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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-60- 19.61% |
$5.74K - $6.18K
|
246
$25.9K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-60- 1.06% |
$5.74K - $6.18K
|
5.62K
$593K
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-56- 1.33% |
$5.35K - $5.77K
|
4.15K
$438K
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-56- 2.4% |
$5.35K - $5.77K
|
2.28K
$240K
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-41- 0.35% |
$3.92K - $4.22K
|
11.8K
$1.24M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-40- 32.79% |
$3.82K - $4.12K
|
82
$8.64K
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-30- 0.08% |
$2.87K - $3.09K
|
36.1K
$3.8M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-24- 0.84% |
$2.29K - $2.47K
|
2.83K
$298K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18- 0.23% |
$1.72K - $1.85K
|
7.65K
$806K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 0.25% |
$1.43K - $1.54K
|
5.94K
$626K
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-6- 0.23% |
$574 - $618
|
2.57K
$271K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5- 0.07% |
$478 - $515
|
7.18K
$756K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2- 0.05% |
$191 - $206
|
3.88K
$409K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-1- 1.82% |
$95.6 - $103
|
54
$5.69K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1- 0.03% |
$95.6 - $103
|
3.55K
$374K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-304K- 99.17% |
$27.6M - $31.3M
|
2.53K
$267K
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-80K- 8.16% |
$7.27M - $8.24M
|
900K
$94.9M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.9K- 2.97% |
$2.99M - $3.39M
|
1.08M
$114M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.84K- 3.92% |
$440K - $498K
|
118K
$12.5M
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.14KClosed |
$195K - $220K
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.11K- 34.32% |
$101K - $114K
|
2.12K
$223K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-970- 14.94% |
$88.2K - $99.9K
|
5.52K
$582K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-731- 21.3% |
$66.4K - $75.3K
|
2.7K
$285K
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-540- 20.49% |
$49.1K - $55.6K
|
2.1K
$221K
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-484- 7.39% |
$44K - $49.9K
|
6.06K
$639K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-236- 2.09% |
$21.5K - $24.3K
|
11.1K
$1.16M
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-130- 12.35% |
$11.8K - $13.4K
|
923
$97.3K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 25.0% |
$9.09K - $10.3K
|
300
$31.6K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-41- 0.8% |
$3.73K - $4.22K
|
5.11K
$539K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-17- 0.62% |
$1.55K - $1.75K
|
2.74K
$289K
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-37.9K- 15.75% |
$2.98M - $3.6M
|
203K
$21.4M
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.3K- 1.61% |
$181K - $219K
|
141K
$14.9M
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-817- 13.97% |
$64.2K - $77.5K
|
5.03K
$530K
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-125- 1.21% |
$9.83K - $11.9K
|
10.2K
$1.08M
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-117- 13.36% |
$9.2K - $11.1K
|
759
$80K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-67- 19.31% |
$5.27K - $6.36K
|
280
$29.5K
|
|
Q3 2023 | |||||||
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-64K- 35.18% |
$5.35M - $5.9M
|
118K
$12.4M
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-22.8K- 41.86% |
$1.91M - $2.1M
|
31.7K
$3.34M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.06K- 81.76% |
$173K - $190K
|
460
$48.5K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-335Closed |
$28K - $30.9K
|
0
$0
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-200- 49.75% |
$16.7K - $18.4K
|
202
$21.3K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-93- 78.15% |
$7.78K - $8.57K
|
26
$2.74K
|
|
Q2 2023 | |||||||
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.7K- 36.83% |
$138K - $151K
|
2.92K
$308K
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-1.28K- 9.34% |
$104K - $113K
|
12.4K
$1.31M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-920- 93.88% |
$74.9K - $81.5K
|
60
$6.33K
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-154- 5.02% |
$12.5K - $13.6K
|
2.91K
$307K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-102- 9.43% |
$8.3K - $9.03K
|
980
$103K
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 24.04% |
$8.14K - $8.86K
|
316
$33.3K
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 50.0% |
$8.14K - $8.86K
|
100
$10.5K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-127- 98.45% |
$10.2K - $23.3K
|
2
$211
|