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
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.1K+ 70.17% |
$1.62M - $1.75M
|
41.5K
$4.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.5K+ 11.57% |
$1.37M - $1.48M
|
139K
$13.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13.2KNew |
$1.25M - $1.35M
|
13.2K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.2K+ 4.93% |
$1.16M - $1.25M
|
261K
$25.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
10.3KNew |
$976K - $1.06M
|
10.3K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.41K+ 329.89% |
$797K - $861K
|
11K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.1K+ 250.92% |
$672K - $726K
|
9.92K
$981K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.92K+ 103.28% |
$561K - $606K
|
11.7K
$1.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.83K+ 3.43% |
$552K - $596K
|
176K
$17.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.67KNew |
$537K - $581K
|
5.67K
$561K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
4.01K+ 35.61% |
$380K - $411K
|
15.3K
$1.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.19K+ 31.97% |
$302K - $327K
|
13.2K
$1.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.88K+ 1.7% |
$273K - $295K
|
172K
$17M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.59KNew |
$246K - $265K
|
2.59K
$256K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.58K+ 103.74% |
$244K - $264K
|
5.07K
$501K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.53KNew |
$240K - $259K
|
2.53K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.45K+ 1.27% |
$232K - $250K
|
195K
$19.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.28K+ 17.66% |
$216K - $233K
|
15.2K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.09KNew |
$198K - $214K
|
2.09K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.06KNew |
$195K - $211K
|
2.06K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.05KNew |
$194K - $210K
|
2.05K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.04KNew |
$194K - $209K
|
2.04K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
1.73K+ 17250.0% |
$163K - $177K
|
1.74K
$172K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.48K+ 3.37% |
$140K - $152K
|
45.4K
$4.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.13KNew |
$107K - $116K
|
1.13K
$112K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.07K+ 279.63% |
$101K - $110K
|
1.45K
$144K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
998+ 1.94% |
$94.5K - $102K
|
52.6K
$5.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
897+ 1.65% |
$85K - $91.8K
|
55.2K
$5.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
892New |
$84.5K - $91.3K
|
892
$88.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
726+ 185.2% |
$68.8K - $74.3K
|
1.12K
$111K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
701+ 2.94% |
$66.4K - $71.8K
|
24.5K
$2.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
692+ 21.97% |
$65.6K - $70.8K
|
3.84K
$380K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
677+ 14.97% |
$64.1K - $69.3K
|
5.2K
$514K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
672+ 12.76% |
$63.7K - $68.8K
|
5.94K
$587K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
465+ 31.72% |
$44K - $47.6K
|
1.93K
$191K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
199+ 1990.0% |
$18.9K - $20.4K
|
209
$20.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
166New |
$15.7K - $17K
|
166
$16.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
165+ 2.9% |
$15.6K - $16.9K
|
5.85K
$579K
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
165+ 6.04% |
$15.6K - $16.9K
|
2.9K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
116+ 4.86% |
$11K - $11.9K
|
2.5K
$247K
|
|
|
Nov 10, 2025
Q3 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
98+ 1.74% |
$9.28K - $10K
|
5.74K
$567K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
90+ 1.68% |
$8.53K - $9.21K
|
5.46K
$540K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
65+ 2.01% |
$6.16K - $6.65K
|
3.3K
$326K
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
60+ 0.52% |
$5.68K - $6.14K
|
11.5K
$1.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
33New |
$3.13K - $3.38K
|
33
$3.26K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
26+ 0.69% |
$2.46K - $2.66K
|
3.78K
$374K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25+ 0.37% |
$2.37K - $2.56K
|
6.85K
$677K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
25+ 40.32% |
$2.37K - $2.56K
|
87
$8.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19New |
$1.8K - $1.94K
|
19
$1.88K
|
|