21.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.42K- 3.62% |
$218K - $238K
|
64.6K
$7.37M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.77KClosed |
$250K - $273K
|
0
$0
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.7KClosed |
$333K - $364K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-5.34K- 56.45% |
$481K - $525K
|
4.12K
$470K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.43KClosed |
$488K - $533K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.47K- 52.3% |
$852K - $931K
|
8.63K
$985K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.6K- 45.12% |
$1.58M - $1.73M
|
21.4K
$2.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-27.2KClosed |
$2.45M - $2.68M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-29.7KClosed |
$2.67M - $2.92M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-63.9K- 15.13% |
$5.75M - $6.29M
|
359K
$40.9M
|