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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.97KNew |
$191K - $209K
|
1.97K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.97KNew |
$191K - $209K
|
1.97K
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.94KNew |
$188K - $206K
|
1.94K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.94KNew |
$188K - $206K
|
1.94K
$207K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.94KNew |
$188K - $206K
|
1.94K
$207K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.9KNew |
$184K - $202K
|
1.9K
$203K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.78K+ 3.79% |
$173K - $189K
|
48.9K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.71K+ 25.08% |
$166K - $182K
|
8.53K
$911K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.47K+ 57.43% |
$143K - $156K
|
4.03K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.39K+ 46.63% |
$135K - $148K
|
4.38K
$467K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.34K+ 10.44% |
$130K - $142K
|
14.1K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.26K+ 22.42% |
$122K - $134K
|
6.88K
$734K
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
1.17K+ 2.24% |
$113K - $124K
|
53.2K
$5.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
982+ 1.55% |
$95.3K - $104K
|
64.4K
$6.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
907+ 14.96% |
$88K - $96.2K
|
6.97K
$744K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
794+ 26.45% |
$77.1K - $84.2K
|
3.8K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
783+ 2.34% |
$76K - $83.1K
|
34.3K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
725+ 2.87% |
$70.4K - $76.9K
|
26K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
694+ 1.27% |
$67.4K - $73.6K
|
55.4K
$5.91M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
680New |
$66K - $72.1K
|
680
$72.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
612+ 0.66% |
$59.4K - $64.9K
|
92.8K
$9.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
550New |
$53.4K - $58.4K
|
550
$58.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
492+ 175.71% |
$47.7K - $52.2K
|
772
$82.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$38.8K - $42.4K
|
400
$42.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
368+ 10.54% |
$35.7K - $39K
|
3.86K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
366+ 5.33% |
$35.5K - $38.8K
|
7.23K
$772K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
346+ 0.58% |
$33.6K - $36.7K
|
60.4K
$6.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
340+ 4.25% |
$33K - $36.1K
|
8.35K
$891K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
284+ 2.09% |
$27.6K - $30.1K
|
13.8K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
262+ 8.31% |
$25.4K - $27.8K
|
3.41K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
207+ 2.86% |
$20.1K - $22K
|
7.46K
$796K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
195+ 1.5% |
$18.9K - $20.7K
|
13.2K
$1.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
179+ 1.03% |
$17.4K - $19K
|
17.6K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
176+ 6.48% |
$17.1K - $18.7K
|
2.89K
$308K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
167+ 6.16% |
$16.2K - $17.7K
|
2.88K
$307K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
154+ 1.67% |
$14.9K - $16.3K
|
9.39K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
119+ 3.38% |
$11.5K - $12.6K
|
3.64K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
94+ 1.47% |
$9.12K - $9.97K
|
6.47K
$691K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
72+ 133.33% |
$6.99K - $7.64K
|
126
$13.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
60+ 25.64% |
$5.82K - $6.37K
|
294
$31.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
50+ 4.69% |
$4.85K - $5.31K
|
1.12K
$119K
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
37+ 0.44% |
$3.59K - $3.93K
|
8.49K
$906K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
31+ 0.07% |
$3.01K - $3.29K
|
44K
$4.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20+ 0.26% |
$1.94K - $2.12K
|
7.67K
$819K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 35.09% |
$1.94K - $2.12K
|
77
$8.22K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
19+ 0.35% |
$1.84K - $2.02K
|
5.45K
$582K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
18New |
$1.75K - $1.91K
|
18
$1.92K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
14+ 0.24% |
$1.36K - $1.49K
|
5.95K
$636K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14+ 0.13% |
$1.36K - $1.49K
|
10.7K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
14+ 0.13% |
$1.36K - $1.49K
|
10.7K
$1.14M
|