Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-153- 71.83% |
$11K - $13.6K
|
60
$5.58K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-110- 2.25% |
$7.9K - $9.74K
|
4.77K
$443K
|
|
Q3 2023 | |||||||
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-204- 34.23% |
$15.7K - $17.5K
|
392
$36.4K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-94- 3.35% |
$7.22K - $8.07K
|
2.72K
$252K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-894- 1.52% |
$66.9K - $73.6K
|
58K
$5.39M
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-580- 15.08% |
$43.4K - $47.7K
|
3.27K
$303K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-136- 11.7% |
$10.2K - $11.2K
|
1.03K
$95.4K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-492- 2.88% |
$34.1K - $40.6K
|
16.6K
$1.54M
|
|
Nov 04, 2022
Q3 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-438- 51.83% |
$30.4K - $36.2K
|
407
$37.8K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-393- 5.57% |
$27.3K - $32.5K
|
6.67K
$620K
|
|
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
$202K
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-19- 42.22% |
$1.32K - $1.57K
|
26
$2.42K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19- 6.76% |
$1.32K - $1.57K
|
262
$24.4K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-16.3KClosed |
$1.14M - $1.37M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.79KClosed |
$195K - $235K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.34KClosed |
$164K - $197K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.57KClosed |
$110K - $133K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.39KClosed |
$97.1K - $117K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-482Closed |
$33.8K - $40.6K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-446Closed |
$31.3K - $37.6K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-244Closed |
$17.1K - $20.6K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-181Closed |
$12.7K - $15.2K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-25.6KClosed |
$2M - $2.2M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-3.07KClosed |
$240K - $264K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-190Closed |
$14.9K - $16.3K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-117Closed |
$9.15K - $10.1K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-38.2KClosed |
$3.05M - $3.34M
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.55KClosed |
$204K - $223K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-116Closed |
$9.27K - $10.1K
|
0
$0
|
|
Mar 01, 2022
Q4 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-83Closed |
$6.64K - $7.26K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-60Closed |
$4.8K - $5.25K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-25Closed |
$2K - $2.19K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 12, 2021
Q3 2021
|
Rfg Holdings, Inc.
|
SELL
|
- |
-34.7KClosed |
$2.66M - $2.89M
|
0
$0
|
|
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
|
|
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
|
|
Q2 2021 | |||||||
Jul 16, 2021
Q2 2021
|
Lvz, Inc.
|
SELL
|
- |
-1.32KClosed |
$104K - $111K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-150Closed |
$11.8K - $12.7K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Hudock, Inc.
|
SELL
|
- |
-17Closed |
$1.34K - $1.43K
|
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 | |||||||
Feb 10, 2021
Q4 2020
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.39KClosed |
$127K - $161K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Adviser Investments LLC
|
SELL
|
- |
-4.42KClosed |
$219K - $249K
|
0
$0
|
|
Oct 20, 2020
Q3 2020
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.13KClosed |
$105K - $120K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-130Closed |
$6.42K - $7.33K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-15Closed |
$741 - $846
|
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
|