Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
107K+ 615.5% |
$8.58M - $10.3M
|
125K
$12.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
11.7K+ 1.46% |
$934K - $1.12M
|
812K
$80.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11K+ 44.57% |
$881K - $1.05M
|
35.8K
$3.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.92KNew |
$153K - $183K
|
1.92K
$190K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
931New |
$74.3K - $89K
|
931
$92.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
823+ 16.88% |
$65.7K - $78.7K
|
5.7K
$565K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
708+ 1.64% |
$56.5K - $67.7K
|
43.9K
$4.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
700+ 91.38% |
$55.9K - $66.9K
|
1.47K
$145K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
606+ 18.28% |
$48.4K - $57.9K
|
3.92K
$389K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
390+ 9.07% |
$31.1K - $37.3K
|
4.69K
$465K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20- 0.77% |
$1.6K - $1.91K
|
2.56K
$254K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-36- 1.16% |
$2.87K - $3.44K
|
3.08K
$305K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-108- 1.97% |
$8.62K - $10.3K
|
5.37K
$532K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-159- 3.89% |
$12.7K - $15.2K
|
3.93K
$389K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-208- 2.85% |
$16.6K - $19.9K
|
7.08K
$702K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-262- 1.21% |
$20.9K - $25K
|
21.5K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-1.35K- 94.0% |
$108K - $129K
|
86
$8.52K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-16.9K- 9.06% |
$1.35M - $1.62M
|
170K
$16.8M
|