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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-496- 0.52% |
$45.1K - $51.1K
|
94.2K
$10.1M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-528- 1.44% |
$48K - $54.4K
|
36.1K
$3.85M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-540- 20.49% |
$49.1K - $55.6K
|
2.1K
$224K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-560- 7.43% |
$50.9K - $57.7K
|
6.97K
$744K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-731- 21.3% |
$66.4K - $75.3K
|
2.7K
$288K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-740- 7.81% |
$67.3K - $76.2K
|
8.74K
$933K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-767- 5.94% |
$69.7K - $79K
|
12.1K
$1.3M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-800- 3.77% |
$72.7K - $82.4K
|
20.4K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-970- 14.94% |
$88.2K - $99.9K
|
5.52K
$590K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.11K- 34.32% |
$101K - $114K
|
2.12K
$226K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.72K- 3.7% |
$156K - $177K
|
44.6K
$4.76M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.75K- 7.32% |
$159K - $181K
|
22.2K
$2.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.94K- 42.96% |
$176K - $200K
|
2.58K
$275K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.14KClosed |
$195K - $220K
|
0
$0
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.99K- 45.73% |
$363K - $411K
|
4.74K
$506K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.15K- 2.63% |
$377K - $428K
|
154K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.84K- 3.92% |
$440K - $498K
|
118K
$12.6M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.94K- 51.12% |
$540K - $612K
|
5.68K
$606K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.36K- 7.02% |
$669K - $758K
|
97.5K
$10.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-7.52K- 27.12% |
$684K - $775K
|
20.2K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-8.12K- 8.89% |
$738K - $837K
|
83.3K
$8.89M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.25K- 77.2% |
$841K - $953K
|
2.73K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.7K- 15.46% |
$1.06M - $1.2M
|
63.9K
$6.82M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.9K- 2.97% |
$2.99M - $3.39M
|
1.08M
$115M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.9K- 2.97% |
$2.99M - $3.39M
|
1.08M
$115M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-39.7K- 59.63% |
$3.61M - $4.09M
|
26.9K
$2.87M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-60.1K- 43.02% |
$5.46M - $6.19M
|
79.6K
$8.5M
|
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-80K- 8.16% |
$7.27M - $8.24M
|
900K
$96.1M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-304K- 99.17% |
$27.6M - $31.3M
|
2.53K
$270K
|