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 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$89.4K - $110K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.41KNew |
$105K - $129K
|
1.41K
$150K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.39KClosed |
$103K - $127K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.2KClosed |
$238K - $293K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.33KClosed |
$173K - $213K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.23K- 82.22% |
$166K - $204K
|
481
$51.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-16- 0.58% |
$1.19K - $1.46K
|
2.76K
$294K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.07K+ 80.06% |
$79.8K - $98.1K
|
2.41K
$257K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-3- 0.13% |
$223 - $274
|
2.3K
$245K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-20Closed |
$1.49K - $1.83K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-268Closed |
$20K - $24.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-265Closed |
$22.5K - $25.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
55New |
$4.68K - $5.31K
|
55
$5.87K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
285New |
$24.2K - $27.5K
|
285
$30.4K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-23Closed |
$1.96K - $2.22K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-11Closed |
$935 - $1.06K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11New |
$935 - $1.06K
|
11
$1.17K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-70Closed |
$5.95K - $6.76K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
166+ 178.49% |
$14.1K - $16K
|
259
$27.6K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.46KClosed |
$124K - $141K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
SELL
|
- |
-1.08KClosed |
$91.7K - $104K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-1.67KClosed |
$142K - $161K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.7KClosed |
$333K - $364K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.43KClosed |
$488K - $533K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-39Closed |
$3.51K - $3.84K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-78Closed |
$7.02K - $7.67K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-23Closed |
$2.07K - $2.26K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-175Closed |
$15.2K - $16.4K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-3.34KClosed |
$290K - $313K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-241Closed |
$21.3K - $22.5K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.82KClosed |
$249K - $264K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
120+ 2.75% |
$10.6K - $11.2K
|
4.49K
$479K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-60Closed |
$5.3K - $5.61K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-292Closed |
$25.8K - $27.3K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-58Closed |
$5.12K - $5.42K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Sepio Capital, LP
|
SELL
|
- |
-1.13KClosed |
$100K - $106K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.02KClosed |
$179K - $189K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
220New |
$16.8K - $19.9K
|
220
$23.5K
|
|
|
May 14, 2021
Q1 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.78KClosed |
$749K - $886K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.15% |
$230 - $272
|
2.02K
$215K
|
|
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
370New |
$28.3K - $33.5K
|
370
$39.5K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Covington Capital Management
|
SELL
|
- |
-46- 10.55% |
$2.92K - $3.59K
|
390
$41.6K
|
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-19.2KClosed |
$1.22M - $1.5M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-223Closed |
$14.2K - $17.4K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.07KNew |
$131K - $162K
|
2.07K
$221K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
3.59KNew |
$228K - $280K
|
3.59K
$383K
|
|
| Q3 2020 | |||||||
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-7Closed |
$413 - $466
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-51Closed |
$3.01K - $3.39K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Nov 16, 2020
Q2 2020
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-9.22KClosed |
$416K - $607K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-5.46K- 19.99% |
$247K - $359K
|
21.9K
$2.33M
|
|