Latest Institutional Purchases of Vanguard S&P Mid Cap 400 Value (IVOV)
This list provides information on the latest institutional transactions involving Vanguard S&P Mid Cap 400 Value (IVOV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
12K+ 38.33% |
$1.08M - $1.2M
|
43.2K
$3.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.51K+ 5.37% |
$855K - $954K
|
187K
$16.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.15K+ 40.53% |
$462K - $516K
|
17.8K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
3.11KNew |
$280K - $312K
|
3.11K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.94KNew |
$265K - $295K
|
2.94K
$259K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
766New |
$68.9K - $76.8K
|
766
$67.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
504+ 7.43% |
$45.3K - $50.5K
|
7.29K
$640K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
450New |
$40.5K - $45.1K
|
450
$39.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
337+ 3.82% |
$30.3K - $33.8K
|
9.16K
$805K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
295+ 12.89% |
$26.5K - $29.6K
|
2.58K
$227K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
246+ 5.31% |
$22.1K - $24.7K
|
4.88K
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
21+ 0.27% |
$1.89K - $2.11K
|
7.85K
$690K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 14.29% |
$89.9 - $100
|
8
$703
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
192KNew |
$18.2M - $20.2M
|
192K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.2K+ 5.18% |
$1.34M - $1.49M
|
288K
$25.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.4KNew |
$1.27M - $1.41M
|
13.4K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.1KNew |
$959K - $1.06M
|
10.1K
$891K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.67K+ 21.18% |
$820K - $910K
|
49.6K
$4.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
6.85KNew |
$648K - $719K
|
6.85K
$602K
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
6.21KNew |
$587K - $652K
|
6.21K
$546K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.93K+ 76.98% |
$560K - $622K
|
13.6K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.01K+ 4.91% |
$379K - $421K
|
85.6K
$7.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.47KNew |
$328K - $364K
|
3.47K
$304K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.58KNew |
$244K - $271K
|
2.58K
$227K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.26KNew |
$213K - $237K
|
2.26K
$198K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.13K+ 838.19% |
$201K - $224K
|
2.38K
$209K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.59K+ 1.38% |
$151K - $167K
|
117K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.33KNew |
$125K - $139K
|
1.33K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.2KNew |
$114K - $126K
|
1.2K
$106K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
952+ 3966.67% |
$90K - $99.9K
|
976
$85.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
882+ 0.97% |
$83.4K - $92.6K
|
91.9K
$8.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
736+ 19.23% |
$69.6K - $77.3K
|
4.56K
$401K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
722New |
$68.3K - $75.8K
|
722
$63.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
700+ 109.38% |
$66.2K - $73.5K
|
1.34K
$118K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
670+ 2.93% |
$63.3K - $70.3K
|
23.5K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
630+ 244.19% |
$59.6K - $66.1K
|
888
$78K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$56.7K - $63K
|
600
$52.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
600New |
$56.7K - $63K
|
600
$52.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
514+ 803.13% |
$48.6K - $54K
|
578
$50.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
444New |
$42K - $46.6K
|
444
$39K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
438New |
$41.4K - $46K
|
438
$38.5K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
385New |
$36.4K - $40.4K
|
385
$33.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
206New |
$19.5K - $21.6K
|
206
$18.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
150+ 2.78% |
$14.2K - $15.7K
|
5.55K
$488K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
114+ 4.28% |
$10.8K - $12K
|
2.78K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
103+ 2.68% |
$9.74K - $10.8K
|
3.94K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
89+ 0.3% |
$8.41K - $9.34K
|
29.6K
$2.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
75+ 1.71% |
$7.09K - $7.87K
|
4.45K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
52+ 1.72% |
$4.92K - $5.46K
|
3.07K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40+ 1.72% |
$3.78K - $4.2K
|
2.36K
$207K
|
|