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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.34KClosed |
$290K - $313K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-241Closed |
$21.3K - $22.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.82KClosed |
$249K - $264K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
120+ 2.75% |
$10.6K - $11.2K
|
4.49K
$500K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-60Closed |
$5.3K - $5.61K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-292Closed |
$25.8K - $27.3K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-58Closed |
$5.12K - $5.42K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Sepio Capital, LP
|
SELL
|
- |
-1.13KClosed |
$100K - $106K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.02KClosed |
$179K - $189K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
220New |
$16.8K - $19.9K
|
220
$24.5K
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.78KClosed |
$749K - $886K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
370New |
$28.3K - $33.5K
|
370
$41.2K
|
|
|
May 06, 2021
Q1 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.15% |
$230 - $272
|
2.02K
$224K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Covington Capital Management
|
SELL
|
- |
-46- 10.55% |
$2.92K - $3.59K
|
390
$43.4K
|
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-19.2KClosed |
$1.22M - $1.5M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-223Closed |
$14.2K - $17.4K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.07KNew |
$131K - $162K
|
2.07K
$230K
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-7Closed |
$413 - $466
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-51Closed |
$3.01K - $3.39K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Nov 16, 2020
Q2 2020
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-9.22KClosed |
$416K - $607K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-43Closed |
$1.94K - $2.83K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-5.46K- 19.99% |
$247K - $359K
|
21.9K
$2.43M
|
|
|
Aug 06, 2020
Q2 2020
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-461Closed |
$20.8K - $30.3K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-358Closed |
$16.2K - $23.6K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.47K- 97.96% |
$183K - $318K
|
93
$10.4K
|
|
|
May 18, 2020
Q1 2020
|
Lake Point Wealth Management
|
SELL
|
- |
-73- 25.35% |
$2.99K - $5.19K
|
215
$23.9K
|
|
|
May 14, 2020
Q1 2020
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-13.3KClosed |
$544K - $945K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.89KNew |
$282K - $490K
|
6.89K
$767K
|
|
|
May 06, 2020
Q1 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-153Closed |
$6.26K - $10.9K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Hollencrest Capital Management
|
SELL
|
- |
-24KClosed |
$982K - $1.71M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-16.8KClosed |
$689K - $1.2M
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.74KClosed |
$112K - $194K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-2.36KClosed |
$96.6K - $168K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
350New |
$22K - $24.4K
|
350
$39K
|
|
|
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-300KClosed |
$18.8M - $20.9M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-335Closed |
$21K - $23.3K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Pacific Financial Group Inc
|
SELL
|
- |
-3.72KClosed |
$233K - $259K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-16Closed |
$1.04K - $1.07K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-60Closed |
$3.89K - $3.99K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-25KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.13KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
68New |
N/A
|
68
$7.57K
|
|
|
Jul 30, 2019
Q2 2019
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.58KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-750Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-258- 4.59% |
N/A
|
5.36K
$597K
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-160Closed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-2.12KClosed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-196Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 1.47% |
N/A
|
69
$7.68K
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6.66KClosed |
N/A
|
0
$0
|
|