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 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-119- 41.75% |
$9.99K - $10.8K
|
166
$16.2K
|
|
| Q1 2024 | |||||||
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-208- 47.93% |
$17.4K - $18.9K
|
226
$22.1K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.22KNew |
$269K - $292K
|
3.22K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-650- 50.0% |
$54.3K - $59K
|
650
$63.6K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.95KNew |
$747K - $812K
|
8.95K
$875K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.93KNew |
$245K - $266K
|
2.93K
$287K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-220- 9.34% |
$18.4K - $20K
|
2.14K
$209K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.2KNew |
$267K - $290K
|
3.2K
$313K
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
4.4KNew |
$367K - $400K
|
4.4K
$431K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14New |
$1.17K - $1.27K
|
14
$1.37K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.15KNew |
$96K - $104K
|
1.15K
$113K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.81KNew |
$202K - $249K
|
2.81K
$275K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.73KNew |
$196K - $242K
|
2.73K
$267K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-410- 10.54% |
$29.4K - $36.3K
|
3.48K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-110- 2.25% |
$7.9K - $9.74K
|
4.77K
$467K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.52KNew |
$181K - $223K
|
2.52K
$247K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.97K- 17.04% |
$141K - $174K
|
9.57K
$937K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-153- 71.83% |
$11K - $13.6K
|
60
$5.87K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
22New |
$1.58K - $1.95K
|
22
$2.15K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-188- 19.62% |
$13.5K - $16.7K
|
770
$75.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
168New |
$12.1K - $14.9K
|
168
$16.4K
|
|
| Q3 2023 | |||||||
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.01K+ 39.98% |
$77.4K - $86.5K
|
3.53K
$345K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.6KNew |
$1.43M - $1.59M
|
18.6K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.68KNew |
$206K - $230K
|
2.68K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
762New |
$58.5K - $65.4K
|
762
$74.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
52New |
$3.99K - $4.46K
|
52
$5.09K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
295+ 1.74% |
$22.7K - $25.3K
|
17.2K
$1.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
178New |
$13.7K - $15.3K
|
178
$17.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-204- 34.23% |
$15.7K - $17.5K
|
392
$38.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
674+ 20.34% |
$51.8K - $57.9K
|
3.99K
$390K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.13% |
$307 - $343
|
3.11K
$304K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
150New |
$11.5K - $12.9K
|
150
$14.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-94- 3.35% |
$7.22K - $8.07K
|
2.72K
$266K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
2.47KNew |
$185K - $203K
|
2.47K
$242K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-580- 15.08% |
$43.4K - $47.7K
|
3.27K
$320K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
62+ 2.29% |
$4.64K - $5.1K
|
2.77K
$271K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
208New |
$15.6K - $17.1K
|
208
$20.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-894- 1.52% |
$66.9K - $73.6K
|
58K
$5.68M
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
20.1KNew |
$1.49M - $3.55M
|
20.1K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.67K+ 100.0% |
$124K - $295K
|
3.33K
$326K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.49K+ 100.0% |
$111K - $264K
|
2.98K
$292K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
500+ 100.0% |
$37.2K - $88.5K
|
1K
$97.9K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
181New |
$13.4K - $32K
|
181
$17.7K
|
|
|
May 03, 2023
Q1 2023
|
Factorial Partners, LLC
|
BUY
|
- |
3.5K+ 100.0% |
$260K - $619K
|
7K
$685K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2K+ 100.0% |
$149K - $354K
|
4K
$391K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.39K+ 100.0% |
$103K - $245K
|
2.77K
$271K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
20.1KNew |
$1.49M - $3.55M
|
20.1K
$1.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
51+ 100.0% |
$3.79K - $9.02K
|
102
$9.98K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
BUY
|
- |
5.71K+ 100.0% |
$424K - $1.01M
|
11.4K
$1.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
752+ 100.0% |
$55.9K - $133K
|
1.5K
$147K
|
|