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 |
|---|---|---|---|---|---|---|---|
|
Sep 19, 2025
Q2 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-1.97K- 11.48% |
$171K - $207K
|
15.2K
$1.69M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.61K+ 7.08% |
$659K - $799K
|
115K
$12.8M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
4.42KNew |
$382K - $464K
|
4.42K
$492K
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
5.92KNew |
$513K - $622K
|
5.92K
$659K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-488- 46.56% |
$42.3K - $51.2K
|
560
$62.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-139K- 93.24% |
$12M - $14.6M
|
10.1K
$1.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.5K+ 6.42% |
$5.06M - $6.14M
|
969K
$108M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
88+ 3.31% |
$7.62K - $9.24K
|
2.75K
$306K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.4K+ 370.13% |
$1.68M - $2.03M
|
24.6K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
5.01KNew |
$434K - $526K
|
5.01K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.57K+ 5.28% |
$309K - $375K
|
71.1K
$7.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.81K- 49.45% |
$416K - $505K
|
4.92K
$547K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
643K+ 75.38% |
$55.7M - $67.5M
|
1.5M
$167M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.6K+ 8.83% |
$1.43M - $1.74M
|
204K
$22.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
11KNew |
$954K - $1.16M
|
11K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.58K- 58.16% |
$396K - $480K
|
3.29K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.04K- 0.44% |
$90.4K - $110K
|
238K
$26.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4KNew |
$346K - $420K
|
4K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
410+ 1.83% |
$35.5K - $43K
|
22.9K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-889- 23.59% |
$77K - $93.3K
|
2.88K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
433+ 2.11% |
$37.5K - $45.5K
|
20.9K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.85K+ 6.38% |
$593K - $719K
|
114K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
128K+ 14.94% |
$11.1M - $13.4M
|
983K
$109M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.2K+ 104.43% |
$1.06M - $1.28M
|
23.9K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-193K- 14.06% |
$16.7M - $20.3M
|
1.18M
$131M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
80+ 0.21% |
$6.93K - $8.4K
|
38.2K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.14K- 17.68% |
$98.9K - $120K
|
5.32K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9+ 0.38% |
$779 - $945
|
2.37K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-941- 1.19% |
$81.5K - $98.8K
|
77.8K
$8.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.55K+ 46.0% |
$221K - $268K
|
8.09K
$901K
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.94KNew |
$168K - $203K
|
1.94K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-446- 21.13% |
$38.6K - $46.8K
|
1.67K
$185K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.91K+ 10.33% |
$338K - $410K
|
41.8K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.41K+ 1.75% |
$468K - $567K
|
314K
$34.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
120+ 1.73% |
$10.4K - $12.6K
|
7.04K
$783K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
183+ 4.56% |
$15.8K - $19.2K
|
4.2K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.91KNew |
$512K - $620K
|
5.91K
$658K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.3K+ 16.99% |
$2.88M - $3.5M
|
229K
$25.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.28K+ 6.62% |
$197K - $239K
|
36.7K
$4.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
55.6K+ 1064.34% |
$4.81M - $5.83M
|
60.8K
$6.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
903+ 10.75% |
$78.2K - $94.8K
|
9.31K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.31KNew |
$200K - $243K
|
2.31K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-498- 4.39% |
$43.1K - $52.3K
|
10.8K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.83K- 14.65% |
$765K - $927K
|
51.4K
$5.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
387+ 1.35% |
$33.5K - $40.6K
|
29K
$3.23M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
2+ 0.74% |
$173 - $210
|
271
$30.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.49K+ 64.14% |
$129K - $157K
|
3.82K
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-412- 4.86% |
$35.7K - $43.3K
|
8.07K
$899K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.49K- 26.15% |
$129K - $156K
|
4.2K
$468K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-74- 1.15% |
$6.41K - $7.77K
|
6.38K
$710K
|