Evensky & Katz LLC Vanguard S&P Mid Cap 400 Value Transaction History

Evensky & Katz LLC

$1.64 Billion
Q2 2025

A detailed history of Evensky & Katz LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Evensky & Katz LLC holds 931 shares of IVOV stock, worth $88,929. This represents 0.01% of its overall portfolio holdings.

Number of Shares

931

Holding current value

$88,929

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 22, 2025	BUY	$79.85 - $95.57 $74,340 - $88,975	931 New	931 $89,000

Others Institutions Holding IVOV

# of Institutions

163

Shares Held

4.77M

Call Options Held

Put Options Held

Mariner, LLC Overland Park, KS

862K
Shares

$82.4 Million
0.14% of portfolio
Rockland Trust CO

812K
Shares

$77.6 Million
3.85% of portfolio
Bank Of America Corp Charlotte, NC

284K
Shares

$27.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

255K
Shares

$24.3 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

194K
Shares

$18.5 Million
0.01% of portfolio

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About VANGUARD S&P MID CAP 400 VALUE

Ticker IVOV
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