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 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.42K- 18.11% |
$200K - $221K
|
6.42K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.45K- 16.44% |
$204K - $226K
|
7.37K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.46K- 7.97% |
$206K - $227K
|
16.8K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.47K- 1.09% |
$207K - $229K
|
133K
$21.5M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.47K- 6.53% |
$207K - $229K
|
21K
$3.4M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.5K- 3.46% |
$212K - $234K
|
42K
$6.77M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.59K- 26.99% |
$224K - $248K
|
4.3K
$694K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.61K- 29.21% |
$228K - $251K
|
3.91K
$631K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.65K- 18.38% |
$233K - $258K
|
7.34K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-1.69K- 2.88% |
$239K - $264K
|
57K
$9.21M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-1.72K- 1.9% |
$242K - $268K
|
88.9K
$14.4M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.73K- 22.56% |
$243K - $269K
|
5.92K
$956K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.73K- 2.65% |
$243K - $269K
|
63.4K
$10.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.74K- 5.34% |
$245K - $271K
|
30.8K
$4.97M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.83K- 13.58% |
$258K - $285K
|
11.7K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.87K- 26.06% |
$264K - $292K
|
5.31K
$858K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
SELL
|
- |
-1.89K- 15.53% |
$266K - $294K
|
10.3K
$1.66M
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.89K- 6.03% |
$267K - $295K
|
29.5K
$4.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.9K- 4.22% |
$268K - $296K
|
43.2K
$6.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.91K- 19.09% |
$270K - $298K
|
8.11K
$1.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.97K- 48.94% |
$278K - $307K
|
2.05K
$332K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.04K- 58.87% |
$288K - $318K
|
1.43K
$230K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.1K- 67.43% |
$296K - $327K
|
1.01K
$164K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.14K- 38.22% |
$301K - $333K
|
3.45K
$557K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.14K- 3.59% |
$302K - $334K
|
57.5K
$9.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.18K- 24.42% |
$308K - $340K
|
6.75K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.18K- 15.26% |
$308K - $340K
|
12.1K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.22K- 32.21% |
$313K - $346K
|
4.67K
$753K
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.38K- 5.78% |
$336K - $372K
|
38.9K
$6.27M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.47K- 19.36% |
$348K - $385K
|
10.3K
$1.66M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.49K- 29.76% |
$351K - $388K
|
5.88K
$948K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.6K- 4.84% |
$366K - $405K
|
51K
$8.23M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.65K- 5.74% |
$373K - $413K
|
43.5K
$7.02M
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-2.7K- 27.12% |
$381K - $421K
|
7.26K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2.81K- 18.28% |
$397K - $439K
|
12.6K
$2.03M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.83K- 65.25% |
$400K - $442K
|
1.51K
$244K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-2.85K- 0.3% |
$402K - $444K
|
945K
$153M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-2.86K- 34.52% |
$403K - $445K
|
5.42K
$874K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.01K- 2.65% |
$425K - $470K
|
111K
$17.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.14K- 2.66% |
$443K - $490K
|
115K
$18.5M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-3.28K- 44.77% |
$463K - $512K
|
4.05K
$654K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-3.34K- 62.99% |
$472K - $521K
|
1.97K
$317K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.46K- 4.49% |
$489K - $540K
|
73.7K
$11.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.47K- 1.34% |
$489K - $541K
|
255K
$41.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.85K- 39.13% |
$543K - $601K
|
5.99K
$967K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.93K- 18.29% |
$554K - $612K
|
17.5K
$2.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.07K- 5.99% |
$575K - $635K
|
64K
$10.3M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-4.24K- 1.73% |
$598K - $661K
|
241K
$38.9M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.5K- 1.47% |
$634K - $701K
|
301K
$48.5M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.5K- 18.61% |
$635K - $701K
|
19.7K
$3.18M
|