Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
63.2KNew |
$5.06M - $5.53M
|
63.2K
$6.54M
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
10.5K+ 34.5% |
$837K - $915K
|
40.8K
$4.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.07K+ 84.02% |
$645K - $705K
|
17.7K
$1.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.32K+ 7.06% |
$505K - $552K
|
95.8K
$9.91M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.99K+ 46.25% |
$479K - $524K
|
18.9K
$1.96M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
5.88KNew |
$470K - $514K
|
5.88K
$608K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.82K+ 32.39% |
$305K - $334K
|
15.6K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.68K+ 3.39% |
$294K - $322K
|
112K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.69K+ 13.63% |
$215K - $235K
|
22.4K
$2.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.5K+ 3.34% |
$200K - $218K
|
77.2K
$7.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
2.19KNew |
$175K - $192K
|
2.19K
$227K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
2KNew |
$160K - $175K
|
2K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.86K+ 0.4% |
$148K - $162K
|
460K
$47.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.67K+ 3.65% |
$133K - $146K
|
47.4K
$4.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.51KNew |
$121K - $132K
|
1.51K
$156K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.36K+ 8.67% |
$109K - $119K
|
17.1K
$1.77M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.32KNew |
$105K - $115K
|
1.32K
$136K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.29K+ 13.5% |
$103K - $113K
|
10.8K
$1.12M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.19K+ 20.13% |
$94.7K - $104K
|
7.07K
$732K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.01K+ 97.29% |
$80.4K - $88K
|
2.04K
$211K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
750+ 3.73% |
$60K - $65.6K
|
20.9K
$2.16M
|
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
BUY
|
- |
746+ 0.21% |
$59.6K - $65.2K
|
349K
$36.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
615New |
$49.2K - $53.8K
|
615
$63.6K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
608+ 5.06% |
$48.6K - $53.2K
|
12.6K
$1.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
553+ 40.01% |
$44.2K - $48.4K
|
1.94K
$200K
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
545+ 0.74% |
$43.6K - $47.7K
|
74.1K
$7.66M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
445+ 0.97% |
$35.6K - $38.9K
|
46.3K
$4.79M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
412+ 1144.44% |
$32.9K - $36K
|
448
$46.4K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
313+ 4.67% |
$25K - $27.4K
|
7.02K
$726K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
290+ 22.27% |
$23.2K - $25.4K
|
1.59K
$165K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
200+ 11.46% |
$16K - $17.5K
|
1.95K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
190New |
$15.2K - $16.6K
|
190
$19.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
162+ 2.1% |
$13K - $14.2K
|
7.88K
$815K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
126+ 4.42% |
$10.1K - $11K
|
2.98K
$308K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
119+ 13.11% |
$9.51K - $10.4K
|
1.03K
$106K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
117New |
$9.35K - $10.2K
|
117
$12.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
104+ 4.24% |
$8.31K - $9.09K
|
2.56K
$265K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
84+ 1.25% |
$6.72K - $7.35K
|
6.78K
$701K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
64+ 0.41% |
$5.12K - $5.6K
|
15.6K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
57+ 1.11% |
$4.56K - $4.98K
|
5.18K
$536K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44+ 2.19% |
$3.52K - $3.85K
|
2.06K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
40+ 14.76% |
$3.2K - $3.5K
|
311
$32.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
32+ 0.04% |
$2.56K - $2.8K
|
74.1K
$7.66M
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
30+ 88.24% |
$2.4K - $2.62K
|
64
$6.62K
|
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
26+ 0.08% |
$2.08K - $2.27K
|
33.2K
$3.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25+ 1.75% |
$2K - $2.19K
|
1.45K
$150K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
17New |
$1.36K - $1.49K
|
17
$1.76K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4+ 0.14% |
$320 - $350
|
2.86K
$296K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.19% |
$80 - $87.5
|
537
$55.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-3- 1.13% |
$240 - $262
|
262
$27.1K
|