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 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.53KNew |
$317K - $354K
|
3.53K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-453- 1.05% |
$40.7K - $45.4K
|
42.7K
$4.18M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
104New |
$9.35K - $10.4K
|
104
$10.2K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-335- 25.0% |
$30.1K - $33.6K
|
1.01K
$98.3K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.1K+ 50.74% |
$279K - $311K
|
9.21K
$901K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 0.05% |
$180 - $201
|
4.41K
$432K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
343New |
$30.8K - $34.4K
|
343
$33.6K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.96K+ 8.66% |
$715K - $798K
|
99.8K
$9.77M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.03KNew |
$362K - $404K
|
4.03K
$394K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.5K- 2.87% |
$315K - $351K
|
118K
$11.6M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
22+ 8.03% |
$1.98K - $2.21K
|
296
$29K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.9K+ 57.96% |
$710K - $792K
|
21.5K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.44K- 9.63% |
$129K - $144K
|
13.5K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.47KNew |
$222K - $247K
|
2.47K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.72K- 8.54% |
$155K - $172K
|
18.4K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.42K+ 2.07% |
$308K - $343K
|
168K
$16.5M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.76K+ 45.63% |
$338K - $377K
|
12K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.43K- 17.85% |
$218K - $243K
|
11.2K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.48K- 67.03% |
$133K - $149K
|
730
$71.4K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-65- 76.47% |
$5.84K - $6.52K
|
20
$1.96K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.94KNew |
$265K - $295K
|
2.94K
$288K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-120- 3.2% |
$10.8K - $12K
|
3.63K
$356K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-261- 0.68% |
$23.5K - $26.2K
|
38.1K
$3.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
12K+ 38.33% |
$1.08M - $1.2M
|
43.2K
$4.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.15K+ 40.53% |
$462K - $516K
|
17.8K
$1.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-148- 3.28% |
$13.3K - $14.8K
|
4.37K
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-367- 13.86% |
$33K - $36.8K
|
2.28K
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
21+ 0.27% |
$1.89K - $2.11K
|
7.85K
$769K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
450New |
$40.5K - $45.1K
|
450
$44K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-114- 1.1% |
$10.2K - $11.4K
|
10.2K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
246+ 5.31% |
$22.1K - $24.7K
|
4.88K
$477K
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
337+ 3.82% |
$30.3K - $33.8K
|
9.16K
$897K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-922- 10.28% |
$82.9K - $92.5K
|
8.05K
$788K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-710- 14.8% |
$63.8K - $71.2K
|
4.09K
$400K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-629- 16.1% |
$56.5K - $63.1K
|
3.28K
$321K
|
|
|
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
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-74.9K- 75.16% |
$6.73M - $7.51M
|
24.7K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.39K- 0.17% |
$125K - $139K
|
801K
$78.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-76- 1.37% |
$6.83K - $7.62K
|
5.48K
$536K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-508- 2.28% |
$45.7K - $50.9K
|
21.7K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 14.29% |
$89.9 - $100
|
8
$783
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.51K+ 5.37% |
$855K - $954K
|
187K
$18.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
295+ 12.89% |
$26.5K - $29.6K
|
2.58K
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-22- 1.63% |
$1.98K - $2.21K
|
1.33K
$130K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
504+ 7.43% |
$45.3K - $50.5K
|
7.29K
$713K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.55K- 24.75% |
$241K - $268K
|
7.75K
$759K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$244K - $271K
|
2.58K
$253K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.26KNew |
$213K - $237K
|
2.26K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
150+ 2.78% |
$14.2K - $15.7K
|
5.55K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.2KNew |
$114K - $126K
|
1.2K
$118K
|
|