Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
105KNew |
$8.81M - $9.7M
|
105K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.2K+ 53.0% |
$3.12M - $3.43M
|
108K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.3K+ 7.32% |
$1.78M - $1.96M
|
312K
$33.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
18.2K+ 653.17% |
$1.52M - $1.67M
|
20.9K
$2.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18K+ 33.72% |
$1.5M - $1.66M
|
71.2K
$7.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
15.4KNew |
$1.29M - $1.42M
|
15.4K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.7K+ 13.47% |
$1.23M - $1.36M
|
124K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.5K+ 31.37% |
$1.21M - $1.34M
|
60.7K
$6.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.3K+ 38.27% |
$1.11M - $1.22M
|
47.9K
$5.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
11.8KNew |
$991K - $1.09M
|
11.8K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.7K+ 3.52% |
$897K - $988K
|
316K
$33.7M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10.7K+ 5.81% |
$895K - $986K
|
195K
$20.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
10.6KNew |
$888K - $978K
|
10.6K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
9.01K+ 2.17% |
$754K - $830K
|
424K
$45.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.95KNew |
$749K - $825K
|
8.95K
$956K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.43K+ 6.01% |
$621K - $685K
|
131K
$14M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.29K+ 19.81% |
$610K - $672K
|
44.1K
$4.7M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.42K+ 9438.24% |
$537K - $591K
|
6.49K
$692K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.51K+ 4.36% |
$461K - $508K
|
132K
$14.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.26KNew |
$356K - $392K
|
4.26K
$454K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.11KNew |
$343K - $378K
|
4.11K
$438K
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.07KNew |
$340K - $375K
|
4.07K
$434K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.67K+ 5244.29% |
$307K - $338K
|
3.74K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.52K+ 12.75% |
$295K - $325K
|
31.2K
$3.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.4KNew |
$284K - $313K
|
3.4K
$363K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.39KNew |
$284K - $313K
|
3.39K
$362K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.39K+ 25.1% |
$284K - $312K
|
16.9K
$1.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.37K+ 4.01% |
$282K - $310K
|
87.3K
$9.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.23KNew |
$270K - $297K
|
3.23K
$344K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.21K+ 21.71% |
$268K - $295K
|
18K
$1.92M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.19K+ 110.93% |
$267K - $294K
|
6.06K
$647K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.91KNew |
$244K - $269K
|
2.91K
$311K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.89K+ 1.86% |
$241K - $266K
|
158K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
2.86K+ 4.57% |
$239K - $264K
|
65.4K
$6.98M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.83KNew |
$236K - $260K
|
2.83K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.6KNew |
$218K - $240K
|
2.6K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.43K+ 3.65% |
$203K - $224K
|
69K
$7.37M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.41KNew |
$202K - $222K
|
2.41K
$257K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.37KNew |
$199K - $219K
|
2.37K
$253K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2K+ 6.99% |
$167K - $185K
|
30.7K
$3.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.96KNew |
$164K - $180K
|
1.96K
$209K
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
1.53K+ 3.01% |
$128K - $141K
|
52.3K
$5.59M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.48K+ 307.9% |
$124K - $136K
|
1.96K
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.46K+ 163.2% |
$122K - $134K
|
2.35K
$251K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.45K+ 55.45% |
$121K - $133K
|
4.05K
$432K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.28KNew |
$107K - $118K
|
1.28K
$137K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
601+ 157.74% |
$50.3K - $55.4K
|
982
$105K
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
518+ 4.81% |
$43.3K - $47.7K
|
11.3K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
449+ 56.55% |
$37.6K - $41.4K
|
1.24K
$133K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
329+ 13.06% |
$27.5K - $30.3K
|
2.85K
$304K
|