Purchases and Sales Made in Q3 2023 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 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
|
- |
56.4KNew |
$4.33M - $4.84M
|
56.4K
$5.41M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.6KNew |
$1.43M - $1.59M
|
18.6K
$1.78M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.6KNew |
$1.43M - $1.59M
|
18.6K
$1.78M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.2KNew |
$1.24M - $1.39M
|
16.2K
$1.55M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
11.8KNew |
$907K - $1.01M
|
11.8K
$1.13M
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
BUY
|
- |
10.6K+ 1.35% |
$814K - $910K
|
797K
$76.4M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.26K+ 51.69% |
$557K - $623K
|
21.3K
$2.04M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
6.2KNew |
$476K - $533K
|
6.2K
$595K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.19K+ 2.82% |
$476K - $532K
|
226K
$21.7M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.26K+ 23.17% |
$251K - $280K
|
17.4K
$1.66M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.89K+ 5.03% |
$222K - $248K
|
60.3K
$5.79M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.68KNew |
$206K - $230K
|
2.68K
$257K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.57K+ 8.95% |
$198K - $221K
|
31.3K
$3M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.53K+ 11.18% |
$194K - $217K
|
25.2K
$2.41M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.12K+ 6.13% |
$163K - $182K
|
36.8K
$3.53M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
2.04K+ 15.84% |
$156K - $175K
|
14.9K
$1.43M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
1.93K+ 11.79% |
$149K - $166K
|
18.3K
$1.76M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.25K+ 20.19% |
$96K - $107K
|
7.44K
$714K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.24K+ 44.16% |
$95.3K - $107K
|
4.05K
$389K
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.05K+ 13.89% |
$80.5K - $90K
|
8.59K
$824K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.01K+ 39.98% |
$77.4K - $86.5K
|
3.53K
$339K
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
857+ 21.91% |
$65.8K - $73.6K
|
4.77K
$457K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
775+ 57.07% |
$59.5K - $66.5K
|
2.13K
$205K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
762New |
$58.5K - $65.4K
|
762
$73.1K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
674+ 20.34% |
$51.8K - $57.9K
|
3.99K
$383K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
666+ 382.76% |
$51.2K - $57.2K
|
840
$80.6K
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
662+ 5.13% |
$50.8K - $56.8K
|
13.6K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
581+ 2.48% |
$44.6K - $49.9K
|
24K
$2.3M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
538+ 12.88% |
$41.3K - $46.2K
|
4.71K
$452K
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
532+ 14.44% |
$40.9K - $45.7K
|
4.22K
$404K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
509+ 11.83% |
$39.1K - $43.7K
|
4.81K
$462K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
311+ 0.43% |
$23.9K - $26.7K
|
72.9K
$6.99M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
295+ 1.74% |
$22.7K - $25.3K
|
17.2K
$1.65M
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
275+ 8.84% |
$21.1K - $23.6K
|
3.39K
$325K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
230+ 1.25% |
$17.7K - $19.7K
|
18.6K
$1.79M
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
213New |
$16.4K - $18.3K
|
213
$20.4K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
178New |
$13.7K - $15.3K
|
178
$17.1K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
175+ 0.16% |
$13.4K - $15K
|
106K
$10.2M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
150New |
$11.5K - $12.9K
|
150
$14.4K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
129+ 15.56% |
$9.91K - $11.1K
|
958
$91.9K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
122+ 3.64% |
$9.37K - $10.5K
|
3.47K
$333K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
73+ 1.9% |
$5.61K - $6.27K
|
3.91K
$375K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
52New |
$3.99K - $4.46K
|
52
$4.99K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.13% |
$307 - $343
|
3.11K
$298K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-8- 9.41% |
$614 - $687
|
77
$7.39K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-26- 0.33% |
$2K - $2.23K
|
7.93K
$761K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-94- 3.35% |
$7.22K - $8.07K
|
2.72K
$260K
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-125- 0.1% |
$9.6K - $10.7K
|
125K
$12M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-133- 1.03% |
$10.2K - $11.4K
|
12.7K
$1.22M
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-146- 3.05% |
$11.2K - $12.5K
|
4.65K
$446K
|