Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.63K+ 4.16% |
$148K - $168K
|
40.8K
$4.35M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.63K+ 1.52% |
$148K - $167K
|
109K
$11.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.59K+ 9962.5% |
$145K - $164K
|
1.61K
$172K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.11KNew |
$101K - $115K
|
1.11K
$119K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
998+ 2.1% |
$90.7K - $103K
|
48.4K
$5.17M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
937New |
$85.2K - $96.5K
|
937
$100K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
924+ 39.44% |
$84K - $95.2K
|
3.27K
$349K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
779+ 2.73% |
$70.8K - $80.2K
|
29.3K
$3.13M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
751+ 0.3% |
$68.3K - $77.4K
|
254K
$27.1M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
672+ 16.59% |
$61.1K - $69.2K
|
4.72K
$504K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
638New |
$58K - $65.7K
|
638
$68.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
620New |
$56.4K - $63.9K
|
620
$66.2K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
615+ 2.97% |
$55.9K - $63.4K
|
21.3K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
580+ 17.91% |
$52.7K - $59.7K
|
3.82K
$408K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
564+ 32.68% |
$51.3K - $58.1K
|
2.29K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
503+ 1.56% |
$45.7K - $51.8K
|
32.6K
$3.48M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
481+ 1002.08% |
$43.7K - $49.5K
|
529
$56.5K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
430+ 2.36% |
$39.1K - $44.3K
|
18.7K
$1.99M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
430+ 2.89% |
$39.1K - $44.3K
|
15.3K
$1.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
419+ 10.74% |
$38.1K - $43.2K
|
4.32K
$461K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
396New |
$36K - $40.8K
|
396
$42.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
384+ 38.83% |
$34.9K - $39.6K
|
1.37K
$147K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
319+ 0.98% |
$29K - $32.9K
|
32.9K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
279+ 6.56% |
$25.4K - $28.7K
|
4.53K
$484K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
240New |
$21.8K - $24.7K
|
240
$25.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
218+ 286.84% |
$19.8K - $22.5K
|
294
$31.4K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
200+ 2.24% |
$18.2K - $20.6K
|
9.14K
$975K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
185+ 2.92% |
$16.8K - $19.1K
|
6.53K
$697K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
165New |
$15K - $17K
|
165
$17.6K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
149New |
$13.5K - $15.3K
|
149
$15.9K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
147+ 0.82% |
$13.4K - $15.1K
|
18K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
129New |
$11.7K - $13.3K
|
129
$13.8K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
122New |
$11.1K - $12.6K
|
122
$13K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
117+ 0.92% |
$10.6K - $12.1K
|
12.9K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
113+ 3.0% |
$10.3K - $11.6K
|
3.88K
$414K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
101+ 0.51% |
$9.18K - $10.4K
|
19.9K
$2.13M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
95+ 3.68% |
$8.64K - $9.79K
|
2.68K
$286K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
95+ 0.72% |
$8.64K - $9.79K
|
13.3K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
86+ 0.66% |
$7.82K - $8.86K
|
13.1K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
78+ 66.67% |
$7.09K - $8.03K
|
195
$20.8K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
75+ 0.99% |
$6.82K - $7.73K
|
7.67K
$818K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
71+ 2.87% |
$6.45K - $7.31K
|
2.54K
$272K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
60+ 24.39% |
$5.45K - $6.18K
|
306
$32.7K
|
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
58+ 1.98% |
$5.27K - $5.97K
|
2.98K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
57+ 4.0% |
$5.18K - $5.87K
|
1.48K
$158K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
42+ 0.7% |
$3.82K - $4.33K
|
6.02K
$643K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
40+ 0.93% |
$3.64K - $4.12K
|
4.34K
$463K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
38+ 1.64% |
$3.45K - $3.91K
|
2.36K
$251K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
33+ 0.56% |
$3K - $3.4K
|
5.96K
$636K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32+ 0.12% |
$2.91K - $3.3K
|
27.3K
$2.91M
|