Latest Institutional Transactions on Vanguard S&P Mid Cap 400 Value (IVOV)
This table provides information on the latest institutional transactions involving Vanguard S&P Mid Cap 400 Value (IVOV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-715- 74.56% |
$61.6K - $68.5K
|
244
$23.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
340New |
$29.3K - $32.6K
|
340
$32.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-2.4K- 18.69% |
$207K - $230K
|
10.4K
$1M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.29KNew |
$197K - $219K
|
2.29K
$220K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15- 0.43% |
$1.29K - $1.44K
|
3.47K
$332K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.28K- 1.82% |
$196K - $218K
|
123K
$11.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.14KNew |
$271K - $301K
|
3.14K
$301K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-408- 9.64% |
$35.2K - $39.1K
|
3.83K
$367K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-28- 0.19% |
$2.41K - $2.68K
|
15K
$1.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-55- 2.1% |
$4.74K - $5.27K
|
2.56K
$245K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-80- 16.67% |
$6.9K - $7.66K
|
400
$38.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-133- 3.37% |
$11.5K - $12.7K
|
3.81K
$366K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17- 0.02% |
$1.47K - $1.63K
|
89.6K
$8.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-173- 0.79% |
$14.9K - $16.6K
|
21.6K
$2.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
640New |
$55.2K - $61.3K
|
640
$61.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.5K- 23.4% |
$1.08M - $1.2M
|
40.9K
$3.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.61K- 6.61% |
$311K - $345K
|
50.9K
$4.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-3.2K- 42.69% |
$276K - $307K
|
4.3K
$413K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.07K- 1.42% |
$178K - $198K
|
143K
$13.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-505- 6.49% |
$43.5K - $48.4K
|
7.28K
$698K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
49+ 0.36% |
$4.22K - $4.69K
|
13.7K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-230- 9.41% |
$19.8K - $22K
|
2.21K
$212K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
170+ 5.33% |
$14.7K - $16.3K
|
3.36K
$322K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-811- 7.48% |
$69.9K - $77.7K
|
10K
$962K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.73K+ 5.8% |
$838K - $931K
|
177K
$17M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-7- 9.86% |
$603 - $670
|
64
$6.14K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1- 11.11% |
$86.2 - $95.8
|
8
$767
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-895- 0.52% |
$77.1K - $85.7K
|
170K
$16.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-2.04K- 55.35% |
$176K - $196K
|
1.65K
$158K
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
4.88K+ 0.61% |
$420K - $467K
|
805K
$77.2M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 6.56% |
$1.29M - $1.39M
|
249K
$23.9M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
444New |
$37.3K - $40.3K
|
444
$42.6K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.19K+ 8.7% |
$100K - $108K
|
14.9K
$1.43M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
145+ 0.59% |
$12.2K - $13.2K
|
24.5K
$2.35M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.3K+ 38.45% |
$2.46M - $2.66M
|
106K
$10.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.92K+ 34.27% |
$329K - $356K
|
15.4K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.84K- 23.39% |
$154K - $167K
|
6.02K
$578K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-644- 4.46% |
$54.1K - $58.5K
|
13.8K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20K+ 7.97% |
$1.67M - $1.81M
|
270K
$25.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
322+ 0.43% |
$27K - $29.2K
|
75.2K
$7.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.08KNew |
$258K - $280K
|
3.08K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
543+ 3.13% |
$45.6K - $49.3K
|
17.9K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.2K- 74.13% |
$1.69M - $1.83M
|
7.04K
$675K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
1.38K+ 3.83% |
$116K - $125K
|
37.4K
$3.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10- 0.39% |
$839 - $908
|
2.56K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8- 0.11% |
$672 - $727
|
7.47K
$717K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
125+ 0.67% |
$10.5K - $11.4K
|
18.7K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-38- 0.22% |
$3.19K - $3.45K
|
17.6K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-40.5K- 28.15% |
$3.4M - $3.68M
|
103K
$9.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.45K+ 0.65% |
$458K - $495K
|
848K
$81.3M
|
|