Purchases and Sales Made in Q4 2022 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 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 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
495
New
$37.5K - $86.3K
495 $52.8K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
489
New
$37K - $85.2K
489 $52.2K
Jan 27, 2023 Q4 2022
Pack Private Wealth, LLC

Wayzata, MN
BUY
 -
483
+ 14.09%
$36.6K - $84.2K
3.91K $418K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
440
New
$33.3K - $76.7K
440 $47K
Feb 13, 2023 Q4 2022
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
411
New
$31.1K - $71.6K
411 $43.9K
Feb 06, 2023 Q4 2022
Horizon Family Wealth, Inc.

BUY
 -
395
+ 9.15%
$29.9K - $68.8K
4.71K $503K
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
288
+ 0.86%
$21.8K - $50.2K
33.7K $3.6M
Feb 14, 2023 Q4 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
261
New
$19.8K - $45.5K
261 $27.9K
Jan 20, 2023 Q4 2022
Summit Financial Strategies, Inc.

BUY
 -
248
+ 5.24%
$18.8K - $43.2K
4.98K $532K
Feb 10, 2023 Q4 2022
Eq LLC

Mercer Island, WA
BUY
 -
210
+ 2.22%
$15.9K - $36.6K
9.68K $1.03M
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
173
New
$13.1K - $30.2K
173 $18.5K
Jan 24, 2023 Q4 2022
Cra Financial Services, LLC

BUY
 -
170
+ 8.04%
$12.9K - $29.6K
2.28K $244K
Jan 31, 2023 Q4 2022
Source Financial Advisors LLC

New York, NY
BUY
 -
165
+ 2.74%
$12.5K - $28.8K
6.19K $661K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
163
New
$12.3K - $28.4K
163 $17.4K
Feb 08, 2023 Q4 2022
Anson Capital, Inc.

BUY
 -
119
+ 1.95%
$9.01K - $20.7K
6.21K $663K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
114
New
$8.63K - $19.9K
114 $12.2K
Jan 19, 2023 Q4 2022
Octavia Wealth Advisors, LLC

BUY
 -
112
+ 1.29%
$8.48K - $19.5K
8.8K $939K
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
100
+ 1.38%
$7.57K - $17.4K
7.34K $783K
Feb 13, 2023 Q4 2022
Global Retirement Partners, LLC

BUY
 -
84
+ 55.26%
$6.36K - $14.6K
236 $25.2K
Feb 13, 2023 Q4 2022
Northern Trust Corp

Chicago, IL
BUY
 -
81
+ 3.98%
$6.13K - $14.1K
2.12K $226K
Feb 13, 2023 Q4 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
76
+ 2.58%
$5.75K - $13.2K
3.02K $322K
Jan 24, 2023 Q4 2022
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
72
New
$5.45K - $12.5K
72 $7.69K
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
54
+ 0.69%
$4.09K - $9.41K
7.86K $839K
Jan 19, 2023 Q4 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
53
+ 2.27%
$4.01K - $9.24K
2.39K $255K
Jan 25, 2023 Q4 2022
Walkner Condon Financial Advisors LLC

BUY
 -
50
+ 1.6%
$3.79K - $8.72K
3.17K $339K
Jan 09, 2023 Q4 2022
Align Wealth Management, LLC

Oklahoma City, OK
BUY
 -
42
New
$3.18K - $7.32K
42 $4.48K
Feb 10, 2023 Q4 2022
Stordahl Capital Management, Inc.

BUY
 -
35
+ 2.29%
$2.65K - $6.1K
1.56K $167K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
34
New
$2.57K - $5.93K
34 $3.63K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
27
+ 1.79%
$2.04K - $4.71K
1.53K $164K
Feb 14, 2023 Q4 2022
Iron Financial, LLC

BUY
 -
27
+ 1.02%
$2.04K - $4.71K
2.68K $286K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
26
New
$1.97K - $4.53K
26 $2.78K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
24
New
$1.82K - $4.18K
24 $2.56K
Feb 08, 2023 Q4 2022
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
13
+ 0.75%
$984 - $2.27K
1.75K $186K
Feb 13, 2023 Q4 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
12
+ 0.25%
$909 - $2.09K
4.86K $519K
Feb 13, 2023 Q4 2022
Black Rock Inc.

New York, NY
BUY
 -
8
+ 4.0%
$606 - $1.39K
208 $22.2K
Feb 13, 2023 Q4 2022
O'Rourke & Company, Inc

Boston, MA
BUY
 -
6
+ 0.16%
$454 - $1.05K
3.86K $412K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
4
+ 0.9%
$303 - $697
450 $48K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
4
+ 1.09%
$303 - $697
371 $39.6K
Jan 27, 2023 Q4 2022
Arcus Capital Partners, LLC

BUY
 -
3
New
$227 - $523
3 $320
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
2
+ 1.06%
$151 - $349
191 $20.4K
Feb 14, 2023 Q4 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1
+ 1.85%
$75.7 - $174
55 $5.87K
Aug 16, 2024 Q4 2022
Td Private Client Wealth LLC

New York, NY
SELL
 -
-1
- 0.61%
$75.7 - $174
162 $17.3K
Feb 15, 2023 Q4 2022
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-3
- 0.55%
$227 - $523
540 $57.6K
Aug 14, 2024 Q4 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-6
- 3.49%
$454 - $1.05K
166 $17.7K
Feb 03, 2023 Q4 2022
Klingman & Associates, LLC

SELL
 -
-13
- 0.17%
$984 - $2.27K
7.45K $795K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-21
- 95.45%
$1.59K - $3.66K
1 $107
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-25
- 0.75%
$1.89K - $4.36K
3.31K $353K
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

SELL
 -
-31
- 0.99%
$2.35K - $5.4K
3.1K $330K
Feb 08, 2023 Q4 2022
Sound View Wealth Advisors Group, LLC

SELL
 -
-32
- 1.96%
$2.42K - $5.58K
1.6K $171K

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