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 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.39KNew |
$109K - $132K
|
1.39K
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
1.33K+ 12.42% |
$105K - $126K
|
12K
$1.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.05K+ 2.74% |
$82.3K - $99.3K
|
39.3K
$4.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
945+ 6.79% |
$74.3K - $89.7K
|
14.9K
$1.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
945+ 6.79% |
$74.3K - $89.7K
|
14.9K
$1.56M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
795+ 40.52% |
$62.5K - $75.4K
|
2.76K
$289K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
714+ 5.81% |
$56.1K - $67.7K
|
13K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
662+ 1379.17% |
$52.1K - $62.8K
|
710
$74.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
640+ 8.05% |
$50.3K - $60.7K
|
8.59K
$901K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
587+ 0.37% |
$46.2K - $55.7K
|
159K
$16.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
556+ 6.63% |
$43.7K - $52.8K
|
8.94K
$937K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
485New |
$38.1K - $46K
|
485
$50.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
483+ 38.86% |
$38K - $45.8K
|
1.73K
$181K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
475+ 2.45% |
$37.4K - $45.1K
|
19.8K
$2.08M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
475+ 18.95% |
$37.4K - $45.1K
|
2.98K
$313K
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
455+ 5.77% |
$35.8K - $43.2K
|
8.35K
$875K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
441+ 7.28% |
$34.7K - $41.8K
|
6.5K
$682K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
431+ 0.22% |
$33.9K - $40.9K
|
195K
$20.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
389+ 13.65% |
$30.6K - $36.9K
|
3.24K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
367+ 1.25% |
$28.9K - $34.8K
|
29.7K
$3.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
352+ 35.85% |
$27.7K - $33.4K
|
1.33K
$140K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
334+ 2.96% |
$26.3K - $31.7K
|
11.6K
$1.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
307+ 1.47% |
$24.1K - $29.1K
|
21.2K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
297New |
$23.4K - $28.2K
|
297
$31.1K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
289+ 0.91% |
$22.7K - $27.4K
|
31.9K
$3.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
261+ 4.15% |
$20.5K - $24.8K
|
6.55K
$686K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
255New |
$20.1K - $24.2K
|
255
$26.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
252+ 21.07% |
$19.8K - $23.9K
|
1.45K
$152K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
238+ 1.4% |
$18.7K - $22.6K
|
17.2K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
236+ 0.87% |
$18.6K - $22.4K
|
27.2K
$2.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
230New |
$18.1K - $21.8K
|
230
$24.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
230New |
$18.1K - $21.8K
|
230
$24.1K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
199+ 3.1% |
$15.6K - $18.9K
|
6.62K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
192+ 4.68% |
$15.1K - $18.2K
|
4.3K
$451K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
178+ 4.78% |
$14K - $16.9K
|
3.9K
$409K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
88New |
$6.92K - $8.35K
|
88
$9.23K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
70+ 1.12% |
$5.5K - $6.64K
|
6.35K
$665K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
44+ 0.15% |
$3.46K - $4.17K
|
28.5K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
42+ 0.56% |
$3.3K - $3.98K
|
7.59K
$796K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
42+ 0.02% |
$3.3K - $3.98K
|
204K
$21.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
41+ 256.25% |
$3.22K - $3.89K
|
57
$5.98K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
41+ 0.76% |
$3.22K - $3.89K
|
5.42K
$568K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
40+ 0.28% |
$3.15K - $3.8K
|
14.1K
$1.48M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
27+ 0.77% |
$2.12K - $2.56K
|
3.54K
$371K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
22New |
$1.73K - $2.09K
|
22
$2.31K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.54% |
$1.57K - $1.9K
|
3.74K
$392K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
17+ 0.38% |
$1.34K - $1.61K
|
4.52K
$474K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
16New |
$1.26K - $1.52K
|
16
$1.68K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14+ 0.12% |
$1.1K - $1.33K
|
11.3K
$1.19M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$944 - $1.14K
|
12
$1.26K
|