Purchases and Sales Made in Q1 2025 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 2025. 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 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
816K+ 2162.24% |
$79M - $90.8M
|
853K
$89.5M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
134K+ 251.27% |
$13M - $15M
|
188K
$19.7M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
109K+ 40.23% |
$10.6M - $12.2M
|
381K
$39.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
109K+ 14.64% |
$10.6M - $12.2M
|
855K
$89.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
73.8K+ 5.68% |
$7.15M - $8.22M
|
1.37M
$144M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
57KNew |
$5.52M - $6.34M
|
57K
$5.97M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.8K+ 36.51% |
$5.21M - $5.99M
|
201K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.4K+ 51.8% |
$3.53M - $4.06M
|
107K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
34.8K+ 22.24% |
$3.37M - $3.88M
|
191K
$20.1M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
33.3KNew |
$3.22M - $3.71M
|
33.3K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.8K+ 6.06% |
$2.69M - $3.09M
|
486K
$51M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.1K+ 15.38% |
$2.53M - $2.91M
|
196K
$20.6M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.3K+ 5334.74% |
$2.45M - $2.82M
|
25.8K
$2.71M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.3K+ 5.59% |
$1.58M - $1.82M
|
308K
$32.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.4K+ 6.42% |
$1.4M - $1.61M
|
239K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.4K+ 16.33% |
$1.39M - $1.6M
|
102K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
13.9KNew |
$1.35M - $1.55M
|
13.9K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1K+ 41.6% |
$1.08M - $1.24M
|
37.9K
$3.97M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.43K+ 9.2% |
$913K - $1.05M
|
112K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
8.4KNew |
$814K - $936K
|
8.4K
$881K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
6.95K+ 41.56% |
$673K - $774K
|
23.7K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
6.78K+ 5.41% |
$657K - $755K
|
132K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.71K+ 6.66% |
$650K - $748K
|
107K
$11.3M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.7K+ 126.67% |
$552K - $635K
|
10.2K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.65KNew |
$450K - $518K
|
4.65K
$488K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.46K+ 52.65% |
$432K - $497K
|
12.9K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.44KNew |
$430K - $495K
|
4.44K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.34K+ 205.2% |
$421K - $484K
|
6.46K
$678K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.09K+ 11.98% |
$396K - $455K
|
38.2K
$4.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.46K+ 6.31% |
$335K - $385K
|
58.3K
$6.11M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.16K+ 124.93% |
$306K - $352K
|
5.69K
$597K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.04KNew |
$294K - $339K
|
3.04K
$319K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.03KNew |
$293K - $337K
|
3.03K
$317K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.91K+ 48.65% |
$282K - $324K
|
8.88K
$932K
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.87KNew |
$278K - $320K
|
2.87K
$301K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.55KNew |
$247K - $284K
|
2.55K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.48K+ 11.95% |
$240K - $276K
|
23.2K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.36KNew |
$229K - $263K
|
2.36K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.11KNew |
$204K - $235K
|
2.11K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.03K+ 42.42% |
$197K - $226K
|
6.83K
$716K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.98K+ 74.04% |
$191K - $220K
|
4.65K
$487K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
1.9KNew |
$184K - $212K
|
1.9K
$199K
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
1.83K+ 3.13% |
$177K - $204K
|
60.3K
$6.33M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.75K+ 492.11% |
$169K - $195K
|
2.1K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.74K+ 50.03% |
$169K - $194K
|
5.23K
$549K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.63K+ 162900.0% |
$158K - $181K
|
1.63K
$171K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.6K+ 2.07% |
$155K - $178K
|
78.8K
$8.26M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.47K+ 0.99% |
$142K - $164K
|
150K
$15.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1.36K+ 7.73% |
$131K - $151K
|
18.9K
$1.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.24K+ 2.09% |
$120K - $138K
|
60.3K
$6.32M
|