Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-585- 4.04% |
$43.8K - $48.2K
|
13.9K
$1.39M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-758- 17.06% |
$56.7K - $62.4K
|
3.68K
$367K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-835- 3.75% |
$62.5K - $68.7K
|
21.5K
$2.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-894- 1.52% |
$66.9K - $73.6K
|
58K
$5.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.13K- 1.41% |
$84.6K - $93K
|
78.7K
$7.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1.16K- 0.92% |
$87K - $95.7K
|
126K
$12.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.18K- 0.84% |
$88.1K - $96.9K
|
139K
$13.9M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.24K- 6.83% |
$93K - $102K
|
16.9K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.6K- 21.63% |
$120K - $132K
|
5.8K
$579K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.23K- 44.28% |
$167K - $184K
|
2.81K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.69K- 35.04% |
$202K - $222K
|
4.99K
$498K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.95K- 17.34% |
$220K - $242K
|
14K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.08K- 2.82% |
$230K - $253K
|
106K
$10.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-5.11K- 23.75% |
$382K - $421K
|
16.4K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.12K- 32.19% |
$458K - $504K
|
12.9K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.3K- 36.83% |
$767K - $844K
|
17.6K
$1.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.7K- 28.9% |
$874K - $961K
|
28.7K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.5K- 6.6% |
$1.16M - $1.28M
|
220K
$21.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.2K- 1.83% |
$1.21M - $1.33M
|
870K
$86.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17K- 55.35% |
$1.27M - $1.4M
|
13.7K
$1.37M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20K- 16.52% |
$1.5M - $1.64M
|
101K
$10.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.5K- 9.99% |
$1.53M - $1.69M
|
185K
$18.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.8K- 13.14% |
$4.1M - $4.51M
|
362K
$36.1M
|