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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
130+ 100.0% |
$9.66K - $23K
|
260
$25.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
240New |
$17.8K - $42.5K
|
240
$23.5K
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
28New |
$1.98K - $4.61K
|
28
$2.74K
|
|
| Q3 2022 | |||||||
|
Feb 10, 2025
Q3 2022
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-136KClosed |
$9.41M - $11.2M
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-283Closed |
$19.6K - $23.4K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-59- 2.64% |
$4.09K - $4.87K
|
2.18K
$213K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-492- 2.88% |
$34.1K - $40.6K
|
16.6K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-19- 42.22% |
$1.32K - $1.57K
|
26
$2.54K
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
433New |
$30K - $35.8K
|
433
$42.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-438- 51.83% |
$30.4K - $36.2K
|
407
$39.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19- 6.76% |
$1.32K - $1.57K
|
262
$25.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-393- 5.57% |
$27.3K - $32.5K
|
6.67K
$653K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.29KNew |
$159K - $189K
|
2.29K
$224K
|
|
| Q2 2022 | |||||||
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$7.01K - $8.42K
|
100
$9.79K
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.34KClosed |
$164K - $197K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-16.3KClosed |
$1.14M - $1.37M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.57KClosed |
$110K - $133K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-446Closed |
$31.3K - $37.6K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.94K+ 2112.23% |
$206K - $247K
|
3.08K
$301K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$420 - $505
|
6
$587
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-181Closed |
$12.7K - $15.2K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
573New |
$40.2K - $48.3K
|
573
$56.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-244Closed |
$17.1K - $20.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
714New |
$50K - $60.1K
|
714
$69.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-482Closed |
$33.8K - $40.6K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.79KClosed |
$195K - $235K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.3KNew |
$1.04M - $1.14M
|
13.3K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-190Closed |
$14.9K - $16.3K
|
0
$0
|
|
|
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
$188K
|
|
| 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
$156K
|
|
|
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
$979K
|
|
|
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
$777K
|
|
|
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
$79.5K
|
|
|
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
|
|