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 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-25.6KClosed |
$2M - $2.2M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-117Closed |
$9.15K - $10.1K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-3.07KClosed |
$240K - $264K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
1.92KNew |
$150K - $165K
|
1.92K
$185K
|
|
Q4 2021 | |||||||
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-83Closed |
$6.64K - $7.26K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-116Closed |
$9.27K - $10.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-38.2KClosed |
$3.05M - $3.34M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-25Closed |
$2K - $2.19K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-60Closed |
$4.8K - $5.25K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
290+ 22.27% |
$23.2K - $25.4K
|
1.59K
$153K
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.55KClosed |
$204K - $223K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.07KClosed |
$465K - $505K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-321Closed |
$24.6K - $26.7K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$766K - $833K
|
10K
$961K
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-260Closed |
$19.9K - $21.6K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-205Closed |
$15.7K - $17.1K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Rfg Holdings, Inc.
|
SELL
|
- |
-34.7KClosed |
$2.66M - $2.89M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 11, 2021
Q2 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.94KNew |
$625K - $670K
|
7.94K
$763K
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-17Closed |
$1.34K - $1.43K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
812New |
$63.9K - $68.5K
|
812
$78K
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-150Closed |
$11.8K - $12.7K
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
SELL
|
- |
-1.32KClosed |
$104K - $111K
|
0
$0
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.58KClosed |
$102K - $127K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-48Closed |
$3.1K - $3.86K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
1.16KNew |
$61.7K - $78.2K
|
1.16K
$112K
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-130Closed |
$6.42K - $7.33K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Adviser Investments LLC
|
SELL
|
- |
-4.42KClosed |
$219K - $249K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-15Closed |
$741 - $846
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.13KClosed |
$105K - $120K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 12, 2020
Q2 2020
|
Bailard, Inc.
|
SELL
|
- |
-3.2KClosed |
$124K - $186K
|
0
$0
|
|
Jul 07, 2020
Q2 2020
|
Tsfg, LLC
|
SELL
|
- |
-15Closed |
$582 - $873
|
0
$0
|
|
Q1 2020 | |||||||
Aug 30, 2024
Q1 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-164- 50.0% |
$5.84K - $10.8K
|
164
$15.8K
|
|
Jan 02, 2024
Q1 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-69- 50.0% |
$2.46K - $4.55K
|
69
$6.63K
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-54- 11.89% |
$1.92K - $3.56K
|
400
$38.4K
|
|
May 15, 2020
Q1 2020
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-44Closed |
$1.57K - $2.9K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.18KClosed |
$77.6K - $144K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-90Closed |
$3.2K - $5.93K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.92KClosed |
$68.5K - $127K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Wbh Advisory Inc
|
SELL
|
- |
-2.3KClosed |
$81.9K - $152K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-733Closed |
$26.1K - $48.3K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Hollencrest Capital Management
|
SELL
|
- |
-24KClosed |
$854K - $1.58M
|
0
$0
|
|
Apr 13, 2020
Q1 2020
|
Ellevest, Inc.
|
SELL
|
- |
-1.82KClosed |
$64.6K - $120K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-50KClosed |
$2.95M - $3.28M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-157Closed |
$9.25K - $10.3K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-17.2KClosed |
$1.01M - $1.13M
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-38Closed |
$2.24K - $2.49K
|
0
$0
|
|
Q2 2019 | |||||||
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-660Closed |
N/A
|
0
$0
|
|
Q1 2019 | |||||||
May 06, 2019
Q1 2019
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-224Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-19.6KClosed |
N/A
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-617Closed |
N/A
|
0
$0
|