Purchases and Sales Made in Q2 2023 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 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 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-697- 5.5% |
$56.7K - $61.7K
|
12K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-707- 6.21% |
$57.5K - $62.6K
|
10.7K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-920- 93.88% |
$74.9K - $81.5K
|
60
$6.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-966- 25.69% |
$78.6K - $85.5K
|
2.79K
$298K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.08K- 76.31% |
$87.8K - $95.6K
|
335
$35.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.2K- 9.8% |
$97.6K - $106K
|
11.1K
$1.18M
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-1.28K- 9.34% |
$104K - $113K
|
12.4K
$1.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.3K- 0.62% |
$106K - $115K
|
208K
$22.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.48K- 11.9% |
$120K - $131K
|
10.9K
$1.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.53K- 6.93% |
$124K - $135K
|
20.5K
$2.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.61K- 22.79% |
$131K - $143K
|
5.46K
$582K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.63K- 17.25% |
$132K - $144K
|
7.8K
$833K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.67K- 4.85% |
$136K - $148K
|
32.9K
$3.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.7K- 36.83% |
$138K - $151K
|
2.92K
$312K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.17K- 2.04% |
$177K - $192K
|
104K
$11.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.18K- 7.53% |
$177K - $193K
|
26.8K
$2.86M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.5K- 23.84% |
$204K - $221K
|
7.99K
$853K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.1K- 31.73% |
$333K - $363K
|
8.81K
$941K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.33K- 1.7% |
$434K - $472K
|
308K
$32.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.51K- 4.18% |
$448K - $488K
|
126K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.88K- 11.29% |
$479K - $521K
|
46.2K
$4.93M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.72K- 18.52% |
$547K - $595K
|
29.6K
$3.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.45K- 2.5% |
$606K - $660K
|
291K
$31M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.82K- 17.53% |
$636K - $692K
|
36.8K
$3.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.35K- 1.0% |
$679K - $739K
|
822K
$87.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11.2K- 22.04% |
$914K - $995K
|
39.8K
$4.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-28.5K- 37.52% |
$2.32M - $2.52M
|
47.5K
$5.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33.9K- 27.38% |
$2.76M - $3.01M
|
90K
$9.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-99K- 96.49% |
$8.06M - $8.77M
|
3.6K
$385K
|