Purchases and Sales Made in Q4 2022 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 Q4 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
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
10.6K
+ 86.02%
$751K - $1.75M
22.9K $2.29M
Feb 14, 2023 Q4 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
5.25K
+ 71.42%
$372K - $865K
12.6K $1.26M
Jan 31, 2023 Q4 2022
Keybank National Association

BUY
 -
4.79K
+ 85.6%
$340K - $790K
10.4K $1.04M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
4.36K
+ 10.49%
$309K - $719K
46K $4.6M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
3.73K
+ 45.2%
$265K - $615K
12K $1.2M
Feb 14, 2023 Q4 2022
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
2.56K
New
$181K - $422K
2.56K $256K
Feb 14, 2023 Q4 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
1.93K
+ 12.9%
$137K - $318K
16.9K $1.69M
Feb 06, 2023 Q4 2022
Valmark Advisers, Inc.

BUY
 -
1.79K
New
$127K - $295K
1.79K $179K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.77K
+ 36.87%
$125K - $291K
6.56K $657K
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
1.75K
+ 1.59%
$124K - $288K
111K $11.2M
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
908
+ 5.96%
$64.4K - $150K
16.2K $1.62M
Feb 08, 2023 Q4 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
895
+ 11.03%
$63.4K - $147K
9.01K $902K
Jan 24, 2023 Q4 2022
Phillips Financial Management, LLC

BUY
 -
745
+ 8.5%
$52.8K - $123K
9.51K $951K
Feb 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
391
+ 0.6%
$27.7K - $64.4K
65.8K $6.59M
Feb 13, 2023 Q4 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
382
+ 5.0%
$27.1K - $62.9K
8.03K $803K
Jan 30, 2023 Q4 2022
James Investment Research Inc

BUY
 -
302
+ 24.12%
$21.4K - $49.8K
1.55K $155K
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
295
New
$20.9K - $48.6K
295 $29.5K
Jan 20, 2023 Q4 2022
Miracle Mile Advisors, LLC

BUY
 -
266
+ 1.72%
$18.9K - $43.8K
15.8K $1.58M
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
227
+ 4.94%
$16.1K - $37.4K
4.82K $483K
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
226
+ 1.9%
$16K - $37.2K
12.1K $1.21M
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
124
+ 4.78%
$8.79K - $20.4K
2.72K $272K
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
124
New
$8.79K - $20.4K
124 $12.4K
Feb 14, 2023 Q4 2022
Aberdeen Wealth Management LLC

Lake Bluff, IL
BUY
 -
87
+ 0.14%
$6.17K - $14.3K
63.1K $6.31M
Feb 13, 2023 Q4 2022
Meridian Wealth Management, LLC

BUY
 -
79
+ 5.06%
$5.6K - $13K
1.64K $164K
Feb 13, 2023 Q4 2022
Us Bancorp \De\

BUY
 -
74
New
$5.25K - $12.2K
74 $7.4K
Feb 10, 2023 Q4 2022
Stordahl Capital Management, Inc.

BUY
 -
67
+ 0.09%
$4.75K - $11K
78.2K $7.83M
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
64
+ 1.21%
$4.54K - $10.5K
5.36K $537K
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
58
+ 0.28%
$4.11K - $9.56K
20.6K $2.06M
Jan 27, 2023 Q4 2022
Baldwin Brothers LLC

BUY
 -
51
New
$3.61K - $8.4K
51 $5.1K
Jun 12, 2023 Q4 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
36
+ 1.34%
$2.55K - $5.93K
2.72K $272K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
28
New
$1.98K - $4.61K
28 $2.8K
Feb 06, 2023 Q4 2022
Heritage Investment Group, Inc.

BUY
 -
21
+ 0.36%
$1.49K - $3.46K
5.9K $590K
Jan 10, 2023 Q4 2022
Soa Wealth Advisors, Llc.

SELL
 -
-1
- 20.0%
$70.9 - $165
4 $400
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-8
- 0.39%
$567 - $1.32K
2.06K $206K
Jan 27, 2023 Q4 2022
Pfg Advisors

SELL
 -
-23
- 0.38%
$1.63K - $3.79K
6.09K $609K
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-30
- 1.56%
$2.13K - $4.94K
1.9K $190K
Jan 30, 2023 Q4 2022
Relaxing Retirement Coach

SELL
 -
-68
- 0.23%
$4.82K - $11.2K
29.5K $2.95M
Jan 02, 2024 Q4 2022
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-69
- 50.0%
$4.89K - $11.4K
69 $6.9K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-131
- 0.7%
$9.29K - $21.6K
18.5K $1.85M
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-144
- 52.55%
$10.2K - $23.7K
130 $13K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
SELL
 -
-150
- 18.5%
$10.6K - $24.7K
661 $66.1K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-227
- 9.74%
$16.1K - $37.4K
2.1K $210K
Feb 14, 2023 Q4 2022
Trail Ridge Investment Advisors, LLC

SELL
 -
-297
- 10.35%
$21.1K - $48.9K
2.57K $257K
Feb 14, 2023 Q4 2022
Gateway Advisory, LLC

Westfield, NJ
SELL
 -
-339
- 3.11%
$24K - $55.9K
10.6K $1.06M
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

SELL
 -
-365
- 7.97%
$25.9K - $60.1K
4.21K $422K
Jan 31, 2023 Q4 2022
Fifth Third Securities, Inc.

SELL
 -
-516
- 20.01%
$36.6K - $85K
2.06K $206K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-528
- 4.43%
$37.4K - $87K
11.4K $1.14M
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
SELL
 -
-550
- 7.41%
$39K - $90.6K
6.87K $688K
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

SELL
 -
-1.02K
- 2.45%
$72.5K - $169K
40.6K $4.07M

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