Purchases and Sales Made in Q1 2023 in Vanguard S&P Mid Cap 400 Value (IVOV)
This table provides information about the institutional ownership of Vanguard S&P Mid Cap 400 Value (IVOV) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD S&P MID CAP 400 VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.36K+ 84.43% |
$250K - $595K
|
7.34K
$731K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
3.14K+ 180.72% |
$233K - $556K
|
4.88K
$486K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
2.89K+ 185.84% |
$215K - $511K
|
4.44K
$442K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.69KNew |
$200K - $476K
|
2.69K
$268K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.68KNew |
$199K - $474K
|
2.68K
$267K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.62KNew |
$195K - $464K
|
2.62K
$261K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.56K+ 100.0% |
$190K - $453K
|
5.12K
$510K
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.55K+ 100.0% |
$190K - $452K
|
5.11K
$508K
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.39K+ 92.73% |
$177K - $422K
|
4.96K
$494K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.04K+ 113.73% |
$151K - $361K
|
3.83K
$381K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2K+ 100.0% |
$149K - $354K
|
4K
$398K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.99K+ 100.0% |
$148K - $353K
|
3.99K
$397K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.98K+ 96.25% |
$147K - $350K
|
4.04K
$402K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
1.95K+ 100.0% |
$145K - $344K
|
3.89K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 100.05% |
$141K - $336K
|
3.8K
$378K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.88K+ 95.92% |
$140K - $333K
|
3.85K
$383K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.77K+ 100.0% |
$131K - $312K
|
3.53K
$352K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
1.73K+ 81.62% |
$128K - $306K
|
3.85K
$383K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.69K+ 99.65% |
$125K - $299K
|
3.38K
$337K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1.67K+ 100.0% |
$124K - $295K
|
3.33K
$332K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.66K+ 101.22% |
$123K - $293K
|
3.3K
$328K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.53K+ 74.02% |
$113K - $270K
|
3.59K
$357K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.49K+ 100.0% |
$111K - $264K
|
2.98K
$297K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.41K+ 100.0% |
$105K - $250K
|
2.82K
$281K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.39K+ 100.0% |
$103K - $245K
|
2.77K
$276K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.32KNew |
$97.9K - $233K
|
1.32K
$131K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.17K+ 36.2% |
$86.9K - $207K
|
4.4K
$438K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
1.16KNew |
$86.3K - $206K
|
1.16K
$116K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
975+ 100.0% |
$72.4K - $172K
|
1.95K
$194K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
865+ 95.69% |
$64.3K - $153K
|
1.77K
$176K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
752+ 100.0% |
$55.9K - $133K
|
1.5K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
685+ 100.0% |
$50.9K - $121K
|
1.37K
$136K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
661+ 100.0% |
$49.1K - $117K
|
1.32K
$132K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
581+ 100.0% |
$43.2K - $103K
|
1.16K
$116K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
534New |
$39.7K - $94.5K
|
534
$53.2K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
500+ 100.0% |
$37.2K - $88.5K
|
1K
$99.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
400+ 204.08% |
$29.7K - $70.8K
|
596
$59.3K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
258New |
$19.2K - $45.6K
|
258
$25.7K
|
|
|
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
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
195+ 5.08% |
$14.5K - $34.5K
|
4.04K
$402K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
181New |
$13.4K - $32K
|
181
$18K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
164+ 100.0% |
$12.2K - $29K
|
328
$32.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
130+ 100.0% |
$9.66K - $23K
|
260
$25.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
112+ 100.0% |
$8.32K - $19.8K
|
224
$22.3K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
105+ 0.62% |
$7.8K - $18.6K
|
17K
$1.69M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
69+ 100.0% |
$5.13K - $12.2K
|
138
$13.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
57+ 100.0% |
$4.24K - $10.1K
|
114
$11.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
51+ 100.0% |
$3.79K - $9.02K
|
102
$10.2K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
32+ 43.24% |
$2.38K - $5.66K
|
106
$10.6K
|