Purchases and Sales Made in Q4 2021 in Vanguard S&P Mid Cap 400 ETF (IVOO)

IVOO Quotes by TradingView

This table provides information about the institutional ownership of Vanguard S&P Mid Cap 400 ETF (IVOO) during Q4 2021. 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
Jan 14, 2022 Q4 2021
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
175
+ 0.73%
$15.7K - $17.2K
24K $2.56M
Feb 10, 2022 Q4 2021
Eq LLC

Mercer Island, WA
BUY
 -
172
+ 1.94%
$15.5K - $16.9K
9.04K $965K
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

BUY
 -
145
+ 2.64%
$13K - $14.3K
5.63K $601K
Feb 09, 2022 Q4 2021
Plante Moran Financial Advisors, LLC

BUY
 -
123
New
$11.1K - $12.1K
123 $13.1K
Jan 12, 2022 Q4 2021
Ifp Advisors, Inc

BUY
 -
116
+ 18.18%
$10.4K - $11.4K
754 $80.5K
Feb 14, 2022 Q4 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
110
+ 0.67%
$9.9K - $10.8K
16.5K $1.76M
Feb 14, 2022 Q4 2021
Goldman Sachs Group Inc

New York, NY
BUY
 -
100
+ 0.53%
$9K - $9.83K
19K $2.03M
Jan 21, 2022 Q4 2021
Huntington National Bank

Columbus, OH
BUY
 -
99
+ 1.38%
$8.91K - $9.74K
7.26K $775K
Jan 18, 2022 Q4 2021
Selective Wealth Management, Inc.

BUY
 -
97
+ 15.57%
$8.73K - $9.54K
720 $76.9K
Feb 14, 2022 Q4 2021
Amundi

Paris, I0
BUY
 -
95
New
$8.55K - $9.34K
95 $10.1K
Jan 24, 2022 Q4 2021
National Bank Of Canada

BUY
 -
65
New
$5.85K - $6.39K
65 $6.94K
Feb 14, 2022 Q4 2021
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
63
+ 3.03%
$5.67K - $6.2K
2.14K $229K
Aug 30, 2024 Q4 2021
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
60
+ 63.16%
$5.4K - $5.9K
155 $16.5K
Feb 07, 2022 Q4 2021
First American Bank

Dundee, IL
BUY
 -
60
+ 0.36%
$5.4K - $5.9K
16.9K $1.81M
Feb 04, 2022 Q4 2021
Naples Global Advisors, LLC

Naples, FL
BUY
 -
50
+ 0.62%
$4.5K - $4.92K
8.17K $872K
Feb 14, 2022 Q4 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
39
+ 1.96%
$3.51K - $3.84K
2.03K $216K
Feb 18, 2022 Q4 2021
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
23
New
$2.07K - $2.26K
23 $2.46K
Feb 11, 2022 Q4 2021
Walkner Condon Financial Advisors LLC

BUY
 -
21
+ 0.59%
$1.89K - $2.07K
3.56K $380K
Jan 19, 2022 Q4 2021
Advisor Net Financial, Inc

BUY
 -
21
+ 38.18%
$1.89K - $2.07K
76 $8.11K
Jan 19, 2022 Q4 2021
Endurance Wealth Management, Inc.

BUY
 -
20
+ 1.35%
$1.8K - $1.97K
1.51K $161K
Feb 11, 2022 Q4 2021
Iron Financial, LLC

BUY
 -
19
+ 0.73%
$1.71K - $1.87K
2.63K $281K
Feb 07, 2022 Q4 2021
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
13
+ 0.23%
$1.17K - $1.28K
5.77K $615K
Feb 08, 2022 Q4 2021
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
13
+ 0.76%
$1.17K - $1.28K
1.73K $184K
Aug 16, 2024 Q4 2021
Td Private Client Wealth LLC

New York, NY
BUY
 -
10
+ 22.22%
$900 - $983
55 $5.87K
Feb 04, 2022 Q4 2021
F3 Logic, LLC

BUY
 -
10
+ 0.51%
$900 - $983
1.99K $212K
Feb 14, 2022 Q4 2021
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2
+ 0.56%
$180 - $197
360 $38.4K
Feb 10, 2022 Q4 2021
Flagship Harbor Advisors, LLC

BUY
 -
1
+ 0.03%
$90 - $98.3
3.79K $405K
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 11, 2022 Q4 2021
Cherry Creek Investment Advisors, Inc.

SELL
 -
-1
- 0.07%
$90 - $98.3
1.41K $150K
Feb 08, 2022 Q4 2021
Northern Trust Corp

Chicago, IL
SELL
 -
-8
- 0.41%
$720 - $787
1.92K $205K
Jan 21, 2022 Q4 2021
Benchmark Wealth Management, LLC

SELL
 -
-14
- 0.66%
$1.26K - $1.38K
2.11K $225K
Jan 28, 2022 Q4 2021
First Bancorp, Inc

SELL
 -
-15
- 0.22%
$1.35K - $1.48K
6.85K $731K
Feb 08, 2022 Q4 2021
West Bancorporation Inc

SELL
 -
-16
- 59.26%
$1.44K - $1.57K
11 $1.17K
Feb 14, 2022 Q4 2021
Cambridge Trust CO

Boston, MA
SELL
 -
-19
- 0.92%
$1.71K - $1.87K
2.05K $218K
Feb 02, 2022 Q4 2021
Migdal Insurance & Financial Holdings Ltd.

SELL
 -
-23
Closed
$2.07K - $2.26K
0 $0
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-30
Closed
$2.7K - $2.95K
0 $0
Feb 01, 2022 Q4 2021
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-34
- 5.52%
$3.06K - $3.34K
582 $62.1K
Feb 10, 2022 Q4 2021
Stordahl Capital Management, Inc.

SELL
 -
-35
- 2.37%
$3.15K - $3.44K
1.44K $154K
Feb 11, 2022 Q4 2021
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-39
Closed
$3.51K - $3.84K
0 $0
Feb 07, 2022 Q4 2021
Phillips Financial Management, LLC

SELL
 -
-53
- 0.22%
$4.77K - $5.21K
24K $2.56M
Feb 07, 2022 Q4 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-62
- 1.56%
$5.58K - $6.1K
3.92K $418K
Feb 11, 2022 Q4 2021
Phoenix Wealth Advisors

SELL
 -
-78
Closed
$7.02K - $7.67K
0 $0
Feb 02, 2022 Q4 2021
Iowa State Bank

SELL
 -
-95
- 1.94%
$8.55K - $9.34K
4.8K $512K
Jan 20, 2022 Q4 2021
Cra Financial Services, LLC

SELL
 -
-100
- 4.75%
$9K - $9.83K
2K $214K
Feb 14, 2022 Q4 2021
Truist Financial Corp

SELL
 -
-110
- 3.22%
$9.9K - $10.8K
3.3K $352K
Feb 10, 2022 Q4 2021
Taylor Hoffman Wealth Management

Richmond, VA
SELL
 -
-137
- 2.32%
$12.3K - $13.5K
5.76K $615K
Feb 14, 2022 Q4 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-150
- 8.29%
$13.5K - $14.8K
1.66K $177K
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-171
Closed
$15.4K - $16.8K
0 $0
Feb 15, 2022 Q4 2021
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-202
- 2.14%
$18.2K - $19.9K
9.23K $986K

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