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 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.32K- 2.22% |
$194K - $206K
|
58.3K
$8.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 24.14% |
$196K - $208K
|
4.19K
$638K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.36K- 98.55% |
$200K - $212K
|
20
$3.05K
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.37K- 5.56% |
$200K - $213K
|
23.2K
$3.53M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.44K- 4.68% |
$211K - $224K
|
29.4K
$4.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.46K- 2.64% |
$214K - $227K
|
53.7K
$8.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.51K- 3.89% |
$222K - $235K
|
37.4K
$5.69M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-1.51K- 20.56% |
$222K - $236K
|
5.85K
$891K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-1.54K- 2.69% |
$226K - $239K
|
55.5K
$8.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.74K- 17.29% |
$256K - $272K
|
8.34K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.75K- 29.52% |
$257K - $272K
|
4.17K
$635K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.75K- 2.74% |
$257K - $273K
|
62.2K
$9.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.77K- 52.96% |
$260K - $276K
|
1.57K
$239K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.85K- 4.29% |
$272K - $288K
|
41.3K
$6.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.85K- 50.0% |
$272K - $289K
|
1.85K
$282K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-1.86K- 52.8% |
$272K - $289K
|
1.66K
$253K
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.88K- 0.24% |
$277K - $293K
|
788K
$120M
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.91K- 17.7% |
$280K - $298K
|
8.88K
$1.35M
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.97K- 48.68% |
$290K - $307K
|
2.08K
$317K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.03K- 33.8% |
$297K - $315K
|
3.97K
$604K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.06K- 4.76% |
$302K - $321K
|
41.2K
$6.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.11K- 0.32% |
$310K - $329K
|
652K
$99.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.12K- 4.14% |
$312K - $331K
|
49.2K
$7.48M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.15K- 26.53% |
$316K - $335K
|
5.96K
$907K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.17K- 20.86% |
$319K - $338K
|
8.23K
$1.25M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.22K- 2.58% |
$325K - $345K
|
83.6K
$12.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.24K- 10.05% |
$328K - $348K
|
20K
$3.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-2.44K- 1.01% |
$358K - $379K
|
239K
$36.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.44K- 1.05% |
$359K - $381K
|
230K
$35M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.55K- 64.33% |
$374K - $396K
|
1.41K
$215K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-2.58K- 47.58% |
$379K - $402K
|
2.85K
$433K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-2.61K- 3.12% |
$383K - $406K
|
80.9K
$12.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.81K- 12.81% |
$413K - $438K
|
19.1K
$2.91M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.94K- 4.22% |
$432K - $458K
|
66.7K
$10.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-3K- 15.77% |
$440K - $467K
|
16K
$2.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.08K- 1.54% |
$452K - $480K
|
197K
$30M
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3.13K- 22.62% |
$460K - $488K
|
10.7K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3.15K- 24.99% |
$462K - $490K
|
9.44K
$1.44M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.15K- 16.69% |
$462K - $491K
|
15.7K
$2.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.3K- 70.71% |
$485K - $514K
|
1.37K
$208K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-3.4K- 62.43% |
$499K - $529K
|
2.05K
$311K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3.41K- 5.38% |
$501K - $532K
|
60K
$9.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.43K- 15.52% |
$503K - $534K
|
18.6K
$2.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.44K- 3.0% |
$506K - $536K
|
111K
$17M
|
|
|
Jul 31, 2024
Q2 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-3.49K- 27.67% |
$512K - $543K
|
9.12K
$1.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-3.81K- 12.32% |
$559K - $593K
|
27.1K
$4.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.11K- 5.19% |
$603K - $640K
|
75K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.14K- 49.19% |
$608K - $646K
|
4.28K
$652K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-4.2K- 9.02% |
$617K - $655K
|
42.4K
$6.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.36K- 43.47% |
$640K - $679K
|
5.67K
$862K
|