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 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.15KNew |
$96K - $104K
|
1.15K
$110K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-597- 61.42% |
$49.8K - $54.2K
|
375
$36K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
272New |
$22.7K - $24.7K
|
272
$26.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
22New |
$1.84K - $2K
|
22
$2.11K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
695New |
$58K - $63.1K
|
695
$66.7K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.81KNew |
$202K - $249K
|
2.81K
$269K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.73KNew |
$196K - $242K
|
2.73K
$262K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
39+ 0.82% |
$2.8K - $3.45K
|
4.81K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43+ 1.13% |
$3.09K - $3.81K
|
3.84K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.1K- 15.8% |
$79K - $97.4K
|
5.86K
$562K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.25K- 70.67% |
$449K - $554K
|
2.59K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
2.5KNew |
$179K - $221K
|
2.5K
$240K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
307+ 8.84% |
$22K - $27.2K
|
3.78K
$362K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-410- 10.54% |
$29.4K - $36.3K
|
3.48K
$334K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-110- 2.25% |
$7.9K - $9.74K
|
4.77K
$457K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.52KNew |
$181K - $223K
|
2.52K
$242K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.97K- 17.04% |
$141K - $174K
|
9.57K
$918K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-153- 71.83% |
$11K - $13.6K
|
60
$5.76K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.37KNew |
$170K - $210K
|
2.37K
$227K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
22New |
$1.58K - $1.95K
|
22
$2.11K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
168New |
$12.1K - $14.9K
|
168
$16.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-188- 19.62% |
$13.5K - $16.7K
|
770
$73.9K
|
|
| Q3 2023 | |||||||
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.01K+ 39.98% |
$77.4K - $86.5K
|
3.53K
$339K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.6KNew |
$1.43M - $1.59M
|
18.6K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.68KNew |
$206K - $230K
|
2.68K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
762New |
$58.5K - $65.4K
|
762
$73.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
52New |
$3.99K - $4.46K
|
52
$4.99K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
662+ 5.13% |
$50.8K - $56.8K
|
13.6K
$1.3M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
295+ 1.74% |
$22.7K - $25.3K
|
17.2K
$1.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
178New |
$13.7K - $15.3K
|
178
$17.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-204- 34.23% |
$15.7K - $17.5K
|
392
$37.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
674+ 20.34% |
$51.8K - $57.9K
|
3.99K
$383K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.13% |
$307 - $343
|
3.11K
$298K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
150New |
$11.5K - $12.9K
|
150
$14.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-94- 3.35% |
$7.22K - $8.07K
|
2.72K
$260K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
2.47KNew |
$185K - $203K
|
2.47K
$237K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-580- 15.08% |
$43.4K - $47.7K
|
3.27K
$313K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-136- 11.7% |
$10.2K - $11.2K
|
1.03K
$98.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
62+ 2.29% |
$4.64K - $5.1K
|
2.77K
$266K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
208New |
$15.6K - $17.1K
|
208
$20K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-894- 1.52% |
$66.9K - $73.6K
|
58K
$5.56M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
20.1KNew |
$1.49M - $3.55M
|
20.1K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.4K+ 100.0% |
$1.07M - $2.54M
|
28.7K
$2.75M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.49K+ 100.0% |
$111K - $264K
|
2.98K
$286K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.67K+ 100.0% |
$124K - $295K
|
3.33K
$319K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
500+ 100.0% |
$37.2K - $88.5K
|
1K
$95.9K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
32+ 43.24% |
$2.38K - $5.66K
|
106
$10.2K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.99K+ 100.0% |
$148K - $353K
|
3.99K
$383K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
258New |
$19.2K - $45.6K
|
258
$24.7K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.77K+ 100.0% |
$131K - $312K
|
3.53K
$339K
|
|