Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
71+ 1.56% |
$5.29K - $6.49K
|
4.64K
$507K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
71+ 1.84% |
$5.29K - $6.49K
|
3.93K
$430K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
70+ 98.59% |
$5.21K - $6.4K
|
141
$15.4K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62+ 0.33% |
$4.62K - $5.67K
|
18.6K
$2.04M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
49+ 0.5% |
$3.65K - $4.48K
|
9.84K
$1.08M
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
40New |
$2.98K - $3.66K
|
40
$4.37K
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
38+ 0.48% |
$2.83K - $3.48K
|
7.92K
$866K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38New |
$2.83K - $3.48K
|
38
$4.16K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
32+ 1.04% |
$2.38K - $2.93K
|
3.12K
$342K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
30+ 42.86% |
$2.23K - $2.74K
|
100
$10.9K
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
BUY
|
- |
29+ 0.48% |
$2.16K - $2.65K
|
6.1K
$667K
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
21+ 0.28% |
$1.56K - $1.92K
|
7.46K
$816K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16+ 0.11% |
$1.19K - $1.46K
|
14.3K
$1.57M
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
12+ 18.46% |
$894 - $1.1K
|
77
$8.42K
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
BUY
|
- |
9+ 0.34% |
$670 - $823
|
2.65K
$290K
|
|
Jul 15, 2022
Q2 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4+ 0.15% |
$298 - $366
|
2.7K
$295K
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3+ 0.13% |
$223 - $274
|
2.27K
$248K
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.05% |
$223 - $274
|
5.77K
$631K
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.08% |
$223 - $274
|
3.94K
$431K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.34% |
$149 - $183
|
599
$65.5K
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2+ 0.41% |
$149 - $183
|
490
$53.6K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.27% |
$74.5 - $91.5
|
367
$40.1K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 50.0% |
$149 - $183
|
2
$219
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2- 0.12% |
$149 - $183
|
1.73K
$189K
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-3- 0.13% |
$223 - $274
|
2.3K
$251K
|
|
Jul 20, 2022
Q2 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-4- 0.27% |
$298 - $366
|
1.5K
$164K
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9- 0.31% |
$670 - $823
|
2.87K
$314K
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-10- 0.5% |
$745 - $915
|
1.99K
$218K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-12Closed |
$894 - $1.1K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-15- 1.6% |
$1.12K - $1.37K
|
925
$101K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-15Closed |
$1.12K - $1.37K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-16- 0.58% |
$1.19K - $1.46K
|
2.76K
$302K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 11.11% |
$1.42K - $1.74K
|
152
$16.6K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-20Closed |
$1.49K - $1.83K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-30- 1.92% |
$2.23K - $2.74K
|
1.53K
$167K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-31- 5.95% |
$2.31K - $2.84K
|
490
$53.6K
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-46- 2.73% |
$3.43K - $4.21K
|
1.64K
$179K
|
|
Jul 11, 2022
Q2 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-49- 2.29% |
$3.65K - $4.48K
|
2.09K
$229K
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-51- 0.58% |
$3.8K - $4.66K
|
8.8K
$963K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-67- 11.43% |
$4.99K - $6.13K
|
519
$56.8K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-70- 4.22% |
$5.21K - $6.4K
|
1.59K
$174K
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-87- 1.15% |
$6.48K - $7.96K
|
7.48K
$818K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-94- 6.33% |
$7K - $8.6K
|
1.39K
$152K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-99- 4.87% |
$7.37K - $9.06K
|
1.93K
$211K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-138- 0.82% |
$10.3K - $12.6K
|
16.8K
$1.83M
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-200- 2.45% |
$14.9K - $18.3K
|
7.97K
$872K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-268Closed |
$20K - $24.5K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-276- 38.33% |
$20.6K - $25.2K
|
444
$48.6K
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-307- 85.04% |
$22.9K - $28.1K
|
54
$5.91K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-340- 4.79% |
$25.3K - $31.1K
|
6.75K
$738K
|