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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-102- 1.79% |
$9.66K - $10.4K
|
5.6K
$555K
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
1.04MNew |
$98.5M - $106M
|
1.04M
$103M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.16K- 6.02% |
$204K - $221K
|
33.6K
$3.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
33New |
$3.13K - $3.38K
|
33
$3.27K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.83K+ 3.43% |
$552K - $596K
|
176K
$17.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-89- 10.53% |
$8.43K - $9.11K
|
756
$75K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2- 0.07% |
$189 - $205
|
2.86K
$284K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-186- 2.37% |
$17.6K - $19K
|
7.66K
$760K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
998+ 1.94% |
$94.5K - $102K
|
52.6K
$5.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-30- 0.69% |
$2.84K - $3.07K
|
4.29K
$425K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
166New |
$15.7K - $17K
|
166
$16.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-15- 0.32% |
$1.42K - $1.54K
|
4.61K
$458K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$189 - $205
|
21.5K
$2.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.38K- 19.54% |
$131K - $142K
|
5.7K
$565K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-441- 3.27% |
$41.8K - $45.1K
|
13.1K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13.2KNew |
$1.25M - $1.35M
|
13.2K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-238- 54.34% |
$22.5K - $24.4K
|
200
$19.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.59KNew |
$246K - $265K
|
2.59K
$257K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-7- 0.23% |
$663 - $717
|
3.07K
$305K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.34K- 34.12% |
$127K - $137K
|
2.58K
$256K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
90+ 1.68% |
$8.53K - $9.21K
|
5.46K
$542K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 37.31% |
$9.47K - $10.2K
|
168
$16.7K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
26+ 0.69% |
$2.46K - $2.66K
|
3.78K
$375K
|
|
| Q2 2025 | |||||||
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.83K- 50.0% |
$226K - $270K
|
2.83K
$281K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-681- 6.73% |
$54.4K - $65.1K
|
9.43K
$936K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.14% |
$79.9 - $95.6
|
731
$72.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
224+ 100.0% |
$17.9K - $21.4K
|
448
$44.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.3K+ 16.21% |
$3.3M - $3.95M
|
296K
$29.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1.98K- 1.64% |
$158K - $189K
|
119K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.6K- 12.52% |
$2.84M - $3.4M
|
248K
$24.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50+ 0.74% |
$3.99K - $4.78K
|
6.83K
$677K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7KNew |
$1.26M - $1.5M
|
15.7K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.03K- 8.33% |
$82.2K - $98.3K
|
11.3K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-250- 6.83% |
$20K - $23.9K
|
3.41K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.29K- 8.87% |
$422K - $505K
|
54.3K
$5.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
228+ 2.83% |
$18.2K - $21.8K
|
8.29K
$823K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.91K+ 3.79% |
$312K - $374K
|
107K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
933+ 2.68% |
$74.5K - $89.2K
|
35.7K
$3.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12- 0.21% |
$958 - $1.15K
|
5.69K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.1K+ 0.48% |
$327K - $392K
|
866K
$86M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-761- 10.17% |
$60.8K - $72.7K
|
6.73K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.2K+ 57.79% |
$176K - $211K
|
6.02K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3K+ 4.26% |
$240K - $287K
|
73.5K
$7.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.74K- 0.9% |
$139K - $166K
|
192K
$19.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-132- 5.59% |
$10.5K - $12.6K
|
2.23K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.56K+ 169.04% |
$364K - $436K
|
7.26K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.94K- 68.82% |
$474K - $567K
|
2.69K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.55KNew |
$204K - $244K
|
2.55K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.36K- 52.58% |
$507K - $607K
|
5.73K
$569K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-39.2K- 30.33% |
$3.13M - $3.75M
|
90.1K
$8.94M
|
|