Purchases and Sales Made in Q4 2023 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 2023. 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 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$944 - $1.14K
|
12
$1.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
11+ 0.19% |
$865 - $1.04K
|
5.92K
$604K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
8+ 0.79% |
$629 - $759
|
1.03K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8New |
$629 - $759
|
8
$816
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
7+ 0.1% |
$550 - $664
|
7.37K
$752K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 0.31% |
$472 - $569
|
1.96K
$200K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6+ 0.82% |
$472 - $569
|
740
$75.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$78.6 - $94.9
|
14.9K
$1.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$78.6 - $94.9
|
5.15K
$526K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-3- 2.5% |
$236 - $285
|
117
$11.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4- 0.09% |
$315 - $380
|
4.25K
$434K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7- 0.7% |
$550 - $664
|
989
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-11- 0.42% |
$865 - $1.04K
|
2.64K
$269K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-15- 1.4% |
$1.18K - $1.42K
|
1.05K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-28Closed |
$2.2K - $2.66K
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-50- 1.17% |
$3.93K - $4.74K
|
4.24K
$433K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-67- 19.31% |
$5.27K - $6.36K
|
280
$28.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-69- 0.15% |
$5.43K - $6.55K
|
46.3K
$4.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-82- 2.44% |
$6.45K - $7.78K
|
3.28K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-94- 3.9% |
$7.39K - $8.92K
|
2.32K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-117- 13.36% |
$9.2K - $11.1K
|
759
$77.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-120- 1.13% |
$9.44K - $11.4K
|
10.5K
$1.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-125- 1.21% |
$9.83K - $11.9K
|
10.2K
$1.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-125- 4.1% |
$9.83K - $11.9K
|
2.93K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-126- 0.7% |
$9.91K - $12K
|
17.8K
$1.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-132- 8.48% |
$10.4K - $12.5K
|
1.42K
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-155- 0.33% |
$12.2K - $14.7K
|
47.2K
$4.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-165- 1.32% |
$13K - $15.7K
|
12.3K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-177- 2.88% |
$13.9K - $16.8K
|
5.98K
$610K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-257- 3.25% |
$20.2K - $24.4K
|
7.65K
$781K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-401- 12.13% |
$31.5K - $38K
|
2.9K
$296K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-551- 17.63% |
$43.3K - $52.3K
|
2.58K
$263K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-580- 2.66% |
$45.6K - $55K
|
21.2K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-616- 8.67% |
$48.4K - $58.4K
|
6.49K
$663K
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-748- 3.94% |
$58.8K - $71K
|
18.2K
$1.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-762- 0.25% |
$59.9K - $72.3K
|
306K
$31.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-811- 2.84% |
$63.8K - $76.9K
|
27.7K
$2.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-817- 13.97% |
$64.2K - $77.5K
|
5.03K
$513K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-860- 6.13% |
$67.6K - $81.6K
|
13.2K
$1.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-958- 11.28% |
$75.3K - $90.9K
|
7.53K
$769K
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1K- 13.74% |
$78.6K - $94.9K
|
6.28K
$641K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.03K- 30.48% |
$81.3K - $98.1K
|
2.36K
$241K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.25K- 55.07% |
$98.3K - $119K
|
1.02K
$104K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.59K- 67.62% |
$125K - $151K
|
762
$77.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.92K- 29.53% |
$151K - $182K
|
4.57K
$467K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.3K- 1.61% |
$181K - $219K
|
141K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.37K- 0.76% |
$187K - $225K
|
310K
$31.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.45K- 92.22% |
$271K - $327K
|
291
$29.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.68K- 13.31% |
$289K - $349K
|
24K
$2.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.02K- 23.76% |
$316K - $382K
|
12.9K
$1.32M
|