Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-127- 2.92% |
$18.9K - $21.3K
|
4.22K
$691K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-129- 1.39% |
$19.2K - $21.6K
|
9.16K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-132- 2.95% |
$19.7K - $22.1K
|
4.35K
$711K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-135- 3.02% |
$20.1K - $22.6K
|
4.34K
$709K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-135- 6.83% |
$20.1K - $22.6K
|
1.84K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-139- 38.61% |
$20.7K - $23.3K
|
221
$36.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-144- 0.62% |
$21.5K - $24.1K
|
22.9K
$3.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-144- 3.21% |
$21.5K - $24.1K
|
4.35K
$711K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-145- 3.0% |
$21.6K - $24.3K
|
4.69K
$767K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-148- 0.15% |
$22.1K - $24.8K
|
97K
$15.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-148- 5.3% |
$22.1K - $24.8K
|
2.64K
$433K
|
|
|
Oct 10, 2024
Q3 2024
|
Zeit Capital LLC
|
SELL
|
- |
-157- 0.56% |
$23.4K - $26.3K
|
27.8K
$4.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-161- 11.87% |
$24K - $27K
|
1.2K
$196K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-162- 2.48% |
$24.1K - $27.2K
|
6.38K
$1.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-164- 2.97% |
$24.4K - $27.5K
|
5.36K
$877K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-167- 9.74% |
$24.9K - $28K
|
1.55K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-167- 0.51% |
$24.9K - $28K
|
32.5K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-172- 36.83% |
$25.6K - $28.8K
|
295
$48.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-174- 2.39% |
$25.9K - $29.2K
|
7.12K
$1.16M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-179- 2.9% |
$26.7K - $30K
|
5.99K
$980K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-180- 7.2% |
$26.8K - $30.2K
|
2.32K
$380K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-189- 4.79% |
$28.2K - $31.7K
|
3.76K
$615K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-190- 3.02% |
$28.3K - $31.9K
|
6.09K
$997K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-191- 5.74% |
$28.5K - $32K
|
3.14K
$513K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-193- 1.05% |
$28.8K - $32.4K
|
18.2K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-195- 1.8% |
$29.1K - $32.7K
|
10.6K
$1.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200- 8.9% |
$29.8K - $33.5K
|
2.05K
$335K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-201- 7.26% |
$30K - $33.7K
|
2.57K
$420K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-220- 0.22% |
$32.8K - $36.9K
|
101K
$16.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-223- 0.21% |
$33.2K - $37.4K
|
108K
$17.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-232- 6.88% |
$34.6K - $38.9K
|
3.14K
$514K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-232- 1.05% |
$34.6K - $38.9K
|
21.8K
$3.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-235- 8.14% |
$35K - $39.4K
|
2.65K
$434K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-237- 2.85% |
$35.3K - $39.7K
|
8.08K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-245- 13.22% |
$36.5K - $41.1K
|
1.61K
$263K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-257- 6.39% |
$38.3K - $43.1K
|
3.77K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-260- 0.38% |
$38.7K - $43.6K
|
67.6K
$11.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-263- 9.57% |
$39.2K - $44.1K
|
2.49K
$407K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-267- 0.5% |
$39.8K - $44.8K
|
53.6K
$8.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-267- 0.57% |
$39.8K - $44.8K
|
46.9K
$7.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-270- 0.84% |
$40.2K - $45.3K
|
32K
$5.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-271- 1.42% |
$40.4K - $45.4K
|
18.9K
$3.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-273- 2.1% |
$40.7K - $45.8K
|
12.7K
$2.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-276- 1.28% |
$41.1K - $46.3K
|
21.2K
$3.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-280- 7.76% |
$41.7K - $46.9K
|
3.33K
$544K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-280- 17.53% |
$41.7K - $46.9K
|
1.32K
$215K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-286- 9.59% |
$42.6K - $48K
|
2.7K
$441K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-295- 2.59% |
$44K - $49.5K
|
11.1K
$1.81M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-298- 18.09% |
$44.4K - $50K
|
1.35K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-299- 13.84% |
$44.6K - $50.1K
|
1.86K
$305K
|