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 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
$114K
|
|
| 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
|
|
|
Aug 11, 2020
Q2 2020
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-660Closed |
$25.6K - $38.4K
|
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
$16K
|
|
|
Jan 02, 2024
Q1 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-69- 50.0% |
$2.46K - $4.55K
|
69
$6.75K
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-54- 11.89% |
$1.92K - $3.56K
|
400
$39.1K
|
|
|
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
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-90Closed |
$3.2K - $5.93K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.18KClosed |
$77.6K - $144K
|
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
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
260New |
N/A
|
260
$25.4K
|
|
|
Jan 11, 2019
Q4 2018
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-71Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.02KNew |
N/A
|
1.02K
$99.4K
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-220Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-15Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.81KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Destination Wealth Management
|
SELL
|
- |
-90Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.84KClosed |
N/A
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-7Closed |
N/A
|
0
$0
|
|
|
Apr 23, 2018
Q1 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-151Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.63KClosed |
N/A
|
0
$0
|
|
|
Jan 24, 2018
Q4 2017
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.25KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$97.9
|
|