Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6+ 0.08% |
$539 - $602
|
7.49K
$742K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
2+ 0.04% |
$180 - $201
|
5.23K
$518K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 14.29% |
$89.9 - $100
|
8
$793
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1- 0.03% |
$89.9 - $100
|
3.43K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2- 0.05% |
$180 - $201
|
4.41K
$437K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2- 0.52% |
$180 - $201
|
383
$37.9K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-20- 0.07% |
$1.8K - $2.01K
|
28.7K
$2.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-22- 1.63% |
$1.98K - $2.21K
|
1.33K
$131K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-65- 76.47% |
$5.84K - $6.52K
|
20
$1.98K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-72- 0.41% |
$6.47K - $7.22K
|
17.5K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-76- 1.37% |
$6.83K - $7.62K
|
5.48K
$543K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-114- 1.1% |
$10.2K - $11.4K
|
10.2K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-120- 3.2% |
$10.8K - $12K
|
3.63K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-147- 2.37% |
$13.2K - $14.7K
|
6.07K
$601K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-148- 3.28% |
$13.3K - $14.8K
|
4.37K
$433K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-185- 13.95% |
$16.6K - $18.6K
|
1.14K
$113K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-211- 5.45% |
$19K - $21.2K
|
3.66K
$362K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-224- 50.0% |
$20.1K - $22.5K
|
224
$22.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-261- 0.68% |
$23.5K - $26.2K
|
38.1K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-284- 2.25% |
$25.5K - $28.5K
|
12.3K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-335- 25.0% |
$30.1K - $33.6K
|
1.01K
$99.6K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-358- 5.91% |
$32.2K - $35.9K
|
5.7K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-359- 0.35% |
$32.3K - $36K
|
103K
$10.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-367- 13.86% |
$33K - $36.8K
|
2.28K
$226K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-453- 1.05% |
$40.7K - $45.4K
|
42.7K
$4.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-508- 2.28% |
$45.7K - $50.9K
|
21.7K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-622- 0.87% |
$55.9K - $62.4K
|
70.5K
$6.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-629- 16.1% |
$56.5K - $63.1K
|
3.28K
$325K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-710- 14.8% |
$63.8K - $71.2K
|
4.09K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-861- 21.85% |
$77.4K - $86.3K
|
3.08K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-922- 10.28% |
$82.9K - $92.5K
|
8.05K
$797K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-996- 23.1% |
$89.5K - $99.9K
|
3.32K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.03KClosed |
$92.2K - $103K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-1.39K- 0.17% |
$125K - $139K
|
801K
$79.3M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.44K- 9.63% |
$129K - $144K
|
13.5K
$1.33M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-1.48K- 67.03% |
$133K - $149K
|
730
$72.3K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.49K- 37.31% |
$134K - $149K
|
2.5K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.72K- 8.54% |
$155K - $172K
|
18.4K
$1.83M
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-2.17K- 1.76% |
$195K - $217K
|
121K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.43K- 17.85% |
$218K - $243K
|
11.2K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.37K- 33.21% |
$303K - $338K
|
6.78K
$671K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-3.5K- 2.87% |
$315K - $351K
|
118K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.39K- 1.52% |
$395K - $440K
|
284K
$28.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26K- 30.36% |
$2.34M - $2.61M
|
59.6K
$5.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-43.3K- 96.8% |
$3.89M - $4.34M
|
1.43K
$142K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-74.9K- 75.16% |
$6.73M - $7.51M
|
24.7K
$2.45M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-447K- 99.4% |
$40.2M - $44.8M
|
2.69K
$266K
|