Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
109KNew |
$8.32M - $9.04M
|
109K
$10.4M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
38.3K+ 1162.56% |
$2.93M - $3.19M
|
41.6K
$3.99M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.1KNew |
$1.69M - $1.84M
|
22.1K
$2.12M
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
21.7K+ 131.25% |
$1.66M - $1.8M
|
38.2K
$3.66M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
20K+ 166.01% |
$1.53M - $1.66M
|
32K
$3.07M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.3K+ 202.77% |
$1.17M - $1.28M
|
22.9K
$2.19M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$969K - $1.05M
|
12.7K
$1.21M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
11.2KNew |
$858K - $933K
|
11.2K
$1.08M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.4K+ 605.17% |
$797K - $867K
|
12.1K
$1.16M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$766K - $833K
|
10K
$959K
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.58K+ 31.44% |
$351K - $382K
|
19.2K
$1.84M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.33K+ 3.86% |
$255K - $277K
|
89.5K
$8.58M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.28K+ 7.71% |
$251K - $273K
|
45.8K
$4.4M
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
BUY
|
- |
2.89K+ 10.51% |
$221K - $240K
|
30.3K
$2.91M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.85KNew |
$218K - $237K
|
2.85K
$274K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.79K+ 85.88% |
$213K - $232K
|
6.03K
$578K
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.65KNew |
$203K - $221K
|
2.65K
$254K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.01KNew |
$154K - $168K
|
2.01K
$193K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.59K+ 0.93% |
$122K - $132K
|
172K
$16.5M
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
1.53KNew |
$117K - $128K
|
1.53K
$147K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.5K+ 24.77% |
$115K - $125K
|
7.55K
$724K
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.49KNew |
$114K - $124K
|
1.49K
$143K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.09K+ 12.82% |
$83.5K - $90.8K
|
9.6K
$921K
|
|
Nov 09, 2021
Q3 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1.07K+ 1.47% |
$81.7K - $88.8K
|
73.5K
$7.05M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
965+ 5.03% |
$73.9K - $80.3K
|
20.1K
$1.93M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
732+ 10.48% |
$56.1K - $60.9K
|
7.72K
$740K
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
500+ 24.39% |
$38.3K - $41.6K
|
2.55K
$245K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
483+ 7.71% |
$37K - $40.2K
|
6.75K
$647K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
430+ 3.43% |
$32.9K - $35.8K
|
13K
$1.24M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
304+ 30.4% |
$23.3K - $25.3K
|
1.3K
$125K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
303+ 28.08% |
$23.2K - $25.2K
|
1.38K
$133K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
211+ 4.29% |
$16.2K - $17.6K
|
5.13K
$492K
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
150+ 11.96% |
$11.5K - $12.5K
|
1.4K
$135K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
142+ 18.54% |
$10.9K - $11.8K
|
908
$87.1K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
116New |
$8.88K - $9.66K
|
116
$11.1K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
110+ 0.42% |
$8.42K - $9.16K
|
26.4K
$2.53M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
60New |
$4.59K - $5K
|
60
$5.76K
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
43+ 0.28% |
$3.29K - $3.58K
|
15.6K
$1.49M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 5.64% |
$2.37K - $2.58K
|
581
$55.7K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
19+ 0.41% |
$1.46K - $1.58K
|
4.61K
$442K
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6+ 1.13% |
$459 - $500
|
535
$51.3K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4+ 0.88% |
$306 - $333
|
458
$43.9K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1+ 0.01% |
$76.6 - $83.3
|
18.1K
$1.74M
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.38% |
$76.6 - $83.3
|
265
$25.4K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6- 1.11% |
$459 - $500
|
536
$51.4K
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-25- 30.49% |
$1.91K - $2.08K
|
57
$5.47K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29- 0.3% |
$2.22K - $2.41K
|
9.55K
$916K
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-44- 0.42% |
$3.37K - $3.66K
|
10.5K
$1.01M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-55- 0.81% |
$4.21K - $4.58K
|
6.7K
$642K
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-69- 50.0% |
$5.28K - $5.74K
|
69
$6.62K
|