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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
142New |
$14.8K - $16.3K
|
142
$14.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
137+ 5.44% |
$14.3K - $15.8K
|
2.66K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
117+ 3.43% |
$12.2K - $13.5K
|
3.53K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
114+ 0.71% |
$11.9K - $13.1K
|
16.1K
$1.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
83+ 2.88% |
$8.68K - $9.55K
|
2.96K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
75+ 37.31% |
$7.84K - $8.63K
|
276
$28.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
60New |
$6.27K - $6.9K
|
60
$6.12K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
45New |
$4.7K - $5.18K
|
45
$4.59K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
40+ 1.44% |
$4.18K - $4.6K
|
2.82K
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
38+ 0.7% |
$3.97K - $4.37K
|
5.49K
$560K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
33+ 0.74% |
$3.45K - $3.8K
|
4.52K
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
32+ 0.3% |
$3.34K - $3.68K
|
10.7K
$1.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
28New |
$2.93K - $3.22K
|
28
$2.86K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
28+ 0.4% |
$2.93K - $3.22K
|
7K
$714K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
26+ 0.24% |
$2.72K - $2.99K
|
10.7K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
25+ 0.8% |
$2.61K - $2.88K
|
3.14K
$321K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
22+ 0.72% |
$2.3K - $2.53K
|
3.1K
$316K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
17+ 0.52% |
$1.78K - $1.96K
|
3.31K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
16+ 0.62% |
$1.67K - $1.84K
|
2.6K
$265K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15+ 0.67% |
$1.57K - $1.73K
|
2.27K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7+ 0.13% |
$732 - $806
|
5.53K
$564K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$732 - $806
|
5.12K
$522K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7+ 0.68% |
$732 - $806
|
1.04K
$106K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6+ 0.05% |
$627 - $690
|
11.4K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
$627 - $690
|
6
$612
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
6+ 0.64% |
$627 - $690
|
947
$96.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
5+ 0.05% |
$523 - $575
|
9.72K
$991K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.75% |
$209 - $230
|
268
$27.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 1.14% |
$105 - $115
|
89
$9.08K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.71% |
$105 - $115
|
141
$14.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1- -0.0% |
$105 - $115
|
25.9K
$2.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-12- 1.07% |
$1.25K - $1.38K
|
1.11K
$113K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-13- 0.09% |
$1.36K - $1.5K
|
14.9K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-18- 0.76% |
$1.88K - $2.07K
|
2.34K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
SELL
|
- |
-19- 0.32% |
$1.99K - $2.19K
|
5.87K
$599K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22- 3.61% |
$2.3K - $2.53K
|
587
$59.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-28- 0.25% |
$2.93K - $3.22K
|
11K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-33- 0.26% |
$3.45K - $3.8K
|
12.8K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-34- 3.19% |
$3.55K - $3.91K
|
1.03K
$105K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-41- 1.8% |
$4.29K - $4.72K
|
2.24K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 0.49% |
$5.23K - $5.75K
|
10.2K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 50.0% |
$5.23K - $5.75K
|
50
$5.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.31% |
$5.64K - $6.21K
|
17.6K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-71- 0.83% |
$7.42K - $8.17K
|
8.43K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-75- 1.95% |
$7.84K - $8.63K
|
3.78K
$385K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-89- 1.49% |
$9.3K - $10.2K
|
5.87K
$598K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-153- 1.73% |
$16K - $17.6K
|
8.71K
$889K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-180- 2.49% |
$18.8K - $20.7K
|
7.05K
$719K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-188- 24.77% |
$19.6K - $21.6K
|
571
$58.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-199- 5.15% |
$20.8K - $22.9K
|
3.66K
$374K
|