Purchases and Sales Made in Q2 2025 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 2025. 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 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
107K+ 615.5% |
$8.58M - $10.3M
|
125K
$12.4M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.9K+ 1572.48% |
$4.31M - $5.15M
|
57.4K
$5.69M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.3K+ 16.21% |
$3.3M - $3.95M
|
296K
$29.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.5K+ 31.58% |
$2.52M - $3.01M
|
131K
$13M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.6KNew |
$1.49M - $1.78M
|
18.6K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7KNew |
$1.26M - $1.5M
|
15.7K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
11.7K+ 1.46% |
$934K - $1.12M
|
812K
$80.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11K+ 44.57% |
$881K - $1.05M
|
35.8K
$3.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.39KNew |
$590K - $706K
|
7.39K
$733K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.53K+ 36.59% |
$521K - $624K
|
24.4K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
5.89K+ 109.34% |
$470K - $563K
|
11.3K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
5.64KNew |
$450K - $539K
|
5.64K
$560K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.56K+ 169.04% |
$364K - $436K
|
7.26K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.1K+ 0.48% |
$327K - $392K
|
866K
$86M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.91K+ 3.79% |
$312K - $374K
|
107K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3K+ 4.26% |
$240K - $287K
|
73.5K
$7.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.76K+ 120.91% |
$220K - $264K
|
5.04K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.55KNew |
$204K - $244K
|
2.55K
$253K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.34K+ 70.62% |
$187K - $224K
|
5.66K
$561K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$185K - $221K
|
2.31K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.2K+ 57.79% |
$176K - $211K
|
6.02K
$597K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.98KNew |
$158K - $189K
|
1.98K
$196K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.92KNew |
$153K - $183K
|
1.92K
$190K
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
994+ 27.35% |
$79.4K - $95K
|
4.63K
$459K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
985+ 0.83% |
$78.7K - $94.1K
|
119K
$11.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
938+ 10.24% |
$74.9K - $89.6K
|
10.1K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
933+ 2.68% |
$74.5K - $89.2K
|
35.7K
$3.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
931New |
$74.3K - $89K
|
931
$92.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
823+ 16.88% |
$65.7K - $78.7K
|
5.7K
$565K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
760+ 16.87% |
$60.7K - $72.6K
|
5.27K
$523K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
708+ 1.64% |
$56.5K - $67.7K
|
43.9K
$4.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
700+ 91.38% |
$55.9K - $66.9K
|
1.47K
$145K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
606+ 18.28% |
$48.4K - $57.9K
|
3.92K
$389K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
525+ 0.31% |
$41.9K - $50.2K
|
169K
$16.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
494+ 18.04% |
$39.4K - $47.2K
|
3.23K
$321K
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
438+ 19.08% |
$35K - $41.9K
|
2.73K
$271K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
390+ 9.07% |
$31.1K - $37.3K
|
4.69K
$466K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
228+ 2.83% |
$18.2K - $21.8K
|
8.29K
$823K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
224+ 100.0% |
$17.9K - $21.4K
|
448
$44.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
178New |
$14.2K - $17K
|
178
$17.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
120New |
$9.58K - $11.5K
|
120
$11.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
120New |
$9.58K - $11.5K
|
120
$11.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
56+ 1.25% |
$4.47K - $5.35K
|
4.52K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50+ 0.74% |
$3.99K - $4.78K
|
6.83K
$677K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
22+ 0.16% |
$1.76K - $2.1K
|
13.5K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10+ 0.1% |
$799 - $956
|
9.99K
$991K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 1.57% |
$479 - $573
|
387
$38.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.14% |
$79.9 - $95.6
|
731
$72.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-5- 0.1% |
$399 - $478
|
5.23K
$519K
|