Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
1.04MNew |
$98.5M - $106M
|
1.04M
$103M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13.2KNew |
$1.25M - $1.35M
|
13.2K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.83K+ 3.43% |
$552K - $596K
|
176K
$17.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.59KNew |
$246K - $265K
|
2.59K
$257K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.48K+ 3.37% |
$140K - $152K
|
45.4K
$4.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
998+ 1.94% |
$94.5K - $102K
|
52.6K
$5.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
166New |
$15.7K - $17K
|
166
$16.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
90+ 1.68% |
$8.53K - $9.21K
|
5.46K
$542K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
33New |
$3.13K - $3.38K
|
33
$3.27K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
26+ 0.69% |
$2.46K - $2.66K
|
3.78K
$375K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2- 0.07% |
$189 - $205
|
2.86K
$284K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$189 - $205
|
21.5K
$2.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-7- 0.23% |
$663 - $717
|
3.07K
$305K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-15- 0.32% |
$1.42K - $1.54K
|
4.61K
$458K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-30- 0.69% |
$2.84K - $3.07K
|
4.29K
$425K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-89- 10.53% |
$8.43K - $9.11K
|
756
$75K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 37.31% |
$9.47K - $10.2K
|
168
$16.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-102- 1.79% |
$9.66K - $10.4K
|
5.6K
$555K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-186- 2.37% |
$17.6K - $19K
|
7.66K
$760K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-238- 54.34% |
$22.5K - $24.4K
|
200
$19.8K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-441- 3.27% |
$41.8K - $45.1K
|
13.1K
$1.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.34K- 34.12% |
$127K - $137K
|
2.58K
$256K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.38K- 19.54% |
$131K - $142K
|
5.7K
$565K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.16K- 6.02% |
$204K - $221K
|
33.6K
$3.34M
|