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 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-332- 3.39% |
$46.8K - $51.8K
|
9.47K
$1.65M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-333- 4.16% |
$47K - $51.9K
|
7.66K
$1.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-345- 20.39% |
$48.7K - $53.8K
|
1.35K
$235K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-356- 0.98% |
$50.2K - $55.5K
|
35.9K
$6.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-367- 2.0% |
$51.8K - $57.2K
|
18K
$3.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-372- 14.09% |
$52.5K - $58K
|
2.27K
$395K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-373- 6.29% |
$52.6K - $58.2K
|
5.55K
$967K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-373- 5.46% |
$52.6K - $58.2K
|
6.46K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-380- 1.62% |
$53.6K - $59.2K
|
23.1K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-384- 1.01% |
$54.2K - $59.9K
|
37.5K
$6.53M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-386- 1.89% |
$54.5K - $60.2K
|
20K
$3.49M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-391- 5.71% |
$55.2K - $61K
|
6.45K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-409- 1.33% |
$57.7K - $63.8K
|
30.2K
$5.27M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-413- 16.87% |
$58.3K - $64.4K
|
2.04K
$354K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-420- 0.13% |
$59.2K - $65.5K
|
330K
$57.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-427- 4.98% |
$60.2K - $66.6K
|
8.14K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-429- 1.36% |
$60.5K - $66.9K
|
31.1K
$5.41M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-441- 0.65% |
$62.2K - $68.8K
|
67.2K
$11.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Olio Financial Planning
|
SELL
|
- |
-441- 0.65% |
$62.2K - $68.8K
|
67K
$11.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-446- 0.83% |
$62.9K - $69.5K
|
53.3K
$9.29M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-461- 0.64% |
$65K - $71.9K
|
71.5K
$12.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-461- 11.34% |
$65K - $71.9K
|
3.61K
$628K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-463- 26.32% |
$65.3K - $72.2K
|
1.3K
$226K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-482- 1.42% |
$68K - $75.1K
|
33.4K
$5.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-484- 12.1% |
$68.3K - $75.5K
|
3.52K
$612K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-484- 12.56% |
$68.3K - $75.5K
|
3.37K
$587K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-498- 36.22% |
$70.3K - $77.6K
|
877
$153K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-500- 0.98% |
$70.5K - $78K
|
50.4K
$8.78M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-504- 15.8% |
$71.1K - $78.6K
|
2.69K
$468K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-505- 11.35% |
$71.2K - $78.7K
|
3.95K
$687K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-511- 18.24% |
$72.1K - $79.7K
|
2.29K
$399K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-512- 2.65% |
$72.2K - $79.8K
|
18.8K
$3.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-517- 1.65% |
$72.9K - $80.6K
|
30.9K
$5.38M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-550- 5.29% |
$77.6K - $85.8K
|
9.86K
$1.72M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-560- 10.49% |
$79K - $87.3K
|
4.78K
$832K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-591- 2.24% |
$83.4K - $92.1K
|
25.8K
$4.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-603- 10.7% |
$85.1K - $94K
|
5.03K
$876K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-622- 20.3% |
$87.7K - $97K
|
2.44K
$425K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-623- 1.28% |
$87.9K - $97.1K
|
48.1K
$8.37M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-641- 4.98% |
$90.4K - $99.9K
|
12.2K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-641- 3.63% |
$90.4K - $99.9K
|
17K
$2.96M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-652- 17.94% |
$92K - $102K
|
2.98K
$519K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-660- 1.12% |
$93.1K - $103K
|
58K
$10.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-664- 0.61% |
$93.7K - $104K
|
107K
$18.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-670- 17.09% |
$94.5K - $104K
|
3.25K
$566K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-678- 1.55% |
$95.6K - $106K
|
43.2K
$7.52M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-693- 12.93% |
$97.8K - $108K
|
4.67K
$813K
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-732- 4.51% |
$103K - $114K
|
15.5K
$2.7M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-742- 25.53% |
$105K - $116K
|
2.16K
$377K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-752- 1.33% |
$106K - $117K
|
55.9K
$9.74M
|