Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
375K+ 59.86% |
$29.5M - $35.6M
|
1M
$105M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
343K+ 44.67% |
$27M - $32.5M
|
1.11M
$116M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
125K+ 12.72% |
$9.85M - $11.9M
|
1.11M
$116M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
105KNew |
$8.24M - $9.95M
|
105K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
61.9K+ 1341.57% |
$4.87M - $5.88M
|
66.5K
$6.98M
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
59KNew |
$4.64M - $5.6M
|
59K
$6.18M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
48.9KNew |
$3.84M - $4.64M
|
48.9K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.5K+ 39.58% |
$3.35M - $4.04M
|
150K
$15.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
32.1KNew |
$2.53M - $3.05M
|
32.1K
$3.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
28KNew |
$2.2M - $2.66M
|
28K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.7K+ 8.16% |
$2.02M - $2.44M
|
341K
$35.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
24.8K+ 209.39% |
$1.95M - $2.35M
|
36.6K
$3.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.8K+ 66.33% |
$1.55M - $1.88M
|
49.6K
$5.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.9K+ 39.37% |
$1.48M - $1.79M
|
66.8K
$7M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
17.9K+ 116.36% |
$1.41M - $1.7M
|
33.3K
$3.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.9K+ 24.56% |
$1.17M - $1.41M
|
75.6K
$7.93M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
13.2KNew |
$1.04M - $1.25M
|
13.2K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
13.1K+ 3.1% |
$1.03M - $1.25M
|
437K
$45.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.7KNew |
$1M - $1.21M
|
12.7K
$1.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
12.7KNew |
$1M - $1.21M
|
12.7K
$1.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
12.1K+ 71.33% |
$948K - $1.14M
|
28.9K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12KNew |
$942K - $1.14M
|
12K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2K+ 114.25% |
$804K - $970K
|
19.2K
$2.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
8.93K+ 13.65% |
$702K - $847K
|
74.3K
$7.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.98K+ 25.59% |
$627K - $757K
|
39.1K
$4.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.37K+ 8.45% |
$580K - $700K
|
94.7K
$9.93M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.13KNew |
$561K - $677K
|
7.13K
$748K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.82K+ 5.2% |
$536K - $647K
|
138K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.53KNew |
$435K - $525K
|
5.53K
$580K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.41K+ 7.59% |
$425K - $513K
|
76.6K
$8.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
4.51K+ 4.63% |
$355K - $428K
|
102K
$10.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.04K+ 86.18% |
$318K - $383K
|
8.73K
$915K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
3.81K+ 105.78% |
$299K - $361K
|
7.41K
$777K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.71K+ 35.36% |
$292K - $352K
|
14.2K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.35K+ 7.61% |
$264K - $318K
|
47.4K
$4.97M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.06KNew |
$240K - $290K
|
3.06K
$320K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.04KNew |
$239K - $289K
|
3.04K
$319K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3.04KNew |
$239K - $288K
|
3.04K
$319K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.58KNew |
$203K - $245K
|
2.58K
$271K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2.5KNew |
$197K - $237K
|
2.5K
$262K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.47KNew |
$194K - $235K
|
2.47K
$259K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.34KNew |
$184K - $222K
|
2.34K
$246K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.17KNew |
$170K - $206K
|
2.17K
$227K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.14K+ 6.99% |
$168K - $203K
|
32.8K
$3.44M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2.14KNew |
$168K - $203K
|
2.14K
$224K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.94K+ 25.81% |
$153K - $184K
|
9.48K
$994K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.88KNew |
$148K - $178K
|
1.88K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.7K+ 8.95% |
$134K - $161K
|
20.7K
$2.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.47K+ 12.92% |
$116K - $139K
|
12.8K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.41K+ 14.23% |
$111K - $133K
|
11.3K
$1.18M
|