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 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.1K+ 100.0% |
$88K - $201K
|
2.19K
$230K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
500+ 100.0% |
$40.1K - $91.9K
|
1K
$105K
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
411+ 100.0% |
$33K - $75.5K
|
822
$86.2K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
192+ 92.31% |
$15.4K - $35.3K
|
400
$42K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
182New |
$14.6K - $33.4K
|
182
$19.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
117+ 67.63% |
$9.39K - $21.5K
|
290
$30.4K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
101New |
$8.11K - $18.6K
|
101
$10.6K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
84New |
$6.74K - $15.4K
|
84
$8.81K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
77+ 100.0% |
$6.18K - $14.1K
|
154
$16.2K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
75+ 100.0% |
$6.02K - $13.8K
|
150
$15.7K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
27+ 900.0% |
$2.17K - $4.96K
|
30
$3.15K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.7KNew |
$129K - $297K
|
1.7K
$179K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
495New |
$37.5K - $86.3K
|
495
$51.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
163New |
$12.3K - $28.4K
|
163
$17.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
114New |
$8.63K - $19.9K
|
114
$12K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
72New |
$5.45K - $12.5K
|
72
$7.55K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
42New |
$3.18K - $7.32K
|
42
$4.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
26New |
$1.97K - $4.53K
|
26
$2.73K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
3New |
$227 - $523
|
3
$315
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
49.8K+ 24900.0% |
$3.7M - $4.44M
|
50K
$5.25M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.98KNew |
$370K - $444K
|
4.98K
$522K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$74.3K - $89.1K
|
1K
$105K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
194New |
$14.4K - $17.3K
|
194
$20.4K
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.41KNew |
$105K - $129K
|
1.41K
$148K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.07K+ 80.06% |
$79.8K - $98.1K
|
2.41K
$253K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
285New |
$24.2K - $27.5K
|
285
$29.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
166+ 178.49% |
$14.1K - $16K
|
259
$27.2K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
55New |
$4.68K - $5.31K
|
55
$5.77K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
11New |
$935 - $1.06K
|
11
$1.15K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
120+ 2.75% |
$10.6K - $11.2K
|
4.49K
$471K
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
370New |
$28.3K - $33.5K
|
370
$38.8K
|
|
|
Feb 22, 2022
Q1 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
220New |
$16.8K - $19.9K
|
220
$23.1K
|
|
|
May 06, 2021
Q1 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
3+ 0.15% |
$230 - $272
|
2.02K
$211K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.07KNew |
$131K - $162K
|
2.07K
$217K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.89KNew |
$282K - $490K
|
6.89K
$723K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
350New |
$22K - $24.4K
|
350
$36.7K
|
|
| Q2 2019 | |||||||
|
Aug 07, 2019
Q2 2019
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
68New |
N/A
|
68
$7.13K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 1.47% |
N/A
|
69
$7.24K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$105
|
|