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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-12- 21.05% |
$939 - $1.03K
|
45
$4.66K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-42- 16.87% |
$3.28K - $3.61K
|
207
$21.4K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-45- 1.37% |
$3.52K - $3.87K
|
3.23K
$334K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-52- 9.68% |
$4.07K - $4.47K
|
485
$50.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-71- 0.45% |
$5.55K - $6.1K
|
15.6K
$1.61M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-117Closed |
$9.15K - $10.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-125- 0.2% |
$9.78K - $10.7K
|
63.1K
$6.53M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-164- 50.0% |
$12.8K - $14.1K
|
164
$17K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-190Closed |
$14.9K - $16.3K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-244- 54.46% |
$19.1K - $21K
|
204
$21.1K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-250- 95.42% |
$19.6K - $21.5K
|
12
$1.24K
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-267- 9.47% |
$20.9K - $23K
|
2.55K
$264K
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-282- 0.38% |
$22.1K - $24.2K
|
73.8K
$7.63M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-341- 0.3% |
$26.7K - $29.3K
|
112K
$11.6M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-395- 13.82% |
$30.9K - $34K
|
2.46K
$255K
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-411- 18.73% |
$32.1K - $35.3K
|
1.78K
$184K
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-480- 34.68% |
$37.5K - $41.3K
|
904
$93.5K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-804- 61.66% |
$62.9K - $69.1K
|
500
$51.7K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-821- 0.73% |
$64.2K - $70.6K
|
112K
$11.6M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-845- 1.09% |
$66.1K - $72.6K
|
76.4K
$7.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-857- 1.85% |
$67K - $73.7K
|
45.4K
$4.7M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-865- 0.19% |
$67.7K - $74.4K
|
459K
$47.5M
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.03K- 68.1% |
$80.5K - $88.5K
|
482
$49.9K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.3K- 12.2% |
$102K - $112K
|
9.34K
$966K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.45KClosed |
$114K - $125K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-2.14K- 6.46% |
$168K - $184K
|
31.1K
$3.21M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.56K- 22.1% |
$200K - $220K
|
9.03K
$934K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.7K- 8.94% |
$211K - $232K
|
27.5K
$2.85M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.81K- 18.51% |
$220K - $242K
|
12.4K
$1.28M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-3.07KClosed |
$240K - $264K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-6.78KClosed |
$530K - $583K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.7K- 75.47% |
$1.07M - $1.18M
|
4.45K
$460K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-25.6KClosed |
$2M - $2.2M
|
0
$0
|