Purchases and Sales Made in Q2 2023 in Vanguard S&P Mid Cap 400 ETF (IVOO)

IVOO Quotes by TradingView

This table provides information about the institutional ownership of Vanguard S&P Mid Cap 400 ETF (IVOO) during Q2 2023. 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
Aug 02, 2023 Q2 2023
Moser Wealth Advisors, LLC

BUY
 -
378
+ 100.0%
$30.8K - $33.5K
756 $80.7K
Jul 21, 2023 Q2 2023
Stordahl Capital Management, Inc.

BUY
 -
342
+ 10.46%
$27.8K - $30.3K
3.61K $386K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
285
+ 13.83%
$23.2K - $25.2K
2.35K $250K
Jul 19, 2023 Q2 2023
Benchmark Wealth Management, LLC

BUY
 -
247
+ 8.18%
$20.1K - $21.9K
3.27K $349K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
210
+ 6.43%
$17.1K - $18.6K
3.48K $371K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
179
+ 0.62%
$14.6K - $15.9K
29K $3.1M
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
150
+ 2.57%
$12.2K - $13.3K
5.99K $639K
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
147
+ 44.01%
$12K - $13K
481 $51.3K
Jul 27, 2023 Q2 2023
Virtu Financial LLC

New York, NY
BUY
 -
140
+ 2.32%
$11.4K - $12.4K
6.18K $659K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
137
+ 0.94%
$11.1K - $12.1K
14.8K $1.58M
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
85
+ 3.49%
$6.92K - $7.53K
2.52K $269K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
67
+ 23.93%
$5.45K - $5.93K
347 $37K
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
61
+ 0.93%
$4.96K - $5.4K
6.61K $706K
Jul 11, 2023 Q2 2023
Cra Financial Services, LLC

BUY
 -
60
+ 1.31%
$4.88K - $5.31K
4.63K $494K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
57
New
$4.64K - $5.05K
57 $6.08K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
55
+ 366.67%
$4.48K - $4.87K
70 $7.47K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
27
+ 225.0%
$2.2K - $2.39K
39 $4.16K
Aug 11, 2023 Q2 2023
Taylor Hoffman Wealth Management

Richmond, VA
BUY
 -
27
+ 0.44%
$2.2K - $2.39K
6.14K $655K
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
21
+ 0.15%
$1.71K - $1.86K
14.4K $1.53M
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
21
+ 0.15%
$1.71K - $1.86K
14.4K $1.53M
Aug 03, 2023 Q2 2023
Harbor Advisory Corp

BUY
 -
21
+ 0.04%
$1.71K - $1.86K
50.8K $5.42M
Jul 14, 2023 Q2 2023
Pack Private Wealth, LLC

Wayzata, MN
BUY
 -
17
+ 0.22%
$1.38K - $1.51K
7.84K $837K
Jul 20, 2023 Q2 2023
Kathleen S. Wright Associates Inc.

BUY
 -
11
+ 0.33%
$895 - $974
3.35K $357K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
1
+ 100.0%
$81.4 - $88.6
2 $213
Aug 11, 2023 Q2 2023
New England Private Wealth Advisors LLC

Wellesley, MA
SELL
 -
-4
- 0.11%
$325 - $354
3.5K $373K
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-4
- 0.39%
$325 - $354
1.03K $110K
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

SELL
 -
-5
- 0.08%
$407 - $443
6.1K $651K
Aug 01, 2023 Q2 2023
Truist Financial Corp

SELL
 -
-10
- 0.36%
$814 - $886
2.78K $297K
Jul 26, 2023 Q2 2023
National Bank Of Canada

SELL
 -
-27
- 17.76%
$2.2K - $2.39K
125 $13.3K
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

SELL
 -
-40
- 13.99%
$3.25K - $3.54K
246 $26.3K
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

SELL
 -
-44
- 0.58%
$3.58K - $3.9K
7.56K $807K
Jul 24, 2023 Q2 2023
Source Financial Advisors LLC

New York, NY
SELL
 -
-59
- 0.57%
$4.8K - $5.23K
10.3K $1.1M
Jul 10, 2023 Q2 2023
City State Bank

Norwalk, IA
SELL
 -
-100
- 50.0%
$8.14K - $8.86K
100 $10.7K
Sep 21, 2023 Q2 2023
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-100
- 24.04%
$8.14K - $8.86K
316 $33.7K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-100
- 3.08%
$8.14K - $8.86K
3.14K $335K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

SELL
 -
-102
- 9.43%
$8.3K - $9.03K
980 $105K
Jul 31, 2024 Q2 2023
First American Bank

Dundee, IL
SELL
 -
-124
- 0.39%
$10.1K - $11K
31.3K $3.34M
Aug 09, 2023 Q2 2023
Greenleaf Trust

Kalamazoo, MI
SELL
 -
-139
- 1.31%
$11.3K - $12.3K
10.5K $1.12M
Jul 18, 2023 Q2 2023
Octavia Wealth Advisors, LLC

SELL
 -
-147
- 0.83%
$12K - $13K
17.6K $1.87M
Aug 09, 2023 Q2 2023
Endurance Wealth Management, Inc.

SELL
 -
-154
- 5.02%
$12.5K - $13.6K
2.91K $311K
Aug 01, 2023 Q2 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-158
- 1.1%
$12.9K - $14K
14.2K $1.52M
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
SELL
 -
-158
- 1.1%
$12.9K - $14K
14.2K $1.52M
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-174
- 16.57%
$14.2K - $15.4K
876 $93.5K
Jul 26, 2023 Q2 2023
Eq LLC

Mercer Island, WA
SELL
 -
-304
- 1.58%
$24.7K - $26.9K
19K $2.03M
Jul 11, 2023 Q2 2023
Affiance Financial, LLC

SELL
 -
-323
- 5.22%
$26.3K - $28.6K
5.87K $626K
Aug 11, 2023 Q2 2023
Northern Trust Corp

Chicago, IL
SELL
 -
-350
- 6.64%
$28.5K - $31K
4.92K $525K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-430
- 3.68%
$35K - $38.1K
11.2K $1.2M
Sep 26, 2023 Q2 2023
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-518
- 4.59%
$42.1K - $45.9K
10.8K $1.15M
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-687
- 30.68%
$55.9K - $60.8K
1.55K $166K

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