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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-63- 0.75% |
$5.26K - $5.72K
|
8.31K
$823K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-112- 1.48% |
$9.35K - $10.2K
|
7.48K
$740K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-150- 5.51% |
$12.5K - $13.6K
|
2.57K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-164- 1.17% |
$13.7K - $14.9K
|
13.9K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-179- 4.03% |
$14.9K - $16.3K
|
4.27K
$422K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-203- 6.71% |
$16.9K - $18.4K
|
2.82K
$280K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-208- 47.93% |
$17.4K - $18.9K
|
226
$22.4K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-220- 9.34% |
$18.4K - $20K
|
2.14K
$211K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-225- 13.07% |
$18.8K - $20.4K
|
1.5K
$148K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-247- 1.31% |
$20.6K - $22.4K
|
18.6K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-255- 1.45% |
$21.3K - $23.2K
|
17.4K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-356- 4.32% |
$29.7K - $32.3K
|
7.88K
$780K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-415- 3.21% |
$34.6K - $37.7K
|
12.5K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-508- 12.58% |
$42.4K - $46.1K
|
3.53K
$349K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-550- 10.77% |
$45.9K - $49.9K
|
4.56K
$451K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-597- 61.42% |
$49.8K - $54.2K
|
375
$37.1K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-650- 50.0% |
$54.3K - $59K
|
650
$64.3K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-714- 4.93% |
$59.6K - $64.8K
|
13.8K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-825- 3.5% |
$68.9K - $74.9K
|
22.8K
$2.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.4K- 7.35% |
$116K - $127K
|
17.6K
$1.74M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.47K- 11.35% |
$122K - $133K
|
11.4K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.97K- 2.56% |
$164K - $179K
|
74.8K
$7.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.97K- 1.91% |
$248K - $270K
|
153K
$15.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-3.89K- 59.75% |
$325K - $353K
|
2.62K
$259K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.3K- 18.83% |
$359K - $391K
|
18.5K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-4.99K- 27.57% |
$416K - $453K
|
13.1K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-5.06K- 0.63% |
$422K - $459K
|
796K
$78.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.51K- 5.55% |
$460K - $500K
|
93.6K
$9.27M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.79K- 23.78% |
$483K - $526K
|
18.5K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.98K- 0.7% |
$499K - $543K
|
842K
$83.4M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-6.06K- 11.17% |
$506K - $550K
|
48.2K
$4.77M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-7.61K- 5.68% |
$636K - $691K
|
126K
$12.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.31K- 10.34% |
$778K - $846K
|
80.7K
$7.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.5K- 16.14% |
$964K - $1.05M
|
60K
$5.94M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.3K- 6.15% |
$1.28M - $1.39M
|
234K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-132K- 34.56% |
$11M - $12M
|
250K
$24.8M
|