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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.67K+ 100.0% |
$124K - $295K
|
3.33K
$331K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.49K+ 100.0% |
$111K - $264K
|
2.98K
$296K
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.39K+ 100.0% |
$103K - $245K
|
2.77K
$275K
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
752+ 100.0% |
$55.9K - $133K
|
1.5K
$150K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
500+ 100.0% |
$37.2K - $88.5K
|
1K
$99.4K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
240New |
$17.8K - $42.5K
|
240
$23.9K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
200+ 100.0% |
$14.9K - $35.4K
|
400
$39.8K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
181New |
$13.4K - $32K
|
181
$18K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
130+ 100.0% |
$9.66K - $23K
|
260
$25.8K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
112+ 100.0% |
$8.32K - $19.8K
|
224
$22.3K
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
51+ 100.0% |
$3.79K - $9.02K
|
102
$10.1K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
32+ 43.24% |
$2.38K - $5.66K
|
106
$10.5K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 100.0% |
$892 - $2.12K
|
24
$2.39K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
28New |
$1.98K - $4.61K
|
28
$2.78K
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.29KNew |
$159K - $189K
|
2.29K
$227K
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
433New |
$30K - $35.8K
|
433
$43K
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
2.94K+ 2112.23% |
$206K - $247K
|
3.08K
$306K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
714New |
$50K - $60.1K
|
714
$71K
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
573New |
$40.2K - $48.3K
|
573
$57K
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100New |
$7.01K - $8.42K
|
100
$9.94K
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$420 - $505
|
6
$596
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.3KNew |
$1.04M - $1.14M
|
13.3K
$1.32M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
1.92KNew |
$150K - $165K
|
1.92K
$191K
|
|
Q4 2021 | |||||||
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
290+ 22.27% |
$23.2K - $25.4K
|
1.59K
$158K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$766K - $833K
|
10K
$994K
|
|
Q2 2021 | |||||||
Aug 11, 2021
Q2 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.94KNew |
$625K - $670K
|
7.94K
$789K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
812New |
$63.9K - $68.5K
|
812
$80.7K
|
|
Q4 2020 | |||||||
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
1.16KNew |
$61.7K - $78.2K
|
1.16K
$116K
|
|
Q4 2018 | |||||||
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
260New |
N/A
|
260
$25.8K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.02KNew |
N/A
|
1.02K
$101K
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$99.4
|