Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
126+ 1.68% |
$10.9K - $11.8K
|
7.61K
$760K
|
|
|
Nov 12, 2021
Q3 2021
|
Harbor Advisory Corp
|
BUY
|
- |
107+ 0.56% |
$9.29K - $10K
|
19.3K
$1.92M
|
|
|
Nov 10, 2021
Q3 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
100+ 1.24% |
$8.68K - $9.38K
|
8.14K
$813K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
95+ 28.19% |
$8.25K - $8.91K
|
432
$43.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
89New |
$7.73K - $8.35K
|
89
$8.89K
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
83+ 1.81% |
$7.21K - $7.78K
|
4.66K
$465K
|
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
71+ 0.81% |
$6.16K - $6.66K
|
8.87K
$885K
|
|
|
Nov 09, 2021
Q3 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
67+ 4.75% |
$5.82K - $6.28K
|
1.48K
$148K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
60+ 0.51% |
$5.21K - $5.63K
|
11.8K
$1.17M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
55New |
$4.78K - $5.16K
|
55
$5.49K
|
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
41+ 2.01% |
$3.56K - $3.84K
|
2.08K
$208K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
39New |
$3.39K - $3.66K
|
39
$3.89K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
39New |
$3.39K - $3.66K
|
39
$3.89K
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
5+ 0.25% |
$434 - $469
|
1.98K
$198K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2+ 0.06% |
$174 - $188
|
3.54K
$353K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1New |
$86.8 - $93.8
|
1
$99.8
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.16% |
$86.8 - $93.8
|
620
$61.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2- 0.12% |
$174 - $188
|
1.72K
$172K
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-3- 0.21% |
$260 - $281
|
1.41K
$140K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-12- 0.45% |
$1.04K - $1.13K
|
2.68K
$268K
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-39- 0.08% |
$3.39K - $3.66K
|
50.6K
$5.05M
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-39- 29.1% |
$3.39K - $3.66K
|
95
$9.48K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-40- 1.87% |
$3.47K - $3.75K
|
2.1K
$210K
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-42- 1.32% |
$3.65K - $3.94K
|
3.15K
$314K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-44- 3.69% |
$3.82K - $4.13K
|
1.15K
$115K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-63- 9.28% |
$5.47K - $5.91K
|
616
$61.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-65- 4.19% |
$5.64K - $6.1K
|
1.49K
$148K
|
|
|
Oct 12, 2021
Q3 2021
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-109- 4.89% |
$9.46K - $10.2K
|
2.12K
$212K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-120- 2.14% |
$10.4K - $11.3K
|
5.49K
$548K
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-129- 10.42% |
$11.2K - $12.1K
|
1.11K
$111K
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-130- 1.46% |
$11.3K - $12.2K
|
8.79K
$877K
|
|
|
Oct 20, 2021
Q3 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-145- 4.81% |
$12.6K - $13.6K
|
2.87K
$286K
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-147- 2.84% |
$12.8K - $13.8K
|
5.03K
$502K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-163- 0.24% |
$14.2K - $15.3K
|
67K
$6.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-172- 1.04% |
$14.9K - $16.1K
|
16.4K
$1.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-175Closed |
$15.2K - $16.4K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-179- 85.65% |
$15.5K - $16.8K
|
30
$3K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-190- 2.29% |
$16.5K - $17.8K
|
8.12K
$811K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-195Closed |
$16.9K - $18.3K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-200Closed |
$17.4K - $18.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-205- 90.31% |
$17.8K - $19.2K
|
22
$2.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-220- 0.35% |
$19.1K - $20.6K
|
63.3K
$6.32M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-246- 6.73% |
$21.4K - $23.1K
|
3.41K
$341K
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-301- 1.24% |
$26.1K - $28.2K
|
24.1K
$2.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-353- 4.7% |
$30.7K - $33.1K
|
7.16K
$715K
|
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-365- 5.83% |
$31.7K - $34.2K
|
5.9K
$589K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-642- 14.55% |
$55.7K - $60.2K
|
3.77K
$376K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-1.13KClosed |
$98.1K - $106K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.16KClosed |
$100K - $108K
|
0
$0
|