Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
165K+ 10219.81% |
$17.2M - $18.9M
|
166K
$18.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
151K+ 125.21% |
$15.8M - $17.4M
|
272K
$29.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
36.2KNew |
$3.78M - $4.16M
|
36.2K
$3.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.2KNew |
$3.78M - $4.16M
|
36.2K
$3.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
17.8K+ 29.98% |
$1.86M - $2.05M
|
77.2K
$8.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.47KNew |
$885K - $974K
|
8.47K
$926K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.92K+ 12.1% |
$618K - $681K
|
54.8K
$5.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.72KNew |
$598K - $658K
|
5.72K
$625K
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
5.27K+ 9.92% |
$551K - $607K
|
58.5K
$6.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
4.94K+ 6.79% |
$516K - $568K
|
77.6K
$8.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
3.73K+ 5.58% |
$390K - $429K
|
70.6K
$7.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
3.26KNew |
$341K - $375K
|
3.26K
$356K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
2.98K+ 9.37% |
$311K - $343K
|
34.8K
$3.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.7K+ 136.67% |
$282K - $311K
|
4.68K
$512K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.45K+ 28.69% |
$256K - $282K
|
11K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2.26KNew |
$236K - $260K
|
2.26K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.21KNew |
$231K - $255K
|
2.21K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
1.92KNew |
$200K - $220K
|
1.92K
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.65K+ 1.64% |
$173K - $190K
|
103K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.64K+ 84.33% |
$171K - $188K
|
3.58K
$391K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.35K+ 3.07% |
$141K - $155K
|
45.3K
$4.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
1.25K+ 1.01% |
$131K - $144K
|
125K
$13.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.18K+ 30.39% |
$123K - $136K
|
5.06K
$553K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.17K+ 32.45% |
$123K - $135K
|
4.79K
$524K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.05K+ 4.92% |
$110K - $121K
|
22.4K
$2.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.03K+ 41.66% |
$107K - $118K
|
3.49K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
948New |
$99.1K - $109K
|
948
$104K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
928+ 25.47% |
$97K - $107K
|
4.57K
$500K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
854+ 21.21% |
$89.3K - $98.3K
|
4.88K
$534K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
848+ 77.16% |
$88.6K - $97.6K
|
1.95K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
768+ 2.3% |
$80.3K - $88.4K
|
34.1K
$3.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
483+ 1.86% |
$50.5K - $55.6K
|
26.5K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
409+ 5.95% |
$42.7K - $47.1K
|
7.29K
$797K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
367+ 3.39% |
$38.4K - $42.2K
|
11.2K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
291+ 4.54% |
$30.4K - $33.5K
|
6.7K
$732K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
275+ 2.3% |
$28.7K - $31.6K
|
12.2K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
258New |
$27K - $29.7K
|
258
$28.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
212+ 7.06% |
$22.2K - $24.4K
|
3.22K
$352K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
153+ 75.74% |
$16K - $17.6K
|
355
$38.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
114+ 0.71% |
$11.9K - $13.1K
|
16.1K
$1.76M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
40+ 1.44% |
$4.18K - $4.6K
|
2.82K
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
38+ 0.7% |
$3.97K - $4.37K
|
5.49K
$600K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
33+ 0.74% |
$3.45K - $3.8K
|
4.52K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
32+ 0.3% |
$3.34K - $3.68K
|
10.7K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
22+ 0.72% |
$2.3K - $2.53K
|
3.1K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
17+ 0.52% |
$1.78K - $1.96K
|
3.31K
$362K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
16+ 0.62% |
$1.67K - $1.84K
|
2.6K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15+ 0.67% |
$1.57K - $1.73K
|
2.27K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7+ 0.68% |
$732 - $806
|
1.04K
$114K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$732 - $806
|
5.12K
$560K
|