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 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.97KNew |
$191K - $209K
|
1.97K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.97KNew |
$191K - $209K
|
1.97K
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.94KNew |
$188K - $206K
|
1.94K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.94KNew |
$188K - $206K
|
1.94K
$207K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.94KNew |
$188K - $206K
|
1.94K
$207K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.9KNew |
$184K - $202K
|
1.9K
$203K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.78K+ 3.79% |
$173K - $189K
|
48.9K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.71K+ 25.08% |
$166K - $182K
|
8.53K
$911K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.47K+ 57.43% |
$143K - $156K
|
4.03K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.39K+ 46.63% |
$135K - $148K
|
4.38K
$467K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.34K+ 10.44% |
$130K - $142K
|
14.1K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.26K+ 22.42% |
$122K - $134K
|
6.88K
$734K
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
1.17K+ 2.24% |
$113K - $124K
|
53.2K
$5.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
982+ 1.55% |
$95.3K - $104K
|
64.4K
$6.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
907+ 14.96% |
$88K - $96.2K
|
6.97K
$744K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
794+ 26.45% |
$77.1K - $84.2K
|
3.8K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
783+ 2.34% |
$76K - $83.1K
|
34.3K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
725+ 2.87% |
$70.4K - $76.9K
|
26K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
694+ 1.27% |
$67.4K - $73.6K
|
55.4K
$5.91M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
680New |
$66K - $72.1K
|
680
$72.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
612+ 0.66% |
$59.4K - $64.9K
|
92.8K
$9.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
550New |
$53.4K - $58.4K
|
550
$58.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
492+ 175.71% |
$47.7K - $52.2K
|
772
$82.4K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
415+ 9.63% |
$40.3K - $44K
|
4.72K
$504K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$38.8K - $42.4K
|
400
$42.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
368+ 10.54% |
$35.7K - $39K
|
3.86K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
366+ 5.33% |
$35.5K - $38.8K
|
7.23K
$772K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
346+ 0.58% |
$33.6K - $36.7K
|
60.4K
$6.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
340+ 4.25% |
$33K - $36.1K
|
8.35K
$891K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
284+ 2.09% |
$27.6K - $30.1K
|
13.8K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
262+ 8.31% |
$25.4K - $27.8K
|
3.41K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
207+ 2.86% |
$20.1K - $22K
|
7.46K
$796K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
195+ 1.5% |
$18.9K - $20.7K
|
13.2K
$1.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
179+ 1.03% |
$17.4K - $19K
|
17.6K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
176+ 6.48% |
$17.1K - $18.7K
|
2.89K
$308K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
167+ 6.16% |
$16.2K - $17.7K
|
2.88K
$307K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
154+ 1.67% |
$14.9K - $16.3K
|
9.39K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
119+ 3.38% |
$11.5K - $12.6K
|
3.64K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
94+ 1.47% |
$9.12K - $9.97K
|
6.47K
$691K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
72+ 133.33% |
$6.99K - $7.64K
|
126
$13.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
60+ 25.64% |
$5.82K - $6.37K
|
294
$31.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
50+ 4.69% |
$4.85K - $5.31K
|
1.12K
$119K
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
37+ 0.44% |
$3.59K - $3.93K
|
8.49K
$906K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
31+ 0.07% |
$3.01K - $3.29K
|
44K
$4.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20+ 0.26% |
$1.94K - $2.12K
|
7.67K
$819K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 35.09% |
$1.94K - $2.12K
|
77
$8.22K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
19+ 0.35% |
$1.84K - $2.02K
|
5.45K
$582K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
18New |
$1.75K - $1.91K
|
18
$1.92K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
14+ 0.24% |
$1.36K - $1.49K
|
5.95K
$636K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
14+ 0.13% |
$1.36K - $1.49K
|
10.7K
$1.14M
|