Latest Institutional Transactions on Vanguard S&P Mid Cap 400 ETF (IVOO)
This table provides information on the latest institutional transactions involving Vanguard S&P Mid Cap 400 ETF (IVOO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8+ 0.31% |
$775 - $891
|
2.6K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.03KNew |
$293K - $337K
|
3.03K
$298K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5+ 0.14% |
$484 - $557
|
3.5K
$345K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.63K+ 162900.0% |
$158K - $181K
|
1.63K
$161K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.55KNew |
$247K - $284K
|
2.55K
$251K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
102+ 130.77% |
$9.88K - $11.4K
|
180
$17.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.02% |
$96.9 - $111
|
4.57K
$451K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-61- 2.16% |
$5.91K - $6.79K
|
2.76K
$272K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-88- 30.56% |
$8.52K - $9.8K
|
200
$19.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.01K+ 2.8% |
$98.1K - $113K
|
37.2K
$3.66M
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.58KNew |
$374K - $412K
|
3.58K
$353K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-68- 2.48% |
$7.11K - $7.83K
|
2.67K
$263K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
23.1KNew |
$2.41M - $2.66M
|
23.1K
$2.28M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
480New |
$50.2K - $55.2K
|
480
$47.3K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
284New |
$29.7K - $32.7K
|
284
$28K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.62K+ 3.44% |
$483K - $532K
|
139K
$13.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
45New |
$4.7K - $5.18K
|
45
$4.43K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.68KNew |
$489K - $538K
|
4.68K
$461K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.31K+ 39.7% |
$346K - $381K
|
11.7K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.49KNew |
$364K - $401K
|
3.49K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-75- 1.95% |
$7.84K - $8.63K
|
3.78K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.39KNew |
$355K - $391K
|
3.39K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.12KNew |
$221K - $244K
|
2.12K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-199- 5.15% |
$20.8K - $22.9K
|
3.66K
$361K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.92K+ 2.9% |
$305K - $335K
|
103K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
25+ 0.8% |
$2.61K - $2.88K
|
3.14K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.3K+ 4.95% |
$6.41M - $7.06M
|
1.3M
$128M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.1K+ 273.12% |
$1.16M - $1.28M
|
15.1K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
134K+ 21.86% |
$14M - $15.4M
|
746K
$73.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.8K+ 5.47% |
$920K - $1.01M
|
170K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.12K+ 79.38% |
$117K - $129K
|
2.53K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
6+ 0.64% |
$627 - $690
|
947
$93.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
60New |
$6.27K - $6.9K
|
60
$5.91K
|
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-19- 0.32% |
$1.99K - $2.19K
|
5.87K
$578K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.98K- 3.27% |
$311K - $343K
|
88K
$8.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-18- 0.76% |
$1.88K - $2.07K
|
2.34K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.4K+ 1.63% |
$1.71M - $1.89M
|
1.02M
$101M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
20K+ 14.65% |
$2.09M - $2.3M
|
157K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7+ 0.13% |
$732 - $806
|
5.53K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
542+ 1.94% |
$56.6K - $62.4K
|
28.5K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.01K- 11.6% |
$733K - $807K
|
53.4K
$5.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
110KNew |
$11.5M - $12.7M
|
110K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.58KNew |
$270K - $297K
|
2.58K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
442New |
$46.2K - $50.9K
|
442
$43.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-89- 1.49% |
$9.3K - $10.2K
|
5.87K
$578K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
349KNew |
$36.5M - $40.2M
|
349K
$34.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.48K- 3.8% |
$259K - $285K
|
62.8K
$6.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-17.4K- 27.08% |
$1.82M - $2.01M
|
47K
$4.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
350New |
$36.6K - $40.3K
|
350
$34.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.5KNew |
$470K - $518K
|
4.5K
$443K
|
|