Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
160KNew |
$13.4M - $14.6M
|
160K
$15.4M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.9K+ 20.89% |
$2.08M - $2.26M
|
144K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.9K+ 226.29% |
$1.58M - $1.71M
|
27.2K
$2.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.9K+ 46.86% |
$1.32M - $1.44M
|
49.7K
$4.77M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
15.1KNew |
$1.26M - $1.37M
|
15.1K
$1.44M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.1K+ 6.44% |
$1.18M - $1.28M
|
234K
$22.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.1K+ 6.44% |
$1.18M - $1.28M
|
234K
$22.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7KNew |
$1.14M - $1.24M
|
13.7K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.2K+ 72.6% |
$938K - $1.02M
|
26.7K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.95KNew |
$747K - $812K
|
8.95K
$858K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
7.99K+ 48.69% |
$667K - $725K
|
24.4K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
7.86KNew |
$656K - $714K
|
7.86K
$754K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
7.49K+ 4.74% |
$625K - $680K
|
165K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.55K+ 6.34% |
$380K - $413K
|
76.2K
$7.31M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
4.4KNew |
$367K - $400K
|
4.4K
$422K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.22KNew |
$269K - $292K
|
3.22K
$309K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.2KNew |
$267K - $290K
|
3.2K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.93KNew |
$245K - $266K
|
2.93K
$281K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.88K+ 84.93% |
$240K - $261K
|
6.26K
$600K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.85KNew |
$238K - $259K
|
2.85K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.81K+ 171.27% |
$235K - $256K
|
4.46K
$428K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.73KNew |
$228K - $248K
|
2.73K
$262K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.41KNew |
$201K - $219K
|
2.41K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.4KNew |
$201K - $218K
|
2.4K
$231K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.2K+ 5.99% |
$184K - $200K
|
38.9K
$3.73M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.15KNew |
$96K - $104K
|
1.15K
$110K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
774+ 15.55% |
$64.6K - $70.3K
|
5.75K
$552K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
754+ 5.51% |
$63K - $68.5K
|
14.4K
$1.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
695New |
$58K - $63.1K
|
695
$66.7K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
671+ 0.62% |
$56K - $60.9K
|
109K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
665+ 23.42% |
$55.5K - $60.4K
|
3.5K
$336K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
600+ 5.19% |
$50.1K - $54.5K
|
12.2K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
524+ 10.82% |
$43.7K - $47.6K
|
5.37K
$515K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
501+ 1.41% |
$41.8K - $45.5K
|
36K
$3.45M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
328New |
$27.4K - $29.8K
|
328
$31.5K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
321+ 4.44% |
$26.8K - $29.1K
|
7.55K
$724K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
285New |
$23.8K - $25.9K
|
285
$27.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
272New |
$22.7K - $24.7K
|
272
$26.1K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
242+ 2.39% |
$20.2K - $22K
|
10.4K
$995K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
213+ 2.8% |
$17.8K - $19.3K
|
7.81K
$749K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
100+ 21.83% |
$8.35K - $9.08K
|
558
$53.5K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
74New |
$6.18K - $6.72K
|
74
$7.1K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27+ 0.69% |
$2.25K - $2.45K
|
3.95K
$379K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
22New |
$1.84K - $2K
|
22
$2.11K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
15+ 0.53% |
$1.25K - $1.36K
|
2.85K
$273K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14New |
$1.17K - $1.27K
|
14
$1.34K
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-36- 0.75% |
$3.01K - $3.27K
|
4.77K
$457K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-38- 0.79% |
$3.17K - $3.45K
|
4.8K
$460K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-50- 0.99% |
$4.17K - $4.54K
|
5K
$480K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-63- 0.75% |
$5.26K - $5.72K
|
8.31K
$797K
|