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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.78K+ 7.0% |
$241K - $292K
|
42.5K
$4.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.13KNew |
$618K - $749K
|
7.13K
$794K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-780- 26.67% |
$67.5K - $81.9K
|
2.15K
$239K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-40- 1.92% |
$3.46K - $4.2K
|
2.04K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-404- 16.35% |
$35K - $42.4K
|
2.07K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.9K- 90.39% |
$165K - $199K
|
202
$22.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
211+ 3.21% |
$18.3K - $22.2K
|
6.77K
$754K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-200- 44.35% |
$17.3K - $21K
|
251
$27.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-435- 6.32% |
$37.7K - $45.7K
|
6.45K
$718K
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.87K+ 3.7% |
$249K - $302K
|
80.6K
$8.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.37% |
$86.6 - $105
|
269
$29.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
BUY
|
- |
9+ 0.16% |
$779 - $945
|
5.52K
$614K
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
16.5K+ 27.36% |
$1.43M - $1.73M
|
76.8K
$8.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7+ 0.31% |
$606 - $735
|
2.28K
$254K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-478- 4.24% |
$41.4K - $50.2K
|
10.8K
$1.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
SELL
|
- |
-633- 23.46% |
$54.8K - $66.5K
|
2.07K
$230K
|
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-465- 2.03% |
$40.3K - $48.8K
|
22.5K
$2.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
23.5K+ 270.48% |
$2.03M - $2.47M
|
32.2K
$3.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-115- 2.49% |
$9.96K - $12.1K
|
4.5K
$500K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
20.6KNew |
$1.78M - $2.16M
|
20.6K
$2.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 472.49% |
$906K - $1.1M
|
12.7K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
8.58K+ 6.49% |
$743K - $901K
|
141K
$15.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
3.13KNew |
$271K - $328K
|
3.13K
$348K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
153+ 3.55% |
$13.2K - $16.1K
|
4.46K
$497K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.77K- 46.98% |
$239K - $290K
|
3.12K
$347K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.48K+ 14.71% |
$302K - $366K
|
27.2K
$3.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.82K+ 15.24% |
$504K - $611K
|
44K
$4.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
84+ 3.05% |
$7.27K - $8.82K
|
2.84K
$316K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
85+ 1.13% |
$7.36K - $8.92K
|
7.62K
$848K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-357- 5.14% |
$30.9K - $37.5K
|
6.59K
$734K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.74K- 24.86% |
$584K - $708K
|
20.4K
$2.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
7.08K+ 24.74% |
$613K - $743K
|
35.7K
$3.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-355- 5.52% |
$30.7K - $37.3K
|
6.08K
$676K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5K+ 8.58% |
$433K - $525K
|
63.3K
$7.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.97KNew |
$170K - $207K
|
1.97K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.05K+ 7.46% |
$90.9K - $110K
|
15.1K
$1.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
10+ 0.34% |
$866 - $1.05K
|
2.92K
$325K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-183- 1.46% |
$15.8K - $19.2K
|
12.3K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
318+ 0.91% |
$27.5K - $33.4K
|
35.2K
$3.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.14K+ 3.07% |
$98.8K - $120K
|
38.3K
$4.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-429- 2.44% |
$37.1K - $45K
|
17.2K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
355+ 9.4% |
$30.7K - $37.3K
|
4.13K
$460K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7+ 0.27% |
$606 - $735
|
2.61K
$290K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
133+ 1.03% |
$11.5K - $14K
|
13.1K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.02% |
$86.6 - $105
|
4.57K
$509K
|
|
|
Jul 14, 2025
Q2 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
201+ 8.87% |
$17.4K - $21.1K
|
2.47K
$274K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
485+ 13.87% |
$42K - $50.9K
|
3.98K
$443K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-2.78K- 49.93% |
$241K - $292K
|
2.79K
$311K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-432- 9.3% |
$37.4K - $45.4K
|
4.21K
$469K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
405New |
$35.1K - $42.5K
|
405
$45.1K
|