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
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2.31KNew |
$200K - $243K
|
2.31K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.28K+ 6.62% |
$197K - $239K
|
36.7K
$4.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.21K+ 16.49% |
$192K - $232K
|
15.6K
$1.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
BUY
|
- |
2.04KNew |
$177K - $214K
|
2.04K
$227K
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.03K+ 70.72% |
$176K - $213K
|
4.9K
$545K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2KNew |
$173K - $210K
|
2K
$223K
|
|
|
Jul 30, 2025
Q2 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2KNew |
$173K - $210K
|
2K
$223K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.97KNew |
$171K - $207K
|
1.97K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.97KNew |
$170K - $207K
|
1.97K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.94KNew |
$168K - $203K
|
1.94K
$216K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.93KNew |
$167K - $203K
|
1.93K
$215K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.64K+ 13.36% |
$142K - $172K
|
13.9K
$1.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.6K+ 98.34% |
$139K - $168K
|
3.23K
$360K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.5K+ 6.74% |
$130K - $157K
|
23.7K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.49K+ 64.14% |
$129K - $157K
|
3.82K
$425K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.41K+ 207.94% |
$122K - $148K
|
2.09K
$233K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.14K+ 3.07% |
$98.8K - $120K
|
38.3K
$4.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.05K+ 7.46% |
$90.9K - $110K
|
15.1K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
929+ 83.54% |
$80.4K - $97.5K
|
2.04K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
903+ 10.75% |
$78.2K - $94.8K
|
9.31K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
557New |
$48.2K - $58.5K
|
557
$62K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
485+ 13.87% |
$42K - $50.9K
|
3.98K
$443K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
484+ 7.34% |
$41.9K - $50.8K
|
7.08K
$788K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
471+ 9.83% |
$40.8K - $49.4K
|
5.26K
$586K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
458+ 1.05% |
$39.7K - $48.1K
|
44K
$4.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
433+ 2.11% |
$37.5K - $45.5K
|
20.9K
$2.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
431+ 1.21% |
$37.3K - $45.2K
|
36K
$4.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
410+ 1.83% |
$35.5K - $43K
|
22.9K
$2.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
405New |
$35.1K - $42.5K
|
405
$45.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
389+ 8.13% |
$33.7K - $40.8K
|
5.18K
$576K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
387+ 1.35% |
$33.5K - $40.6K
|
29K
$3.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
355+ 9.4% |
$30.7K - $37.3K
|
4.13K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
341+ 9.82% |
$29.5K - $35.8K
|
3.81K
$424K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
318+ 0.91% |
$27.5K - $33.4K
|
35.2K
$3.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
234+ 7.51% |
$20.3K - $24.6K
|
3.35K
$373K
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
BUY
|
- |
226+ 3.87% |
$19.6K - $23.7K
|
6.07K
$676K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
211+ 3.21% |
$18.3K - $22.2K
|
6.77K
$754K
|
|
|
Jul 14, 2025
Q2 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
201+ 8.87% |
$17.4K - $21.1K
|
2.47K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
183+ 4.56% |
$15.8K - $19.2K
|
4.2K
$467K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
155+ 3.42% |
$13.4K - $16.3K
|
4.68K
$521K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
153+ 3.55% |
$13.2K - $16.1K
|
4.46K
$497K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
133+ 1.03% |
$11.5K - $14K
|
13.1K
$1.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
132+ 53.66% |
$11.4K - $13.9K
|
378
$42.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
124+ 96.12% |
$10.7K - $13K
|
253
$28.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
120+ 1.73% |
$10.4K - $12.6K
|
7.04K
$783K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
106+ 0.07% |
$9.18K - $11.1K
|
150K
$16.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
88+ 3.31% |
$7.62K - $9.24K
|
2.75K
$306K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
85+ 1.13% |
$7.36K - $8.92K
|
7.62K
$848K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
84+ 3.05% |
$7.27K - $8.82K
|
2.84K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
80+ 0.21% |
$6.93K - $8.4K
|
38.2K
$4.25M
|