Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.79M+ 16904.44% |
$133M - $316M
|
1.8M
$183M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
415K+ 88.23% |
$30.9M - $73.5M
|
886K
$90.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
390K+ 101.95% |
$29M - $69M
|
772K
$78.7M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
225K+ 116.7% |
$16.7M - $39.7M
|
417K
$42.5M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
124K+ 111.18% |
$9.21M - $21.9M
|
235K
$24M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
113K+ 122.37% |
$8.38M - $20M
|
205K
$20.9M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
83.9K+ 107.17% |
$6.23M - $14.8M
|
162K
$16.5M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
69.1K+ 97.12% |
$5.13M - $12.2M
|
140K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
63.6K+ 100.86% |
$4.73M - $11.3M
|
127K
$12.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.3K+ 66.37% |
$3.59M - $8.54M
|
121K
$12.3M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.3K+ 100.68% |
$3.44M - $8.19M
|
92.3K
$9.4M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
43.3K+ 65.84% |
$3.22M - $7.67M
|
109K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.2K+ 96.49% |
$2.91M - $6.94M
|
79.9K
$8.13M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.6K+ 153.9% |
$2.35M - $5.6M
|
52.2K
$5.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
29.5K+ 99.98% |
$2.19M - $5.21M
|
58.9K
$6M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.5K+ 214.07% |
$2.05M - $4.87M
|
40.4K
$4.12M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.9K+ 118.68% |
$1.63M - $3.88M
|
40.4K
$4.11M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
20.1KNew |
$1.49M - $3.55M
|
20.1K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
20.1KNew |
$1.49M - $3.55M
|
20.1K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18K+ 143.15% |
$1.34M - $3.19M
|
30.7K
$3.12M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.6K+ 108.73% |
$1.3M - $3.11M
|
33.7K
$3.43M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.5K+ 206.08% |
$1.3M - $3.09M
|
25.9K
$2.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
16.9K+ 107.27% |
$1.26M - $2.99M
|
32.7K
$3.33M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.1K+ 117.85% |
$1.12M - $2.66M
|
27.8K
$2.83M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.4K+ 100.0% |
$1.07M - $2.54M
|
28.7K
$2.92M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.8K+ 97.56% |
$878K - $2.09M
|
23.9K
$2.44M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
11.1K+ 107.02% |
$826K - $1.97M
|
21.5K
$2.19M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.9K+ 95.66% |
$810K - $1.93M
|
22.3K
$2.27M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 88.54% |
$789K - $1.88M
|
22.6K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.2K+ 126.56% |
$755K - $1.8M
|
18.2K
$1.85M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.51K+ 100.0% |
$707K - $1.68M
|
19K
$1.94M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.28K+ 102.94% |
$689K - $1.64M
|
18.3K
$1.86M
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
7.93KNew |
$589K - $1.4M
|
7.93K
$808K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.93K+ 120.84% |
$589K - $1.4M
|
14.5K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.69KNew |
$571K - $1.36M
|
7.69K
$783K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7K+ 101.91% |
$520K - $1.24M
|
13.9K
$1.41M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
6.25K+ 116.44% |
$464K - $1.1M
|
11.6K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.19KNew |
$460K - $1.1M
|
6.19K
$631K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
6.07K+ 99.67% |
$451K - $1.07M
|
12.2K
$1.24M
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
BUY
|
- |
5.71K+ 100.0% |
$424K - $1.01M
|
11.4K
$1.16M
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.64K+ 95.53% |
$419K - $997K
|
11.5K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.04KNew |
$375K - $892K
|
5.04K
$514K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.82K+ 99.98% |
$358K - $853K
|
9.65K
$982K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.82KNew |
$358K - $853K
|
4.82K
$491K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.71K+ 112.53% |
$350K - $832K
|
8.89K
$905K
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
4.4KNew |
$327K - $778K
|
4.4K
$448K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.03K+ 191.68% |
$300K - $713K
|
6.13K
$625K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.7K+ 100.0% |
$275K - $655K
|
7.41K
$754K
|
|
|
May 03, 2023
Q1 2023
|
Factorial Partners, LLC
|
BUY
|
- |
3.5K+ 100.0% |
$260K - $619K
|
7K
$713K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.5K+ 83.0% |
$260K - $619K
|
7.71K
$785K
|