Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.4K+ 8.21% |
$1.12M - $1.17M
|
151K
$14.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
5.69K+ 0.71% |
$554K - $579K
|
811K
$80.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.03K+ 14.97% |
$490K - $512K
|
38.7K
$3.82M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.4K+ 53.34% |
$136K - $142K
|
4.01K
$397K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.1KNew |
$108K - $112K
|
1.1K
$109K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
584+ 22.78% |
$56.9K - $59.5K
|
3.15K
$311K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
345New |
$33.6K - $35.1K
|
345
$34.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
137+ 65.55% |
$13.3K - $13.9K
|
346
$34.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-12- 0.21% |
$1.17K - $1.22K
|
5.73K
$566K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-228- 8.82% |
$22.2K - $23.2K
|
2.36K
$233K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-489- 8.96% |
$47.6K - $49.8K
|
4.97K
$491K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-566- 10.11% |
$55.2K - $57.6K
|
5.03K
$497K
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-16.7K- 9.5% |
$1.63M - $1.7M
|
159K
$15.7M
|
|