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 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.03K+ 42.42% |
$197K - $226K
|
6.83K
$716K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-6.27K- 5.69% |
$607K - $698K
|
104K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5.75K- 31.46% |
$557K - $640K
|
12.5K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
SELL
|
PUT |
-100- 50.0% |
$9.69K - $11.1K
|
100
$10.5K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-108- 5.02% |
$10.5K - $12K
|
2.04K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
409+ 5.48% |
$39.6K - $45.6K
|
7.87K
$825K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.37K- 7.2% |
$811K - $933K
|
108K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
325+ 10.68% |
$31.5K - $36.2K
|
3.37K
$353K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
10+ 0.34% |
$969 - $1.11K
|
2.99K
$313K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
183New |
$17.7K - $20.4K
|
183
$19.2K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
44+ 0.64% |
$4.26K - $4.9K
|
6.95K
$729K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
16+ 0.23% |
$1.55K - $1.78K
|
7.01K
$736K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 0.07% |
$2.61K - $3.01K
|
39.7K
$4.16M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-449- 8.88% |
$43.5K - $50K
|
4.61K
$484K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-10.7K- 22.83% |
$1.04M - $1.19M
|
36.3K
$3.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-42K- 12.58% |
$4.07M - $4.68M
|
292K
$30.7M
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-5.36K- 47.84% |
$519K - $597K
|
5.85K
$613K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-592- 1.64% |
$57.3K - $65.9K
|
35.6K
$3.73M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.8K- 21.4% |
$2.98M - $3.43M
|
113K
$11.9M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-182- 0.79% |
$17.6K - $20.3K
|
22.9K
$2.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
177+ 1.65% |
$17.1K - $19.7K
|
10.9K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2K- 93.95% |
$194K - $223K
|
129
$13.5K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.91K+ 48.65% |
$282K - $324K
|
8.88K
$932K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-152- 0.68% |
$14.7K - $16.9K
|
22.2K
$2.33M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
438+ 12.25% |
$42.4K - $48.8K
|
4.01K
$421K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.5K- 3.31% |
$145K - $167K
|
43.8K
$4.6M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
272+ 6.02% |
$26.3K - $30.3K
|
4.79K
$502K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-150- 4.67% |
$14.5K - $16.7K
|
3.07K
$322K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-966- 0.7% |
$93.6K - $108K
|
138K
$14.5M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
810New |
$78.4K - $90.2K
|
810
$85K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.04KNew |
$294K - $339K
|
3.04K
$319K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8+ 0.24% |
$775 - $891
|
3.32K
$348K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
206+ 8.27% |
$20K - $22.9K
|
2.7K
$283K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.87KNew |
$278K - $320K
|
2.87K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
361+ 3.29% |
$35K - $40.2K
|
11.3K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.9KNew |
$184K - $212K
|
1.9K
$199K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-40K- 31.72% |
$3.87M - $4.46M
|
86.1K
$9.03M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 492.11% |
$169K - $195K
|
2.1K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20+ 71.43% |
$1.94K - $2.23K
|
48
$5.04K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-275- 4.1% |
$26.6K - $30.6K
|
6.43K
$675K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-159- 3.4% |
$15.4K - $17.7K
|
4.52K
$474K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
7+ 0.32% |
$678 - $780
|
2.18K
$228K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$96.9 - $111
|
2.21K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
522+ 3.85% |
$50.6K - $58.1K
|
14.1K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
134+ 5.73% |
$13K - $14.9K
|
2.47K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.83K- 2.31% |
$371K - $427K
|
162K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
346+ 0.88% |
$33.5K - $38.5K
|
39.6K
$4.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.24K+ 2.09% |
$120K - $138K
|
60.3K
$6.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
844+ 14.76% |
$81.7K - $94K
|
6.56K
$689K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
638+ 2.41% |
$61.8K - $71.1K
|
27.1K
$2.85M
|