Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-45- 1.34% |
$4.25K - $4.72K
|
3.32K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-47- 0.6% |
$4.44K - $4.93K
|
7.83K
$761K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-60- 0.72% |
$5.67K - $6.3K
|
8.24K
$800K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-60- 1.57% |
$5.67K - $6.3K
|
3.75K
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-77- 0.42% |
$7.28K - $8.08K
|
18.4K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-80- 0.66% |
$7.56K - $8.4K
|
12.1K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-103- 0.69% |
$9.74K - $10.8K
|
14.9K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-103- 0.99% |
$9.74K - $10.8K
|
10.3K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-133- 2.93% |
$12.6K - $14K
|
4.41K
$429K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-152- 1.11% |
$14.4K - $16K
|
13.6K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-160- 2.78% |
$15.1K - $16.8K
|
5.59K
$543K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-221- 0.12% |
$20.9K - $23.2K
|
177K
$17.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-260- 10.15% |
$24.6K - $27.3K
|
2.3K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-494- 6.79% |
$46.7K - $51.9K
|
6.79K
$659K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-550- 11.31% |
$52K - $57.7K
|
4.31K
$419K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-659- 9.76% |
$62.3K - $69.2K
|
6.1K
$592K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-790- 13.12% |
$74.7K - $82.9K
|
5.23K
$508K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-898- 0.73% |
$84.9K - $94.3K
|
122K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-912- 6.7% |
$86.2K - $95.7K
|
12.7K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.09K- 2.45% |
$103K - $114K
|
43.2K
$4.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.44K- 6.67% |
$136K - $151K
|
20.1K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.7K- 2.33% |
$161K - $178K
|
71.1K
$6.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.89K- 7.83% |
$178K - $198K
|
22.2K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.22K- 49.93% |
$210K - $233K
|
2.22K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.57K- 57.66% |
$243K - $269K
|
1.89K
$183K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-2.67K- 0.33% |
$252K - $280K
|
802K
$77.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-5.28K- 3.1% |
$500K - $555K
|
165K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.93K- 55.68% |
$939K - $1.04M
|
7.91K
$768K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-10.7K- 78.89% |
$1.01M - $1.12M
|
2.86K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.3K- 1.47% |
$1.16M - $1.29M
|
826K
$80.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-15.3K- 85.61% |
$1.45M - $1.61M
|
2.58K
$250K
|