Purchases and Sales Made in Q1 2022 in Vanguard S&P Mid Cap 400 ETF (IVOO)

IVOO Quotes by TradingView

This table provides information about the institutional ownership of Vanguard S&P Mid Cap 400 ETF (IVOO) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD S&P MID CAP 400 ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
125K
+ 1737.16%
$10.7M - $12.1M
133K $14.2M
Apr 26, 2022 Q1 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
35.6K
New
$3.03M - $3.44M
35.6K $3.8M
May 16, 2022 Q1 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
27.5K
+ 15.33%
$2.34M - $2.66M
207K $22.1M
May 10, 2022 Q1 2022
Cornercap Investment Counsel Inc

Atlanta, GA
BUY
 -
26.6K
New
$2.26M - $2.57M
26.6K $2.84M
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
16K
+ 4.46%
$1.36M - $1.54M
375K $40M
May 16, 2022 Q1 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
15.3K
New
$1.3M - $1.48M
15.3K $1.63M
May 09, 2022 Q1 2022
Bridgeworth, LLC

Birmingham, AL
BUY
 -
10.8K
+ 5.9%
$919K - $1.04M
194K $20.7M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
7.16K
+ 48.57%
$608K - $691K
21.9K $2.34M
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
7.02K
New
$597K - $678K
7.02K $750K
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.21K
New
$528K - $599K
6.21K $662K
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
BUY
 -
4.7K
+ 108.43%
$399K - $453K
9.03K $963K
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.65K
+ 25.25%
$396K - $449K
23.1K $2.46M
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
BUY
 -
4.43K
+ 44.86%
$377K - $428K
14.3K $1.53M
May 04, 2022 Q1 2022
Stephens Inc

BUY
 -
3.39K
+ 4.43%
$288K - $327K
79.7K $8.51M
May 04, 2022 Q1 2022
Summit Financial Strategies, Inc.

BUY
 -
2.93K
+ 66.34%
$249K - $283K
7.35K $785K
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.84K
+ 4.98%
$241K - $274K
59.9K $6.39M
May 16, 2022 Q1 2022
Source Financial Advisors LLC

New York, NY
BUY
 -
2.83K
+ 55.97%
$240K - $273K
7.88K $841K
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

BUY
 -
2.77K
New
$236K - $268K
2.77K $296K
May 11, 2022 Q1 2022
Us Bancorp \De\

BUY
 -
2.54K
+ 262.46%
$216K - $245K
3.51K $374K
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.53K
+ 6.48%
$215K - $244K
41.5K $4.43M
May 04, 2022 Q1 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
2.4K
+ 5.82%
$204K - $232K
43.6K $4.66M
May 10, 2022 Q1 2022
Avidian Wealth Solutions, LLC

BUY
 -
2.1K
+ 191.0%
$179K - $203K
3.2K $342K
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
2.04K
+ 10.22%
$173K - $197K
22K $2.34M
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
2.03K
+ 9.47%
$172K - $196K
23.4K $2.5M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
1.93K
+ 26.15%
$164K - $186K
9.3K $992K
May 12, 2022 Q1 2022
D.A. Davidson & Co.

BUY
 -
1.87K
+ 11.25%
$159K - $180K
18.5K $1.97M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.83K
+ 90.38%
$156K - $177K
3.86K $412K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
1.83K
+ 2.1%
$155K - $177K
89K $9.5M
May 06, 2022 Q1 2022
Phillips Financial Management, LLC

BUY
 -
1.82K
+ 7.57%
$155K - $176K
25.8K $2.76M
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
1.39K
New
$118K - $134K
1.39K $148K
May 03, 2022 Q1 2022
Round Table Services, LLC

BUY
 -
1.34K
New
$114K - $129K
1.34K $143K
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.33K
+ 0.92%
$113K - $129K
146K $15.6M
Apr 28, 2022 Q1 2022
Valeo Financial Advisors, LLC

BUY
 -
1.2K
New
$102K - $116K
1.2K $128K
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
1.1K
New
$93.8K - $107K
1.1K $118K
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
BUY
 -
1.1K
+ 15.19%
$93.7K - $106K
8.36K $892K
May 06, 2022 Q1 2022
Fairfield, Bush & Co.

Darien, CT
BUY
 -
940
New
$79.9K - $90.8K
940 $100K
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
910
+ 4.64%
$77.4K - $87.9K
20.5K $2.19M
May 06, 2022 Q1 2022
Horizon Family Wealth, Inc.

BUY
 -
876
+ 18.86%
$74.5K - $84.6K
5.52K $589K
May 16, 2022 Q1 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
795
+ 0.78%
$67.6K - $76.8K
103K $11M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
779
+ 4.72%
$66.2K - $75.2K
17.3K $1.84M
Apr 29, 2022 Q1 2022
Latitude Advisors, LLC

BUY
 -
775
+ 50.0%
$65.9K - $74.8K
2.33K $248K
May 04, 2022 Q1 2022
Janney Montgomery Scott LLC

BUY
 -
515
+ 2.85%
$43.8K - $49.7K
18.6K $1.98M
May 04, 2022 Q1 2022
Coastline Trust CO

BUY
 -
499
+ 3.64%
$42.4K - $48.2K
14.2K $1.52M
May 12, 2022 Q1 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
488
+ 5.25%
$41.5K - $47.1K
9.79K $1.04M
May 16, 2022 Q1 2022
Capital Directions Investment Advisors, LLC

BUY
 -
488
New
$41.5K - $47.1K
488 $52.1K
May 09, 2022 Q1 2022
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
300
+ 3.55%
$25.5K - $29K
8.74K $933K
May 16, 2022 Q1 2022
O'Rourke & Company, Inc

Boston, MA
BUY
 -
292
+ 8.01%
$24.8K - $28.2K
3.94K $420K
May 11, 2022 Q1 2022
Nvwm, LLC

BUY
 -
285
New
$24.2K - $27.5K
285 $30.4K
Apr 20, 2022 Q1 2022
Octavia Wealth Advisors, LLC

BUY
 -
272
+ 3.17%
$23.1K - $26.3K
8.86K $945K

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