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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-12- 0.27% |
$1.16K - $1.27K
|
4.44K
$465K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-670- 22.04% |
$64.1K - $69K
|
2.37K
$249K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-600- 2.94% |
$57.4K - $61.8K
|
19.8K
$2.08M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-351- 14.01% |
$33.6K - $36.1K
|
2.16K
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-60- 19.61% |
$5.74K - $6.18K
|
246
$25.8K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-40- 32.79% |
$3.82K - $4.12K
|
82
$8.6K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-24- 0.84% |
$2.29K - $2.47K
|
2.83K
$296K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-304K- 99.17% |
$27.6M - $31.3M
|
2.53K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.84K- 3.92% |
$440K - $498K
|
118K
$12.4M
|
|
|
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
$222K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-731- 21.3% |
$66.4K - $75.3K
|
2.7K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-540- 20.49% |
$49.1K - $55.6K
|
2.1K
$220K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-236- 2.09% |
$21.5K - $24.3K
|
11.1K
$1.16M
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-37.9K- 15.75% |
$2.98M - $3.6M
|
203K
$21.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.3K- 1.61% |
$181K - $219K
|
141K
$14.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-817- 13.97% |
$64.2K - $77.5K
|
5.03K
$528K
|
|
| 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
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-335Closed |
$28K - $30.9K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-93- 78.15% |
$7.78K - $8.57K
|
26
$2.73K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-920- 93.88% |
$74.9K - $81.5K
|
60
$6.29K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-154- 5.02% |
$12.5K - $13.6K
|
2.91K
$306K
|
|
|
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
$33.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.28K- 42.88% |
$96.8K - $223K
|
1.7K
$179K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-220- 0.25% |
$16.3K - $19.6K
|
87K
$9.13M
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-162- 36.49% |
$12K - $14.4K
|
282
$29.6K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-28Closed |
$2.08K - $2.5K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-26.6KClosed |
$1.98M - $2.44M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.2KClosed |
$238K - $293K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.33KClosed |
$173K - $213K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.23K- 82.22% |
$166K - $204K
|
481
$50.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-1.94KClosed |
$145K - $178K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1.41KClosed |
$105K - $129K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.23KClosed |
$91.9K - $113K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-268Closed |
$20K - $24.5K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-20Closed |
$1.49K - $1.83K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-16- 0.58% |
$1.19K - $1.46K
|
2.76K
$289K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-15Closed |
$1.12K - $1.37K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-3- 0.13% |
$223 - $274
|
2.3K
$241K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 50.0% |
$149 - $183
|
2
$210
|
|
| Q1 2022 | |||||||
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-1.67KClosed |
$142K - $161K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.46KClosed |
$124K - $141K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
SELL
|
- |
-1.08KClosed |
$91.7K - $104K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-265Closed |
$22.5K - $25.6K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
SELL
|
- |
-70Closed |
$5.95K - $6.76K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-23Closed |
$1.96K - $2.22K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-11Closed |
$935 - $1.06K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.7KClosed |
$333K - $364K
|
0
$0
|
|