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 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
22New |
$3.1K - $3.43K
|
22
$3.83K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.4% |
$3.1K - $3.43K
|
5.49K
$957K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
20+ 1.02% |
$2.82K - $3.12K
|
1.98K
$346K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20+ 1.16% |
$2.82K - $3.12K
|
1.74K
$304K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
20+ 0.08% |
$2.82K - $3.12K
|
24.9K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19+ 6.91% |
$2.68K - $2.96K
|
294
$51.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
19+ 135.71% |
$2.68K - $2.96K
|
33
$5.75K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
18+ 0.24% |
$2.54K - $2.81K
|
7.66K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18New |
$2.54K - $2.81K
|
18
$3.14K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$2.54K - $2.81K
|
18
$3.14K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
17+ 1.14% |
$2.4K - $2.65K
|
1.51K
$262K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
16+ 0.28% |
$2.26K - $2.49K
|
5.68K
$989K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
16+ 0.47% |
$2.26K - $2.49K
|
3.41K
$594K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
16+ 0.41% |
$2.26K - $2.49K
|
3.95K
$688K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 9.43% |
$2.12K - $2.34K
|
174
$30.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
15+ 0.28% |
$2.12K - $2.34K
|
5.43K
$946K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
15New |
$2.12K - $2.34K
|
15
$2.61K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
14+ 5.49% |
$1.97K - $2.18K
|
269
$46.9K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14+ 0.95% |
$1.97K - $2.18K
|
1.48K
$258K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12+ 0.56% |
$1.69K - $1.87K
|
2.15K
$375K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
11+ 0.16% |
$1.55K - $1.72K
|
6.86K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10+ 5.35% |
$1.41K - $1.56K
|
197
$34.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8+ 0.31% |
$1.13K - $1.25K
|
2.59K
$451K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.43% |
$987 - $1.09K
|
1.62K
$282K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
6New |
$846 - $935
|
6
$1.05K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.25% |
$846 - $935
|
2.45K
$426K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6+ 0.23% |
$846 - $935
|
2.61K
$455K
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
5+ 0.04% |
$705 - $780
|
14.2K
$2.47M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.48% |
$705 - $780
|
1.05K
$182K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5+ 0.19% |
$705 - $780
|
2.61K
$455K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.32% |
$705 - $780
|
1.56K
$272K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5+ 0.02% |
$705 - $780
|
24.9K
$4.34M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4+ 0.11% |
$564 - $624
|
3.53K
$615K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.29% |
$564 - $624
|
1.4K
$244K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4+ 0.14% |
$564 - $624
|
2.93K
$511K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3+ 0.16% |
$423 - $468
|
1.86K
$323K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3+ 0.21% |
$423 - $468
|
1.44K
$252K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2+ 0.14% |
$282 - $312
|
1.39K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.47% |
$282 - $312
|
431
$75.1K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2+ 0.06% |
$282 - $312
|
3.62K
$630K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 1.53% |
$282 - $312
|
133
$23.2K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
2+ 1.24% |
$282 - $312
|
163
$28.4K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.04% |
$141 - $156
|
2.85K
$497K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$141 - $156
|
2.69K
$468K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.11% |
$141 - $156
|
950
$165K
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
1+ 0.01% |
$141 - $156
|
8.34K
$1.45M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$141 - $156
|
1.9K
$330K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.17% |
$141 - $156
|
47
$8.19K
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$141 - $156
|
1.5K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.28% |
$141 - $156
|
361
$62.9K
|