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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-100- 0.92% |
$14.9K - $16.8K
|
10.7K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-101- 4.27% |
$15.1K - $16.9K
|
2.26K
$360K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-102- 2.38% |
$15.2K - $17.1K
|
4.18K
$665K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-106- 0.41% |
$15.8K - $17.8K
|
25.9K
$4.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-108- 0.39% |
$16.1K - $18.1K
|
27.9K
$4.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-114- 0.38% |
$17K - $19.1K
|
30K
$4.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-121- 0.36% |
$18K - $20.3K
|
33.6K
$5.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-124- 5.03% |
$18.5K - $20.8K
|
2.34K
$372K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-125- 0.8% |
$18.6K - $21K
|
15.6K
$2.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-125- 5.44% |
$18.6K - $21K
|
2.17K
$346K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-127- 2.92% |
$18.9K - $21.3K
|
4.22K
$672K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-129- 1.39% |
$19.2K - $21.6K
|
9.16K
$1.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-132- 2.95% |
$19.7K - $22.1K
|
4.35K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-135- 6.83% |
$20.1K - $22.6K
|
1.84K
$293K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-135- 3.02% |
$20.1K - $22.6K
|
4.34K
$690K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-139- 38.61% |
$20.7K - $23.3K
|
221
$35.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-144- 3.21% |
$21.5K - $24.1K
|
4.35K
$691K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-144- 0.62% |
$21.5K - $24.1K
|
22.9K
$3.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-145- 3.0% |
$21.6K - $24.3K
|
4.69K
$745K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-148- 5.3% |
$22.1K - $24.8K
|
2.64K
$421K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-148- 0.15% |
$22.1K - $24.8K
|
97K
$15.4M
|
|
|
Mar 05, 2025
Q3 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-155- 2.53% |
$23.1K - $26K
|
5.97K
$949K
|
|
|
Oct 10, 2024
Q3 2024
|
Zeit Capital LLC
|
SELL
|
- |
-157- 0.56% |
$23.4K - $26.3K
|
27.8K
$4.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-161- 11.87% |
$24K - $27K
|
1.2K
$190K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-162- 2.48% |
$24.1K - $27.2K
|
6.38K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-164- 2.97% |
$24.4K - $27.5K
|
5.36K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-167- 0.51% |
$24.9K - $28K
|
32.5K
$5.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-167- 9.74% |
$24.9K - $28K
|
1.55K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-172- 36.83% |
$25.6K - $28.8K
|
295
$46.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-174- 2.39% |
$25.9K - $29.2K
|
7.12K
$1.13M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-179- 2.9% |
$26.7K - $30K
|
5.99K
$953K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-180- 7.2% |
$26.8K - $30.2K
|
2.32K
$369K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-189- 4.79% |
$28.2K - $31.7K
|
3.76K
$598K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-190- 3.02% |
$28.3K - $31.9K
|
6.09K
$969K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-191- 5.74% |
$28.5K - $32K
|
3.14K
$499K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-193- 1.05% |
$28.8K - $32.4K
|
18.2K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-195- 1.8% |
$29.1K - $32.7K
|
10.6K
$1.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200- 8.9% |
$29.8K - $33.5K
|
2.05K
$326K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-201- 7.26% |
$30K - $33.7K
|
2.57K
$408K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-220- 0.22% |
$32.8K - $36.9K
|
101K
$16M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-223- 0.21% |
$33.2K - $37.4K
|
108K
$17.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-232- 1.05% |
$34.6K - $38.9K
|
21.8K
$3.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-232- 6.88% |
$34.6K - $38.9K
|
3.14K
$500K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-235- 8.14% |
$35K - $39.4K
|
2.65K
$422K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-237- 2.85% |
$35.3K - $39.7K
|
8.08K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-245- 13.22% |
$36.5K - $41.1K
|
1.61K
$256K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-257- 6.39% |
$38.3K - $43.1K
|
3.77K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-260- 0.38% |
$38.7K - $43.6K
|
67.6K
$10.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-263- 9.57% |
$39.2K - $44.1K
|
2.49K
$395K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-267- 0.57% |
$39.8K - $44.8K
|
46.9K
$7.46M
|