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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-7- 35.0% |
$559 - $669
|
13
$1.29K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-8- 0.1% |
$639 - $765
|
7.85K
$779K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-10- 50.0% |
$799 - $956
|
10
$992
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12- 0.21% |
$958 - $1.15K
|
5.69K
$564K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20- 0.77% |
$1.6K - $1.91K
|
2.56K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-22- 0.93% |
$1.76K - $2.1K
|
2.34K
$232K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-31- 0.7% |
$2.48K - $2.96K
|
4.38K
$435K
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-33- 0.54% |
$2.64K - $3.15K
|
6.03K
$599K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-36- 1.16% |
$2.87K - $3.44K
|
3.08K
$305K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-50- 1.63% |
$3.99K - $4.78K
|
3.02K
$300K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-54- 1.24% |
$4.31K - $5.16K
|
4.32K
$428K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-108- 1.97% |
$8.62K - $10.3K
|
5.37K
$533K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-115- 20.91% |
$9.18K - $11K
|
435
$43.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-128- 3.9% |
$10.2K - $12.2K
|
3.15K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-132- 5.59% |
$10.5K - $12.6K
|
2.23K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-144- 5.58% |
$11.5K - $13.8K
|
2.44K
$242K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-159- 3.89% |
$12.7K - $15.2K
|
3.93K
$390K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-160- 15.92% |
$12.8K - $15.3K
|
845
$83.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-192- 1.86% |
$15.3K - $18.3K
|
10.1K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-197- 7.34% |
$15.7K - $18.8K
|
2.49K
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-208- 2.85% |
$16.6K - $19.9K
|
7.08K
$703K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-250- 6.83% |
$20K - $23.9K
|
3.41K
$338K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-262- 1.21% |
$20.9K - $25K
|
21.5K
$2.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-286- 96.62% |
$22.8K - $27.3K
|
10
$992
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-295- 2.88% |
$23.6K - $28.2K
|
9.94K
$986K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-537- 4.48% |
$42.9K - $51.3K
|
11.5K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-586- 1.54% |
$46.8K - $56K
|
37.5K
$3.72M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-681- 6.73% |
$54.4K - $65.1K
|
9.43K
$936K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-761- 10.17% |
$60.8K - $72.7K
|
6.73K
$667K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-776- 1.82% |
$62K - $74.2K
|
42K
$4.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.03K- 8.33% |
$82.2K - $98.3K
|
11.3K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-1.35K- 94.0% |
$108K - $129K
|
86
$8.53K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.5K- 60.0% |
$120K - $143K
|
1K
$99.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.65K- 34.62% |
$132K - $158K
|
3.12K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.74K- 0.9% |
$139K - $166K
|
192K
$19.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.78K- 9.66% |
$142K - $170K
|
16.6K
$1.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Factorial Partners, LLC
|
SELL
|
- |
-1.8K- 25.71% |
$144K - $172K
|
5.2K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1.98K- 1.64% |
$158K - $189K
|
119K
$11.8M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.83K- 50.0% |
$226K - $270K
|
2.83K
$281K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.84K- 5.22% |
$227K - $272K
|
51.6K
$5.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.91K- 39.46% |
$312K - $374K
|
6K
$596K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.29K- 8.87% |
$422K - $505K
|
54.3K
$5.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.94K- 68.82% |
$474K - $567K
|
2.69K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.36K- 52.58% |
$507K - $607K
|
5.73K
$569K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.63K- 40.08% |
$689K - $825K
|
12.9K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-16.9K- 9.06% |
$1.35M - $1.62M
|
170K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.6K- 12.52% |
$2.84M - $3.4M
|
248K
$24.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-39.2K- 30.33% |
$3.13M - $3.75M
|
90.1K
$8.94M
|