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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-181Closed |
$12.7K - $15.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-204Closed |
$14.3K - $17.2K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-244Closed |
$17.1K - $20.6K
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-255- 47.4% |
$17.9K - $21.5K
|
283
$29.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-274Closed |
$19.2K - $23.1K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Factorial Partners, LLC
|
SELL
|
- |
-300- 7.89% |
$21K - $25.3K
|
3.5K
$362K
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-406- 1.31% |
$28.5K - $34.2K
|
30.6K
$3.17M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-421- 2.83% |
$29.5K - $35.5K
|
14.5K
$1.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-446Closed |
$31.3K - $37.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-457- 18.55% |
$32K - $38.5K
|
2.01K
$208K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-482Closed |
$33.8K - $40.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-483- 8.03% |
$33.8K - $40.7K
|
5.53K
$573K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-484- 13.41% |
$33.9K - $40.8K
|
3.13K
$323K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-494- 1.09% |
$34.6K - $41.6K
|
44.9K
$4.65M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-571- 20.64% |
$40K - $48.1K
|
2.2K
$227K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-598- 36.57% |
$41.9K - $50.4K
|
1.04K
$107K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-615Closed |
$43.1K - $51.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-773- 14.4% |
$54.2K - $65.1K
|
4.6K
$476K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-817- 40.05% |
$57.3K - $68.8K
|
1.22K
$127K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-1.02KClosed |
$71.6K - $86K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.26KClosed |
$88.4K - $106K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.39KClosed |
$97.1K - $117K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.57KClosed |
$110K - $133K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.71K- 60.43% |
$120K - $144K
|
1.12K
$116K
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-1.91KClosed |
$134K - $161K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-2K- 3.59% |
$140K - $168K
|
53.7K
$5.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.04K- 7.43% |
$143K - $172K
|
25.5K
$2.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.07K- 22.13% |
$145K - $175K
|
7.29K
$755K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.23K- 12.17% |
$156K - $187K
|
16.1K
$1.66M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.28K- 24.38% |
$160K - $192K
|
7.06K
$731K
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.34KClosed |
$164K - $197K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.67K- 13.46% |
$187K - $225K
|
17.1K
$1.77M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.79KClosed |
$195K - $235K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.92K- 20.02% |
$275K - $330K
|
15.7K
$1.62M
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-8.76KClosed |
$614K - $738K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.97K- 51.6% |
$698K - $839K
|
9.35K
$967K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.8K- 7.3% |
$1.03M - $1.24M
|
188K
$19.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-16.3KClosed |
$1.14M - $1.37M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.6KClosed |
$1.24M - $1.49M
|
0
$0
|