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 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
3.62KNew |
$313K - $380K
|
3.62K
$402K
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-349- 4.92% |
$30.2K - $36.6K
|
6.75K
$751K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.6K+ 98.34% |
$139K - $168K
|
3.23K
$360K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.54KNew |
$633K - $729K
|
6.54K
$728K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.95KNew |
$188K - $217K
|
1.95K
$217K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-7.05K- 42.72% |
$683K - $786K
|
9.46K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.05K- 42.72% |
$683K - $786K
|
9.46K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-2.66KClosed |
$257K - $296K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.35% |
$96.9 - $111
|
285
$31.7K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
555+ 16.35% |
$53.8K - $61.8K
|
3.95K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
33.3KNew |
$3.22M - $3.71M
|
33.3K
$3.7M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
225+ 5.17% |
$21.8K - $25.1K
|
4.58K
$510K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
72New |
$6.97K - $8.02K
|
72
$8.01K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
152New |
$14.7K - $16.9K
|
152
$16.9K
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-150K- 16.67% |
$14.5M - $16.7M
|
750K
$83.5M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.8K+ 36.51% |
$5.21M - $5.99M
|
201K
$22.4M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$96.9 - $111
|
6.26K
$697K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-60- 0.54% |
$5.81K - $6.68K
|
11K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
183New |
$17.7K - $20.4K
|
183
$20.4K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
325+ 10.68% |
$31.5K - $36.2K
|
3.37K
$375K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-108- 5.02% |
$10.5K - $12K
|
2.04K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
810New |
$78.4K - $90.2K
|
810
$90.2K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.04KNew |
$294K - $339K
|
3.04K
$338K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.9KNew |
$184K - $212K
|
1.9K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
346+ 0.88% |
$33.5K - $38.5K
|
39.6K
$4.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-76- 3.39% |
$7.36K - $8.47K
|
2.16K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-100- 1.49% |
$9.69K - $11.1K
|
6.6K
$734K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-131- 14.19% |
$12.7K - $14.6K
|
792
$88.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-570- 92.23% |
$55.2K - $63.5K
|
48
$5.34K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-245- 7.52% |
$23.7K - $27.3K
|
3.01K
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.03KNew |
$293K - $337K
|
3.03K
$337K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.55KNew |
$247K - $284K
|
2.55K
$284K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
102+ 130.77% |
$9.88K - $11.4K
|
180
$20K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-88- 30.56% |
$8.52K - $9.8K
|
200
$22.3K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
480New |
$50.2K - $55.2K
|
480
$53.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
25+ 0.8% |
$2.61K - $2.88K
|
3.14K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
60New |
$6.27K - $6.9K
|
60
$6.68K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.1K+ 848.07% |
$1.05M - $1.16M
|
11.3K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.87K- 5.31% |
$195K - $215K
|
33.3K
$3.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
442New |
$46.2K - $50.9K
|
442
$49.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.58KNew |
$270K - $297K
|
2.58K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-221- 1.77% |
$23.1K - $25.4K
|
12.3K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
25.7KNew |
$2.68M - $2.95M
|
25.7K
$2.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-308- 7.58% |
$32.2K - $35.4K
|
3.76K
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
142New |
$14.8K - $16.3K
|
142
$15.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
22KNew |
$2.3M - $2.54M
|
22K
$2.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
371New |
$38.8K - $42.7K
|
371
$41.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.53KNew |
$369K - $406K
|
3.53K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
$627 - $690
|
6
$668
|
|