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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14+ 0.13% |
$1.36K - $1.49K
|
10.7K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
13+ 0.37% |
$1.26K - $1.38K
|
3.56K
$380K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11+ 0.36% |
$1.07K - $1.17K
|
3.07K
$328K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.04% |
$1.07K - $1.17K
|
28K
$2.99M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
8+ 0.24% |
$776 - $849
|
3.29K
$351K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8+ 0.31% |
$776 - $849
|
2.58K
$275K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7+ 0.06% |
$679 - $743
|
11.3K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
6+ 3.08% |
$582 - $637
|
201
$21.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
6+ 0.26% |
$582 - $637
|
2.28K
$243K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.08% |
$582 - $637
|
7.38K
$787K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.43% |
$582 - $637
|
1.41K
$151K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4+ 0.43% |
$388 - $424
|
941
$100K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4+ 0.39% |
$388 - $424
|
1.03K
$110K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.37% |
$388 - $424
|
1.1K
$117K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.12% |
$194 - $212
|
1.62K
$173K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$97.1 - $106
|
5.11K
$546K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.38% |
$97.1 - $106
|
266
$28.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1- 0.02% |
$97.1 - $106
|
5.52K
$589K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-12- 0.27% |
$1.16K - $1.27K
|
4.44K
$473K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-19- 0.19% |
$1.84K - $2.02K
|
9.95K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-24- 0.2% |
$2.33K - $2.55K
|
12K
$1.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-25- 0.8% |
$2.43K - $2.65K
|
3.12K
$333K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-29- 0.64% |
$2.81K - $3.08K
|
4.48K
$478K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-46- 1.83% |
$4.46K - $4.88K
|
2.47K
$263K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-70- 1.09% |
$6.79K - $7.43K
|
6.34K
$676K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-77- 0.6% |
$7.47K - $8.17K
|
12.8K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-83- 0.74% |
$8.06K - $8.81K
|
11.1K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-85- 0.27% |
$8.25K - $9.02K
|
31.8K
$3.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-86- 0.17% |
$8.35K - $9.12K
|
49.5K
$5.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-93- 1.33% |
$9.03K - $9.87K
|
6.88K
$734K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 33.33% |
$9.71K - $10.6K
|
200
$21.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-100- 52.63% |
$9.71K - $10.6K
|
90
$9.61K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-112- 1.3% |
$10.9K - $11.9K
|
8.5K
$908K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-112- 24.35% |
$10.9K - $11.9K
|
348
$37.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-120- 4.14% |
$11.6K - $12.7K
|
2.78K
$297K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-125- 16.53% |
$12.1K - $13.3K
|
631
$67.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-125- 1.91% |
$12.1K - $13.3K
|
6.41K
$684K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-132- 17.81% |
$12.8K - $14K
|
609
$65K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-134- 1.87% |
$13K - $14.2K
|
7.04K
$752K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-137- 3.65% |
$13.3K - $14.5K
|
3.62K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-179- 1.56% |
$17.4K - $19K
|
11.3K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-186- 7.31% |
$18.1K - $19.7K
|
2.36K
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-210- 1.48% |
$20.4K - $22.3K
|
14K
$1.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-214- 16.72% |
$20.8K - $22.7K
|
1.07K
$114K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-224- 1.76% |
$21.7K - $23.8K
|
12.5K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-272- 8.68% |
$26.4K - $28.9K
|
2.86K
$306K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-285- 81.2% |
$27.7K - $30.2K
|
66
$7.04K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-295- 0.46% |
$28.6K - $31.3K
|
63.5K
$6.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-336- 8.03% |
$32.6K - $35.6K
|
3.85K
$411K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-359- 3.35% |
$34.8K - $38.1K
|
10.4K
$1.11M
|