Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-135- 1.37% |
$19.8K - $21K
|
9.72K
$1.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-144- 57.37% |
$21.1K - $22.4K
|
107
$17K
|
|
|
Jul 30, 2024
Q2 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-145- 1.57% |
$21.3K - $22.6K
|
9.11K
$1.45M
|
|
|
Jul 11, 2024
Q2 2024
|
Zeit Capital LLC
|
SELL
|
- |
-145- 0.52% |
$21.3K - $22.6K
|
27.9K
$4.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-146- 5.71% |
$21.4K - $22.7K
|
2.41K
$384K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-146- 4.62% |
$21.4K - $22.7K
|
3.02K
$480K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-149- 4.96% |
$21.9K - $23.2K
|
2.85K
$454K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-155- 3.28% |
$22.8K - $24.1K
|
4.57K
$727K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-159- 5.4% |
$23.3K - $24.8K
|
2.79K
$444K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-164- 8.15% |
$24.1K - $25.5K
|
1.85K
$294K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-164- 1.82% |
$24.1K - $25.5K
|
8.83K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-165- 1.8% |
$24.2K - $25.7K
|
8.99K
$1.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-166- 7.98% |
$24.4K - $25.9K
|
1.92K
$305K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-168- 5.58% |
$24.7K - $26.2K
|
2.85K
$453K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-173- 98.3% |
$25.4K - $26.9K
|
3
$477
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-174- 3.56% |
$25.5K - $27.1K
|
4.71K
$750K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-178- 2.54% |
$26.1K - $27.7K
|
6.82K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-180- 3.93% |
$26.4K - $28K
|
4.4K
$701K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-182- 1.92% |
$26.7K - $28.4K
|
9.28K
$1.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-182- 8.22% |
$26.7K - $28.4K
|
2.03K
$324K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-185- 3.74% |
$27.2K - $28.8K
|
4.77K
$758K
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-186- 2.19% |
$27.3K - $29K
|
8.32K
$1.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-189- 22.96% |
$27.7K - $29.4K
|
634
$101K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-199- 7.48% |
$29.2K - $31K
|
2.46K
$392K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-200- 50.0% |
$29.4K - $31.2K
|
200
$31.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-200- 11.17% |
$29.4K - $31.2K
|
1.59K
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-201- 10.88% |
$29.5K - $31.3K
|
1.65K
$262K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-210- 8.37% |
$30.8K - $32.7K
|
2.3K
$366K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-213- 3.88% |
$31.3K - $33.2K
|
5.28K
$840K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-213- 0.19% |
$31.3K - $33.2K
|
115K
$18.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-218- 2.69% |
$32K - $34K
|
7.9K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-220- 0.22% |
$32.3K - $34.3K
|
101K
$16.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-220- 4.06% |
$32.3K - $34.3K
|
5.2K
$827K
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-223- 4.28% |
$32.7K - $34.7K
|
4.99K
$794K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-225- 13.36% |
$33K - $35K
|
1.46K
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-225- 4.89% |
$33K - $35K
|
4.38K
$697K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-232- 1.82% |
$34.1K - $36.1K
|
12.5K
$1.99M
|
|
|
Jul 11, 2024
Q2 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-234- 1.3% |
$34.4K - $36.5K
|
17.8K
$2.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-237- 3.61% |
$34.8K - $36.9K
|
6.33K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-237- 11.59% |
$34.8K - $36.9K
|
1.81K
$288K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-241- 7.75% |
$35.4K - $37.5K
|
2.87K
$457K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-245- 0.57% |
$36K - $38.2K
|
42.8K
$6.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-253- 13.71% |
$37.1K - $39.4K
|
1.59K
$254K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-255- 0.48% |
$37.4K - $39.7K
|
53.1K
$8.45M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-263- 4.55% |
$38.6K - $41K
|
5.52K
$878K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-264- 10.65% |
$38.8K - $41.1K
|
2.22K
$353K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-270- 0.87% |
$39.6K - $42.1K
|
30.6K
$4.88M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-280- 13.71% |
$41.1K - $43.6K
|
1.76K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-294- 0.57% |
$43.2K - $45.8K
|
51.4K
$8.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-296- 6.68% |
$43.5K - $46.1K
|
4.14K
$658K
|