Purchases and Sales Made in Q1 2024 in Vanguard Mid Cap Value Index F (VOE)
This table provides information about the institutional ownership of Vanguard Mid Cap Value Index F (VOE) during Q1 2024. The information is specifically focused on institutions that hold shares of VANGUARD MID-CAP VALUE INDEX F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
326K+ 10.72% |
$46M - $50.9M
|
3.37M
$551M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
216K+ 41.43% |
$30.5M - $33.7M
|
737K
$121M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
185K+ 46.71% |
$26.2M - $28.9M
|
582K
$95.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
179K+ 333.21% |
$25.2M - $27.8M
|
232K
$38M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
167K+ 3.91% |
$23.5M - $26M
|
4.43M
$724M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
167K+ 3.91% |
$23.5M - $26M
|
4.43M
$724M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
132K+ 4.66% |
$18.6M - $20.6M
|
2.97M
$486M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
112KNew |
$15.7M - $17.4M
|
112K
$18.3M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
69.7KNew |
$9.83M - $10.9M
|
69.7K
$11.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
55.9KNew |
$7.89M - $8.71M
|
55.9K
$9.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
51.7KNew |
$7.29M - $8.06M
|
51.7K
$8.46M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
49.7KNew |
$7.02M - $7.75M
|
49.7K
$8.14M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
40.9K+ 34.05% |
$5.77M - $6.38M
|
161K
$26.4M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
40.1K+ 49.17% |
$5.66M - $6.25M
|
122K
$19.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
39.8K+ 29.87% |
$5.62M - $6.21M
|
173K
$28.3M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
34.9K+ 38777.78% |
$4.92M - $5.44M
|
35K
$5.73M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31.5K+ 112.13% |
$4.44M - $4.91M
|
59.6K
$9.75M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
31.2K+ 145.16% |
$4.4M - $4.86M
|
52.7K
$8.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
31K+ 56.54% |
$4.37M - $4.83M
|
85.9K
$14M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
27.9KNew |
$3.93M - $4.35M
|
27.9K
$4.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
27.5K+ 11.55% |
$3.87M - $4.28M
|
265K
$43.4M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
25.6K+ 164.95% |
$3.61M - $3.99M
|
41.1K
$6.73M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.3KNew |
$3.43M - $3.79M
|
24.3K
$3.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22.2K+ 5.42% |
$3.13M - $3.46M
|
431K
$70.5M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22K+ 61.21% |
$3.11M - $3.43M
|
58K
$9.49M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.5K+ 3.07% |
$2.75M - $3.04M
|
654K
$107M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.3KNew |
$2.58M - $2.86M
|
18.3K
$3M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
17.9KNew |
$2.53M - $2.79M
|
17.9K
$2.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.5K+ 8.81% |
$2.47M - $2.73M
|
216K
$35.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
17.4K+ 3.82% |
$2.46M - $2.72M
|
474K
$77.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
16.5K+ 25.17% |
$2.33M - $2.58M
|
82.3K
$13.5M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
16.3K+ 3.42% |
$2.29M - $2.53M
|
492K
$80.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.5KNew |
$2.18M - $2.41M
|
15.5K
$2.53M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
15.1KNew |
$2.13M - $2.35M
|
15.1K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
14.8KNew |
$2.09M - $2.31M
|
14.8K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
14.8KNew |
$2.09M - $2.31M
|
14.8K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.2K+ 1.63% |
$2M - $2.21M
|
885K
$145M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.9K+ 65.5% |
$1.96M - $2.17M
|
35.2K
$5.76M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
13.3K+ 169.1% |
$1.88M - $2.08M
|
21.2K
$3.47M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
11.1K+ 34.74% |
$1.57M - $1.73M
|
43.1K
$7.05M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
11.1KNew |
$1.57M - $1.73M
|
11.1K
$1.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
11K+ 12.68% |
$1.55M - $1.71M
|
97.6K
$16M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.2K+ 86.15% |
$1.43M - $1.58M
|
21.9K
$3.59M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.57KNew |
$1.21M - $1.34M
|
8.57K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
8.46K+ 15.0% |
$1.19M - $1.32M
|
64.8K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.43KNew |
$1.19M - $1.31M
|
8.43K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8.25KNew |
$1.16M - $1.29M
|
8.25K
$1.35M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.2K+ 42.83% |
$1.16M - $1.28M
|
27.3K
$4.47M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
8.09KNew |
$1.14M - $1.26M
|
8.09K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8K+ 4.46% |
$1.13M - $1.25M
|
187K
$30.7M
|