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 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.72K- 1.9% |
$242K - $268K
|
88.9K
$15.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.73K- 2.65% |
$243K - $269K
|
63.4K
$11M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.73K- 22.56% |
$243K - $269K
|
5.92K
$1.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.74K- 5.34% |
$245K - $271K
|
30.8K
$5.36M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.83K- 13.58% |
$258K - $285K
|
11.7K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.87K- 26.06% |
$264K - $292K
|
5.31K
$925K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-1.89K- 15.53% |
$266K - $294K
|
10.3K
$1.79M
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.89K- 6.03% |
$267K - $295K
|
29.5K
$5.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.9K- 4.22% |
$268K - $296K
|
43.2K
$7.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.91K- 19.09% |
$270K - $298K
|
8.11K
$1.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.97K- 48.94% |
$278K - $307K
|
2.05K
$358K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.04K- 58.87% |
$288K - $318K
|
1.43K
$248K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.1K- 67.43% |
$296K - $327K
|
1.01K
$177K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.14K- 38.22% |
$301K - $333K
|
3.45K
$601K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.14K- 3.59% |
$302K - $334K
|
57.5K
$10M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.18K- 24.42% |
$308K - $340K
|
6.75K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.18K- 15.26% |
$308K - $340K
|
12.1K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.22K- 32.21% |
$313K - $346K
|
4.67K
$813K
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.38K- 5.78% |
$336K - $372K
|
38.9K
$6.77M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.47K- 19.36% |
$348K - $385K
|
10.3K
$1.79M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.49K- 29.76% |
$351K - $388K
|
5.88K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.6K- 4.84% |
$366K - $405K
|
51K
$8.88M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.65K- 5.74% |
$373K - $413K
|
43.5K
$7.57M
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-2.7K- 27.12% |
$381K - $421K
|
7.26K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2.81K- 18.28% |
$397K - $439K
|
12.6K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.83K- 65.25% |
$400K - $442K
|
1.51K
$263K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-2.85K- 0.3% |
$402K - $444K
|
945K
$165M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-2.86K- 34.52% |
$403K - $445K
|
5.42K
$943K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.01K- 2.65% |
$425K - $470K
|
111K
$19.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.14K- 2.66% |
$443K - $490K
|
115K
$20M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-3.28K- 44.77% |
$463K - $512K
|
4.05K
$706K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-3.34K- 62.99% |
$472K - $521K
|
1.97K
$342K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.46K- 4.49% |
$489K - $540K
|
73.7K
$12.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.47K- 1.34% |
$489K - $541K
|
255K
$44.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.85K- 39.13% |
$543K - $601K
|
5.99K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.93K- 18.29% |
$554K - $612K
|
17.5K
$3.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.07K- 5.99% |
$575K - $635K
|
64K
$11.1M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-4.24K- 1.73% |
$598K - $661K
|
241K
$42M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.5K- 1.47% |
$634K - $701K
|
301K
$52.4M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.5K- 18.61% |
$635K - $701K
|
19.7K
$3.43M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.58K- 60.11% |
$646K - $714K
|
3.04K
$529K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.61K- 0.25% |
$650K - $718K
|
1.8M
$314M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-4.62K- 83.15% |
$651K - $720K
|
936
$163K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.8K- 24.15% |
$677K - $748K
|
15.1K
$2.63M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.07K- 59.15% |
$715K - $790K
|
3.5K
$609K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.26K- 0.24% |
$742K - $820K
|
2.21M
$384M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-5.34K- 10.29% |
$754K - $833K
|
46.6K
$8.11M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.53K- 69.02% |
$779K - $861K
|
2.48K
$432K
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-6.1K- 2.95% |
$860K - $951K
|
200K
$34.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-6.16K- 57.22% |
$868K - $960K
|
4.6K
$802K
|