Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.64M+ 146853.77% |
$200M - $460M
|
2.64M
$283M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
81.7KNew |
$6.18M - $14.2M
|
81.7K
$8.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
63.4KNew |
$4.8M - $11.1M
|
63.4K
$6.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
61.4K+ 996.72% |
$4.65M - $10.7M
|
67.6K
$7.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.6K+ 10.42% |
$2.01M - $4.64M
|
282K
$30.2M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
25.7K+ 114.22% |
$1.95M - $4.48M
|
48.2K
$5.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.9K+ 44.46% |
$1.51M - $3.48M
|
64.8K
$6.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
18.1K+ 14.37% |
$1.37M - $3.16M
|
144K
$15.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.6K+ 97.5% |
$1.03M - $2.36M
|
27.5K
$2.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.1K+ 269.44% |
$919K - $2.11M
|
16.6K
$1.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
9.95K+ 22.98% |
$753K - $1.73M
|
53.2K
$5.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
8.13K+ 47.37% |
$616K - $1.42M
|
25.3K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.29K+ 43.95% |
$552K - $1.27M
|
23.9K
$2.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.82K+ 11.58% |
$517K - $1.19M
|
65.7K
$7.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
6.56K+ 80.96% |
$497K - $1.14M
|
14.7K
$1.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6.51K+ 270.43% |
$493K - $1.14M
|
8.92K
$955K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
3.74KNew |
$283K - $652K
|
3.74K
$400K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.59KNew |
$272K - $626K
|
3.59K
$385K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.39K+ 210.11% |
$257K - $591K
|
5K
$536K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.32K+ 40.98% |
$251K - $578K
|
11.4K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.04K+ 14.54% |
$230K - $529K
|
23.9K
$2.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.85K+ 96.32% |
$216K - $497K
|
5.81K
$622K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.75KNew |
$208K - $479K
|
2.75K
$294K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.36K+ 10.17% |
$179K - $412K
|
25.6K
$2.74M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.25KNew |
$170K - $392K
|
2.25K
$241K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
2.06K+ 2058.0% |
$156K - $359K
|
2.16K
$231K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.06K+ 1.36% |
$156K - $359K
|
153K
$16.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.9K+ 60.85% |
$144K - $331K
|
5.02K
$538K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.7KNew |
$129K - $297K
|
1.7K
$182K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.68KNew |
$127K - $293K
|
1.68K
$180K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.67KNew |
$126K - $291K
|
1.67K
$179K
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
1.67K+ 7.03% |
$126K - $291K
|
25.4K
$2.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.61K+ 3.2% |
$122K - $281K
|
52.1K
$5.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
1.58KNew |
$120K - $276K
|
1.58K
$169K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.51K+ 1.48% |
$115K - $264K
|
104K
$11.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 5.54% |
$112K - $257K
|
28.1K
$3.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.45KNew |
$110K - $253K
|
1.45K
$155K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
1.41K+ 11.06% |
$107K - $246K
|
14.2K
$1.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.39K+ 13.26% |
$105K - $243K
|
11.9K
$1.27M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.3KNew |
$98.4K - $227K
|
1.3K
$139K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.3KNew |
$98.4K - $227K
|
1.3K
$139K
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.28K+ 13.31% |
$96.5K - $222K
|
10.9K
$1.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.25KNew |
$94.8K - $218K
|
1.25K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.24KNew |
$93.7K - $216K
|
1.24K
$132K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.17K+ 155.36% |
$88.8K - $204K
|
1.93K
$206K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 14.71% |
$79.2K - $182K
|
8.16K
$873K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1K+ 19.53% |
$75.7K - $174K
|
6.12K
$655K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
889+ 100.79% |
$67.3K - $155K
|
1.77K
$190K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
769+ 35.11% |
$58.2K - $134K
|
2.96K
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
629New |
$47.6K - $110K
|
629
$67.4K
|