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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
206+ 8.27% |
$20K - $22.9K
|
2.7K
$258K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.87KNew |
$278K - $320K
|
2.87K
$274K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-275- 4.1% |
$26.6K - $30.6K
|
6.43K
$614K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
361+ 3.29% |
$35K - $40.2K
|
11.3K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.9KNew |
$184K - $212K
|
1.9K
$181K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-40K- 31.72% |
$3.87M - $4.46M
|
86.1K
$8.22M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 492.11% |
$169K - $195K
|
2.1K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20+ 71.43% |
$1.94K - $2.23K
|
48
$4.58K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-159- 3.4% |
$15.4K - $17.7K
|
4.52K
$431K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
7+ 0.32% |
$678 - $780
|
2.18K
$208K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$96.9 - $111
|
2.21K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
522+ 3.85% |
$50.6K - $58.1K
|
14.1K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
134+ 5.73% |
$13K - $14.9K
|
2.47K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.83K- 2.31% |
$371K - $427K
|
162K
$15.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.24K+ 2.09% |
$120K - $138K
|
60.3K
$5.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
346+ 0.88% |
$33.5K - $38.5K
|
39.6K
$3.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
844+ 14.76% |
$81.7K - $94K
|
6.56K
$627K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
638+ 2.41% |
$61.8K - $71.1K
|
27.1K
$2.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-572- 9.31% |
$55.4K - $63.7K
|
5.57K
$532K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.18K- 0.86% |
$212K - $243K
|
252K
$24.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.36K+ 7.73% |
$131K - $151K
|
18.9K
$1.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
815+ 27.52% |
$78.9K - $90.8K
|
3.78K
$361K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
13.9KNew |
$1.35M - $1.55M
|
13.9K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.44KNew |
$430K - $495K
|
4.44K
$424K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
139+ 0.18% |
$13.5K - $15.5K
|
77.7K
$7.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-300- 1.04% |
$29.1K - $33.4K
|
28.6K
$2.73M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.43K+ 9.2% |
$913K - $1.05M
|
112K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-45.5K- 13.02% |
$4.4M - $5.06M
|
304K
$29M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-256- 4.28% |
$24.8K - $28.5K
|
5.72K
$546K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.09K+ 11.98% |
$396K - $455K
|
38.2K
$3.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
17+ 0.31% |
$1.65K - $1.89K
|
5.51K
$526K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.01K+ 20.63% |
$97.5K - $112K
|
5.89K
$562K
|
|
|
Apr 25, 2025
Q1 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
5+ 0.22% |
$484 - $557
|
2.27K
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
171+ 1.59% |
$16.6K - $19K
|
10.9K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.35% |
$775 - $891
|
2.28K
$217K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
250+ 3.43% |
$24.2K - $27.8K
|
7.54K
$720K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.32K- 13.53% |
$128K - $147K
|
8.43K
$805K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
65+ 0.19% |
$6.3K - $7.24K
|
34.9K
$3.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-76- 3.39% |
$7.36K - $8.47K
|
2.16K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$678 - $780
|
5.13K
$489K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
254+ 3.01% |
$24.6K - $28.3K
|
8.69K
$829K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-100- 1.49% |
$9.69K - $11.1K
|
6.6K
$630K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-187- 6.04% |
$18.1K - $20.8K
|
2.91K
$278K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-337- 9.41% |
$32.6K - $37.5K
|
3.24K
$310K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-913- 0.88% |
$88.4K - $102K
|
102K
$9.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-131- 14.19% |
$12.7K - $14.6K
|
792
$75.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-572- 9.31% |
$55.4K - $63.7K
|
5.57K
$532K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.46K+ 6.31% |
$335K - $385K
|
58.3K
$5.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.98K+ 74.04% |
$191K - $220K
|
4.65K
$443K
|