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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9+ 0.19% |
$853 - $921
|
4.63K
$457K
|
|
| Q2 2025 | |||||||
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.6KNew |
$1.49M - $1.78M
|
18.6K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.39KNew |
$590K - $706K
|
7.39K
$730K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.56K+ 169.04% |
$364K - $436K
|
7.26K
$718K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.31KNew |
$185K - $221K
|
2.31K
$229K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
BUY
|
- |
931New |
$74.3K - $89K
|
931
$92K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
390+ 9.07% |
$31.1K - $37.3K
|
4.69K
$464K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
224+ 100.0% |
$17.9K - $21.4K
|
448
$44.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
178New |
$14.2K - $17K
|
178
$17.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
120New |
$9.58K - $11.5K
|
120
$11.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
120New |
$9.58K - $11.5K
|
120
$11.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6+ 1.57% |
$479 - $573
|
387
$38.3K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1+ 0.14% |
$79.9 - $95.6
|
731
$72.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10KNew |
$902K - $1.01M
|
10K
$992K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.03KNew |
$362K - $404K
|
4.03K
$398K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.53KNew |
$317K - $354K
|
3.53K
$349K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.1K+ 50.74% |
$279K - $311K
|
9.21K
$911K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.94KNew |
$265K - $295K
|
2.94K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.47KNew |
$222K - $247K
|
2.47K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
873+ 62.36% |
$78.5K - $87.5K
|
2.27K
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
450New |
$40.5K - $45.1K
|
450
$44.5K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
343New |
$30.8K - $34.4K
|
343
$33.9K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
325New |
$29.2K - $32.6K
|
325
$32.1K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
272+ 6.67% |
$24.5K - $27.3K
|
4.35K
$430K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
175New |
$15.7K - $17.5K
|
175
$17.3K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
104New |
$9.35K - $10.4K
|
104
$10.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
102+ 34.69% |
$9.17K - $10.2K
|
396
$39.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 14.29% |
$89.9 - $100
|
8
$791
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.4KNew |
$1.27M - $1.41M
|
13.4K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
6.85KNew |
$648K - $719K
|
6.85K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.47KNew |
$328K - $364K
|
3.47K
$343K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
2.26KNew |
$213K - $237K
|
2.26K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.2KNew |
$114K - $126K
|
1.2K
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
722New |
$68.3K - $75.8K
|
722
$71.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
630+ 244.19% |
$59.6K - $66.1K
|
888
$87.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
600New |
$56.7K - $63K
|
600
$59.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
600New |
$56.7K - $63K
|
600
$59.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
514+ 803.13% |
$48.6K - $54K
|
578
$57.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
444New |
$42K - $46.6K
|
444
$43.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
206New |
$19.5K - $21.6K
|
206
$20.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
150+ 2.78% |
$14.2K - $15.7K
|
5.55K
$549K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
114+ 4.28% |
$10.8K - $12K
|
2.78K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
89+ 0.3% |
$8.41K - $9.34K
|
29.6K
$2.93M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12+ 1.73% |
$1.13K - $1.26K
|
707
$69.9K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3KNew |
$259K - $287K
|
3K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
2.2KNew |
$190K - $211K
|
2.2K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.2KNew |
$190K - $211K
|
2.2K
$218K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
593New |
$51.1K - $56.8K
|
593
$58.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
340New |
$29.3K - $32.6K
|
340
$33.6K
|
|