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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-65- 76.47% |
$5.84K - $6.52K
|
20
$1.76K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.94KNew |
$265K - $295K
|
2.94K
$259K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-120- 3.2% |
$10.8K - $12K
|
3.63K
$319K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.48K- 67.03% |
$133K - $149K
|
730
$64.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-43.3K- 96.8% |
$3.89M - $4.34M
|
1.43K
$126K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-261- 0.68% |
$23.5K - $26.2K
|
38.1K
$3.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
12K+ 38.33% |
$1.08M - $1.2M
|
43.2K
$3.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
3.11KNew |
$280K - $312K
|
3.11K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.15K+ 40.53% |
$462K - $516K
|
17.8K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-148- 3.28% |
$13.3K - $14.8K
|
4.37K
$384K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
450New |
$40.5K - $45.1K
|
450
$39.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-367- 13.86% |
$33K - $36.8K
|
2.28K
$200K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
21+ 0.27% |
$1.89K - $2.11K
|
7.85K
$690K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-114- 1.1% |
$10.2K - $11.4K
|
10.2K
$899K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
246+ 5.31% |
$22.1K - $24.7K
|
4.88K
$428K
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
337+ 3.82% |
$30.3K - $33.8K
|
9.16K
$805K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-629- 16.1% |
$56.5K - $63.1K
|
3.28K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-922- 10.28% |
$82.9K - $92.5K
|
8.05K
$707K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-710- 14.8% |
$63.8K - $71.2K
|
4.09K
$359K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-72- 0.41% |
$6.47K - $7.22K
|
17.5K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-74.9K- 75.16% |
$6.73M - $7.51M
|
24.7K
$2.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.39K- 0.17% |
$125K - $139K
|
801K
$70.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-76- 1.37% |
$6.83K - $7.62K
|
5.48K
$481K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-508- 2.28% |
$45.7K - $50.9K
|
21.7K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 14.29% |
$89.9 - $100
|
8
$703
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.51K+ 5.37% |
$855K - $954K
|
187K
$16.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
295+ 12.89% |
$26.5K - $29.6K
|
2.58K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-22- 1.63% |
$1.98K - $2.21K
|
1.33K
$116K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
504+ 7.43% |
$45.3K - $50.5K
|
7.29K
$640K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
766New |
$68.9K - $76.8K
|
766
$67.3K
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$244K - $271K
|
2.58K
$227K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.26KNew |
$213K - $237K
|
2.26K
$198K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-150- 2.4% |
$14.2K - $15.7K
|
6.11K
$537K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
385New |
$36.4K - $40.4K
|
385
$33.8K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-86- 0.07% |
$8.13K - $9.03K
|
123K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
103+ 2.68% |
$9.74K - $10.8K
|
3.94K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.2K+ 5.18% |
$1.34M - $1.49M
|
288K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.2KNew |
$114K - $126K
|
1.2K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.83K- 3.57% |
$362K - $402K
|
104K
$9.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.42K- 36.1% |
$324K - $359K
|
6.06K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-90- 0.71% |
$8.51K - $9.45K
|
12.6K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-88- 0.25% |
$8.32K - $9.24K
|
34.4K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9+ 0.12% |
$851 - $945
|
7.48K
$657K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
150+ 2.78% |
$14.2K - $15.7K
|
5.55K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
20New |
$1.89K - $2.1K
|
20
$1.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-150- 27.73% |
$14.2K - $15.7K
|
391
$34.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.1K- 4.99% |
$1.14M - $1.27M
|
231K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.47KNew |
$328K - $364K
|
3.47K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-53- 0.53% |
$5.01K - $5.56K
|
9.98K
$877K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.57K- 57.66% |
$243K - $269K
|
1.89K
$166K
|
|