Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.3K+ 38.45% |
$2.46M - $2.66M
|
106K
$10.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20.4KNew |
$1.72M - $1.86M
|
20.4K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20K+ 7.97% |
$1.67M - $1.81M
|
270K
$27M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 6.56% |
$1.29M - $1.39M
|
249K
$24.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 6.56% |
$1.29M - $1.39M
|
249K
$24.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.7KNew |
$646K - $699K
|
7.7K
$771K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
7.51KNew |
$630K - $682K
|
7.51K
$751K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.27K+ 4.53% |
$610K - $661K
|
168K
$16.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
5.72K+ 3.45% |
$480K - $519K
|
171K
$17.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.45K+ 0.65% |
$458K - $495K
|
848K
$84.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4KNew |
$336K - $363K
|
4K
$400K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
3.93K+ 0.49% |
$330K - $357K
|
800K
$80M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.92K+ 34.27% |
$329K - $356K
|
15.4K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
3.76KNew |
$315K - $341K
|
3.76K
$376K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.71K+ 7.47% |
$312K - $337K
|
53.5K
$5.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.08KNew |
$258K - $280K
|
3.08K
$308K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.02KNew |
$253K - $274K
|
3.02K
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.31KNew |
$194K - $210K
|
2.31K
$231K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.94K+ 111.16% |
$163K - $176K
|
3.69K
$369K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.93K+ 4.95% |
$162K - $175K
|
40.8K
$4.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.38K+ 3.83% |
$116K - $125K
|
37.4K
$3.74M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.19K+ 8.7% |
$100K - $108K
|
14.9K
$1.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.18K+ 9.39% |
$98.6K - $107K
|
13.7K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
959New |
$80.5K - $87.1K
|
959
$96K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
736+ 12.79% |
$61.8K - $66.9K
|
6.49K
$649K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
543+ 3.13% |
$45.6K - $49.3K
|
17.9K
$1.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
480New |
$40.3K - $43.6K
|
480
$48K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
444New |
$37.3K - $40.3K
|
444
$44.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
400+ 2.91% |
$33.6K - $36.3K
|
14.2K
$1.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
365+ 4.84% |
$30.6K - $33.2K
|
7.91K
$791K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
340+ 11.93% |
$28.5K - $30.9K
|
3.19K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
322+ 0.43% |
$27K - $29.2K
|
75.2K
$7.52M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
206+ 3.84% |
$17.3K - $18.7K
|
5.58K
$558K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
145+ 0.59% |
$12.2K - $13.2K
|
24.5K
$2.45M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
133+ 3.37% |
$11.2K - $12.1K
|
4.08K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
125+ 0.67% |
$10.5K - $11.4K
|
18.7K
$1.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100+ 59.52% |
$8.39K - $9.08K
|
268
$26.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44+ 13.5% |
$3.69K - $4K
|
370
$37K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$168 - $182
|
24.1K
$2.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-5- 6.58% |
$420 - $454
|
71
$7.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8- 0.11% |
$672 - $727
|
7.47K
$748K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10- 0.39% |
$839 - $908
|
2.56K
$256K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-24- 0.92% |
$2.01K - $2.18K
|
2.59K
$260K
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-26- 0.17% |
$2.18K - $2.36K
|
15K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-27- 0.35% |
$2.27K - $2.45K
|
7.79K
$779K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-28- 0.34% |
$2.35K - $2.54K
|
8.28K
$829K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32- 0.75% |
$2.69K - $2.91K
|
4.23K
$424K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-38- 0.22% |
$3.19K - $3.45K
|
17.6K
$1.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-49- 1.39% |
$4.11K - $4.45K
|
3.48K
$348K
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-50- 1.1% |
$4.2K - $4.54K
|
4.51K
$451K
|