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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.4KNew |
$1.27M - $1.41M
|
13.4K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
6.85KNew |
$648K - $719K
|
6.85K
$677K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
206New |
$19.5K - $21.6K
|
206
$20.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
630+ 244.19% |
$59.6K - $66.1K
|
888
$87.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
444New |
$42K - $46.6K
|
444
$43.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-260- 10.15% |
$24.6K - $27.3K
|
2.3K
$227K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
722New |
$68.3K - $75.8K
|
722
$71.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-160- 2.78% |
$15.1K - $16.8K
|
5.59K
$553K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
514+ 803.13% |
$48.6K - $54K
|
578
$57.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
114+ 4.28% |
$10.8K - $12K
|
2.78K
$274K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12+ 1.73% |
$1.13K - $1.26K
|
707
$69.9K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-9- 0.36% |
$776 - $862
|
2.48K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
305+ 0.82% |
$26.3K - $29.2K
|
37.7K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.2KNew |
$190K - $211K
|
2.2K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
100New |
$8.62K - $9.58K
|
100
$9.89K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.2KNew |
$190K - $211K
|
2.2K
$218K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
593New |
$51.1K - $56.8K
|
593
$58.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3KNew |
$259K - $287K
|
3K
$297K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
340New |
$29.3K - $32.6K
|
340
$33.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15- 0.43% |
$1.29K - $1.44K
|
3.47K
$343K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-80- 16.67% |
$6.9K - $7.66K
|
400
$39.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.61K- 6.61% |
$311K - $345K
|
50.9K
$5.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.07K- 1.42% |
$178K - $198K
|
143K
$14.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-2.04K- 55.35% |
$176K - $196K
|
1.65K
$163K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4KNew |
$336K - $363K
|
4K
$395K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
736+ 12.79% |
$61.8K - $66.9K
|
6.49K
$642K
|
|
| Q1 2024 | |||||||
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-208- 47.93% |
$17.4K - $18.9K
|
226
$22.3K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-650- 50.0% |
$54.3K - $59K
|
650
$64.3K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.22KNew |
$269K - $292K
|
3.22K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.95KNew |
$747K - $812K
|
8.95K
$884K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.93KNew |
$245K - $266K
|
2.93K
$290K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-220- 9.34% |
$18.4K - $20K
|
2.14K
$211K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.2KNew |
$267K - $290K
|
3.2K
$316K
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
4.4KNew |
$367K - $400K
|
4.4K
$435K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14New |
$1.17K - $1.27K
|
14
$1.38K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.15KNew |
$96K - $104K
|
1.15K
$114K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2.81KNew |
$202K - $249K
|
2.81K
$278K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.73KNew |
$196K - $242K
|
2.73K
$270K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-410- 10.54% |
$29.4K - $36.3K
|
3.48K
$344K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.52KNew |
$181K - $223K
|
2.52K
$249K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.97K- 17.04% |
$141K - $174K
|
9.57K
$946K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-153- 71.83% |
$11K - $13.6K
|
60
$5.93K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
22New |
$1.58K - $1.95K
|
22
$2.18K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-188- 19.62% |
$13.5K - $16.7K
|
770
$76.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
168New |
$12.1K - $14.9K
|
168
$16.6K
|
|
| Q3 2023 | |||||||
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.01K+ 39.98% |
$77.4K - $86.5K
|
3.53K
$349K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.6KNew |
$1.43M - $1.59M
|
18.6K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.68KNew |
$206K - $230K
|
2.68K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
762New |
$58.5K - $65.4K
|
762
$75.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
52New |
$3.99K - $4.46K
|
52
$5.14K
|
|