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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
643K+ 75.38% |
$55.7M - $67.5M
|
1.5M
$167M
|
|
|
Aug 08, 2025
Q2 2025
|
Starr Indemnity & Liability CO
New York, NY |
BUY
|
- |
364KNew |
$31.5M - $38.2M
|
364K
$40.5M
|
|
|
Aug 08, 2025
Q2 2025
|
C V Starr & CO Inc
New York, NY |
BUY
|
- |
227KNew |
$19.7M - $23.9M
|
227K
$25.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
159K+ 41.68% |
$13.7M - $16.7M
|
539K
$60M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
128K+ 14.94% |
$11.1M - $13.4M
|
983K
$109M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.5K+ 6.42% |
$5.06M - $6.14M
|
969K
$108M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
55.6K+ 1064.34% |
$4.81M - $5.83M
|
60.8K
$6.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
55.5K+ 1249.18% |
$4.81M - $5.83M
|
59.9K
$6.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
47.8K+ 9.84% |
$4.14M - $5.02M
|
534K
$59.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.3K+ 16.99% |
$2.88M - $3.5M
|
229K
$25.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
29.6K+ 212.72% |
$2.56M - $3.11M
|
43.5K
$4.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
23.5K+ 270.48% |
$2.03M - $2.47M
|
32.2K
$3.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
20.6KNew |
$1.78M - $2.16M
|
20.6K
$2.29M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19.4K+ 370.13% |
$1.68M - $2.03M
|
24.6K
$2.74M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
19.3K+ 17.27% |
$1.67M - $2.03M
|
131K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.6K+ 8.83% |
$1.43M - $1.74M
|
204K
$22.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
16.5K+ 27.36% |
$1.43M - $1.73M
|
76.8K
$8.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.7KNew |
$1.19M - $1.44M
|
13.7K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.2K+ 104.43% |
$1.06M - $1.28M
|
23.9K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
11KNew |
$954K - $1.16M
|
11K
$1.23M
|
|
|
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
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
8.08KNew |
$699K - $848K
|
8.08K
$899K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.61K+ 7.08% |
$659K - $799K
|
115K
$12.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.13KNew |
$618K - $749K
|
7.13K
$794K
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
7.08K+ 24.74% |
$613K - $743K
|
35.7K
$3.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.85K+ 6.38% |
$593K - $719K
|
114K
$12.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
6.85K+ 9.69% |
$593K - $719K
|
77.6K
$8.63M
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
5.92KNew |
$513K - $622K
|
5.92K
$659K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.91KNew |
$512K - $620K
|
5.91K
$658K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.82K+ 15.24% |
$504K - $611K
|
44K
$4.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.6K+ 1.92% |
$485K - $588K
|
298K
$33.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.41K+ 1.75% |
$468K - $567K
|
314K
$34.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
5.01KNew |
$434K - $526K
|
5.01K
$558K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5K+ 8.58% |
$433K - $525K
|
63.3K
$7.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.69K+ 1.86% |
$406K - $492K
|
257K
$28.6M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
4.42KNew |
$382K - $464K
|
4.42K
$492K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.41K+ 15.9% |
$382K - $463K
|
32.2K
$3.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.39K+ 4.28% |
$380K - $460K
|
107K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
4KNew |
$346K - $420K
|
4K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.91K+ 10.33% |
$338K - $410K
|
41.8K
$4.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
3.62KNew |
$313K - $380K
|
3.62K
$402K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.57K+ 5.28% |
$309K - $375K
|
71.1K
$7.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.48K+ 14.71% |
$302K - $366K
|
27.2K
$3.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
3.13KNew |
$271K - $328K
|
3.13K
$348K
|
|
|
Jul 24, 2025
Q2 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.87K+ 3.7% |
$249K - $302K
|
80.6K
$8.97M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.78K+ 7.0% |
$241K - $292K
|
42.5K
$4.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.55K+ 46.0% |
$221K - $268K
|
8.09K
$901K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
2.47K+ 43.17% |
$214K - $259K
|
8.19K
$911K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.47K+ 260.02% |
$213K - $259K
|
3.41K
$380K
|