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 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.42K- 98.95% |
$505K - $609K
|
68
$7.13K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.86K- 4.0% |
$618K - $746K
|
189K
$19.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.59K- 6.51% |
$675K - $815K
|
123K
$12.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-9.69K- 9.58% |
$762K - $919K
|
91.4K
$9.59M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.7K- 11.72% |
$997K - $1.2M
|
95.4K
$10M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.8K- 6.24% |
$1.32M - $1.6M
|
253K
$26.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.1K- 13.82% |
$1.35M - $1.63M
|
107K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.5K- 34.86% |
$1.37M - $1.66M
|
32.6K
$3.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.4K- 26.63% |
$1.45M - $1.74M
|
50.6K
$5.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-37.9K- 15.75% |
$2.98M - $3.6M
|
203K
$21.3M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-72.9K- 52.2% |
$5.74M - $6.92M
|
66.8K
$7M
|