Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.5K+ 136.79% |
$1.22M - $1.45M
|
30.4K
$3.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15KNew |
$1.04M - $1.24M
|
15K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.2K+ 7.02% |
$913K - $1.09M
|
201K
$20.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
11.8K+ 21.9% |
$815K - $971K
|
65.4K
$6.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
10.9KNew |
$757K - $902K
|
10.9K
$1.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
8.76KNew |
$608K - $724K
|
8.76K
$877K
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
8.71K+ 2.32% |
$604K - $720K
|
384K
$38.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
6.11KNew |
$424K - $505K
|
6.11K
$612K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.33K+ 475.87% |
$369K - $440K
|
6.44K
$645K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.19K+ 0.88% |
$290K - $346K
|
478K
$47.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.98K+ 31.85% |
$207K - $246K
|
12.3K
$1.23M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.29KNew |
$159K - $189K
|
2.29K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.29KNew |
$159K - $189K
|
2.29K
$229K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.1K+ 14.5% |
$145K - $173K
|
16.6K
$1.66M
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.96KNew |
$136K - $162K
|
1.96K
$196K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
904+ 2.22% |
$62.7K - $74.7K
|
41.6K
$4.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
545+ 3.39% |
$37.8K - $45K
|
16.6K
$1.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
533+ 0.69% |
$37K - $44K
|
78.2K
$7.82M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
510+ 0.67% |
$35.4K - $42.1K
|
77K
$7.71M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
498+ 66.05% |
$34.6K - $41.1K
|
1.25K
$125K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
470+ 2.1% |
$32.6K - $38.8K
|
22.9K
$2.29M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
454New |
$31.5K - $37.5K
|
454
$45.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
433New |
$30K - $35.8K
|
433
$43.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
215+ 4.69% |
$14.9K - $17.8K
|
4.8K
$480K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
195+ 31.66% |
$13.5K - $16.1K
|
811
$81.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
183+ 2.27% |
$12.7K - $15.1K
|
8.26K
$827K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
152+ 0.14% |
$10.5K - $12.6K
|
107K
$10.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
135+ 2.47% |
$9.37K - $11.2K
|
5.6K
$560K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
135+ 6.15% |
$9.37K - $11.2K
|
2.33K
$233K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
120New |
$8.33K - $9.91K
|
120
$12K
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
104+ 3.76% |
$7.22K - $8.59K
|
2.87K
$287K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
73+ 0.91% |
$5.06K - $6.03K
|
8.12K
$812K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
61+ 0.84% |
$4.23K - $5.04K
|
7.35K
$736K
|
|
|
Nov 14, 2022
Q3 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
33+ 0.05% |
$2.29K - $2.73K
|
63K
$6.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16+ 1.04% |
$1.11K - $1.32K
|
1.56K
$156K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.16% |
$208 - $248
|
1.93K
$193K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12- 0.08% |
$833 - $991
|
15.5K
$1.55M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19- 6.76% |
$1.32K - $1.57K
|
262
$26.2K
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-19- 42.22% |
$1.32K - $1.57K
|
26
$2.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-20- 0.12% |
$1.39K - $1.65K
|
17.1K
$1.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27- 0.72% |
$1.87K - $2.23K
|
3.7K
$371K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-59- 2.64% |
$4.09K - $4.87K
|
2.18K
$218K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-63- 2.96% |
$4.37K - $5.21K
|
2.06K
$207K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-69- 50.0% |
$4.79K - $5.7K
|
69
$6.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-71- 0.95% |
$4.93K - $5.87K
|
7.42K
$743K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-85- 3.19% |
$5.9K - $7.02K
|
2.58K
$258K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-88- 4.94% |
$6.11K - $7.27K
|
1.7K
$170K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-182- 5.82% |
$12.6K - $15K
|
2.94K
$295K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-234- 4.23% |
$16.2K - $19.3K
|
5.3K
$530K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-283Closed |
$19.6K - $23.4K
|
0
$0
|