Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
171KNew |
$13.4M - $14.4M
|
171K
$16.4M
|
|
Aug 03, 2021
Q2 2021
|
360 Financial, Inc.
|
BUY
|
- |
27.4KNew |
$2.16M - $2.31M
|
27.4K
$2.63M
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
16.7K+ 687.15% |
$1.32M - $1.41M
|
19.2K
$1.84M
|
|
Aug 13, 2021
Q2 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
16.5KNew |
$1.3M - $1.39M
|
16.5K
$1.58M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
15.1K+ 46.62% |
$1.19M - $1.28M
|
47.5K
$4.56M
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.6KNew |
$994K - $1.07M
|
12.6K
$1.21M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.5K+ 97.58% |
$907K - $973K
|
23.3K
$2.24M
|
|
Aug 11, 2021
Q2 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.94KNew |
$625K - $670K
|
7.94K
$761K
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.56KNew |
$595K - $637K
|
7.56K
$725K
|
|
Aug 16, 2021
Q2 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.07KNew |
$478K - $512K
|
6.07K
$582K
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.95K+ 163.49% |
$468K - $502K
|
9.58K
$919K
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.61KNew |
$441K - $473K
|
5.61K
$538K
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.18K+ 34.66% |
$408K - $437K
|
20.1K
$1.93M
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
BUY
|
- |
4.96K+ 88.79% |
$390K - $418K
|
10.5K
$1.01M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.88KNew |
$384K - $411K
|
4.88K
$468K
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.24KNew |
$255K - $274K
|
3.24K
$311K
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.18K+ 0.69% |
$250K - $268K
|
464K
$44.5M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.96K+ 5.62% |
$154K - $165K
|
36.8K
$3.53M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.82K+ 2.15% |
$143K - $153K
|
86.2K
$8.26M
|
|
Aug 03, 2021
Q2 2021
|
Amg National Trust Bank
|
BUY
|
- |
1.75KNew |
$137K - $147K
|
1.75K
$167K
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.72KNew |
$135K - $145K
|
1.72K
$165K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.59K+ 14.56% |
$125K - $134K
|
12.5K
$1.2M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.51K+ 9.05% |
$119K - $127K
|
18.1K
$1.74M
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.4K+ 82.66% |
$110K - $118K
|
3.09K
$296K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.11K+ 6.85% |
$87.6K - $93.9K
|
17.4K
$1.66M
|
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.1K+ 8.3% |
$86.6K - $92.8K
|
14.4K
$1.38M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
887+ 1.2% |
$69.8K - $74.8K
|
75K
$7.19M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
812New |
$63.9K - $68.5K
|
812
$77.9K
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
766New |
$60.3K - $64.6K
|
766
$73.5K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
615New |
$48.4K - $51.9K
|
615
$59K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
590New |
$46.4K - $49.8K
|
590
$56.6K
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
580+ 18.94% |
$45.6K - $48.9K
|
3.64K
$349K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
552+ 10.04% |
$43.4K - $46.6K
|
6.05K
$580K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
440+ 5.45% |
$34.6K - $37.1K
|
8.51K
$816K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
428+ 1.02% |
$33.7K - $36.1K
|
42.6K
$4.08M
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
409+ 9.78% |
$32.2K - $34.5K
|
4.59K
$440K
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
405+ 6.34% |
$31.9K - $34.2K
|
6.79K
$651K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
375+ 53.27% |
$29.5K - $31.6K
|
1.08K
$103K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
321New |
$25.3K - $27.1K
|
321
$30.8K
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
289+ 12.25% |
$22.7K - $24.4K
|
2.65K
$254K
|
|
Aug 11, 2021
Q2 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
260New |
$20.5K - $21.9K
|
260
$24.9K
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
183+ 1.54% |
$14.4K - $15.4K
|
12K
$1.15M
|
|
Aug 16, 2021
Q2 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
160+ 0.94% |
$12.6K - $13.5K
|
17.2K
$1.65M
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
153+ 9.53% |
$12K - $12.9K
|
1.76K
$169K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
139New |
$10.9K - $11.7K
|
139
$13.3K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
130+ 90.28% |
$10.2K - $11K
|
274
$26.3K
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
120+ 47.81% |
$9.44K - $10.1K
|
371
$35.6K
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
119+ 1.94% |
$9.36K - $10K
|
6.27K
$601K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
100+ 3.63% |
$7.87K - $8.44K
|
2.86K
$274K
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
35+ 7.09% |
$2.75K - $2.95K
|
529
$50.7K
|