Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-150K- 16.67% |
$14.5M - $16.7M
|
750K
$75.8M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-114K- 11.16% |
$11.1M - $12.7M
|
910K
$92M
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-77.8K- 49.8% |
$7.54M - $8.67M
|
78.5K
$7.93M
|
|
Apr 28, 2025
Q1 2025
|
Mcia Inc
|
SELL
|
- |
-45.5K- 13.02% |
$4.4M - $5.06M
|
304K
$30.7M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-42K- 12.58% |
$4.07M - $4.68M
|
292K
$29.5M
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-40K- 31.72% |
$3.87M - $4.46M
|
86.1K
$8.71M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-30.8K- 21.4% |
$2.98M - $3.43M
|
113K
$11.4M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.8K- 25.35% |
$1.43M - $1.65M
|
43.5K
$4.4M
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-10.7K- 22.83% |
$1.04M - $1.19M
|
36.3K
$3.67M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-8.37K- 7.2% |
$811K - $933K
|
108K
$10.9M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.05K- 42.72% |
$683K - $786K
|
9.46K
$956K
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-6.27K- 5.69% |
$607K - $698K
|
104K
$10.5M
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5.75K- 31.46% |
$557K - $640K
|
12.5K
$1.27M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.42K- 35.77% |
$525K - $604K
|
9.73K
$983K
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-5.36K- 47.84% |
$519K - $597K
|
5.85K
$591K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-3.83K- 2.31% |
$371K - $427K
|
162K
$16.4M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.41K- 13.18% |
$330K - $380K
|
22.4K
$2.27M
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.08K- 4.9% |
$298K - $343K
|
59.7K
$6.04M
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-2.66KClosed |
$257K - $296K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.51K- 6.79% |
$243K - $279K
|
34.4K
$3.48M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.18K- 0.86% |
$212K - $243K
|
252K
$25.5M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2K- 93.95% |
$194K - $223K
|
129
$13K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.5K- 3.31% |
$145K - $167K
|
43.8K
$4.43M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.32K- 13.53% |
$128K - $147K
|
8.43K
$853K
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-966- 0.7% |
$93.6K - $108K
|
138K
$13.9M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-913- 0.88% |
$88.4K - $102K
|
102K
$10.4M
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-883- 8.41% |
$85.5K - $98.4K
|
9.62K
$972K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-796- 2.04% |
$77.1K - $88.7K
|
38.2K
$3.86M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-792- 3.72% |
$76.7K - $88.2K
|
20.5K
$2.07M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-765- 2.68% |
$74.1K - $85.2K
|
27.8K
$2.81M
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-664- 2.27% |
$64.3K - $74K
|
28.6K
$2.89M
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-592- 1.64% |
$57.3K - $65.9K
|
35.6K
$3.6M
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-572- 9.31% |
$55.4K - $63.7K
|
5.57K
$564K
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-572- 9.31% |
$55.4K - $63.7K
|
5.57K
$564K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-570- 92.23% |
$55.2K - $63.5K
|
48
$4.85K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-496- 3.89% |
$48K - $55.2K
|
12.3K
$1.24M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-449- 8.88% |
$43.5K - $50K
|
4.61K
$466K
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-437- 46.15% |
$42.3K - $48.7K
|
510
$51.6K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-337- 9.41% |
$32.6K - $37.5K
|
3.24K
$328K
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-300- 1.04% |
$29.1K - $33.4K
|
28.6K
$2.89M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-294Closed |
$28.5K - $32.7K
|
0
$0
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-280- 21.08% |
$27.1K - $31.2K
|
1.05K
$106K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-275- 4.1% |
$26.6K - $30.6K
|
6.43K
$650K
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-256- 4.28% |
$24.8K - $28.5K
|
5.72K
$578K
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-245- 7.52% |
$23.7K - $27.3K
|
3.01K
$305K
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-221- 6.62% |
$21.4K - $24.6K
|
3.12K
$315K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-193- 8.5% |
$18.7K - $21.5K
|
2.08K
$210K
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-187- 6.04% |
$18.1K - $20.8K
|
2.91K
$294K
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-182- 0.79% |
$17.6K - $20.3K
|
22.9K
$2.32M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-159- 3.4% |
$15.4K - $17.7K
|
4.52K
$457K
|