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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-349- 2.84% |
$24.2K - $28.8K
|
11.9K
$1.23M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-393- 5.57% |
$27.3K - $32.5K
|
6.67K
$690K
|
|
|
Nov 04, 2022
Q3 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-438- 51.83% |
$30.4K - $36.2K
|
407
$42.1K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-471- 5.8% |
$32.7K - $38.9K
|
7.65K
$791K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-492- 2.88% |
$34.1K - $40.6K
|
16.6K
$1.72M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-622- 40.76% |
$43.2K - $51.4K
|
904
$93.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-690- 0.94% |
$47.9K - $57K
|
73.1K
$7.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-750- 30.14% |
$52K - $62K
|
1.74K
$180K
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.12K- 3.65% |
$77.6K - $92.5K
|
29.5K
$3.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.44K- 35.71% |
$99.9K - $119K
|
2.59K
$268K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.08K- 2.73% |
$214K - $254K
|
110K
$11.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.27K- 7.28% |
$227K - $270K
|
41.7K
$4.31M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.72K- 44.8% |
$258K - $307K
|
4.58K
$474K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.78K- 24.11% |
$262K - $312K
|
11.9K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.82K- 17.04% |
$265K - $316K
|
18.6K
$1.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.98K- 19.56% |
$346K - $412K
|
20.5K
$2.12M
|
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
SELL
|
- |
-41.4K- 95.14% |
$2.88M - $3.42M
|
2.12K
$219K
|