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 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
234+ 7.51% |
$20.3K - $24.6K
|
3.35K
$373K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-6- 12.5% |
$519 - $630
|
42
$4.67K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
106+ 0.07% |
$9.18K - $11.1K
|
150K
$16.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-16.8K- 21.38% |
$1.45M - $1.76M
|
61.7K
$6.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-420- 12.95% |
$36.4K - $44.1K
|
2.82K
$314K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.6K- 7.97% |
$745K - $903K
|
99.3K
$11.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
6.85K+ 9.69% |
$593K - $719K
|
77.6K
$8.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
431+ 1.21% |
$37.3K - $45.2K
|
36K
$4.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
26+ 7.43% |
$2.25K - $2.73K
|
376
$41.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
29.6K+ 212.72% |
$2.56M - $3.11M
|
43.5K
$4.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
70+ 2.45% |
$6.06K - $7.35K
|
2.93K
$326K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-15- 0.72% |
$1.3K - $1.57K
|
2.07K
$231K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
25+ 0.82% |
$2.16K - $2.62K
|
3.09K
$344K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
132+ 53.66% |
$11.4K - $13.9K
|
378
$42.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.64K+ 13.36% |
$142K - $172K
|
13.9K
$1.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-35- 77.78% |
$3.03K - $3.67K
|
10
$1.11K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$606 - $735
|
5.13K
$571K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.93KNew |
$167K - $203K
|
1.93K
$215K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-855- 10.14% |
$74K - $89.8K
|
7.58K
$843K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
159K+ 41.68% |
$13.7M - $16.7M
|
539K
$60M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
124+ 96.12% |
$10.7K - $13K
|
253
$28.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.03K+ 70.72% |
$176K - $213K
|
4.9K
$545K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.05% |
$86.6 - $105
|
2.03K
$226K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-135K- 98.3% |
$11.7M - $14.2M
|
2.34K
$260K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 67.53% |
$4.5K - $5.46K
|
129
$14.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-626- 6.51% |
$54.2K - $65.7K
|
8.99K
$1M
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-1.22K- 1.17% |
$105K - $128K
|
103K
$11.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-67- 0.61% |
$5.8K - $7.03K
|
10.8K
$1.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
BUY
|
- |
226+ 3.87% |
$19.6K - $23.7K
|
6.07K
$676K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
4+ 0.04% |
$346 - $420
|
9.87K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
SELL
|
CALL |
-100- 3.23% |
$8.66K - $10.5K
|
3K
$334K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8+ 0.24% |
$693 - $840
|
3.33K
$370K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2KNew |
$173K - $210K
|
2K
$223K
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-24.4K- 28.34% |
$2.11M - $2.56M
|
61.7K
$6.87M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.69K+ 1.86% |
$406K - $492K
|
257K
$28.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.39K+ 4.28% |
$380K - $460K
|
107K
$11.9M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
19.3K+ 17.27% |
$1.67M - $2.03M
|
131K
$14.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2KNew |
$173K - $210K
|
2K
$223K
|
|
|
Jul 30, 2025
Q2 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.46K- 31.4% |
$126K - $153K
|
3.19K
$355K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-79- 0.53% |
$6.84K - $8.29K
|
14.8K
$1.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.7KNew |
$1.19M - $1.44M
|
13.7K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
2.47K+ 43.17% |
$214K - $259K
|
8.19K
$911K
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
SELL
|
- |
-2.64K- 13.18% |
$228K - $277K
|
17.4K
$1.93M
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-21.3K- 58.62% |
$1.84M - $2.23M
|
15K
$1.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
389+ 8.13% |
$33.7K - $40.8K
|
5.18K
$576K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-615- 13.61% |
$53.2K - $64.6K
|
3.91K
$435K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
78New |
$6.75K - $8.19K
|
78
$8.68K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-234- 3.43% |
$20.3K - $24.6K
|
6.59K
$734K
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
SELL
|
- |
-298K- 98.07% |
$25.8M - $31.3M
|
5.87K
$653K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-1.29K- 6.83% |
$112K - $136K
|
17.6K
$1.96M
|