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 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-767- 0.77% |
$114K - $129K
|
98.6K
$16.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-781- 3.0% |
$116K - $131K
|
25.2K
$4.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-803- 39.46% |
$120K - $135K
|
1.23K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-814- 19.69% |
$121K - $136K
|
3.32K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-814- 19.81% |
$121K - $136K
|
3.3K
$539K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-817- 1.74% |
$122K - $137K
|
46.2K
$7.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-821- 1.37% |
$122K - $138K
|
59.2K
$9.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-837- 19.97% |
$125K - $140K
|
3.35K
$549K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-849- 0.81% |
$127K - $142K
|
104K
$17.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-856- 2.83% |
$128K - $144K
|
29.4K
$4.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-861- 1.09% |
$128K - $144K
|
78.2K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-864- 1.68% |
$129K - $145K
|
50.6K
$8.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-868- 0.24% |
$129K - $146K
|
365K
$59.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-885- 2.7% |
$132K - $148K
|
31.9K
$5.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-927- 48.41% |
$138K - $155K
|
988
$162K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-961- 0.97% |
$143K - $161K
|
98.3K
$16.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-992- 11.69% |
$148K - $166K
|
7.49K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-992- 1.35% |
$148K - $166K
|
72.7K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1K- 39.26% |
$149K - $168K
|
1.55K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.01K- 1.73% |
$150K - $169K
|
57.3K
$9.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.05K- 4.61% |
$156K - $176K
|
21.7K
$3.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.06K- 1.71% |
$158K - $178K
|
61.2K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.08K- 9.5% |
$161K - $181K
|
10.3K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.08K- 8.58% |
$161K - $181K
|
11.5K
$1.88M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.12K- 17.93% |
$167K - $188K
|
5.14K
$841K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.14K- 33.72% |
$170K - $192K
|
2.25K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 0.74% |
$170K - $192K
|
154K
$25.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.16K- 44.36% |
$173K - $194K
|
1.46K
$238K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.17K- 4.46% |
$175K - $197K
|
25.2K
$4.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.18K- 8.93% |
$176K - $198K
|
12K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.2K- 0.93% |
$178K - $201K
|
127K
$20.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.25K- 90.12% |
$186K - $209K
|
137
$22.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.31K- 7.3% |
$196K - $220K
|
16.7K
$2.73M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.32K- 12.21% |
$197K - $221K
|
9.5K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.33K- 15.91% |
$198K - $222K
|
7.01K
$1.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.34K- 29.42% |
$200K - $225K
|
3.21K
$526K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.34K- 21.85% |
$200K - $225K
|
4.8K
$785K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.38K- 3.36% |
$206K - $232K
|
39.8K
$6.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.4K- 5.91% |
$209K - $235K
|
22.3K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.46K- 6.95% |
$218K - $245K
|
19.6K
$3.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 0.37% |
$223K - $251K
|
404K
$66.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-1.5K- 1.09% |
$224K - $252K
|
136K
$22.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.51K- 13.19% |
$224K - $253K
|
9.91K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.53K- 2.78% |
$228K - $257K
|
53.7K
$8.78M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.56K- 39.23% |
$232K - $261K
|
2.41K
$394K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.56K- 54.67% |
$232K - $261K
|
1.29K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.57K- 26.36% |
$234K - $263K
|
4.39K
$718K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.57K- 2.83% |
$234K - $264K
|
53.9K
$8.83M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-1.58K- 0.66% |
$235K - $265K
|
237K
$38.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.62K- 25.88% |
$241K - $271K
|
4.64K
$759K
|