Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10+ 0.26% |
$718 - $886
|
3.92K
$384K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 12.5% |
$71.8 - $88.6
|
9
$882
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1- 1.3% |
$71.8 - $88.6
|
76
$7.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10- 0.07% |
$718 - $886
|
13.7K
$1.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-21- 1.19% |
$1.51K - $1.86K
|
1.75K
$171K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23- 0.51% |
$1.65K - $2.04K
|
4.45K
$435K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-80- 0.22% |
$5.74K - $7.09K
|
36.7K
$3.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 18.73% |
$7.18K - $8.86K
|
434
$42.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-110- 2.25% |
$7.9K - $9.74K
|
4.77K
$467K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-153- 71.83% |
$11K - $13.6K
|
60
$5.88K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-188- 19.62% |
$13.5K - $16.7K
|
770
$75.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-222- 2.58% |
$15.9K - $19.7K
|
8.37K
$820K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-244- 1.33% |
$17.5K - $21.6K
|
18.1K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-332- 4.19% |
$23.8K - $29.4K
|
7.6K
$744K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-410- 10.54% |
$29.4K - $36.3K
|
3.48K
$341K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-489- 10.44% |
$35.1K - $43.3K
|
4.19K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-700- 7.83% |
$50.3K - $62K
|
8.24K
$807K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-799- 23.78% |
$57.4K - $70.8K
|
2.56K
$251K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-975- 0.72% |
$70K - $86.4K
|
134K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.05K- 26.98% |
$75.2K - $92.8K
|
2.84K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.1K- 15.8% |
$79K - $97.4K
|
5.86K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.28K- 1.64% |
$92K - $113K
|
76.8K
$7.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.54K- 1.68% |
$110K - $136K
|
90K
$8.82M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.8K- 22.94% |
$129K - $160K
|
6.06K
$593K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.88K- 15.68% |
$135K - $167K
|
10.1K
$992K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-1.97K- 17.04% |
$141K - $174K
|
9.57K
$938K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.11K- 3.74% |
$151K - $187K
|
54.3K
$5.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.29K- 10.74% |
$164K - $202K
|
19K
$1.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.17K- 65.86% |
$228K - $281K
|
1.64K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.33K- 19.21% |
$239K - $295K
|
14K
$1.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.95K- 14.06% |
$283K - $350K
|
24.1K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.83K- 27.35% |
$418K - $516K
|
15.5K
$1.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.25K- 70.67% |
$449K - $554K
|
2.59K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.38K- 2.82% |
$458K - $565K
|
220K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.29K- 46.65% |
$524K - $646K
|
8.34K
$817K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.39K- 0.98% |
$602K - $743K
|
848K
$83.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-11.3K- 96.12% |
$815K - $1.01M
|
458
$44.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.9K- 15.28% |
$926K - $1.14M
|
71.5K
$7.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.8K- 53.76% |
$1.21M - $1.49M
|
14.5K
$1.42M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-27.6K- 15.06% |
$1.98M - $2.45M
|
156K
$15.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.5K- 11.83% |
$2.12M - $2.61M
|
220K
$21.5M
|