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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-40- 0.18% |
$5.64K - $6.24K
|
22.5K
$3.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-42- 1.71% |
$5.92K - $6.55K
|
2.41K
$419K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-44- 0.45% |
$6.21K - $6.86K
|
9.7K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-47- 0.7% |
$6.63K - $7.33K
|
6.67K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-48- 2.29% |
$6.77K - $7.48K
|
2.05K
$357K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-48- 0.56% |
$6.77K - $7.48K
|
8.51K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-48- 1.91% |
$6.77K - $7.48K
|
2.47K
$430K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-49- 3.39% |
$6.91K - $7.64K
|
1.4K
$243K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 1.5% |
$7.05K - $7.8K
|
3.28K
$572K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
SELL
|
- |
-50- 1.38% |
$7.05K - $7.8K
|
3.59K
$625K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-51- 1.18% |
$7.19K - $7.95K
|
4.29K
$747K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-53- 1.5% |
$7.48K - $8.26K
|
3.48K
$607K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-53- 30.11% |
$7.48K - $8.26K
|
123
$21.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-54- 1.88% |
$7.62K - $8.42K
|
2.83K
$492K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-55- 1.62% |
$7.76K - $8.58K
|
3.34K
$581K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-56- 2.45% |
$7.9K - $8.73K
|
2.23K
$388K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-58- 1.18% |
$8.18K - $9.04K
|
4.86K
$846K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-58- 7.3% |
$8.18K - $9.04K
|
737
$128K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-59- 3.97% |
$8.32K - $9.2K
|
1.43K
$249K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-59- 0.4% |
$8.32K - $9.2K
|
14.7K
$2.57M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-60- 4.06% |
$8.46K - $9.35K
|
1.42K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-61- 0.48% |
$8.61K - $9.51K
|
12.8K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-65- 1.44% |
$9.17K - $10.1K
|
4.44K
$772K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-66- 2.23% |
$9.31K - $10.3K
|
2.89K
$503K
|
|
|
Apr 16, 2024
Q1 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-67- 1.65% |
$9.45K - $10.4K
|
3.98K
$694K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-70- 1.24% |
$9.87K - $10.9K
|
5.58K
$971K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-71- 62.28% |
$10K - $11.1K
|
43
$7.49K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-72- 2.22% |
$10.2K - $11.2K
|
3.17K
$552K
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-74- 2.05% |
$10.4K - $11.5K
|
3.54K
$616K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-74- 69.16% |
$10.4K - $11.5K
|
33
$5.75K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-75- 3.71% |
$10.6K - $11.7K
|
1.95K
$339K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-75- 2.1% |
$10.6K - $11.7K
|
3.49K
$608K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-78- 0.12% |
$11K - $12.2K
|
67.2K
$11.7M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-79- 21.82% |
$11.1K - $12.3K
|
283
$49.3K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-80- 0.02% |
$11.3K - $12.5K
|
321K
$55.9M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-80- 2.41% |
$11.3K - $12.5K
|
3.24K
$564K
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-90- 0.87% |
$12.7K - $14K
|
10.3K
$1.79M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-91- 0.94% |
$12.8K - $14.2K
|
9.54K
$1.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-92- 2.05% |
$13K - $14.3K
|
4.4K
$766K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-93- 6.23% |
$13.1K - $14.5K
|
1.4K
$244K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-94- 0.32% |
$13.3K - $14.7K
|
29.3K
$5.11M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-98- 0.19% |
$13.8K - $15.3K
|
50.2K
$8.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-100- 0.32% |
$14.1K - $15.6K
|
30.9K
$5.39M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-102- 5.39% |
$14.4K - $15.9K
|
1.79K
$312K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-104- 4.03% |
$14.7K - $16.2K
|
2.48K
$432K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-104- 4.22% |
$14.7K - $16.2K
|
2.36K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-105- 3.05% |
$14.8K - $16.4K
|
3.34K
$582K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-110- 5.71% |
$15.5K - $17.2K
|
1.82K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-111- 30.25% |
$15.7K - $17.3K
|
256
$44.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-112- 7.82% |
$15.8K - $17.5K
|
1.32K
$230K
|