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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20- 0.77% |
$1.6K - $1.91K
|
2.56K
$256K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
107K+ 615.5% |
$8.58M - $10.3M
|
125K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-1.35K- 94.0% |
$108K - $129K
|
86
$8.59K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
390+ 9.07% |
$31.1K - $37.3K
|
4.69K
$469K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
700+ 91.38% |
$55.9K - $66.9K
|
1.47K
$146K
|
|
| Q1 2025 | |||||||
|
Sep 09, 2025
Q1 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-1.37K- 34.39% |
$123K - $138K
|
2.62K
$261K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-185- 13.95% |
$16.6K - $18.6K
|
1.14K
$114K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
325New |
$29.2K - $32.6K
|
325
$32.5K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-861- 21.85% |
$77.4K - $86.3K
|
3.08K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2- 0.52% |
$180 - $201
|
383
$38.3K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10KNew |
$902K - $1.01M
|
10K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
53+ 1.16% |
$4.76K - $5.31K
|
4.62K
$461K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
102+ 34.69% |
$9.17K - $10.2K
|
396
$39.6K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-20- 0.07% |
$1.8K - $2.01K
|
28.7K
$2.87M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
292+ 1.24% |
$26.2K - $29.3K
|
23.8K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
175New |
$15.7K - $17.5K
|
175
$17.5K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
272+ 6.67% |
$24.5K - $27.3K
|
4.35K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
873+ 62.36% |
$78.5K - $87.5K
|
2.27K
$227K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
104New |
$9.35K - $10.4K
|
104
$10.4K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.53KNew |
$317K - $354K
|
3.53K
$353K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.1K+ 50.74% |
$279K - $311K
|
9.21K
$920K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
343New |
$30.8K - $34.4K
|
343
$34.3K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.03KNew |
$362K - $404K
|
4.03K
$402K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.47KNew |
$222K - $247K
|
2.47K
$246K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.43K- 17.85% |
$218K - $243K
|
11.2K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.94KNew |
$265K - $295K
|
2.94K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
450New |
$40.5K - $45.1K
|
450
$44.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-922- 10.28% |
$82.9K - $92.5K
|
8.05K
$804K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 14.29% |
$89.9 - $100
|
8
$799
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-22- 1.63% |
$1.98K - $2.21K
|
1.33K
$132K
|
|
| Q4 2024 | |||||||
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.26KNew |
$213K - $237K
|
2.26K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
150+ 2.78% |
$14.2K - $15.7K
|
5.55K
$555K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.2KNew |
$114K - $126K
|
1.2K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.47KNew |
$328K - $364K
|
3.47K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
89+ 0.3% |
$8.41K - $9.34K
|
29.6K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.22K- 49.93% |
$210K - $233K
|
2.22K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$56.7K - $63K
|
600
$59.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
600New |
$56.7K - $63K
|
600
$59.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
952+ 3966.67% |
$90K - $99.9K
|
976
$97.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
6.85KNew |
$648K - $719K
|
6.85K
$684K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.4KNew |
$1.27M - $1.41M
|
13.4K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
206New |
$19.5K - $21.6K
|
206
$20.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
630+ 244.19% |
$59.6K - $66.1K
|
888
$88.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
722New |
$68.3K - $75.8K
|
722
$72.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-260- 10.15% |
$24.6K - $27.3K
|
2.3K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
444New |
$42K - $46.6K
|
444
$44.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-160- 2.78% |
$15.1K - $16.8K
|
5.59K
$559K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
514+ 803.13% |
$48.6K - $54K
|
578
$57.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
114+ 4.28% |
$10.8K - $12K
|
2.78K
$277K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12+ 1.73% |
$1.13K - $1.26K
|
707
$70.6K
|
|