Purchases and Sales Made in Q1 2022 in Vanguard S&P Mid Cap 400 Value (IVOV)

IVOV Quotes by TradingView

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 $19.4M
May 10, 2022 Q1 2022
Cornercap Investment Counsel Inc

Atlanta, GA
BUY
 -
16.3K
New
$1.27M - $1.4M
16.3K $1.56M
May 16, 2022 Q1 2022
J.W. Cole Advisors, Inc.

BUY
 -
13.3K
New
$1.04M - $1.14M
13.3K $1.28M
Apr 18, 2022 Q1 2022
Rockland Trust CO

BUY
 -
13.3K
+ 3.8%
$1.04M - $1.14M
363K $34.8M
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
13K
+ 669.25%
$1.01M - $1.11M
14.9K $1.43M
May 16, 2022 Q1 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
11.6K
+ 51.84%
$910K - $1M
34.1K $3.27M
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
9.09K
+ 86.7%
$711K - $782K
19.6K $1.88M
May 06, 2022 Q1 2022
Phillips Financial Management, LLC

BUY
 -
8.76K
New
$685K - $753K
8.76K $841K
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
8.3K
+ 17.52%
$649K - $714K
55.7K $5.34M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
7.78K
+ 8.12%
$609K - $669K
104K $9.94M
May 23, 2022 Q1 2022
Advisory Services Network, LLC

BUY
 -
3.67K
New
$287K - $316K
3.67K $352K
May 13, 2022 Q1 2022
Merit Financial Group, LLC

BUY
 -
3.63K
New
$284K - $312K
3.63K $348K
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
3.25K
+ 19.01%
$254K - $279K
20.3K $1.95M
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
2.83K
New
$221K - $243K
2.83K $271K
Apr 12, 2022 Q1 2022
Calton & Associates, Inc.

BUY
 -
2.79K
New
$218K - $239K
2.79K $267K
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.36K
+ 78.37%
$184K - $203K
5.37K $515K
May 06, 2022 Q1 2022
Stordahl Capital Management, Inc.

BUY
 -
2.17K
+ 2.93%
$170K - $187K
76.3K $7.31M
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.15K
New
$168K - $185K
2.15K $206K
May 16, 2022 Q1 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
2.04K
+ 13.06%
$159K - $175K
17.6K $1.69M
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
2.01K
+ 125.2%
$157K - $173K
3.61K $346K
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

BUY
 -
1.92K
New
$150K - $165K
1.92K $184K
Apr 11, 2022 Q1 2022
360 Financial, Inc.

BUY
 -
1.85K
+ 4.54%
$145K - $159K
42.6K $4.09M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
1.67K
+ 28.61%
$130K - $143K
7.49K $719K
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.59K
New
$125K - $137K
1.59K $153K
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.49K
+ 18.87%
$116K - $128K
9.37K $898K
Apr 21, 2022 Q1 2022
Essex Financial Services, Inc.

BUY
 -
1.26K
New
$98.6K - $108K
1.26K $121K
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
1.24K
+ 19.84%
$97.2K - $107K
7.51K $720K
May 12, 2022 Q1 2022
D.A. Davidson & Co.

BUY
 -
1.18K
+ 5.67%
$92.5K - $102K
22.1K $2.12M
May 16, 2022 Q1 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
1.11K
New
$86.6K - $95.2K
1.11K $106K
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
1K
+ 5905.88%
$78.5K - $86.3K
1.02K $97.9K
May 04, 2022 Q1 2022
Envestnet Asset Management Inc

BUY
 -
874
+ 4.61%
$68.4K - $75.1K
19.8K $1.9M
Apr 22, 2022 Q1 2022
Truist Financial Corp

BUY
 -
835
+ 16.11%
$65.3K - $71.8K
6.02K $577K
Apr 22, 2022 Q1 2022
Hanson & Doremus Investment Management

BUY
 -
752
New
$58.8K - $64.6K
752 $72.1K
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
710
+ 10.12%
$55.5K - $61K
7.73K $741K
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
662
+ 9.36%
$51.8K - $56.9K
7.73K $742K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
629
+ 3.56%
$49.2K - $54.1K
18.3K $1.75M
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
608
+ 59.2%
$47.6K - $52.3K
1.64K $157K
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
538
New
$42.1K - $46.2K
538 $51.6K
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
435
+ 14.61%
$34K - $37.4K
3.41K $327K
Apr 25, 2022 Q1 2022
Fifth Third Securities, Inc.

BUY
 -
407
+ 17.13%
$31.8K - $35K
2.78K $267K
May 12, 2022 Q1 2022
Cibc World Market Inc.

Toronto, A6
BUY
 -
365
+ 10.09%
$28.5K - $31.4K
3.98K $382K
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
BUY
 -
245
+ 78.78%
$19.2K - $21.1K
556 $53.3K
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
208
+ 8.13%
$16.3K - $17.9K
2.77K $265K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
181
New
$14.2K - $15.6K
181 $17.4K
Apr 26, 2022 Q1 2022
Activest Wealth Management

BUY
 -
180
+ 281.25%
$14.1K - $15.5K
244 $23.4K
Apr 22, 2022 Q1 2022
James Investment Research Inc

BUY
 -
69
New
$5.4K - $5.93K
69 $6.62K
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
66
+ 5.0%
$5.16K - $5.67K
1.39K $133K
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
52
+ 0.41%
$4.07K - $4.47K
12.7K $1.22M
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
42
+ 2.74%
$3.28K - $3.61K
1.57K $151K

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