Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
BUY
|
- |
7.08K+ 24.74% |
$613K - $742K
|
35.7K
$3.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5K+ 8.58% |
$433K - $524K
|
63.3K
$6.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
3.62KNew |
$313K - $379K
|
3.62K
$379K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.97KNew |
$170K - $206K
|
1.97K
$206K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.6K+ 98.34% |
$139K - $168K
|
3.23K
$339K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.14K+ 3.07% |
$98.8K - $120K
|
38.3K
$4.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.05K+ 7.46% |
$90.9K - $110K
|
15.1K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
485+ 13.87% |
$42K - $50.9K
|
3.98K
$418K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
405New |
$35.1K - $42.5K
|
405
$42.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
355+ 9.4% |
$30.7K - $37.2K
|
4.13K
$433K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
318+ 0.91% |
$27.5K - $33.4K
|
35.2K
$3.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
201+ 8.87% |
$17.4K - $21.1K
|
2.47K
$259K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
133+ 1.03% |
$11.5K - $14K
|
13.1K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
10+ 0.34% |
$866 - $1.05K
|
2.92K
$306K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7+ 0.27% |
$606 - $734
|
2.61K
$274K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.02% |
$86.6 - $105
|
4.57K
$480K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-183- 1.46% |
$15.8K - $19.2K
|
12.3K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-349- 4.92% |
$30.2K - $36.6K
|
6.75K
$708K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-355- 5.52% |
$30.7K - $37.2K
|
6.08K
$638K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-429- 2.44% |
$37.1K - $45K
|
17.2K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-432- 9.3% |
$37.4K - $45.3K
|
4.21K
$442K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-2.78K- 49.93% |
$241K - $292K
|
2.79K
$293K
|