Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-50- 0.2% |
$3.79K - $8.72K
|
25.3K
$2.75M
|
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-53- 0.34% |
$4.01K - $9.24K
|
15.5K
$1.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-60- 0.1% |
$4.54K - $10.5K
|
57.9K
$6.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-69- 0.48% |
$5.22K - $12K
|
14.4K
$1.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-80- 0.83% |
$6.06K - $13.9K
|
9.51K
$1.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-87- 3.64% |
$6.59K - $15.2K
|
2.3K
$250K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-115- 1.99% |
$8.71K - $20K
|
5.66K
$612K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-130- 39.39% |
$9.84K - $22.7K
|
200
$21.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-148- 1.98% |
$11.2K - $25.8K
|
7.33K
$794K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-179- 2.57% |
$13.6K - $31.2K
|
6.79K
$735K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-179- 2.57% |
$13.6K - $31.2K
|
6.79K
$735K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-187- 5.03% |
$14.2K - $32.6K
|
3.53K
$383K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-199- 10.3% |
$15.1K - $34.7K
|
1.73K
$188K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-228- 3.11% |
$17.3K - $39.7K
|
7.1K
$769K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-245- 3.7% |
$18.5K - $42.7K
|
6.37K
$690K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-351- 14.69% |
$26.6K - $61.2K
|
2.04K
$221K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-454- 2.38% |
$34.4K - $79.1K
|
18.6K
$2.02M
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-534- 50.0% |
$40.4K - $93.1K
|
534
$57.8K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-600- 50.0% |
$45.4K - $105K
|
600
$65K
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-638- 8.25% |
$48.3K - $111K
|
7.1K
$769K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-755- 28.59% |
$57.2K - $132K
|
1.89K
$204K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-787- 29.17% |
$59.6K - $137K
|
1.91K
$207K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-877- 13.83% |
$66.4K - $153K
|
5.47K
$592K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-922- 3.58% |
$69.8K - $161K
|
24.9K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.02K- 25.41% |
$76.9K - $177K
|
2.98K
$323K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.05K- 4.34% |
$79.7K - $184K
|
23.2K
$2.51M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.06K- 23.66% |
$80.1K - $184K
|
3.41K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.28K- 42.88% |
$96.8K - $223K
|
1.7K
$185K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-1.95K- 16.13% |
$148K - $340K
|
10.1K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.99K- 12.03% |
$150K - $346K
|
14.5K
$1.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.03K- 24.26% |
$154K - $355K
|
6.35K
$688K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.06K- 57.34% |
$231K - $533K
|
2.27K
$246K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.07K- 13.22% |
$232K - $534K
|
20.1K
$2.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.09K- 8.39% |
$310K - $713K
|
44.6K
$4.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.22K- 1.02% |
$320K - $736K
|
410K
$44.4M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.66K- 58.51% |
$353K - $813K
|
3.31K
$358K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.16K- 3.16% |
$391K - $900K
|
158K
$17.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8.27K- 76.62% |
$626K - $1.44M
|
2.52K
$273K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.9K- 11.82% |
$977K - $2.25M
|
96.3K
$10.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-164K- 67.62% |
$12.4M - $28.6M
|
78.6K
$8.51M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.64M- 99.9% |
$200M - $460M
|
2.64K
$286K
|