Latest Institutional Transactions on Vanguard S&P Mid Cap 400 Value (IVOV)
This table provides information on the latest institutional transactions involving Vanguard S&P Mid Cap 400 Value (IVOV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.06KNew |
$195K - $211K
|
2.06K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.09KNew |
$198K - $214K
|
2.09K
$206K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.65K- 1.38% |
$156K - $168K
|
118K
$11.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-265- 20.0% |
$25.1K - $27.1K
|
1.06K
$105K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
701+ 2.94% |
$66.4K - $71.8K
|
24.5K
$2.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
726+ 185.2% |
$68.8K - $74.3K
|
1.12K
$111K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-175- 5.13% |
$16.6K - $17.9K
|
3.23K
$320K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.05KNew |
$194K - $210K
|
2.05K
$202K
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
165+ 6.04% |
$15.6K - $16.9K
|
2.9K
$287K
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-6.91K- 0.85% |
$654K - $707K
|
805K
$79.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
199+ 1990.0% |
$18.9K - $20.4K
|
209
$20.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-561- 29.23% |
$53.1K - $57.4K
|
1.36K
$134K
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-42- 0.8% |
$3.98K - $4.3K
|
5.19K
$513K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 2.75% |
$149K - $161K
|
55.8K
$5.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-74- 0.73% |
$7.01K - $7.57K
|
10K
$991K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
672+ 12.76% |
$63.7K - $68.8K
|
5.94K
$587K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.88K+ 1.7% |
$273K - $295K
|
172K
$17M
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
60+ 0.52% |
$5.68K - $6.14K
|
11.5K
$1.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
10+ 0.1% |
$947 - $1.02K
|
9.95K
$983K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-230- 4.56% |
$21.8K - $23.5K
|
4.81K
$475K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
677+ 14.97% |
$64.1K - $69.3K
|
5.2K
$514K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.58K+ 103.74% |
$244K - $264K
|
5.07K
$501K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.1K+ 70.17% |
$1.62M - $1.75M
|
41.5K
$4.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.52K- 8.39% |
$333K - $360K
|
38.4K
$3.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.48K+ 3.37% |
$140K - $152K
|
45.4K
$4.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-102- 1.79% |
$9.66K - $10.4K
|
5.6K
$553K
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
1.04MNew |
$98.5M - $106M
|
1.04M
$103M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
33New |
$3.13K - $3.38K
|
33
$3.26K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-89- 10.53% |
$8.43K - $9.11K
|
756
$74.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.83K+ 3.43% |
$552K - $596K
|
176K
$17.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2- 0.07% |
$189 - $205
|
2.86K
$283K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-186- 2.37% |
$17.6K - $19K
|
7.66K
$757K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-30- 0.69% |
$2.84K - $3.07K
|
4.29K
$424K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
998+ 1.94% |
$94.5K - $102K
|
52.6K
$5.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.38K- 19.54% |
$131K - $142K
|
5.7K
$563K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$189 - $205
|
21.5K
$2.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-15- 0.32% |
$1.42K - $1.54K
|
4.61K
$456K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
166New |
$15.7K - $17K
|
166
$16.4K
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-441- 3.27% |
$41.8K - $45.1K
|
13.1K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
13.2KNew |
$1.25M - $1.35M
|
13.2K
$1.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-238- 54.34% |
$22.5K - $24.4K
|
200
$19.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.59KNew |
$246K - $265K
|
2.59K
$256K
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-7- 0.23% |
$663 - $717
|
3.07K
$304K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.34K- 34.12% |
$127K - $137K
|
2.58K
$255K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 37.31% |
$9.47K - $10.2K
|
168
$16.6K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
26+ 0.69% |
$2.46K - $2.66K
|
3.78K
$374K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12- 0.21% |
$958 - $1.15K
|
5.69K
$562K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.14% |
$79.9 - $95.6
|
731
$72.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
224+ 100.0% |
$17.9K - $21.4K
|
448
$44.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.94K- 68.82% |
$474K - $567K
|
2.69K
$266K
|
|