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 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8- 0.21% |
$775 - $891
|
3.77K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.05K- 42.72% |
$683K - $786K
|
9.46K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.4K+ 16.33% |
$1.39M - $1.6M
|
102K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.71K+ 6.66% |
$650K - $748K
|
107K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.11KNew |
$204K - $235K
|
2.11K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
37+ 0.32% |
$3.58K - $4.12K
|
11.7K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.13K+ 30.88% |
$110K - $126K
|
4.79K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.1K+ 15.38% |
$2.53M - $2.91M
|
196K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.51K- 6.79% |
$243K - $279K
|
34.4K
$3.72M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.35% |
$96.9 - $111
|
285
$30.8K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-130- 1.84% |
$12.6K - $14.5K
|
6.92K
$747K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-437- 46.15% |
$42.3K - $48.7K
|
510
$55.1K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-765- 2.68% |
$74.1K - $85.2K
|
27.8K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.34K+ 205.2% |
$421K - $484K
|
6.46K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-796- 2.04% |
$77.1K - $88.7K
|
38.2K
$4.12M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-2.66KClosed |
$257K - $296K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
73.8K+ 5.68% |
$7.15M - $8.22M
|
1.37M
$148M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7+ 0.13% |
$678 - $780
|
5.22K
$564K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
80+ 3.42% |
$7.75K - $8.91K
|
2.42K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.42K- 35.77% |
$525K - $604K
|
9.73K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.8K+ 6.06% |
$2.69M - $3.09M
|
486K
$52.5M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.8K- 25.35% |
$1.43M - $1.65M
|
43.5K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.74K+ 50.03% |
$169K - $194K
|
5.23K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
134K+ 251.27% |
$13M - $15M
|
188K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1K+ 41.6% |
$1.08M - $1.24M
|
37.9K
$4.09M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
555+ 16.35% |
$53.8K - $61.8K
|
3.95K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-496- 3.89% |
$48K - $55.2K
|
12.3K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10+ 0.16% |
$969 - $1.11K
|
6.45K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
33.3KNew |
$3.22M - $3.71M
|
33.3K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.7K+ 126.67% |
$552K - $635K
|
10.2K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.41K- 13.18% |
$330K - $380K
|
22.4K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.16K+ 124.93% |
$306K - $352K
|
5.69K
$615K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
72New |
$6.97K - $8.02K
|
72
$7.78K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15+ 0.27% |
$1.45K - $1.67K
|
5.54K
$599K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.48K+ 11.95% |
$240K - $276K
|
23.2K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.6K+ 2.07% |
$155K - $178K
|
78.8K
$8.51M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
8.4KNew |
$814K - $936K
|
8.4K
$908K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-294Closed |
$28.5K - $32.7K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
681+ 11.52% |
$66K - $75.9K
|
6.59K
$712K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
225+ 5.17% |
$21.8K - $25.1K
|
4.58K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-221- 6.62% |
$21.4K - $24.6K
|
3.12K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-77.8K- 49.8% |
$7.54M - $8.67M
|
78.5K
$8.47M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
152New |
$14.7K - $16.9K
|
152
$16.4K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-664- 2.27% |
$64.3K - $74K
|
28.6K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.4K+ 6.42% |
$1.4M - $1.61M
|
239K
$25.9M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15- 0.43% |
$1.45K - $1.67K
|
3.47K
$375K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57New |
$5.52K - $6.35K
|
57
$6.16K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
948New |
$91.8K - $106K
|
948
$102K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.04% |
$96.9 - $111
|
2.66K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
392+ 0.58% |
$38K - $43.7K
|
67.5K
$7.29M
|