Latest Institutional Purchases of Vanguard S&P Mid Cap 400 ETF (IVOO)
This list provides information on the latest institutional transactions involving Vanguard S&P Mid Cap 400 ETF (IVOO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
349KNew |
$36.5M - $40.2M
|
349K
$36.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
292KNew |
$30.5M - $33.6M
|
292K
$30.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
165K+ 10219.81% |
$17.2M - $18.9M
|
166K
$17.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
151K+ 125.21% |
$15.8M - $17.4M
|
272K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
134K+ 21.86% |
$14M - $15.4M
|
746K
$78.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
110KNew |
$11.5M - $12.7M
|
110K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.3K+ 4.95% |
$6.41M - $7.06M
|
1.3M
$136M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
39.1K+ 9.31% |
$4.08M - $4.5M
|
459K
$48.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.3K+ 19.25% |
$3.8M - $4.18M
|
225K
$23.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
36.2KNew |
$3.78M - $4.16M
|
36.2K
$3.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.2KNew |
$3.78M - $4.16M
|
36.2K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
31.9K+ 46.27% |
$3.33M - $3.67M
|
101K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.1K+ 107.1% |
$3.15M - $3.47M
|
58.3K
$6.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
25.7KNew |
$2.68M - $2.95M
|
25.7K
$2.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.5K+ 8.28% |
$2.67M - $2.94M
|
334K
$35.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
22KNew |
$2.3M - $2.54M
|
22K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
20KNew |
$2.09M - $2.31M
|
20K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
20K+ 14.65% |
$2.09M - $2.3M
|
157K
$16.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
17.8K+ 29.98% |
$1.86M - $2.05M
|
77.2K
$8.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.4K+ 1.63% |
$1.71M - $1.89M
|
1.02M
$107M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.1K+ 273.12% |
$1.16M - $1.28M
|
15.1K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.1K+ 848.07% |
$1.05M - $1.16M
|
11.3K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.8K+ 5.47% |
$920K - $1.01M
|
170K
$17.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.47KNew |
$885K - $974K
|
8.47K
$888K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.14K+ 5.81% |
$850K - $936K
|
148K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.62K+ 5.45% |
$796K - $877K
|
147K
$15.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.96K+ 28.71% |
$623K - $686K
|
26.7K
$2.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.92K+ 12.1% |
$618K - $681K
|
54.8K
$5.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.72KNew |
$598K - $658K
|
5.72K
$600K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
5.27K+ 9.92% |
$551K - $607K
|
58.5K
$6.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
4.94K+ 6.79% |
$516K - $568K
|
77.6K
$8.14M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.68KNew |
$489K - $538K
|
4.68K
$491K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.62K+ 3.44% |
$483K - $532K
|
139K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.5KNew |
$470K - $518K
|
4.5K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
4.36KNew |
$455K - $501K
|
4.36K
$457K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
3.73K+ 5.58% |
$390K - $429K
|
70.6K
$7.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.69K+ 26.65% |
$386K - $425K
|
17.5K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.68K+ 6.65% |
$385K - $423K
|
59K
$6.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.63K+ 5.71% |
$379K - $417K
|
67.1K
$7.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.53KNew |
$369K - $406K
|
3.53K
$370K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.49KNew |
$364K - $401K
|
3.49K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.39KNew |
$355K - $391K
|
3.39K
$356K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.34KNew |
$349K - $384K
|
3.34K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.31K+ 39.7% |
$346K - $381K
|
11.7K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3.26KNew |
$341K - $375K
|
3.26K
$342K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.98K+ 9.37% |
$311K - $343K
|
34.8K
$3.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.92K+ 2.9% |
$305K - $335K
|
103K
$10.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.7K+ 136.67% |
$282K - $311K
|
4.68K
$491K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.59K+ 18.33% |
$271K - $298K
|
16.7K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.58KNew |
$270K - $297K
|
2.58K
$271K
|