Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-80- 0.62% |
$7.65K - $8.24K
|
12.8K
$1.37M
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-85- 2.85% |
$8.13K - $8.75K
|
2.9K
$309K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-93- 6.77% |
$8.89K - $9.58K
|
1.28K
$137K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 3.44% |
$9.56K - $10.3K
|
2.8K
$299K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-110- 3.03% |
$10.5K - $11.3K
|
3.52K
$376K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-121- 1.38% |
$11.6K - $12.5K
|
8.62K
$920K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-125- 2.73% |
$12K - $12.9K
|
4.45K
$475K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-132- 4.04% |
$12.6K - $13.6K
|
3.14K
$335K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-133- 1.15% |
$12.7K - $13.7K
|
11.5K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-135- 1.91% |
$12.9K - $13.9K
|
6.95K
$742K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-162- 40.91% |
$15.5K - $16.7K
|
234
$25K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-162- 9.09% |
$15.5K - $16.7K
|
1.62K
$173K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-205- 7.32% |
$19.6K - $21.1K
|
2.6K
$277K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-224- 42.34% |
$21.4K - $23.1K
|
305
$32.6K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-351- 14.01% |
$33.6K - $36.1K
|
2.16K
$230K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-362- 24.85% |
$34.6K - $37.3K
|
1.1K
$117K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-408- 0.74% |
$39K - $42K
|
54.7K
$5.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-412- 54.0% |
$39.4K - $42.4K
|
351
$37.5K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-415- 8.79% |
$39.7K - $42.7K
|
4.31K
$460K
|
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-480- 0.74% |
$45.9K - $49.4K
|
64.3K
$6.87M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-518- 0.34% |
$49.5K - $53.3K
|
152K
$16.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-568- 8.15% |
$54.3K - $58.5K
|
6.41K
$684K
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-600- 2.94% |
$57.4K - $61.8K
|
19.8K
$2.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-646- 1.45% |
$61.8K - $66.5K
|
44K
$4.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-670- 22.04% |
$64.1K - $69K
|
2.37K
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-900- 12.36% |
$86K - $92.7K
|
6.38K
$681K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.32K- 2.72% |
$126K - $136K
|
47.1K
$5.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.39K- 3.41% |
$133K - $143K
|
39.4K
$4.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.42K- 11.68% |
$136K - $146K
|
10.7K
$1.14M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.79K- 41.3% |
$171K - $184K
|
2.55K
$272K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.02K- 2.14% |
$193K - $207K
|
92.2K
$9.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.36K- 18.08% |
$226K - $243K
|
10.7K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.38K- 11.79% |
$228K - $245K
|
17.8K
$1.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-2.58K- 4.94% |
$247K - $266K
|
49.6K
$5.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.21K- 3.29% |
$306K - $330K
|
94.3K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.26K- 23.38% |
$312K - $336K
|
10.7K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.82K- 5.98% |
$365K - $394K
|
60.1K
$6.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.93K- 4.72% |
$376K - $405K
|
79.4K
$8.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.74K- 17.42% |
$549K - $591K
|
27.2K
$2.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.86K- 69.6% |
$561K - $604K
|
2.56K
$273K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.1K- 41.81% |
$678K - $731K
|
9.88K
$1.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8.32K- 54.4% |
$795K - $857K
|
6.97K
$744K
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-8.54K- 11.55% |
$816K - $879K
|
65.4K
$6.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-11.2K- 5.76% |
$1.07M - $1.16M
|
184K
$19.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-21.9K- 70.55% |
$2.09M - $2.25M
|
9.14K
$976K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-22.7K- 84.42% |
$2.17M - $2.33M
|
4.19K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.9K- 25.68% |
$2.67M - $2.87M
|
80.7K
$8.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.4K- 14.44% |
$2.81M - $3.03M
|
174K
$18.6M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-51K- 36.53% |
$4.88M - $5.25M
|
88.7K
$9.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-92.4K- 8.57% |
$8.83M - $9.51M
|
985K
$105M
|