Purchases and Sales Made in Q1 2024 in Vanguard Mid Cap Value Index F (VOE)

VOE Quotes by TradingView

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
Apr 19, 2024 Q1 2024
Lake Street Financial LLC

BUY
 -
1
+ 0.04%
$141 - $156
2.56K $450K
May 14, 2024 Q1 2024
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
1
+ 1.18%
$141 - $156
86 $15.1K
Apr 12, 2024 Q1 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
1
+ 8.33%
$141 - $156
13 $2.29K
Apr 26, 2024 Q1 2024
High Mark Wealth Management LLC

BUY
 -
0
New
$0 - $0
0 $0
May 07, 2024 Q1 2024
Asset Allocation Strategies LLC

Farmington, MI
SELL
 -
-1
- 0.07%
$141 - $156
1.45K $256K
May 10, 2024 Q1 2024
Black Rock Inc.

New York, NY
SELL
 -
-1
- 1.33%
$141 - $156
74 $13K
May 13, 2024 Q1 2024
Fwl Investment Management, LLC

SELL
 -
-1
Closed
$141 - $156
0 $0
Apr 16, 2024 Q1 2024
Mcf Advisors LLC

Covington, KY
SELL
 -
-1
- 0.06%
$141 - $156
1.82K $319K
May 09, 2024 Q1 2024
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-3
- 0.15%
$423 - $468
2.06K $363K
Apr 17, 2024 Q1 2024
Brooklyn Fi, LLC

New York, NY
SELL
 -
-4
- 0.2%
$564 - $624
2.04K $359K
Apr 26, 2024 Q1 2024
Prestige Wealth Management Group LLC

SELL
 -
-5
- 2.33%
$705 - $780
210 $36.9K
May 13, 2024 Q1 2024
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-6
- 0.36%
$846 - $935
1.68K $296K
May 06, 2024 Q1 2024
Advisory Services Network, LLC

SELL
 -
-6
- 0.01%
$846 - $935
44K $7.74M
May 08, 2024 Q1 2024
Ieq Capital, LLC

SELL
 -
-7
- 0.07%
$987 - $1.09K
9.48K $1.67M
May 15, 2024 Q1 2024
Two Sigma Securities, LLC

New York, NY
SELL
 -
-8
- 0.36%
$1.13K - $1.25K
2.21K $389K
Apr 30, 2024 Q1 2024
Waypoint Capital Advisors, LLC

SELL
 -
-9
- 0.15%
$1.27K - $1.4K
6.07K $1.07M
May 13, 2024 Q1 2024
Cwa Asset Management Group, LLC

SELL
 -
-10
- 0.46%
$1.41K - $1.56K
2.18K $384K
Apr 24, 2024 Q1 2024
Central Trust CO

Jefferson City, MO
SELL
 -
-12
- 0.06%
$1.69K - $1.87K
18.9K $3.32M
Apr 15, 2024 Q1 2024
Aspiriant, LLC

SELL
 -
-14
- 0.81%
$1.97K - $2.18K
1.7K $300K
Apr 16, 2024 Q1 2024
Pinnacle Bancorp, Inc.

SELL
 -
-15
- 0.31%
$2.12K - $2.34K
4.75K $836K
May 13, 2024 Q1 2024
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-15
- 25.0%
$2.12K - $2.34K
45 $7.92K
Apr 12, 2024 Q1 2024
Garrett Investment Advisors LLC

SELL
 -
-16
- 0.86%
$2.26K - $2.49K
1.85K $325K
Apr 24, 2024 Q1 2024
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
SELL
 -
-18
- 23.68%
$2.54K - $2.81K
58 $10.2K
May 13, 2024 Q1 2024
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-18
- 0.49%
$2.54K - $2.81K
3.62K $637K
Apr 30, 2024 Q1 2024
Sequoia Financial Advisors, LLC

SELL
 -
-20
- 0.59%
$2.82K - $3.12K
3.35K $590K
Apr 24, 2024 Q1 2024
Round Rock Advisors, LLC

SELL
 -
-20
- 0.87%
$2.82K - $3.12K
2.29K $403K
Apr 30, 2024 Q1 2024
Gps Wealth Strategies Group, LLC

SELL
 -
-20
- 9.76%
$2.82K - $3.12K
185 $32.6K
May 07, 2024 Q1 2024
Beacon Financial Group

SELL
 -
-20
- 0.81%
$2.82K - $3.12K
2.44K $429K
Apr 24, 2024 Q1 2024
Wells Trecaso Financial Group, LLC

SELL
 -
-20
- 0.19%
$2.82K - $3.12K
10.8K $1.89M
May 02, 2024 Q1 2024
First Command Advisory Services, Inc.

SELL
 -
-22
- 4.51%
$3.1K - $3.43K
466 $82K
Apr 30, 2024 Q1 2024
Private Wealth Management Group, LLC

Princeton, NJ
SELL
 -
-25
- 2.84%
$3.53K - $3.9K
856 $151K
May 08, 2024 Q1 2024
One Capital Management, LLC

Westlake Village, CA
SELL
 -
-25
- 1.21%
$3.53K - $3.9K
2.04K $360K
May 02, 2024 Q1 2024
Lgt Financial Advisors LLC

Dallas, TX
SELL
 -
-26
- 1.23%
$3.67K - $4.05K
2.08K $366K
May 01, 2024 Q1 2024
Holistic Planning, LLC

Nacogdoches, TX
SELL
 -
-26
- 0.54%
$3.67K - $4.05K
4.83K $850K
May 07, 2024 Q1 2024
Washington Trust Advisors, Inc.

SELL
 -
-30
- 0.19%
$4.23K - $4.68K
15.9K $2.79M
Apr 24, 2024 Q1 2024
Brown Advisory Inc

SELL
 -
-30
- 0.1%
$4.23K - $4.68K
31.2K $5.49M
May 09, 2024 Q1 2024
Kc Investment Advisors, LLC

Wichita, KS
SELL
 -
-32
- 0.75%
$4.51K - $4.99K
4.23K $744K
May 13, 2024 Q1 2024
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
SELL
 -
-32
- 2.03%
$4.51K - $4.99K
1.54K $271K
Apr 22, 2024 Q1 2024
American Institute For Advanced Investment Management, LLP

SELL
 -
-32
- 0.49%
$4.51K - $4.99K
6.54K $1.15M
Apr 18, 2024 Q1 2024
Diversified Trust CO

SELL
 -
-34
- 0.85%
$4.8K - $5.3K
3.96K $696K
May 15, 2024 Q1 2024
First Manhattan CO

New York, NY
SELL
 -
-34
- 6.77%
$4.8K - $5.3K
468 $82.3K
Apr 19, 2024 Q1 2024
Brickley Wealth Management

SELL
 -
-35
- 0.07%
$4.94K - $5.46K
47.3K $8.32M
May 13, 2024 Q1 2024
Impact Partnership Wealth, LLC

Kennesaw, GA
SELL
 -
-35
- 51.47%
$4.94K - $5.46K
33 $5.81K
Apr 12, 2024 Q1 2024
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
SELL
 -
-36
- 0.66%
$5.08K - $5.61K
5.44K $958K
Apr 10, 2024 Q1 2024
Bcs Wealth Management

SELL
 -
-38
- 1.32%
$5.36K - $5.92K
2.83K $498K
Apr 25, 2024 Q1 2024
Lodestar Private Asset Management LLC

Alamo, CA
SELL
 -
-38
- 1.25%
$5.36K - $5.92K
3K $528K
Apr 10, 2024 Q1 2024
Pathway Financial Advisors LLC

SELL
 -
-39
- 0.33%
$5.5K - $6.08K
11.8K $2.07M
May 13, 2024 Q1 2024
Vertex Planning Partners, LLC

Downers Grove, IL
SELL
 -
-39
- 1.44%
$5.5K - $6.08K
2.68K $471K
May 09, 2024 Q1 2024
Wrapmanager Inc

SELL
 -
-39
- 0.61%
$5.5K - $6.08K
6.35K $1.12M

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