Purchases and Sales Made in Q1 2022 in Vanguard S&P Mid Cap 400 ETF (IVOO)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-73- 1.92% |
$6.21K - $7.05K
|
3.72K
$397K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-121- 7.41% |
$10.3K - $11.7K
|
1.51K
$161K
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-125Closed |
$10.6K - $12.1K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-143- 2.84% |
$12.2K - $13.8K
|
4.88K
$521K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-205- 25.56% |
$17.4K - $19.8K
|
597
$63.7K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-209- 11.02% |
$17.8K - $20.2K
|
1.69K
$180K
|
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-265Closed |
$22.5K - $25.6K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-331- 29.85% |
$28.1K - $32K
|
778
$83K
|
|
|
Apr 21, 2022
Q1 2022
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-352- 1.47% |
$29.9K - $34K
|
23.6K
$2.52M
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-388- 96.76% |
$33K - $37.5K
|
13
$1.39K
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-395- 0.63% |
$33.6K - $38.1K
|
62.7K
$6.7M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-470- 13.2% |
$40K - $45.4K
|
3.09K
$330K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-557- 1.3% |
$47.3K - $53.8K
|
42.3K
$4.52M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-705- 54.23% |
$59.9K - $68.1K
|
595
$63.5K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-855- 92.43% |
$72.7K - $82.6K
|
70
$7.47K
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
SELL
|
- |
-890- 16.36% |
$75.7K - $85.9K
|
4.55K
$486K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.06KClosed |
$89.8K - $102K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.06KClosed |
$89.8K - $102K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.07KClosed |
$91K - $103K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Seneca House Advisors
|
SELL
|
- |
-1.08KClosed |
$91.7K - $104K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.11KClosed |
$94.5K - $107K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-1.22K- 21.15% |
$104K - $118K
|
4.54K
$485K
|
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-1.27K- 17.26% |
$108K - $122K
|
6.07K
$648K
|
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.41KClosed |
$120K - $136K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-1.46KClosed |
$124K - $141K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.53K- 36.38% |
$130K - $148K
|
2.68K
$286K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-1.67KClosed |
$142K - $161K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.8K- 99.5% |
$153K - $174K
|
9
$961
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.82K- 55.04% |
$154K - $175K
|
1.48K
$158K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.13K- 61.25% |
$181K - $206K
|
1.35K
$144K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.4K- 1.25% |
$204K - $231K
|
189K
$20.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
SELL
|
- |
-2.86K- 59.52% |
$243K - $276K
|
1.94K
$207K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.9K- 14.64% |
$247K - $280K
|
16.9K
$1.81M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.09K- 4.79% |
$263K - $298K
|
61.5K
$6.56M
|
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.12KClosed |
$350K - $398K
|
0
$0
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.74K- 98.18% |
$573K - $651K
|
125
$13.3K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.63KClosed |
$734K - $834K
|
0
$0
|
|
|
Jul 31, 2024
Q1 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-16.3K- 51.19% |
$1.39M - $1.58M
|
15.6K
$1.66M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-16.9KClosed |
$1.44M - $1.63M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-19.3K- 13.39% |
$1.64M - $1.86M
|
125K
$13.3M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.6K- 5.22% |
$1.75M - $1.99M
|
375K
$40M
|