Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
447K+ 18756.57% |
$40.2M - $44.8M
|
449K
$41.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
36K+ 4.36% |
$3.24M - $3.61M
|
862K
$79.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.2K+ 10.48% |
$2.17M - $2.42M
|
255K
$23.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.5K+ 10.71% |
$1.12M - $1.25M
|
129K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
12K+ 38.33% |
$1.08M - $1.2M
|
43.2K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10KNew |
$902K - $1.01M
|
10K
$923K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.51K+ 5.37% |
$855K - $954K
|
187K
$17.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.63KNew |
$775K - $865K
|
8.63K
$793K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.96K+ 8.66% |
$715K - $798K
|
99.8K
$9.18M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.9K+ 57.96% |
$710K - $792K
|
21.5K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.34K+ 284.49% |
$660K - $736K
|
9.92K
$912K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.15K+ 40.53% |
$462K - $516K
|
17.8K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
4.99K+ 1276.98% |
$449K - $501K
|
5.38K
$495K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.8K+ 9.67% |
$431K - $481K
|
54.4K
$5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.21K+ 69.05% |
$378K - $422K
|
10.3K
$948K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.03KNew |
$362K - $404K
|
4.03K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.76K+ 45.63% |
$338K - $377K
|
12K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.53KNew |
$317K - $354K
|
3.53K
$325K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.42K+ 2.07% |
$308K - $343K
|
168K
$15.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
3.11KNew |
$280K - $312K
|
3.11K
$286K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.1K+ 50.74% |
$279K - $311K
|
9.21K
$847K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.94KNew |
$265K - $295K
|
2.94K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.7KNew |
$243K - $271K
|
2.7K
$248K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.47KNew |
$222K - $247K
|
2.47K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.36KNew |
$212K - $237K
|
2.36K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
2.3KNew |
$206K - $230K
|
2.3K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.93K+ 102.23% |
$173K - $193K
|
3.81K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.77K+ 0.92% |
$159K - $178K
|
194K
$17.8M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
873+ 62.36% |
$78.5K - $87.5K
|
2.27K
$209K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
766New |
$68.9K - $76.8K
|
766
$70.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
504+ 7.43% |
$45.3K - $50.5K
|
7.29K
$670K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
476+ 643.24% |
$42.8K - $47.7K
|
550
$50.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
450New |
$40.5K - $45.1K
|
450
$41.4K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
371+ 1.08% |
$33.3K - $37.2K
|
34.8K
$3.2M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
343New |
$30.8K - $34.4K
|
343
$31.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
337+ 3.82% |
$30.3K - $33.8K
|
9.16K
$843K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
325New |
$29.2K - $32.6K
|
325
$29.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
295+ 12.89% |
$26.5K - $29.6K
|
2.58K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
292+ 1.24% |
$26.2K - $29.3K
|
23.8K
$2.19M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
272+ 6.67% |
$24.5K - $27.3K
|
4.35K
$400K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
246+ 5.31% |
$22.1K - $24.7K
|
4.88K
$448K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
224+ 100.0% |
$20.1K - $22.5K
|
448
$41.2K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
175New |
$15.7K - $17.5K
|
175
$16.1K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
154+ 1.95% |
$13.8K - $15.4K
|
8.06K
$741K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
104New |
$9.35K - $10.4K
|
104
$9.56K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
102+ 34.69% |
$9.17K - $10.2K
|
396
$36.4K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
53+ 1.16% |
$4.76K - $5.31K
|
4.62K
$425K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
22+ 8.03% |
$1.98K - $2.21K
|
296
$27.2K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
21+ 0.27% |
$1.89K - $2.11K
|
7.85K
$722K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11+ 0.25% |
$989 - $1.1K
|
4.47K
$411K
|