Purchases and Sales Made in Q1 2022 in Vanguard S&P Mid Cap 400 Value (IVOV)
This table provides information about the institutional ownership of Vanguard S&P Mid Cap 400 Value (IVOV) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD S&P MID CAP 400 VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.8K+ 20.02% |
$2.64M - $2.9M
|
202K
$20.2M
|
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
16.3KNew |
$1.27M - $1.4M
|
16.3K
$1.63M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.3KNew |
$1.04M - $1.14M
|
13.3K
$1.33M
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
13.3K+ 3.8% |
$1.04M - $1.14M
|
363K
$36.3M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13K+ 669.25% |
$1.01M - $1.11M
|
14.9K
$1.49M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.6K+ 51.84% |
$910K - $1M
|
34.1K
$3.41M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
9.09K+ 86.7% |
$711K - $782K
|
19.6K
$1.96M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
8.76KNew |
$685K - $753K
|
8.76K
$877K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
8.3K+ 17.52% |
$649K - $714K
|
55.7K
$5.57M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.78K+ 8.12% |
$609K - $669K
|
104K
$10.4M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.4K+ 49.59% |
$501K - $550K
|
19.3K
$1.93M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.67KNew |
$287K - $316K
|
3.67K
$368K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.63KNew |
$284K - $312K
|
3.63K
$363K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.25K+ 19.01% |
$254K - $279K
|
20.3K
$2.03M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.83KNew |
$221K - $243K
|
2.83K
$283K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.79KNew |
$218K - $239K
|
2.79K
$279K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.36K+ 78.37% |
$184K - $203K
|
5.37K
$537K
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.17K+ 2.93% |
$170K - $187K
|
76.3K
$7.63M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.15KNew |
$168K - $185K
|
2.15K
$215K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.04K+ 13.06% |
$159K - $175K
|
17.6K
$1.77M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.01K+ 125.2% |
$157K - $173K
|
3.61K
$361K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
1.92KNew |
$150K - $165K
|
1.92K
$192K
|
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
BUY
|
- |
1.85K+ 4.54% |
$145K - $159K
|
42.6K
$4.27M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.67K+ 28.61% |
$130K - $143K
|
7.49K
$750K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.59KNew |
$125K - $137K
|
1.59K
$159K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.49K+ 18.87% |
$116K - $128K
|
9.37K
$937K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.26KNew |
$98.6K - $108K
|
1.26K
$126K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.24K+ 19.84% |
$97.2K - $107K
|
7.51K
$751K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.18K+ 5.67% |
$92.5K - $102K
|
22.1K
$2.21M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.11KNew |
$86.6K - $95.2K
|
1.11K
$111K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
1K+ 5905.88% |
$78.5K - $86.3K
|
1.02K
$102K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
874+ 4.61% |
$68.4K - $75.1K
|
19.8K
$1.98M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
835+ 16.11% |
$65.3K - $71.8K
|
6.02K
$602K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
752New |
$58.8K - $64.6K
|
752
$75.2K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
710+ 10.12% |
$55.5K - $61K
|
7.73K
$773K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
662+ 9.36% |
$51.8K - $56.9K
|
7.73K
$774K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
629+ 3.56% |
$49.2K - $54.1K
|
18.3K
$1.83M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
608+ 59.2% |
$47.6K - $52.3K
|
1.64K
$164K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
538New |
$42.1K - $46.2K
|
538
$53.8K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
435+ 14.61% |
$34K - $37.4K
|
3.41K
$342K
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
407+ 17.13% |
$31.8K - $35K
|
2.78K
$278K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
365+ 10.09% |
$28.5K - $31.4K
|
3.98K
$398K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
245+ 78.78% |
$19.2K - $21.1K
|
556
$55.6K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
208+ 8.13% |
$16.3K - $17.9K
|
2.77K
$277K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
181New |
$14.2K - $15.6K
|
181
$18.1K
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
180+ 281.25% |
$14.1K - $15.5K
|
244
$24.4K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
69New |
$5.4K - $5.93K
|
69
$6.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
66+ 5.0% |
$5.16K - $5.67K
|
1.39K
$139K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52+ 0.41% |
$4.07K - $4.47K
|
12.7K
$1.27M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
42+ 2.74% |
$3.28K - $3.61K
|
1.57K
$157K
|