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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.8K+ 9.84% |
$4.14M - $5.02M
|
534K
$59.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
341+ 9.82% |
$29.5K - $35.8K
|
3.81K
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-48- 8.41% |
$4.16K - $5.04K
|
523
$58.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
55.5K+ 1249.18% |
$4.81M - $5.83M
|
59.9K
$6.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-26- 8.84% |
$2.25K - $2.73K
|
268
$29.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-2.78K- 49.93% |
$241K - $292K
|
2.79K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-100- 0.43% |
$8.66K - $10.5K
|
23.1K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-438- 18.08% |
$37.9K - $46K
|
1.98K
$221K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
71New |
$6.15K - $7.45K
|
71
$7.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-359- 9.08% |
$31.1K - $37.7K
|
3.59K
$400K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.6K- 25.49% |
$225K - $273K
|
7.6K
$846K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
471+ 9.83% |
$40.8K - $49.4K
|
5.26K
$586K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.48K- 9.17% |
$474K - $575K
|
54.3K
$6.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.6K+ 1.92% |
$485K - $588K
|
298K
$33.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.47K+ 260.02% |
$213K - $259K
|
3.41K
$380K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.1K- 22.93% |
$1.13M - $1.37M
|
43.9K
$4.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
929+ 83.54% |
$80.4K - $97.5K
|
2.04K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-78- 0.16% |
$6.75K - $8.19K
|
49.5K
$5.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-238- 12.22% |
$20.6K - $25K
|
1.71K
$190K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.41K+ 207.94% |
$122K - $148K
|
2.09K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-686- 80.14% |
$59.4K - $72K
|
170
$18.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
557New |
$48.2K - $58.5K
|
557
$62K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
484+ 7.34% |
$41.9K - $50.8K
|
7.08K
$788K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-19.5K- 19.01% |
$1.68M - $2.04M
|
82.9K
$9.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-265- 24.88% |
$22.9K - $27.8K
|
800
$89K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-63- 0.58% |
$5.45K - $6.61K
|
10.9K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-12- 0.2% |
$1.04K - $1.26K
|
5.91K
$658K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
2.04KNew |
$177K - $214K
|
2.04K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-61- 13.01% |
$5.28K - $6.4K
|
408
$45.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-20- 3.92% |
$1.73K - $2.1K
|
490
$54.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.12K- 2.56% |
$97.3K - $118K
|
42.7K
$4.75M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-84- 4.05% |
$7.27K - $8.82K
|
1.99K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.5K+ 6.74% |
$130K - $157K
|
23.7K
$2.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.21K+ 16.49% |
$192K - $232K
|
15.6K
$1.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 92.98% |
$4.59K - $5.56K
|
110
$12.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-45.7K- 23.85% |
$3.95M - $4.79M
|
146K
$16.2M
|
|
|
Aug 08, 2025
Q2 2025
|
C V Starr & CO Inc
New York, NY |
BUY
|
- |
227KNew |
$19.7M - $23.9M
|
227K
$25.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Starr Indemnity & Liability CO
New York, NY |
BUY
|
- |
364KNew |
$31.5M - $38.2M
|
364K
$40.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27+ 0.3% |
$2.34K - $2.83K
|
8.91K
$992K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-62- 0.05% |
$5.37K - $6.51K
|
113K
$12.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
458+ 1.05% |
$39.7K - $48.1K
|
44K
$4.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.41K+ 15.9% |
$382K - $463K
|
32.2K
$3.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
155+ 3.42% |
$13.4K - $16.3K
|
4.68K
$521K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-388- 5.53% |
$33.6K - $40.7K
|
6.63K
$737K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
8.08KNew |
$699K - $848K
|
8.08K
$899K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.57K- 2.82% |
$396K - $480K
|
158K
$17.6M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10+ 0.34% |
$866 - $1.05K
|
3K
$333K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
8+ 0.37% |
$693 - $840
|
2.18K
$243K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.97KNew |
$171K - $207K
|
1.97K
$219K
|