Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-151- 0.86% |
$11.6K - $13K
|
17.4K
$1.71M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-161- 3.98% |
$12.4K - $13.8K
|
3.88K
$380K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-180- 0.84% |
$13.8K - $15.5K
|
21.3K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-201- 5.64% |
$15.4K - $17.3K
|
3.36K
$329K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-204- 34.23% |
$15.7K - $17.5K
|
392
$38.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-204- 17.56% |
$15.7K - $17.5K
|
958
$93.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-286- 1.22% |
$22K - $24.6K
|
23.2K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-380- 5.17% |
$29.2K - $32.6K
|
6.96K
$682K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-500- 60.53% |
$38.4K - $42.9K
|
326
$31.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-650- 33.33% |
$49.9K - $55.8K
|
1.3K
$127K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-660- 0.84% |
$50.7K - $56.7K
|
78.1K
$7.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-800- 8.29% |
$61.4K - $68.7K
|
8.85K
$866K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-956- 1.03% |
$73.4K - $82.1K
|
91.6K
$8.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.04K- 0.56% |
$80K - $89.4K
|
184K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.9K- 13.65% |
$146K - $163K
|
12K
$1.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.56K- 36.42% |
$197K - $220K
|
4.47K
$438K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.09K- 2.94% |
$314K - $351K
|
135K
$13.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.3K- 13.27% |
$330K - $369K
|
28.1K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.17K- 28.3% |
$474K - $530K
|
15.6K
$1.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-7.09K- 4.32% |
$545K - $609K
|
157K
$15.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13K- 1.5% |
$999K - $1.12M
|
857K
$83.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.5K- 16.38% |
$1.27M - $1.42M
|
84.5K
$8.27M
|