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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-298- 6.24% |
$43.8K - $46.4K
|
4.48K
$713K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-299- 0.9% |
$43.9K - $46.6K
|
32.8K
$5.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-300- 4.14% |
$44K - $46.7K
|
6.95K
$1.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-306- 8.04% |
$44.9K - $47.7K
|
3.5K
$557K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-315- 2.7% |
$46.2K - $49.1K
|
11.3K
$1.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-317- 16.54% |
$46.5K - $49.4K
|
1.6K
$254K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-322- 0.13% |
$47.3K - $50.2K
|
254K
$40.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-323- 3.99% |
$47.4K - $50.3K
|
7.76K
$1.24M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-324- 4.86% |
$47.6K - $50.5K
|
6.35K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-328- 4.45% |
$48.2K - $51.1K
|
7.04K
$1.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-330- 0.49% |
$48.5K - $51.4K
|
66.8K
$10.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-335- 2.86% |
$49.2K - $52.2K
|
11.4K
$1.81M
|
|
|
Nov 14, 2024
Q2 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-335- 19.99% |
$49.2K - $52.2K
|
1.34K
$213K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-347- 6.04% |
$50.9K - $54.1K
|
5.4K
$860K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-350- 7.45% |
$51.4K - $54.5K
|
4.35K
$693K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-357- 5.17% |
$52.4K - $55.6K
|
6.55K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-358- 4.61% |
$52.6K - $55.8K
|
7.41K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-375- 23.76% |
$55.1K - $58.4K
|
1.2K
$191K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-390- 8.15% |
$57.3K - $60.8K
|
4.4K
$700K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-401- 6.82% |
$58.9K - $62.5K
|
5.48K
$871K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-411- 3.33% |
$60.3K - $64K
|
11.9K
$1.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-415- 7.03% |
$60.9K - $64.6K
|
5.49K
$874K
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-425- 33.73% |
$62.4K - $66.2K
|
835
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-431Closed |
$63.3K - $67.1K
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-437- 19.52% |
$64.2K - $68.1K
|
1.8K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-441- 1.44% |
$64.7K - $68.7K
|
30.2K
$4.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-442- 2.31% |
$64.9K - $68.9K
|
18.7K
$2.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-443- 5.78% |
$65K - $69K
|
7.22K
$1.15M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-443- 1.45% |
$65K - $69K
|
30.1K
$4.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-458- 11.27% |
$67.2K - $71.3K
|
3.61K
$574K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-459- 14.12% |
$67.4K - $71.5K
|
2.79K
$444K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-460- 4.49% |
$67.5K - $71.7K
|
9.8K
$1.56M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-460- 13.22% |
$67.5K - $71.7K
|
3.02K
$481K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-462- 13.41% |
$67.8K - $72K
|
2.98K
$475K
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-479- 12.13% |
$70.3K - $74.6K
|
3.47K
$552K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-489- 11.02% |
$71.8K - $76.2K
|
3.95K
$628K
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-491- 0.96% |
$72.1K - $76.5K
|
50.5K
$8.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-494- 9.35% |
$72.5K - $77K
|
4.79K
$762K
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-498- 16.7% |
$73.1K - $77.6K
|
2.48K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-517- 7.04% |
$75.9K - $80.5K
|
6.83K
$1.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-528- 13.78% |
$77.5K - $82.2K
|
3.3K
$526K
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-529- 7.19% |
$77.7K - $82.4K
|
6.83K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-539- 23.53% |
$79.1K - $84K
|
1.75K
$279K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-541- 2.4% |
$79.4K - $84.3K
|
22K
$3.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-559- 0.52% |
$82.1K - $87.1K
|
107K
$17M
|
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-564- 7.77% |
$82.8K - $87.9K
|
6.7K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-565- 2.82% |
$83K - $88K
|
19.5K
$3.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-585- 6.45% |
$85.9K - $91.1K
|
8.49K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-593- 3.01% |
$87.1K - $92.4K
|
19.1K
$3.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-612- 1.12% |
$89.9K - $95.3K
|
53.8K
$8.57M
|