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 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-678- 1.55% |
$95.6K - $106K
|
43.2K
$6.87M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-693- 12.93% |
$97.8K - $108K
|
4.67K
$742K
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-732- 4.51% |
$103K - $114K
|
15.5K
$2.47M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-742- 25.53% |
$105K - $116K
|
2.16K
$344K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-752- 1.33% |
$106K - $117K
|
55.9K
$8.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-765- 14.0% |
$108K - $119K
|
4.7K
$748K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-778- 4.7% |
$110K - $121K
|
15.8K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-798- 17.18% |
$113K - $124K
|
3.85K
$612K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-800- 26.32% |
$113K - $125K
|
2.24K
$356K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-809- 17.54% |
$114K - $126K
|
3.8K
$605K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-816- 0.51% |
$115K - $127K
|
158K
$25.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-831- 10.75% |
$117K - $130K
|
6.9K
$1.1M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-836- 6.99% |
$118K - $130K
|
11.1K
$1.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-841- 3.64% |
$119K - $131K
|
22.3K
$3.54M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-848- 3.95% |
$120K - $132K
|
20.6K
$3.28M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-851- 1.49% |
$120K - $133K
|
56.4K
$8.96M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-881- 10.18% |
$124K - $137K
|
7.77K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-909- 10.74% |
$128K - $142K
|
7.55K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-928- 14.09% |
$131K - $145K
|
5.66K
$900K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-954- 32.15% |
$135K - $149K
|
2.01K
$320K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-963- 66.46% |
$136K - $150K
|
486
$77.3K
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-986- 1.22% |
$139K - $154K
|
79.9K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-998- 1.52% |
$141K - $156K
|
64.5K
$10.3M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.01K- 1.79% |
$142K - $157K
|
55.2K
$8.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.01K- 18.41% |
$143K - $158K
|
4.48K
$713K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.03K- 1.01% |
$145K - $160K
|
100K
$16M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.05K- 35.15% |
$148K - $163K
|
1.93K
$307K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.08K- 16.71% |
$152K - $168K
|
5.36K
$853K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.09K- 46.41% |
$154K - $170K
|
1.26K
$200K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.09K- 15.2% |
$154K - $171K
|
6.1K
$971K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.1K- 45.45% |
$155K - $171K
|
1.32K
$210K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.11K- 2.06% |
$156K - $172K
|
52.5K
$8.35M
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.11K- 3.11% |
$156K - $173K
|
34.5K
$5.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.14K- 1.9% |
$161K - $178K
|
59.1K
$9.4M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-1.15K- 0.91% |
$162K - $179K
|
125K
$19.9M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.17K- 31.03% |
$165K - $182K
|
2.6K
$413K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.17K- 36.01% |
$165K - $183K
|
2.08K
$331K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.18K- 5.38% |
$166K - $183K
|
20.7K
$3.29M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.18K- 23.53% |
$166K - $183K
|
3.82K
$608K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.22K- 1.19% |
$172K - $190K
|
101K
$16.1M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.23K- 16.74% |
$174K - $192K
|
6.12K
$973K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.23K- 6.05% |
$174K - $192K
|
19.2K
$3.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.34K- 33.18% |
$189K - $209K
|
2.7K
$429K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.35K- 2.67% |
$191K - $211K
|
49.3K
$7.84M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.35K- 2.55% |
$191K - $211K
|
51.7K
$8.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 26.9% |
$199K - $220K
|
3.83K
$610K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.42K- 18.11% |
$200K - $221K
|
6.42K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.45K- 16.44% |
$204K - $226K
|
7.37K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.46K- 7.97% |
$206K - $227K
|
16.8K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.47K- 1.09% |
$207K - $229K
|
133K
$21.2M
|