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 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-60- 1.43% |
$5.04K - $5.45K
|
4.13K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-75- 5.01% |
$6.3K - $6.81K
|
1.42K
$142K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-115- 4.22% |
$9.65K - $10.4K
|
2.61K
$261K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-117- 4.57% |
$9.82K - $10.6K
|
2.44K
$245K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-119- 41.75% |
$9.99K - $10.8K
|
166
$16.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-129- 0.16% |
$10.8K - $11.7K
|
80.6K
$8.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-228- 8.07% |
$19.1K - $20.7K
|
2.6K
$260K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-256- 1.95% |
$21.5K - $23.3K
|
12.9K
$1.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-476- 0.38% |
$40K - $43.2K
|
125K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-644- 4.46% |
$54.1K - $58.5K
|
13.8K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-822- 17.24% |
$69K - $74.7K
|
3.95K
$395K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-996- 28.42% |
$83.6K - $90.5K
|
2.51K
$251K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1K- 4.4% |
$84.1K - $91K
|
21.8K
$2.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.11K- 24.95% |
$93.3K - $101K
|
3.35K
$335K
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.29K- 1.02% |
$109K - $118K
|
125K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.84K- 23.39% |
$154K - $167K
|
6.02K
$602K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.13K- 4.43% |
$179K - $194K
|
46.1K
$4.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.38K- 12.8% |
$199K - $216K
|
16.2K
$1.62M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.01K- 21.75% |
$253K - $274K
|
10.8K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.9K- 37.61% |
$327K - $354K
|
6.47K
$647K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4K- 4.27% |
$335K - $363K
|
89.6K
$8.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.29K- 4.84% |
$444K - $481K
|
104K
$10.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.49K- 9.15% |
$461K - $498K
|
54.5K
$5.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.63K- 4.99% |
$641K - $693K
|
145K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.2K- 74.13% |
$1.69M - $1.83M
|
7.04K
$704K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-40.5K- 28.15% |
$3.4M - $3.68M
|
103K
$10.4M
|