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 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-221- 6.62% |
$21.4K - $24.6K
|
3.12K
$327K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-193- 8.5% |
$18.7K - $21.5K
|
2.08K
$218K
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-182- 0.79% |
$17.6K - $20.3K
|
22.9K
$2.4M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-159- 3.4% |
$15.4K - $17.7K
|
4.52K
$474K
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-152- 0.68% |
$14.7K - $16.9K
|
22.2K
$2.33M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-150- 4.67% |
$14.5K - $16.7K
|
3.07K
$322K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-131- 14.19% |
$12.7K - $14.6K
|
792
$83.1K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-130- 1.84% |
$12.6K - $14.5K
|
6.92K
$726K
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-108- 5.02% |
$10.5K - $12K
|
2.04K
$214K
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
SELL
|
PUT |
-100- 50.0% |
$9.69K - $11.1K
|
100
$10.5K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-100- 1.49% |
$9.69K - $11.1K
|
6.6K
$692K
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-88- 30.56% |
$8.52K - $9.8K
|
200
$21K
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-76- 0.67% |
$7.36K - $8.47K
|
11.3K
$1.18M
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-76- 3.39% |
$7.36K - $8.47K
|
2.16K
$227K
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-62- 0.89% |
$6K - $6.91K
|
6.89K
$723K
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-60- 0.54% |
$5.81K - $6.68K
|
11K
$1.15M
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
SELL
|
- |
-49- 0.24% |
$4.75K - $5.46K
|
20K
$2.1M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15- 0.43% |
$1.45K - $1.67K
|
3.47K
$364K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8- 0.21% |
$775 - $891
|
3.77K
$395K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-7- 2.54% |
$678 - $780
|
269
$28.2K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.1K- 16.94% |
$1.89M - $2.08M
|
88.7K
$9.3M
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-1.87K- 5.31% |
$195K - $215K
|
33.3K
$3.49M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.13K- 14.72% |
$118K - $130K
|
6.54K
$686K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-818- 6.44% |
$85.5K - $94.1K
|
11.9K
$1.25M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-308- 7.58% |
$32.2K - $35.4K
|
3.76K
$394K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-306- 87.93% |
$32K - $35.2K
|
42
$4.41K
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-221- 1.77% |
$23.1K - $25.4K
|
12.3K
$1.29M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-216- 95.58% |
$22.6K - $24.9K
|
10
$1.05K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-188- 24.77% |
$19.6K - $21.6K
|
571
$59.9K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-153- 1.73% |
$16K - $17.6K
|
8.71K
$914K
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 0.49% |
$5.23K - $5.75K
|
10.2K
$1.07M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 50.0% |
$5.23K - $5.75K
|
50
$5.25K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22- 3.61% |
$2.3K - $2.53K
|
587
$61.6K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-13- 0.09% |
$1.36K - $1.5K
|
14.9K
$1.56M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-12- 1.07% |
$1.25K - $1.38K
|
1.11K
$116K
|
|
Q3 2024 | |||||||
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.65K- 29.02% |
$257K - $281K
|
6.49K
$681K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.3K- 68.42% |
$126K - $138K
|
600
$62.9K
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-933- 7.51% |
$90.5K - $99K
|
11.5K
$1.21M
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-904- 21.78% |
$87.7K - $95.9K
|
3.25K
$341K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-665- 8.73% |
$64.5K - $70.6K
|
6.96K
$730K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-632- 24.35% |
$61.3K - $67.1K
|
1.96K
$206K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-542- 19.33% |
$52.6K - $57.5K
|
2.26K
$237K
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-415- 8.79% |
$40.3K - $44K
|
4.31K
$452K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-285- 81.2% |
$27.7K - $30.2K
|
66
$6.92K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-272- 8.68% |
$26.4K - $28.9K
|
2.86K
$300K
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-125- 16.53% |
$12.1K - $13.3K
|
631
$66.2K
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-100- 52.63% |
$9.71K - $10.6K
|
90
$9.44K
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-86- 0.17% |
$8.35K - $9.12K
|
49.5K
$5.2M
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-24- 0.2% |
$2.33K - $2.55K
|
12K
$1.26M
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-19- 0.19% |
$1.84K - $2.02K
|
9.95K
$1.04M
|