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 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$141 - $156
|
1.5K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.04% |
$141 - $156
|
2.85K
$454K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.28% |
$141 - $156
|
361
$57.4K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$141 - $156
|
1.9K
$302K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.11% |
$141 - $156
|
950
$151K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 0.06% |
$141 - $156
|
1.82K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1Closed |
$141 - $156
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1- 0.07% |
$141 - $156
|
1.45K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1- 1.33% |
$141 - $156
|
74
$11.8K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3- 0.15% |
$423 - $468
|
2.06K
$328K
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-4- 0.2% |
$564 - $624
|
2.04K
$325K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-4- 0.1% |
$564 - $624
|
4.05K
$644K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 2.33% |
$705 - $780
|
210
$33.4K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-6- 0.01% |
$846 - $935
|
44K
$6.99M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-6- 0.36% |
$846 - $935
|
1.68K
$268K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-7- 0.07% |
$987 - $1.09K
|
9.48K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8- 0.36% |
$1.13K - $1.25K
|
2.21K
$352K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-9- 0.15% |
$1.27K - $1.4K
|
6.07K
$966K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-10- 0.46% |
$1.41K - $1.56K
|
2.18K
$347K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12- 0.06% |
$1.69K - $1.87K
|
18.9K
$3M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-14- 0.81% |
$1.97K - $2.18K
|
1.7K
$271K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 0.31% |
$2.12K - $2.34K
|
4.75K
$756K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 25.0% |
$2.12K - $2.34K
|
45
$7.16K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16- 0.86% |
$2.26K - $2.49K
|
1.85K
$294K
|
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-18- 23.68% |
$2.54K - $2.81K
|
58
$9.23K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-18- 0.49% |
$2.54K - $2.81K
|
3.62K
$576K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-20- 0.59% |
$2.82K - $3.12K
|
3.35K
$533K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20- 9.76% |
$2.82K - $3.12K
|
185
$29.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-20- 0.87% |
$2.82K - $3.12K
|
2.29K
$364K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-20- 0.81% |
$2.82K - $3.12K
|
2.44K
$388K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-20- 0.19% |
$2.82K - $3.12K
|
10.8K
$1.71M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-22- 4.51% |
$3.1K - $3.43K
|
466
$74.1K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-25- 1.21% |
$3.53K - $3.9K
|
2.04K
$325K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-25- 2.84% |
$3.53K - $3.9K
|
856
$136K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-26- 1.23% |
$3.67K - $4.05K
|
2.08K
$331K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-26- 0.54% |
$3.67K - $4.05K
|
4.83K
$768K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-30- 0.19% |
$4.23K - $4.68K
|
15.9K
$2.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-30- 0.1% |
$4.23K - $4.68K
|
31.2K
$4.97M
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-32- 2.03% |
$4.51K - $4.99K
|
1.54K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-32- 0.75% |
$4.51K - $4.99K
|
4.23K
$673K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-32- 0.49% |
$4.51K - $4.99K
|
6.54K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-34- 6.77% |
$4.8K - $5.3K
|
468
$74.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-34- 0.85% |
$4.8K - $5.3K
|
3.96K
$629K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-35- 51.47% |
$4.94K - $5.46K
|
33
$5.25K
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
SELL
|
- |
-35- 0.07% |
$4.94K - $5.46K
|
47.3K
$7.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-36- 0.66% |
$5.08K - $5.61K
|
5.44K
$866K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-38- 1.25% |
$5.36K - $5.92K
|
3K
$478K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-38- 1.32% |
$5.36K - $5.92K
|
2.83K
$450K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-39- 0.61% |
$5.5K - $6.08K
|
6.35K
$1.01M
|