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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-20- 1.42% |
$1.6K - $1.75K
|
1.38K
$138K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-20- 0.61% |
$1.6K - $1.75K
|
3.27K
$327K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-25Closed |
$2K - $2.19K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-26- 0.71% |
$2.08K - $2.27K
|
3.62K
$362K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-60Closed |
$4.8K - $5.25K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-62- 3.86% |
$4.96K - $5.42K
|
1.54K
$154K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-77- 2.49% |
$6.16K - $6.73K
|
3.01K
$301K
|
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-83Closed |
$6.64K - $7.26K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-116Closed |
$9.27K - $10.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-155- 8.82% |
$12.4K - $13.6K
|
1.6K
$160K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-277- 10.44% |
$22.1K - $24.2K
|
2.38K
$238K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-483- 7.16% |
$38.6K - $42.2K
|
6.27K
$627K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-529- 3.36% |
$42.3K - $46.3K
|
15.2K
$1.52M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-574- 5.12% |
$45.9K - $50.2K
|
10.6K
$1.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-750- 2.84% |
$60K - $65.6K
|
25.6K
$2.56M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-1.54K- 33.33% |
$123K - $134K
|
3.07K
$307K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.72K- 22.78% |
$137K - $150K
|
5.83K
$583K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.55KClosed |
$204K - $223K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.59K- 2.09% |
$287K - $314K
|
169K
$16.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-4.99K- 47.57% |
$399K - $437K
|
5.5K
$551K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.52K- 15.45% |
$442K - $483K
|
30.2K
$3.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.03KClosed |
$482K - $527K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.57K- 39.53% |
$605K - $662K
|
11.6K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.97K- 43.58% |
$797K - $872K
|
12.9K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.1KClosed |
$970K - $1.06M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.7KClosed |
$1.01M - $1.11M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-16.9KClosed |
$1.35M - $1.47M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-21.5K- 67.25% |
$1.72M - $1.88M
|
10.5K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.1KClosed |
$1.77M - $1.93M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-38.2KClosed |
$3.05M - $3.34M
|
0
$0
|