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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.21KNew |
$312K - $341K
|
3.21K
$337K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.73K+ 2117.05% |
$265K - $290K
|
2.86K
$300K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.6KNew |
$252K - $276K
|
2.6K
$273K
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.6KNew |
$252K - $276K
|
2.6K
$273K
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.49KNew |
$242K - $264K
|
2.49K
$261K
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
2.16KNew |
$209K - $229K
|
2.16K
$226K
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2KNew |
$194K - $212K
|
2K
$210K
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.97KNew |
$191K - $209K
|
1.97K
$207K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.97KNew |
$191K - $209K
|
1.97K
$207K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.94KNew |
$188K - $206K
|
1.94K
$204K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.94KNew |
$188K - $206K
|
1.94K
$203K
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.9KNew |
$184K - $202K
|
1.9K
$199K
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
783+ 2.34% |
$76K - $83.1K
|
34.3K
$3.59M
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
680New |
$66K - $72.1K
|
680
$71.3K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
612+ 0.66% |
$59.4K - $64.9K
|
92.8K
$9.73M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$38.8K - $42.4K
|
400
$42K
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
154+ 1.67% |
$14.9K - $16.3K
|
9.39K
$985K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
60+ 25.64% |
$5.82K - $6.37K
|
294
$30.8K
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
37+ 0.44% |
$3.59K - $3.93K
|
8.49K
$890K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 35.09% |
$1.94K - $2.12K
|
77
$8.08K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
18New |
$1.75K - $1.91K
|
18
$1.89K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.76KNew |
$359K - $387K
|
3.76K
$394K
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.37KNew |
$227K - $244K
|
2.37K
$249K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.26KNew |
$216K - $233K
|
2.26K
$237K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.12KNew |
$203K - $219K
|
2.12K
$223K
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.06KNew |
$197K - $212K
|
2.06K
$216K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
567New |
$54.2K - $58.4K
|
567
$59.5K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
424New |
$40.5K - $43.7K
|
424
$44.5K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
400New |
$38.2K - $41.2K
|
400
$42K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
202New |
$19.3K - $20.8K
|
202
$21.2K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
186+ 18.24% |
$17.8K - $19.2K
|
1.21K
$127K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
150New |
$14.3K - $15.4K
|
150
$15.7K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
112+ 0.87% |
$10.7K - $11.5K
|
13K
$1.36M
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
97+ 4850.0% |
$9.27K - $9.99K
|
99
$10.4K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
80New |
$7.65K - $8.24K
|
80
$8.39K
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
4+ 0.07% |
$382 - $412
|
6.03K
$632K
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
3+ 0.15% |
$287 - $309
|
2.03K
$213K
|
|
Q1 2024 | |||||||
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
34.2KNew |
$3.11M - $3.52M
|
34.2K
$3.59M
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
10.1KNew |
$914K - $1.04M
|
10.1K
$1.06M
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
9.1K+ 100.0% |
$827K - $937K
|
18.2K
$1.91M
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.1KNew |
$191K - $216K
|
2.1K
$220K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.03KNew |
$185K - $209K
|
2.03K
$213K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.95KNew |
$177K - $200K
|
1.95K
$204K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.72KNew |
$156K - $177K
|
1.72K
$180K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.11KNew |
$101K - $115K
|
1.11K
$117K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
638New |
$58K - $65.7K
|
638
$66.9K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
620New |
$56.4K - $63.9K
|
620
$65K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
564+ 32.68% |
$51.3K - $58.1K
|
2.29K
$240K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
240New |
$21.8K - $24.7K
|
240
$25.2K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
165New |
$15K - $17K
|
165
$17.3K
|