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 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
760+ 1.81% |
$112K - $118K
|
42.7K
$6.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
734+ 23.27% |
$108K - $114K
|
3.89K
$592K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
710+ 156.04% |
$104K - $111K
|
1.17K
$177K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
701+ 0.96% |
$103K - $109K
|
73.7K
$11.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
686+ 10.94% |
$101K - $107K
|
6.96K
$1.06M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
677+ 2.06% |
$99.4K - $105K
|
33.5K
$5.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
654+ 0.97% |
$96K - $102K
|
67.8K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
651New |
$95.6K - $101K
|
651
$99.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
648+ 31.11% |
$95.1K - $101K
|
2.73K
$416K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
648+ 3.3% |
$95.1K - $101K
|
20.3K
$3.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
647+ 1.67% |
$95K - $101K
|
39.4K
$6M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
645+ 2.76% |
$94.7K - $100K
|
24K
$3.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
623+ 18.23% |
$91.5K - $97K
|
4.04K
$615K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
622+ 5.19% |
$91.3K - $96.9K
|
12.6K
$1.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
622+ 13.21% |
$91.3K - $96.9K
|
5.33K
$812K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
610+ 9.66% |
$89.6K - $95K
|
6.92K
$1.05M
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
594+ 2.84% |
$87.2K - $92.5K
|
21.5K
$3.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
587+ 36.39% |
$86.2K - $91.4K
|
2.2K
$335K
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
581+ 1.4% |
$85.3K - $90.5K
|
42.2K
$6.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
579+ 0.11% |
$85K - $90.2K
|
541K
$82.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
574+ 2.26% |
$84.3K - $89.4K
|
26K
$3.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
574+ 5.16% |
$84.3K - $89.4K
|
11.7K
$1.78M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
561+ 2.18% |
$82.4K - $87.4K
|
26.3K
$4.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
558+ 2.92% |
$81.9K - $86.9K
|
19.7K
$3M
|
|
|
Oct 16, 2024
Q2 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
537+ 15.7% |
$78.8K - $83.6K
|
3.96K
$603K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
519+ 8.57% |
$76.2K - $80.8K
|
6.57K
$1M
|
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
498+ 2.78% |
$73.1K - $77.6K
|
18.4K
$2.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
497+ 0.84% |
$73K - $77.4K
|
59.6K
$9.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
BUY
|
- |
488+ 1.63% |
$71.6K - $76K
|
30.5K
$4.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
485+ 4.7% |
$71.2K - $75.5K
|
10.8K
$1.65M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
485New |
$71.2K - $75.5K
|
485
$73.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
483+ 3.27% |
$70.9K - $75.2K
|
15.3K
$2.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
456+ 3.96% |
$66.9K - $71K
|
12K
$1.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
450+ 21.95% |
$66.1K - $70.1K
|
2.5K
$381K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
449+ 28.86% |
$65.9K - $69.9K
|
2.01K
$305K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
449+ 33.33% |
$65.9K - $69.9K
|
1.8K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
446+ 32.72% |
$65.5K - $69.5K
|
1.81K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
443+ 14.04% |
$65K - $69K
|
3.6K
$548K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
442+ 3.74% |
$64.9K - $68.9K
|
12.3K
$1.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
436+ 2.07% |
$64K - $67.9K
|
21.5K
$3.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
430+ 3.73% |
$63.1K - $67K
|
12K
$1.82M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
430New |
$63.1K - $67K
|
430
$65.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
423+ 17.15% |
$62.1K - $65.9K
|
2.89K
$440K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
411+ 7.71% |
$60.3K - $64K
|
5.74K
$874K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
408+ 1.64% |
$59.9K - $63.6K
|
25.3K
$3.85M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
386+ 3.16% |
$56.7K - $60.1K
|
12.6K
$1.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
382+ 13.22% |
$56.1K - $59.5K
|
3.27K
$498K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
381+ 7.03% |
$55.9K - $59.3K
|
5.8K
$883K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
375+ 0.76% |
$55.1K - $58.4K
|
49.6K
$7.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
368+ 1.0% |
$54K - $57.3K
|
37.3K
$5.67M
|