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 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
52.8K+ 99.09% |
$4.23M - $9.69M
|
106K
$11.3M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.8K+ 99.74% |
$1.51M - $3.46M
|
37.7K
$4.03M
|
|
|
May 01, 2023
Q1 2023
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
BUY
|
- |
17.6K+ 100.0% |
$1.41M - $3.23M
|
35.1K
$3.75M
|
|
|
May 11, 2023
Q1 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
15.8K+ 100.0% |
$1.27M - $2.9M
|
31.6K
$3.37M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
11.4K+ 119.73% |
$914K - $2.09M
|
20.9K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
10.4K+ 100.0% |
$832K - $1.91M
|
20.7K
$2.21M
|
|
|
May 03, 2023
Q1 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
6.96K+ 100.0% |
$559K - $1.28M
|
13.9K
$1.49M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
5.18KNew |
$416K - $952K
|
5.18K
$553K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.12KNew |
$411K - $941K
|
5.12K
$547K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
4.88K+ 100.0% |
$392K - $897K
|
9.77K
$1.04M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
4.66K+ 100.0% |
$374K - $856K
|
9.31K
$994K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.74K+ 100.0% |
$300K - $687K
|
7.48K
$798K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
3.4KNew |
$273K - $626K
|
3.4K
$363K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.03K+ 100.0% |
$163K - $374K
|
4.07K
$434K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.51K+ 100.0% |
$121K - $278K
|
3.02K
$323K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.45K+ 100.0% |
$116K - $266K
|
2.9K
$310K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.42K+ 69.69% |
$114K - $261K
|
3.46K
$369K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.1K+ 100.0% |
$88K - $201K
|
2.19K
$234K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 100.0% |
$40.1K - $91.9K
|
1K
$107K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
411+ 100.0% |
$33K - $75.5K
|
822
$87.7K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
192+ 92.31% |
$15.4K - $35.3K
|
400
$42.7K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
182New |
$14.6K - $33.4K
|
182
$19.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
140New |
$11.2K - $25.7K
|
140
$14.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
117+ 67.63% |
$9.39K - $21.5K
|
290
$31K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
101New |
$8.11K - $18.6K
|
101
$10.8K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
84New |
$6.74K - $15.4K
|
84
$8.97K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
77+ 100.0% |
$6.18K - $14.1K
|
154
$16.4K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
75+ 100.0% |
$6.02K - $13.8K
|
150
$16K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
39+ 100.0% |
$3.13K - $7.17K
|
78
$8.33K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
27+ 900.0% |
$2.17K - $4.96K
|
30
$3.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
9+ 100.0% |
$722 - $1.65K
|
18
$1.92K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.7KNew |
$129K - $297K
|
1.7K
$182K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
495New |
$37.5K - $86.3K
|
495
$52.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
163New |
$12.3K - $28.4K
|
163
$17.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
114New |
$8.63K - $19.9K
|
114
$12.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
72New |
$5.45K - $12.5K
|
72
$7.69K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
42New |
$3.18K - $7.32K
|
42
$4.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
26New |
$1.97K - $4.53K
|
26
$2.78K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3New |
$227 - $523
|
3
$320
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
49.8K+ 24900.0% |
$3.7M - $4.44M
|
50K
$5.34M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.98KNew |
$370K - $444K
|
4.98K
$531K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$74.3K - $89.1K
|
1K
$107K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
194New |
$14.4K - $17.3K
|
194
$20.7K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.41KNew |
$105K - $129K
|
1.41K
$150K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.07K+ 80.06% |
$79.8K - $98.1K
|
2.41K
$257K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
285New |
$24.2K - $27.5K
|
285
$30.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
166+ 178.49% |
$14.1K - $16K
|
259
$27.6K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
55New |
$4.68K - $5.31K
|
55
$5.87K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11New |
$935 - $1.06K
|
11
$1.17K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
120+ 2.75% |
$10.6K - $11.2K
|
4.49K
$479K
|
|