Purchases and Sales Made in Q4 2022 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 2022. 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, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.53K- 52.04% |
$109K - $252K
|
1.41K
$138K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-1.65K- 0.43% |
$117K - $272K
|
382K
$37.5M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.78K- 46.46% |
$126K - $294K
|
2.06K
$202K
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.95K- 2.66% |
$138K - $320K
|
71.1K
$6.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.21K- 49.84% |
$228K - $529K
|
3.23K
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.84K- 23.09% |
$272K - $632K
|
12.8K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.26K- 24.87% |
$302K - $702K
|
12.9K
$1.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.3K- 5.58% |
$305K - $708K
|
72.7K
$7.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.38K- 1.54% |
$523K - $1.22M
|
471K
$46.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.3K- 4.13% |
$588K - $1.37M
|
192K
$18.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.7K- 13.76% |
$1.04M - $2.42M
|
92.2K
$9.04M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15.5K- 93.82% |
$1.1M - $2.56M
|
1.02K
$100K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-18.7K- 81.7% |
$1.32M - $3.08M
|
4.18K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.9K- 72.1% |
$1.55M - $3.61M
|
8.47K
$831K
|