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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-572- 9.31% |
$55.4K - $63.7K
|
5.57K
$585K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.18K- 0.86% |
$212K - $243K
|
252K
$26.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.36K+ 7.73% |
$131K - $151K
|
18.9K
$1.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
13.9KNew |
$1.35M - $1.55M
|
13.9K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.44KNew |
$430K - $495K
|
4.44K
$466K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
139+ 0.18% |
$13.5K - $15.5K
|
77.7K
$8.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-300- 1.04% |
$29.1K - $33.4K
|
28.6K
$3M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.43K+ 9.2% |
$913K - $1.05M
|
112K
$11.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-45.5K- 13.02% |
$4.4M - $5.06M
|
304K
$31.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-256- 4.28% |
$24.8K - $28.5K
|
5.72K
$600K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.09K+ 11.98% |
$396K - $455K
|
38.2K
$4.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.01K+ 20.63% |
$97.5K - $112K
|
5.89K
$618K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
17+ 0.31% |
$1.65K - $1.89K
|
5.51K
$578K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
250+ 3.43% |
$24.2K - $27.8K
|
7.54K
$791K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8+ 0.35% |
$775 - $891
|
2.28K
$239K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
171+ 1.59% |
$16.6K - $19K
|
10.9K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.32K- 13.53% |
$128K - $147K
|
8.43K
$885K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
65+ 0.19% |
$6.3K - $7.24K
|
34.9K
$3.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-913- 0.88% |
$88.4K - $102K
|
102K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-76- 3.39% |
$7.36K - $8.47K
|
2.16K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$678 - $780
|
5.13K
$538K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
254+ 3.01% |
$24.6K - $28.3K
|
8.69K
$911K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-100- 1.49% |
$9.69K - $11.1K
|
6.6K
$692K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-187- 6.04% |
$18.1K - $20.8K
|
2.91K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-337- 9.41% |
$32.6K - $37.5K
|
3.24K
$340K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-131- 14.19% |
$12.7K - $14.6K
|
792
$83.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.46K+ 6.31% |
$335K - $385K
|
58.3K
$6.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-62- 0.89% |
$6K - $6.91K
|
6.89K
$723K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
151+ 1.55% |
$14.6K - $16.8K
|
9.87K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-883- 8.41% |
$85.5K - $98.4K
|
9.62K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-570- 92.23% |
$55.2K - $63.5K
|
48
$5.04K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-245- 7.52% |
$23.7K - $27.3K
|
3.01K
$316K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
6.78K+ 5.41% |
$657K - $755K
|
132K
$13.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.03KNew |
$293K - $337K
|
3.03K
$317K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.55KNew |
$247K - $284K
|
2.55K
$268K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-61- 2.16% |
$5.91K - $6.79K
|
2.76K
$289K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
102+ 130.77% |
$9.88K - $11.4K
|
180
$18.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-88- 30.56% |
$8.52K - $9.8K
|
200
$21K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.1K- 16.94% |
$1.89M - $2.08M
|
88.7K
$9.3M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
480New |
$50.2K - $55.2K
|
480
$50.4K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.68KNew |
$489K - $538K
|
4.68K
$491K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
45New |
$4.7K - $5.18K
|
45
$4.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
25+ 0.8% |
$2.61K - $2.88K
|
3.14K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
60New |
$6.27K - $6.9K
|
60
$6.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
350New |
$36.6K - $40.3K
|
350
$36.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.58KNew |
$270K - $297K
|
2.58K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
442New |
$46.2K - $50.9K
|
442
$46.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.87K- 5.31% |
$195K - $215K
|
33.3K
$3.49M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.1K+ 848.07% |
$1.05M - $1.16M
|
11.3K
$1.18M
|
|