Latest Institutional Purchases of Vanguard S&P Mid Cap 400 Value (IVOV)
This list provides information on the latest institutional transactions involving Vanguard S&P Mid Cap 400 Value (IVOV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
192KNew |
$18.2M - $20.2M
|
192K
$18.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
44.7K+ 203177.27% |
$4.23M - $4.69M
|
44.7K
$4.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
38.4KNew |
$3.63M - $4.03M
|
38.4K
$3.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.4KNew |
$1.27M - $1.41M
|
13.4K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.1KNew |
$959K - $1.06M
|
10.1K
$985K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.67K+ 21.18% |
$820K - $910K
|
49.6K
$4.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
6.85KNew |
$648K - $719K
|
6.85K
$665K
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
6.21KNew |
$587K - $652K
|
6.21K
$604K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.63KNew |
$438K - $486K
|
4.63K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.01K+ 4.91% |
$379K - $421K
|
85.6K
$8.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
3.58K+ 12.96% |
$339K - $376K
|
31.2K
$3.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.23K+ 97.34% |
$211K - $234K
|
4.52K
$439K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.13K+ 838.19% |
$201K - $224K
|
2.38K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.59K+ 1.38% |
$151K - $167K
|
117K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.35KNew |
$127K - $141K
|
1.35K
$131K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.33KNew |
$125K - $139K
|
1.33K
$129K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
952+ 3966.67% |
$90K - $99.9K
|
976
$94.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
882+ 0.97% |
$83.4K - $92.6K
|
91.9K
$8.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
736+ 19.23% |
$69.6K - $77.3K
|
4.56K
$443K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
722New |
$68.3K - $75.8K
|
722
$70.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
700+ 109.38% |
$66.2K - $73.5K
|
1.34K
$130K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
670+ 2.93% |
$63.3K - $70.3K
|
23.5K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
630+ 244.19% |
$59.6K - $66.1K
|
888
$86.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$56.7K - $63K
|
600
$58.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
600New |
$56.7K - $63K
|
600
$58.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
569+ 6.89% |
$53.8K - $59.7K
|
8.83K
$857K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
514+ 803.13% |
$48.6K - $54K
|
578
$56.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
444New |
$42K - $46.6K
|
444
$43.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
438New |
$41.4K - $46K
|
438
$42.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
389+ 4.53% |
$36.8K - $40.8K
|
8.97K
$871K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
206New |
$19.5K - $21.6K
|
206
$20K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
114+ 4.28% |
$10.8K - $12K
|
2.78K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
90+ 3.52% |
$8.51K - $9.45K
|
2.65K
$257K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
85New |
$8.04K - $8.92K
|
85
$8.26K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
75+ 1.71% |
$7.09K - $7.87K
|
4.45K
$433K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
52+ 1.72% |
$4.92K - $5.46K
|
3.07K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
40+ 1.72% |
$3.78K - $4.2K
|
2.36K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
30+ 12.3% |
$2.84K - $3.15K
|
274
$26.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18+ 0.79% |
$1.7K - $1.89K
|
2.29K
$222K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12+ 1.73% |
$1.13K - $1.26K
|
707
$68.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 1.6% |
$567 - $630
|
381
$37K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$94.5 - $105
|
3.43K
$333K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$94.5 - $105
|
89.6K
$8.7M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
24.7K+ 513.79% |
$2.13M - $2.37M
|
29.5K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.6KNew |
$1.78M - $1.97M
|
20.6K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.1K+ 68.87% |
$1.21M - $1.35M
|
34.5K
$3.35M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
5.78K+ 232.21% |
$498K - $554K
|
8.27K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.88K+ 1.44% |
$335K - $372K
|
274K
$26.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.87KNew |
$334K - $371K
|
3.87K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
3.42K+ 3.29% |
$295K - $327K
|
107K
$10.4M
|
|