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 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.89K+ 2.15% |
$408K - $451K
|
138K
$24.2M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
2.77K+ 2.32% |
$391K - $432K
|
122K
$21.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.76K+ 14.31% |
$390K - $431K
|
22.1K
$3.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.76K+ 2.94% |
$389K - $430K
|
96.7K
$17M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.75K+ 12.16% |
$388K - $429K
|
25.4K
$4.46M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.71K+ 5.14% |
$382K - $422K
|
55.4K
$9.76M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.71K+ 1502.78% |
$382K - $422K
|
2.89K
$508K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.64K+ 5.03% |
$373K - $412K
|
55.2K
$9.71M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
2.64K+ 6.56% |
$373K - $412K
|
43K
$7.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.64K+ 3.75% |
$372K - $411K
|
73K
$12.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.63K+ 1.14% |
$371K - $410K
|
233K
$41M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.59K+ 41.05% |
$366K - $404K
|
8.91K
$1.57M
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.57K+ 1.94% |
$363K - $401K
|
135K
$23.7M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.53K+ 8.98% |
$357K - $394K
|
30.7K
$5.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
2.48KNew |
$350K - $387K
|
2.48K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
2.47KNew |
$348K - $384K
|
2.47K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$335K - $371K
|
2.38K
$418K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.26K+ 36.48% |
$318K - $352K
|
8.44K
$1.49M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.22K+ 11.48% |
$313K - $346K
|
21.5K
$3.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.17K+ 1.31% |
$305K - $338K
|
168K
$29.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.16K+ 1.09% |
$304K - $336K
|
200K
$35.3M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.12KNew |
$298K - $330K
|
2.12K
$372K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.1K+ 6.14% |
$297K - $328K
|
36.4K
$6.4M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.06K+ 99.47% |
$291K - $321K
|
4.13K
$727K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.05K+ 1.52% |
$289K - $319K
|
137K
$24.1M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.01K+ 62.15% |
$284K - $313K
|
5.24K
$923K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2K+ 10.87% |
$283K - $312K
|
20.4K
$3.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2KNew |
$282K - $312K
|
2K
$352K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.98K+ 3.6% |
$280K - $309K
|
57.1K
$10M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.96KNew |
$276K - $305K
|
1.96K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.95K+ 21.67% |
$276K - $304K
|
11K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.95K+ 20.03% |
$275K - $304K
|
11.7K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1.89K+ 18.02% |
$266K - $294K
|
12.4K
$2.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.85K+ 8.79% |
$261K - $289K
|
22.9K
$4.03M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.83K+ 10.55% |
$258K - $285K
|
19.2K
$3.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.83K+ 4.51% |
$258K - $285K
|
42.4K
$7.46M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.83K+ 9.49% |
$257K - $285K
|
21.1K
$3.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
BUY
|
- |
1.82K+ 1.01% |
$257K - $284K
|
181K
$31.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$254K - $281K
|
1.8K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.8K+ 12.15% |
$254K - $281K
|
16.6K
$2.93M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.79KNew |
$252K - $279K
|
1.79K
$315K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.77K+ 15.89% |
$250K - $276K
|
12.9K
$2.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.75KNew |
$247K - $273K
|
1.75K
$308K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.75KNew |
$247K - $273K
|
1.75K
$308K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.68K+ 1.19% |
$238K - $263K
|
143K
$25.2M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.68KNew |
$237K - $262K
|
1.68K
$296K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.67K+ 35.6% |
$236K - $261K
|
6.37K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.66K+ 0.26% |
$234K - $258K
|
651K
$114M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.63K+ 0.98% |
$229K - $254K
|
167K
$29.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.61KNew |
$228K - $251K
|
1.61K
$284K
|