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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
355+ 9.4% |
$30.7K - $37.2K
|
4.13K
$433K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7+ 0.27% |
$606 - $734
|
2.61K
$274K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.14K+ 3.07% |
$98.8K - $120K
|
38.3K
$4.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
133+ 1.03% |
$11.5K - $14K
|
13.1K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
485+ 13.87% |
$42K - $50.9K
|
3.98K
$418K
|
|
|
Jul 14, 2025
Q2 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
201+ 8.87% |
$17.4K - $21.1K
|
2.47K
$259K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.02% |
$86.6 - $105
|
4.57K
$480K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-2.78K- 49.93% |
$241K - $292K
|
2.79K
$293K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-432- 9.3% |
$37.4K - $45.3K
|
4.21K
$442K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
405New |
$35.1K - $42.5K
|
405
$42.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
3.62KNew |
$313K - $379K
|
3.62K
$379K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-349- 4.92% |
$30.2K - $36.6K
|
6.75K
$708K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.6K+ 98.34% |
$139K - $168K
|
3.23K
$339K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-23.5K- 90.99% |
$2.27M - $2.62M
|
2.33K
$244K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-280- 21.08% |
$27.1K - $31.2K
|
1.05K
$110K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
37+ 0.32% |
$3.58K - $4.12K
|
11.7K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-114K- 11.16% |
$11.1M - $12.7M
|
910K
$95.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
73.8K+ 5.68% |
$7.15M - $8.22M
|
1.37M
$144M
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
153+ 0.22% |
$14.8K - $17K
|
70.7K
$7.42M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8- 0.21% |
$775 - $891
|
3.77K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.05K- 42.72% |
$683K - $786K
|
9.46K
$992K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.4K+ 16.33% |
$1.39M - $1.6M
|
102K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.71K+ 6.66% |
$650K - $748K
|
107K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.11KNew |
$204K - $235K
|
2.11K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.13K+ 30.88% |
$110K - $126K
|
4.79K
$503K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.1K+ 15.38% |
$2.53M - $2.91M
|
196K
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.51K- 6.79% |
$243K - $279K
|
34.4K
$3.61M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.35% |
$96.9 - $111
|
285
$29.9K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-130- 1.84% |
$12.6K - $14.5K
|
6.92K
$726K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-437- 46.15% |
$42.3K - $48.7K
|
510
$53.5K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-765- 2.68% |
$74.1K - $85.2K
|
27.8K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.34K+ 205.2% |
$421K - $484K
|
6.46K
$678K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-792- 3.72% |
$76.7K - $88.2K
|
20.5K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-796- 2.04% |
$77.1K - $88.7K
|
38.2K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-2.66KClosed |
$257K - $296K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7+ 0.13% |
$678 - $780
|
5.22K
$548K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.95K+ 41.56% |
$673K - $774K
|
23.7K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
33.3KNew |
$3.22M - $3.71M
|
33.3K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
80+ 3.42% |
$7.75K - $8.91K
|
2.42K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.42K- 35.77% |
$525K - $604K
|
9.73K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.8K+ 6.06% |
$2.69M - $3.09M
|
486K
$51M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.8K- 25.35% |
$1.43M - $1.65M
|
43.5K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.74K+ 50.03% |
$169K - $194K
|
5.23K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
134K+ 251.27% |
$13M - $15M
|
188K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1K+ 41.6% |
$1.08M - $1.24M
|
37.9K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
555+ 16.35% |
$53.8K - $61.8K
|
3.95K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-496- 3.89% |
$48K - $55.2K
|
12.3K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-76- 0.67% |
$7.36K - $8.47K
|
11.3K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.7K+ 126.67% |
$552K - $635K
|
10.2K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10+ 0.16% |
$969 - $1.11K
|
6.45K
$677K
|
|