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 03, 2024
Q1 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
28+ 0.34% |
$2.55K - $2.88K
|
8.37K
$894K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
26New |
$2.36K - $2.68K
|
26
$2.78K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
25+ 0.8% |
$2.27K - $2.58K
|
3.14K
$335K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
24+ 0.85% |
$2.18K - $2.47K
|
2.85K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13+ 0.04% |
$1.18K - $1.34K
|
29.7K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11New |
$1K - $1.13K
|
11
$1.17K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
11+ 0.2% |
$1K - $1.13K
|
5.43K
$580K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
10New |
$909 - $1.03K
|
10
$1.07K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 0.62% |
$818 - $927
|
1.46K
$156K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.25% |
$818 - $927
|
3.55K
$379K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
7+ 0.07% |
$636 - $721
|
9.97K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6+ 0.2% |
$545 - $618
|
3.06K
$327K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5+ 0.21% |
$455 - $515
|
2.36K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.04% |
$455 - $515
|
11.3K
$1.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5+ 0.15% |
$455 - $515
|
3.28K
$351K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4+ 0.05% |
$364 - $412
|
7.37K
$787K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4+ 0.11% |
$364 - $412
|
3.75K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
3+ 0.03% |
$273 - $309
|
10.5K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2+ 0.19% |
$182 - $206
|
1.03K
$110K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2New |
$182 - $206
|
2
$213
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.14% |
$90.9 - $103
|
741
$79.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.38% |
$90.9 - $103
|
265
$28.3K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.13% |
$90.9 - $103
|
763
$81.4K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-10- 0.34% |
$909 - $1.03K
|
2.9K
$310K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-17- 0.62% |
$1.55K - $1.75K
|
2.74K
$292K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.1% |
$1.55K - $1.75K
|
17.2K
$1.84M
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-32- 0.75% |
$2.91K - $3.3K
|
4.21K
$449K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-41- 0.8% |
$3.73K - $4.22K
|
5.11K
$546K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-50- 0.72% |
$4.55K - $5.15K
|
6.89K
$735K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-54- 0.42% |
$4.91K - $5.56K
|
12.8K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-72- 0.23% |
$6.54K - $7.42K
|
31K
$3.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-100- 3.88% |
$9.09K - $10.3K
|
2.48K
$264K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 25.0% |
$9.09K - $10.3K
|
300
$32K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-116- 0.82% |
$10.5K - $11.9K
|
14K
$1.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-118- 0.9% |
$10.7K - $12.2K
|
13.1K
$1.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-130- 12.35% |
$11.8K - $13.4K
|
923
$98.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-136- 0.26% |
$12.4K - $14K
|
52.2K
$5.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-145- 1.02% |
$13.2K - $14.9K
|
14.1K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-166- 1.93% |
$15.1K - $17.1K
|
8.43K
$899K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-171- 6.83% |
$15.5K - $17.6K
|
2.33K
$249K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-175- 76.09% |
$15.9K - $18K
|
55
$5.87K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-182- 9.27% |
$16.5K - $18.7K
|
1.78K
$190K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-218- 0.11% |
$19.8K - $22.5K
|
195K
$20.8M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-236- 2.09% |
$21.5K - $24.3K
|
11.1K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-253- 2.1% |
$23K - $26.1K
|
11.8K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-392- 0.53% |
$35.6K - $40.4K
|
73.9K
$7.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-474- 6.19% |
$43.1K - $48.8K
|
7.18K
$766K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-475- 15.93% |
$43.2K - $48.9K
|
2.51K
$267K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-484- 7.39% |
$44K - $49.9K
|
6.06K
$647K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-495- 0.65% |
$45K - $51K
|
76.1K
$8.13M
|