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 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-235- 8.14% |
$35K - $39.4K
|
2.65K
$462K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-237- 2.85% |
$35.3K - $39.7K
|
8.08K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-245- 13.22% |
$36.5K - $41.1K
|
1.61K
$280K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-257- 6.39% |
$38.3K - $43.1K
|
3.77K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-260- 0.38% |
$38.7K - $43.6K
|
67.6K
$11.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-263- 9.57% |
$39.2K - $44.1K
|
2.49K
$433K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-267- 0.5% |
$39.8K - $44.8K
|
53.6K
$9.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-267- 0.57% |
$39.8K - $44.8K
|
46.9K
$8.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-270- 0.84% |
$40.2K - $45.3K
|
32K
$5.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-271- 1.42% |
$40.4K - $45.4K
|
18.9K
$3.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-273- 2.1% |
$40.7K - $45.8K
|
12.7K
$2.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-276- 1.28% |
$41.1K - $46.3K
|
21.2K
$3.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-280- 7.76% |
$41.7K - $46.9K
|
3.33K
$579K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-280- 17.53% |
$41.7K - $46.9K
|
1.32K
$229K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-286- 9.59% |
$42.6K - $48K
|
2.7K
$470K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-295- 2.59% |
$44K - $49.5K
|
11.1K
$1.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-298- 18.09% |
$44.4K - $50K
|
1.35K
$235K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-299- 4.79% |
$44.6K - $50.1K
|
5.94K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-299- 13.84% |
$44.6K - $50.1K
|
1.86K
$324K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-303- 11.25% |
$45.2K - $50.8K
|
2.39K
$416K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-308- 0.84% |
$45.9K - $51.6K
|
36.2K
$6.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-316- 18.04% |
$47.1K - $53K
|
1.44K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-319- 3.61% |
$47.5K - $53.5K
|
8.51K
$1.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-324- 1.51% |
$48.3K - $54.3K
|
21.2K
$3.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-325- 9.84% |
$48.4K - $54.5K
|
2.98K
$519K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-329- 41.18% |
$49K - $55.2K
|
470
$81.9K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-329- 5.18% |
$49K - $55.2K
|
6.02K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-333- 1.81% |
$49.6K - $55.8K
|
18.1K
$3.15M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-333- 0.65% |
$49.6K - $55.8K
|
51.2K
$8.92M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-334- 4.49% |
$49.8K - $56K
|
7.1K
$1.24M
|
|
|
Aug 13, 2025
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-343- 14.97% |
$51.1K - $57.5K
|
1.95K
$339K
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-346- 8.69% |
$51.6K - $58K
|
3.64K
$633K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-349- 10.06% |
$52K - $58.5K
|
3.12K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-363- 5.31% |
$54.1K - $60.9K
|
6.47K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-369- 0.99% |
$55K - $61.9K
|
37K
$6.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-370- 1.71% |
$55.1K - $62K
|
21.3K
$3.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-373- 0.19% |
$55.6K - $62.5K
|
197K
$34.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-375- 3.83% |
$55.9K - $62.9K
|
9.42K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-380- 5.18% |
$56.6K - $63.7K
|
6.95K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-381- 0.77% |
$56.8K - $63.9K
|
49.3K
$8.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-381- 6.57% |
$56.8K - $63.9K
|
5.42K
$943K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-393- 7.28% |
$58.6K - $65.9K
|
5.01K
$872K
|
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-405- 17.79% |
$60.4K - $67.9K
|
1.87K
$326K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-411- 8.63% |
$61.2K - $68.9K
|
4.35K
$758K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-413- 22.54% |
$61.5K - $69.2K
|
1.42K
$247K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-419- 10.18% |
$62.4K - $70.3K
|
3.7K
$644K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-441- 13.48% |
$65.7K - $73.9K
|
2.83K
$493K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-443- 24.58% |
$66K - $74.3K
|
1.36K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-449- 3.09% |
$66.9K - $75.3K
|
14.1K
$2.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-467- 6.03% |
$69.6K - $78.3K
|
7.27K
$1.27M
|