Purchases and Sales Made in Q2 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.8K+ 3.22% |
$1.04M - $1.24M
|
474K
$45.5M
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
BUY
|
- |
12.8K+ 3.53% |
$897K - $1.08M
|
375K
$36M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.6KNew |
$812K - $976K
|
11.6K
$1.11M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.65K+ 19.52% |
$466K - $560K
|
40.7K
$3.9M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
4.67K+ 128.74% |
$327K - $393K
|
8.29K
$796K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.41K+ 34.74% |
$309K - $371K
|
17.1K
$1.64M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.4K+ 40.58% |
$308K - $371K
|
15.2K
$1.46M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.79K+ 42.03% |
$266K - $320K
|
12.8K
$1.23M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.18K+ 3.07% |
$223K - $268K
|
107K
$10.2M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.94K+ 2112.23% |
$206K - $247K
|
3.08K
$295K
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.77KNew |
$194K - $233K
|
2.77K
$265K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.24KNew |
$157K - $188K
|
2.24K
$214K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.08K+ 10.25% |
$146K - $175K
|
22.4K
$2.15M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
1.67KNew |
$117K - $140K
|
1.67K
$160K
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.39K+ 1.83% |
$97.7K - $117K
|
77.6K
$7.45M
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
BUY
|
- |
919+ 2.16% |
$64.4K - $77.4K
|
43.6K
$4.18M
|
|
Aug 12, 2022
Q2 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
845New |
$59.2K - $71.2K
|
845
$81.1K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
821+ 0.73% |
$57.5K - $69.2K
|
113K
$10.8M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
821+ 0.73% |
$57.5K - $69.2K
|
113K
$10.8M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
714New |
$50K - $60.1K
|
714
$68.5K
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
685+ 992.75% |
$48K - $57.7K
|
754
$72.3K
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
622+ 68.81% |
$43.6K - $52.4K
|
1.53K
$146K
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
573New |
$40.2K - $48.3K
|
573
$55K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
535+ 7.12% |
$37.5K - $45.1K
|
8.04K
$772K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
388+ 5.02% |
$27.2K - $32.7K
|
8.12K
$778K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
360+ 9.8% |
$25.2K - $30.3K
|
4.03K
$387K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
344+ 4.45% |
$24.1K - $29K
|
8.08K
$775K
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
317+ 1.44% |
$22.2K - $26.7K
|
22.4K
$2.15M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
317+ 9.29% |
$22.2K - $26.7K
|
3.73K
$358K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
274New |
$19.2K - $23.1K
|
274
$26.3K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
200New |
$14K - $16.8K
|
200
$19.2K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
200+ 41.24% |
$14K - $16.8K
|
685
$65.7K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
145+ 0.19% |
$10.2K - $12.2K
|
76.5K
$7.34M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
136+ 8.53% |
$9.53K - $11.5K
|
1.73K
$166K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
131+ 2.94% |
$9.18K - $11K
|
4.58K
$439K
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$7.01K - $8.42K
|
100
$9.59K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
74+ 35.75% |
$5.19K - $6.23K
|
281
$27K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
60+ 10.79% |
$4.2K - $5.05K
|
616
$59.1K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
31+ 1.26% |
$2.17K - $2.61K
|
2.49K
$239K
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$420 - $505
|
6
$576
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1- 0.1% |
$70.1 - $84.2
|
1.04K
$99.4K
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-6- 0.01% |
$420 - $505
|
73.8K
$7.08M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20- 0.93% |
$1.4K - $1.68K
|
2.13K
$204K
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-38- 0.69% |
$2.66K - $3.2K
|
5.46K
$524K
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-42- 0.27% |
$2.94K - $3.54K
|
15.5K
$1.49M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-115- 0.93% |
$8.06K - $9.69K
|
12.3K
$1.18M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-119- 4.28% |
$8.34K - $10K
|
2.66K
$256K
|
|
Aug 10, 2022
Q2 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-120- 0.19% |
$8.41K - $10.1K
|
63K
$6.04M
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-132- 11.92% |
$9.25K - $11.1K
|
975
$93.5K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-132- 6.42% |
$9.25K - $11.1K
|
1.92K
$185K
|