Purchases and Sales Made in Q3 2021 in Vanguard S&P Mid Cap 400 Value (IVOV)

IVOV Quotes by TradingView

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
 -
109K
New
$8.32M - $9.04M
109K $10.9M
Nov 16, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
38.3K
+ 1162.56%
$2.93M - $3.19M
41.6K $4.16M
Nov 10, 2021 Q3 2021
Goldman Sachs Group Inc

New York, NY
BUY
 -
22.1K
New
$1.69M - $1.84M
22.1K $2.21M
Nov 12, 2021 Q3 2021
Vanguard Group Inc

Valley Forge, PA
BUY
 -
21.7K
+ 131.25%
$1.66M - $1.8M
38.2K $3.82M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
20K
+ 166.01%
$1.53M - $1.66M
32K $3.2M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
15.3K
+ 202.77%
$1.17M - $1.28M
22.9K $2.29M
Oct 26, 2021 Q3 2021
J.W. Cole Advisors, Inc.

BUY
 -
12.7K
New
$969K - $1.05M
12.7K $1.27M
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
11.2K
New
$858K - $933K
11.2K $1.12M
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
10.4K
+ 605.17%
$797K - $867K
12.1K $1.21M
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
10K
New
$766K - $833K
10K $1M
Nov 02, 2021 Q3 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
3.33K
+ 3.86%
$255K - $277K
89.5K $8.95M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
3.28K
+ 7.71%
$251K - $273K
45.8K $4.59M
Oct 13, 2021 Q3 2021
360 Financial, Inc.

BUY
 -
2.89K
+ 10.51%
$221K - $240K
30.3K $3.03M
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.85K
New
$218K - $237K
2.85K $285K
Nov 15, 2021 Q3 2021
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
2.79K
+ 85.88%
$213K - $232K
6.03K $603K
Oct 21, 2021 Q3 2021
Fifth Third Securities, Inc.

BUY
 -
2.65K
New
$203K - $221K
2.65K $265K
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
2.01K
New
$154K - $168K
2.01K $201K
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
1.59K
+ 0.93%
$122K - $132K
172K $17.2M
Nov 15, 2021 Q3 2021
Betterment LLC

New York, NY
BUY
 -
1.53K
New
$117K - $128K
1.53K $153K
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
1.5K
+ 24.77%
$115K - $125K
7.55K $755K
Nov 01, 2021 Q3 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.49K
New
$114K - $124K
1.49K $149K
Nov 15, 2021 Q3 2021
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.09K
+ 12.82%
$83.5K - $90.8K
9.6K $961K
Nov 09, 2021 Q3 2021
Stordahl Capital Management, Inc.

BUY
 -
1.07K
+ 1.47%
$81.7K - $88.8K
73.5K $7.36M
Nov 15, 2021 Q3 2021
D.A. Davidson & Co.

BUY
 -
965
+ 5.03%
$73.9K - $80.3K
20.1K $2.01M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
732
+ 10.48%
$56.1K - $60.9K
7.72K $772K
Nov 15, 2021 Q3 2021
Institute For Wealth Management, Llc.

BUY
 -
500
+ 24.39%
$38.3K - $41.6K
2.55K $255K
Nov 15, 2021 Q3 2021
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
483
+ 7.71%
$37K - $40.2K
6.75K $675K
Oct 07, 2021 Q3 2021
Envestnet Asset Management Inc

BUY
 -
430
+ 3.43%
$32.9K - $35.8K
13K $1.3M
Nov 12, 2021 Q3 2021
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
304
+ 30.4%
$23.3K - $25.3K
1.3K $130K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
303
+ 28.08%
$23.2K - $25.2K
1.38K $138K
Nov 05, 2021 Q3 2021
Truist Financial Corp

BUY
 -
211
+ 4.29%
$16.2K - $17.6K
5.13K $513K
Sep 21, 2023 Q3 2021
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
150
+ 11.96%
$11.5K - $12.5K
1.4K $140K
Nov 16, 2021 Q3 2021
Captrust Financial Advisors

Raleigh, NC
BUY
 -
142
+ 18.54%
$10.9K - $11.8K
908 $90.9K
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
116
New
$8.88K - $9.66K
116 $11.6K
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
110
+ 0.42%
$8.42K - $9.16K
26.4K $2.64M
Nov 12, 2021 Q3 2021
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
60
New
$4.59K - $5K
60 $6K
Nov 01, 2021 Q3 2021
Miracle Mile Advisors, LLC

BUY
 -
43
+ 0.28%
$3.29K - $3.58K
15.6K $1.56M
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
31
+ 5.64%
$2.37K - $2.58K
581 $58.1K
Oct 27, 2021 Q3 2021
Stephens Inc

BUY
 -
19
+ 0.41%
$1.46K - $1.58K
4.61K $461K
Nov 12, 2021 Q3 2021
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
6
+ 1.13%
$459 - $500
535 $53.5K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
4
+ 0.88%
$306 - $333
458 $45.8K
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1
+ 0.01%
$76.6 - $83.3
18.1K $1.81M
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
1
+ 0.38%
$76.6 - $83.3
265 $26.5K
Nov 05, 2021 Q3 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-6
- 1.11%
$459 - $500
536 $53.6K
Oct 13, 2021 Q3 2021
West Hill Financial Advisors, Inc.

SELL
 -
-25
- 30.49%
$1.91K - $2.08K
57 $5.7K
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-29
- 0.3%
$2.22K - $2.41K
9.55K $956K
Nov 08, 2021 Q3 2021
Keybank National Association

SELL
 -
-44
- 0.42%
$3.37K - $3.66K
10.5K $1.05M
Nov 05, 2021 Q3 2021
Pfg Advisors

SELL
 -
-55
- 0.81%
$4.21K - $4.58K
6.7K $670K
Jan 02, 2024 Q3 2021
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-69
- 50.0%
$5.28K - $5.74K
69 $6.9K

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