Purchases and Sales Made in Q3 2023 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 2023. 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 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
56.4K
New
$4.33M - $4.84M
56.4K $5.64M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
18.6K
New
$1.43M - $1.59M
18.6K $1.86M
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
18.6K
New
$1.43M - $1.59M
18.6K $1.86M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
16.2K
New
$1.24M - $1.39M
16.2K $1.62M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
11.8K
New
$907K - $1.01M
11.8K $1.18M
Oct 26, 2023 Q3 2023
Rockland Trust CO

BUY
 -
10.6K
+ 1.35%
$814K - $910K
797K $79.7M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
7.26K
+ 51.69%
$557K - $623K
21.3K $2.13M
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
6.2K
New
$476K - $533K
6.2K $621K
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
6.19K
+ 2.82%
$476K - $532K
226K $22.6M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
3.26K
+ 23.17%
$251K - $280K
17.4K $1.74M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
2.68K
New
$206K - $230K
2.68K $268K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
2.57K
+ 8.95%
$198K - $221K
31.3K $3.13M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
2.53K
+ 11.18%
$194K - $217K
25.2K $2.52M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
2.12K
+ 6.13%
$163K - $182K
36.8K $3.68M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
2.04K
+ 15.84%
$156K - $175K
14.9K $1.49M
Nov 08, 2023 Q3 2023
Keybank National Association

BUY
 -
1.93K
+ 11.79%
$149K - $166K
18.3K $1.84M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.25K
+ 20.19%
$96K - $107K
7.44K $745K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.24K
+ 44.16%
$95.3K - $107K
4.05K $405K
Nov 13, 2023 Q3 2023
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
1.05K
+ 13.89%
$80.5K - $90K
8.59K $860K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.01K
+ 39.98%
$77.4K - $86.5K
3.53K $353K
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
857
+ 21.91%
$65.8K - $73.6K
4.77K $477K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
775
+ 57.07%
$59.5K - $66.5K
2.13K $213K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
762
New
$58.5K - $65.4K
762 $76.2K
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

BUY
 -
674
+ 20.34%
$51.8K - $57.9K
3.99K $399K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
666
+ 382.76%
$51.2K - $57.2K
840 $84.1K
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
662
+ 5.13%
$50.8K - $56.8K
13.6K $1.36M
Nov 14, 2023 Q3 2023
Gateway Advisory, LLC

Westfield, NJ
BUY
 -
581
+ 2.48%
$44.6K - $49.9K
24K $2.4M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
538
+ 12.88%
$41.3K - $46.2K
4.71K $472K
Oct 31, 2023 Q3 2023
James Investment Research Inc

BUY
 -
532
+ 14.44%
$40.9K - $45.7K
4.22K $422K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
509
+ 11.83%
$39.1K - $43.7K
4.81K $482K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
311
+ 0.43%
$23.9K - $26.7K
72.9K $7.3M
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
295
+ 1.74%
$22.7K - $25.3K
17.2K $1.72M
Oct 25, 2023 Q3 2023
Shufro Rose & CO LLC

BUY
 -
275
+ 8.84%
$21.1K - $23.6K
3.39K $339K
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
230
+ 1.25%
$17.7K - $19.7K
18.6K $1.86M
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
213
New
$16.4K - $18.3K
213 $21.3K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
178
New
$13.7K - $15.3K
178 $17.8K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
175
+ 0.16%
$13.4K - $15K
106K $10.6M
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
150
New
$11.5K - $12.9K
150 $15K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
129
+ 15.56%
$9.91K - $11.1K
958 $95.9K
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
122
+ 3.64%
$9.37K - $10.5K
3.47K $347K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
73
+ 1.9%
$5.61K - $6.27K
3.91K $392K
Nov 09, 2023 Q3 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
52
New
$3.99K - $4.46K
52 $5.2K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
4
+ 0.13%
$307 - $343
3.11K $311K
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

SELL
 -
-8
- 9.41%
$614 - $687
77 $7.7K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

SELL
 -
-26
- 0.33%
$2K - $2.23K
7.93K $794K
Oct 10, 2023 Q3 2023
Wedmont Private Capital

SELL
 -
-94
- 3.35%
$7.22K - $8.07K
2.72K $272K
Nov 13, 2023 Q3 2023
Aberdeen Wealth Management LLC

Lake Bluff, IL
SELL
 -
-125
- 0.1%
$9.6K - $10.7K
125K $12.6M
Oct 13, 2023 Q3 2023
Pfg Advisors

SELL
 -
-133
- 1.03%
$10.2K - $11.4K
12.7K $1.27M
Nov 14, 2023 Q3 2023
Trail Ridge Investment Advisors, LLC

SELL
 -
-146
- 3.05%
$11.2K - $12.5K
4.65K $465K

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