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 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-85- 1.25% |
$6.51K - $7.08K
|
6.71K
$694K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-95- 1.59% |
$7.28K - $7.91K
|
5.89K
$609K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 26.95% |
$7.66K - $8.33K
|
271
$28K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-194- 7.33% |
$14.9K - $16.2K
|
2.45K
$254K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-205Closed |
$15.7K - $17.1K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-260Closed |
$19.9K - $21.6K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-268- 0.8% |
$20.5K - $22.3K
|
33.2K
$3.43M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-285- 0.38% |
$21.8K - $23.7K
|
74.7K
$7.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-312- 1.82% |
$23.9K - $26K
|
16.9K
$1.74M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-321Closed |
$24.6K - $26.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-554- 93.9% |
$42.4K - $46.1K
|
36
$3.72K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-613- 4.85% |
$46.9K - $51K
|
12K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-615Closed |
$47.1K - $51.2K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-673- 26.09% |
$51.5K - $56K
|
1.91K
$197K
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-707- 0.95% |
$54.1K - $58.9K
|
74K
$7.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.01K- 2.75% |
$77.4K - $84.2K
|
35.8K
$3.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.64K- 9.44% |
$125K - $136K
|
15.7K
$1.63M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.72K- 9.85% |
$132K - $143K
|
15.7K
$1.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.84K- 3.88% |
$141K - $153K
|
45.7K
$4.73M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-2.23K- 0.64% |
$171K - $186K
|
349K
$36.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.61K- 15.45% |
$276K - $300K
|
19.7K
$2.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.88KClosed |
$373K - $406K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.51K- 1.19% |
$422K - $459K
|
458K
$47.4M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.61KClosed |
$429K - $467K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.07KClosed |
$465K - $505K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.35K- 41.47% |
$640K - $695K
|
11.8K
$1.22M
|
|
|
Oct 12, 2021
Q3 2021
|
Rfg Holdings, Inc.
|
SELL
|
- |
-34.7KClosed |
$2.66M - $2.89M
|
0
$0
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-38.3K- 92.08% |
$2.93M - $3.19M
|
3.29K
$341K
|