Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
768K+ 147691.73% |
$74.5M - $81.5M
|
769K
$82.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
120K+ 83625.0% |
$11.7M - $12.8M
|
121K
$12.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
65.1K+ 90.96% |
$6.32M - $6.9M
|
137K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
62K+ 5.27% |
$6.02M - $6.58M
|
1.24M
$133M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.5K+ 13.98% |
$4.99M - $5.46M
|
420K
$44.9M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
51K+ 57.54% |
$4.95M - $5.42M
|
140K
$15M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
51K+ 57.54% |
$4.95M - $5.42M
|
140K
$15M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
42.6K+ 1664.97% |
$4.14M - $4.52M
|
45.2K
$4.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
41.6K+ 7.3% |
$4.04M - $4.42M
|
612K
$65.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
38.2KNew |
$3.7M - $4.05M
|
38.2K
$4.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
29.8K+ 30.69% |
$2.89M - $3.16M
|
127K
$13.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.1KNew |
$2.44M - $2.67M
|
25.1K
$2.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
23.3K+ 64.6% |
$2.26M - $2.47M
|
59.4K
$6.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.3K+ 2.36% |
$2.26M - $2.47M
|
1.01M
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20.9K+ 43.59% |
$2.03M - $2.22M
|
68.9K
$7.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.4K+ 8.26% |
$1.4M - $1.53M
|
189K
$20.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.5K+ 7.53% |
$1.31M - $1.43M
|
192K
$20.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3K+ 12.65% |
$1.09M - $1.2M
|
100K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.4KNew |
$912K - $997K
|
9.4K
$1.01M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.86KNew |
$860K - $940K
|
8.86K
$949K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
8.68K+ 118.58% |
$842K - $921K
|
16K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
7.9K+ 38.74% |
$767K - $838K
|
28.3K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
7.25K+ 11.09% |
$704K - $769K
|
72.7K
$7.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
6.15KNew |
$596K - $652K
|
6.15K
$658K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
6.15KNew |
$596K - $652K
|
6.15K
$658K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.89K+ 2.27% |
$572K - $625K
|
265K
$28.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
5.89KNew |
$571K - $625K
|
5.89K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.44KNew |
$333K - $364K
|
3.44K
$368K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.27KNew |
$317K - $347K
|
3.27K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.25K+ 2.06% |
$315K - $345K
|
161K
$17.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
3.21K+ 2.66% |
$312K - $341K
|
124K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.21KNew |
$312K - $341K
|
3.21K
$344K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.19KNew |
$310K - $339K
|
3.19K
$342K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.84K+ 28.71% |
$275K - $301K
|
12.7K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.74KNew |
$266K - $290K
|
2.74K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.73K+ 2117.05% |
$265K - $290K
|
2.86K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.6KNew |
$252K - $276K
|
2.6K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.6KNew |
$252K - $276K
|
2.6K
$278K
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.49KNew |
$242K - $264K
|
2.49K
$267K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
2.49K+ 3.87% |
$242K - $264K
|
66.8K
$7.16M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.48K+ 2.52% |
$240K - $263K
|
101K
$10.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
2.44K+ 12.88% |
$236K - $258K
|
21.3K
$2.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.25KNew |
$219K - $239K
|
2.25K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
2.16KNew |
$209K - $229K
|
2.16K
$231K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.15KNew |
$209K - $228K
|
2.15K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.08K+ 5.66% |
$202K - $221K
|
38.9K
$4.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.04K+ 10.9% |
$198K - $217K
|
20.8K
$2.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2KNew |
$194K - $212K
|
2K
$214K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.98KNew |
$192K - $210K
|
1.98K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.97KNew |
$191K - $209K
|
1.97K
$211K
|