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
$11.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
11.7K+ 1.46% |
$934K - $1.12M
|
812K
$77.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11K+ 44.57% |
$881K - $1.05M
|
35.8K
$3.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.53K+ 36.59% |
$521K - $624K
|
24.4K
$2.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.76K+ 120.91% |
$220K - $264K
|
5.04K
$481K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.92KNew |
$153K - $183K
|
1.92K
$183K
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
994+ 27.35% |
$79.4K - $95K
|
4.63K
$442K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
985+ 0.83% |
$78.7K - $94.1K
|
119K
$11.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
938+ 10.24% |
$74.9K - $89.6K
|
10.1K
$965K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
931New |
$74.3K - $89K
|
931
$88.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
823+ 16.88% |
$65.7K - $78.7K
|
5.7K
$544K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
760+ 16.87% |
$60.7K - $72.6K
|
5.27K
$503K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
708+ 1.64% |
$56.5K - $67.7K
|
43.9K
$4.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
700+ 91.38% |
$55.9K - $66.9K
|
1.47K
$140K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
606+ 18.28% |
$48.4K - $57.9K
|
3.92K
$375K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
525+ 0.31% |
$41.9K - $50.2K
|
169K
$16.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
390+ 9.07% |
$31.1K - $37.3K
|
4.69K
$448K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
178New |
$14.2K - $17K
|
178
$17K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
120New |
$9.58K - $11.5K
|
120
$11.5K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
22+ 0.16% |
$1.76K - $2.1K
|
13.5K
$1.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 1.57% |
$479 - $573
|
387
$37K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-8- 0.1% |
$639 - $765
|
7.85K
$749K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20- 0.77% |
$1.6K - $1.91K
|
2.56K
$245K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-31- 0.7% |
$2.48K - $2.96K
|
4.38K
$418K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-36- 1.16% |
$2.87K - $3.44K
|
3.08K
$294K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-54- 1.24% |
$4.31K - $5.16K
|
4.32K
$412K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-108- 1.97% |
$8.62K - $10.3K
|
5.37K
$513K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-128- 3.9% |
$10.2K - $12.2K
|
3.15K
$301K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-159- 3.89% |
$12.7K - $15.2K
|
3.93K
$375K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-160- 15.92% |
$12.8K - $15.3K
|
845
$80.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-208- 2.85% |
$16.6K - $19.9K
|
7.08K
$676K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-262- 1.21% |
$20.9K - $25K
|
21.5K
$2.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-286- 96.62% |
$22.8K - $27.3K
|
10
$955
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-295- 2.88% |
$23.6K - $28.2K
|
9.94K
$949K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-537- 4.48% |
$42.9K - $51.3K
|
11.5K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-586- 1.54% |
$46.8K - $56K
|
37.5K
$3.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-776- 1.82% |
$62K - $74.2K
|
42K
$4.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-1.35K- 94.0% |
$108K - $129K
|
86
$8.21K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.65K- 34.62% |
$132K - $158K
|
3.12K
$298K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.84K- 5.22% |
$227K - $272K
|
51.6K
$4.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-16.9K- 9.06% |
$1.35M - $1.62M
|
170K
$16.2M
|