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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-80- 0.66% |
$7.56K - $8.4K
|
12.1K
$1.18M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-77- 0.42% |
$7.28K - $8.08K
|
18.4K
$1.8M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-53- 0.53% |
$5.01K - $5.56K
|
9.98K
$977K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-45- 1.34% |
$4.25K - $4.72K
|
3.32K
$325K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.61K- 6.61% |
$311K - $345K
|
50.9K
$4.98M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.07K- 1.42% |
$178K - $198K
|
143K
$14M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-2.04K- 55.35% |
$176K - $196K
|
1.65K
$161K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-80- 16.67% |
$6.9K - $7.66K
|
400
$39.1K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15- 0.43% |
$1.29K - $1.44K
|
3.47K
$339K
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-9- 0.36% |
$776 - $862
|
2.48K
$243K
|
|
Q2 2024 | |||||||
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-996- 28.42% |
$83.6K - $90.5K
|
2.51K
$245K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-119- 41.75% |
$9.99K - $10.8K
|
166
$16.2K
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-50- 1.1% |
$4.2K - $4.54K
|
4.51K
$441K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-650- 50.0% |
$54.3K - $59K
|
650
$63.6K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-220- 9.34% |
$18.4K - $20K
|
2.14K
$209K
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-208- 47.93% |
$17.4K - $18.9K
|
226
$22.1K
|
|
Q4 2023 | |||||||
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.97K- 17.04% |
$141K - $174K
|
9.57K
$937K
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-410- 10.54% |
$29.4K - $36.3K
|
3.48K
$341K
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-188- 19.62% |
$13.5K - $16.7K
|
770
$75.4K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-153- 71.83% |
$11K - $13.6K
|
60
$5.87K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-110- 2.25% |
$7.9K - $9.74K
|
4.77K
$467K
|
|
Q3 2023 | |||||||
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-204- 34.23% |
$15.7K - $17.5K
|
392
$38.4K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-94- 3.35% |
$7.22K - $8.07K
|
2.72K
$266K
|
|
Q2 2023 | |||||||
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-894- 1.52% |
$66.9K - $73.6K
|
58K
$5.68M
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-580- 15.08% |
$43.4K - $47.7K
|
3.27K
$320K
|
|
Q3 2022 | |||||||
Feb 10, 2025
Q3 2022
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-136KClosed |
$9.41M - $11.2M
|
0
$0
|
|
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 04, 2022
Q3 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-438- 51.83% |
$30.4K - $36.2K
|
407
$39.8K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-393- 5.57% |
$27.3K - $32.5K
|
6.67K
$653K
|
|
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
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-19- 42.22% |
$1.32K - $1.57K
|
26
$2.54K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19- 6.76% |
$1.32K - $1.57K
|
262
$25.6K
|
|
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
|
|
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
|