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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.48K+ 11.95% |
$240K - $276K
|
23.2K
$2.44M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.36KNew |
$229K - $263K
|
2.36K
$248K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.11KNew |
$204K - $235K
|
2.11K
$221K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.03K+ 42.42% |
$197K - $226K
|
6.83K
$716K
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.9KNew |
$184K - $212K
|
1.9K
$199K
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
1.83K+ 3.13% |
$177K - $204K
|
60.3K
$6.33M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 492.11% |
$169K - $195K
|
2.1K
$221K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.74K+ 50.03% |
$169K - $194K
|
5.23K
$549K
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.6K+ 2.07% |
$155K - $178K
|
78.8K
$8.26M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.47K+ 0.99% |
$142K - $164K
|
150K
$15.7M
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.36K+ 7.73% |
$131K - $151K
|
18.9K
$1.98M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.24K+ 2.09% |
$120K - $138K
|
60.3K
$6.32M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.13K+ 30.88% |
$110K - $126K
|
4.79K
$503K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.01K+ 20.63% |
$97.5K - $112K
|
5.89K
$618K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
998+ 28.26% |
$96.7K - $111K
|
4.53K
$475K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
948New |
$91.8K - $106K
|
948
$99.5K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
856New |
$82.9K - $95.3K
|
856
$89.8K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
844+ 14.76% |
$81.7K - $94K
|
6.56K
$689K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
810New |
$78.4K - $90.2K
|
810
$85K
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
681+ 11.52% |
$66K - $75.9K
|
6.59K
$692K
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
555+ 16.35% |
$53.8K - $61.8K
|
3.95K
$414K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
497+ 80.81% |
$48.1K - $55.4K
|
1.11K
$117K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
469New |
$45.4K - $52.2K
|
469
$49.2K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
438+ 12.25% |
$42.4K - $48.8K
|
4.01K
$421K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
409+ 5.48% |
$39.6K - $45.6K
|
7.87K
$825K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
392+ 0.58% |
$38K - $43.7K
|
67.5K
$7.08M
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
361+ 3.29% |
$35K - $40.2K
|
11.3K
$1.19M
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
346+ 0.88% |
$33.5K - $38.5K
|
39.6K
$4.15M
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
325+ 10.68% |
$31.5K - $36.2K
|
3.37K
$353K
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
272+ 6.02% |
$26.3K - $30.3K
|
4.79K
$502K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
254+ 3.01% |
$24.6K - $28.3K
|
8.69K
$911K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
251+ 125.5% |
$24.3K - $28K
|
451
$47.3K
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
225+ 5.17% |
$21.8K - $25.1K
|
4.58K
$480K
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
206+ 8.27% |
$20K - $22.9K
|
2.7K
$283K
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
183New |
$17.7K - $20.4K
|
183
$19.2K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
177+ 4.69% |
$17.1K - $19.7K
|
3.95K
$415K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
177+ 1.65% |
$17.1K - $19.7K
|
10.9K
$1.15M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
171+ 1.59% |
$16.6K - $19K
|
10.9K
$1.15M
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
153+ 0.22% |
$14.8K - $17K
|
70.7K
$7.42M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
152New |
$14.7K - $16.9K
|
152
$15.9K
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
151+ 1.55% |
$14.6K - $16.8K
|
9.87K
$1.04M
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
139+ 0.18% |
$13.5K - $15.5K
|
77.7K
$8.16M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
134+ 5.73% |
$13K - $14.9K
|
2.47K
$259K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
102+ 130.77% |
$9.88K - $11.4K
|
180
$18.9K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99+ 5.02% |
$9.59K - $11K
|
2.07K
$217K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
80+ 3.42% |
$7.75K - $8.91K
|
2.42K
$254K
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
72New |
$6.97K - $8.02K
|
72
$7.55K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57New |
$5.52K - $6.35K
|
57
$5.98K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
57+ 0.97% |
$5.52K - $6.35K
|
5.92K
$621K
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
40+ 1.39% |
$3.87K - $4.46K
|
2.93K
$307K
|