Purchases and Sales Made in Q2 2023 in Vanguard S&P Mid Cap 400 Value (IVOV)

IVOV Quotes by TradingView

This table provides information about the institutional ownership of Vanguard S&P Mid Cap 400 Value (IVOV) during Q2 2023. 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, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
20.4K
+ 39.11%
$1.53M - $1.68M
72.6K $6.96M
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
17.2K
New
$1.29M - $1.41M
17.2K $1.65M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
17.1K
+ 42.29%
$1.28M - $1.41M
57.4K $5.51M
Jul 27, 2023 Q2 2023
Rockland Trust CO

BUY
 -
13.7K
+ 1.77%
$1.03M - $1.13M
786K $75.4M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
4.58K
+ 17.65%
$343K - $377K
30.5K $2.93M
Aug 02, 2023 Q2 2023
Shufro Rose & CO LLC

BUY
 -
3.11K
New
$233K - $256K
3.11K $298K
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
2.81K
New
$210K - $231K
2.81K $269K
Aug 08, 2023 Q2 2023
Essex Financial Services, Inc.

BUY
 -
2.52K
New
$189K - $208K
2.52K $242K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
2.52K
New
$189K - $208K
2.52K $242K
Aug 07, 2023 Q2 2023
Keystone Financial Group

BUY
 -
2.49K
New
$187K - $205K
2.49K $239K
Jul 21, 2023 Q2 2023
Stordahl Capital Management, Inc.

BUY
 -
2.05K
+ 1.26%
$153K - $169K
164K $15.7M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.78K
+ 86.77%
$134K - $147K
3.84K $368K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.63K
+ 8.07%
$122K - $134K
21.8K $2.09M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
1.25K
+ 10.77%
$93.6K - $103K
12.9K $1.23M
Aug 14, 2023 Q2 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.23K
+ 45.97%
$92.2K - $101K
3.91K $375K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
942
+ 2.79%
$70.5K - $77.5K
34.7K $3.32M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
893
+ 14.56%
$66.8K - $73.5K
7.03K $674K
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
717
+ 5.9%
$53.7K - $59K
12.9K $1.23M
Aug 10, 2023 Q2 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
547
+ 2.39%
$40.9K - $45K
23.4K $2.25M
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
534
+ 181.02%
$40K - $44K
829 $79.5K
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
455
+ 12.67%
$34.1K - $37.5K
4.05K $388K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
413
+ 15.34%
$30.9K - $34K
3.11K $298K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
400
+ 30.26%
$29.9K - $32.9K
1.72K $165K
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
346
+ 9.03%
$25.9K - $28.5K
4.18K $401K
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
269
+ 0.29%
$20.1K - $22.1K
92.5K $8.88M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
247
+ 3.2%
$18.5K - $20.3K
7.96K $763K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
213
+ 1.53%
$15.9K - $17.5K
14.1K $1.35M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
208
New
$15.6K - $17.1K
208 $20K
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
174
New
$13K - $14.3K
174 $16.7K
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
97
+ 0.53%
$7.26K - $7.99K
18.4K $1.76M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
62
+ 2.29%
$4.64K - $5.1K
2.77K $266K
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
51
+ 1.55%
$3.82K - $4.2K
3.35K $321K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
50
+ 0.56%
$3.74K - $4.12K
8.94K $857K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
12
+ 0.05%
$898 - $988
22.6K $2.17M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-12
- 0.88%
$898 - $988
1.36K $130K
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

SELL
 -
-29
- 25.44%
$2.17K - $2.39K
85 $8.15K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-50
- 5.71%
$3.74K - $4.12K
826 $79.2K
Aug 04, 2023 Q2 2023
Comerica Securities,Inc.

SELL
 -
-70
- 2.07%
$5.24K - $5.76K
3.31K $318K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-98
- 2.23%
$7.34K - $8.07K
4.3K $413K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-136
- 11.7%
$10.2K - $11.2K
1.03K $98.4K
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-139
- 2.88%
$10.4K - $11.4K
4.68K $449K
Aug 08, 2023 Q2 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
SELL
 -
-151
- 2.95%
$11.3K - $12.4K
4.97K $476K
Aug 14, 2023 Q2 2023
Trail Ridge Investment Advisors, LLC

SELL
 -
-165
- 3.33%
$12.4K - $13.6K
4.79K $460K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-190
- 7.24%
$14.2K - $15.6K
2.43K $233K
Aug 21, 2023 Q2 2023
Asset Dedication, LLC

SELL
 -
-285
- 7.41%
$21.3K - $23.5K
3.56K $342K
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

SELL
 -
-305
- 0.93%
$22.8K - $25.1K
32.4K $3.1M
Aug 07, 2023 Q2 2023
Horizon Investment Services, LLC

Hammond, IN
SELL
 -
-385
- 4.85%
$28.8K - $31.7K
7.55K $724K
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

SELL
 -
-417
- 1.74%
$31.2K - $34.3K
23.5K $2.25M
Aug 11, 2023 Q2 2023
360 Financial, Inc.

SELL
 -
-580
- 15.08%
$43.4K - $47.7K
3.27K $313K

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