Purchases and Sales Made in Q3 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
56.1K+ 30.06% |
$4.17M - $5M
|
243K
$25.9M
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
49.8K+ 24900.0% |
$3.7M - $4.44M
|
50K
$5.34M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.4K+ 14.01% |
$2.33M - $2.8M
|
255K
$27.3M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.9K+ 4.78% |
$1.4M - $1.69M
|
414K
$44.2M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13K+ 13.53% |
$967K - $1.16M
|
109K
$11.7M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.9K+ 163.09% |
$962K - $1.15M
|
20.9K
$2.23M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10K+ 193.95% |
$746K - $895K
|
15.2K
$1.62M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
8.11KNew |
$602K - $722K
|
8.11K
$865K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.59K+ 7.99% |
$564K - $677K
|
103K
$11M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.11KNew |
$528K - $634K
|
7.11K
$759K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
6.83K+ 5.73% |
$508K - $609K
|
126K
$13.5M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.36K+ 3.69% |
$398K - $478K
|
151K
$16.1M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
5.27K+ 44.33% |
$392K - $470K
|
17.2K
$1.83M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.98KNew |
$370K - $444K
|
4.98K
$531K
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.94K+ 12.86% |
$367K - $440K
|
43.3K
$4.62M
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
4.64K+ 150.16% |
$345K - $414K
|
7.74K
$826K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.57KNew |
$339K - $407K
|
4.57K
$487K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.55K+ 24.42% |
$338K - $406K
|
23.2K
$2.48M
|
|
Oct 31, 2022
Q3 2022
|
Harbor Advisory Corp
|
BUY
|
- |
4.45K+ 23.09% |
$331K - $397K
|
23.7K
$2.53M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.31K+ 22.75% |
$320K - $384K
|
23.2K
$2.48M
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.77K+ 53.68% |
$280K - $336K
|
10.8K
$1.15M
|
|
Nov 03, 2022
Q3 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
3.63K+ 15.8% |
$269K - $323K
|
26.6K
$2.84M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.62K+ 212.3% |
$269K - $323K
|
5.33K
$569K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.01K+ 22.2% |
$224K - $268K
|
16.6K
$1.77M
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.96KNew |
$220K - $264K
|
2.96K
$316K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.87K+ 14.58% |
$213K - $255K
|
22.5K
$2.4M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.52K+ 128.98% |
$187K - $225K
|
4.47K
$477K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
2.23K+ 249.89% |
$166K - $199K
|
3.12K
$333K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.19KNew |
$163K - $195K
|
2.19K
$234K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.19KNew |
$162K - $195K
|
2.19K
$233K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.95K+ 4.55% |
$145K - $174K
|
44.9K
$4.79M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.75K+ 56.55% |
$130K - $156K
|
4.85K
$518K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.55K+ 3.29% |
$115K - $138K
|
48.7K
$5.2M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1KNew |
$74.3K - $89.1K
|
1K
$107K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
764+ 3.1% |
$56.8K - $68.1K
|
25.4K
$2.71M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
755New |
$56.1K - $67.3K
|
755
$80.6K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
665+ 6.76% |
$49.4K - $59.3K
|
10.5K
$1.12M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
651+ 2.76% |
$48.4K - $58K
|
24.3K
$2.59M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
503+ 3.05% |
$37.4K - $44.8K
|
17K
$1.81M
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
500+ 5.51% |
$37.2K - $44.6K
|
9.58K
$1.02M
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
427+ 6.53% |
$31.7K - $38.1K
|
6.96K
$743K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
427+ 6.53% |
$31.7K - $38.1K
|
6.96K
$743K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
330New |
$24.5K - $29.4K
|
330
$35.2K
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
298+ 14.24% |
$22.1K - $26.6K
|
2.39K
$255K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
285+ 2.01% |
$21.2K - $25.4K
|
14.4K
$1.54M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
194New |
$14.4K - $17.3K
|
194
$20.7K
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
142+ 2.85% |
$10.6K - $12.7K
|
5.12K
$547K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
140+ 1.11% |
$10.4K - $12.5K
|
12.7K
$1.36M
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
120+ 6.02% |
$8.92K - $10.7K
|
2.11K
$226K
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
116+ 2.51% |
$8.62K - $10.3K
|
4.74K
$505K
|