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 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-581- 1.46% |
$86.6K - $97.4K
|
39.1K
$6.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-608- 10.59% |
$90.6K - $102K
|
5.13K
$817K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-613- 1.09% |
$91.3K - $103K
|
55.6K
$8.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-624- 14.56% |
$93K - $105K
|
3.66K
$583K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-635- 1.2% |
$94.6K - $106K
|
52.5K
$8.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-653- 1.75% |
$97.3K - $109K
|
36.6K
$5.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-677- 1.34% |
$101K - $114K
|
49.9K
$7.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-694- 3.47% |
$103K - $116K
|
19.3K
$3.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-710- 60.94% |
$106K - $119K
|
455
$72.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-713- 0.28% |
$106K - $120K
|
254K
$40.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-719- 3.86% |
$107K - $121K
|
17.9K
$2.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-728- 1.69% |
$108K - $122K
|
42.3K
$6.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-767- 0.77% |
$114K - $129K
|
98.6K
$15.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-781- 3.0% |
$116K - $131K
|
25.2K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-803- 39.46% |
$120K - $135K
|
1.23K
$196K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-814- 19.69% |
$121K - $136K
|
3.32K
$528K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-814- 19.81% |
$121K - $136K
|
3.3K
$524K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-817- 1.74% |
$122K - $137K
|
46.2K
$7.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-821- 1.37% |
$122K - $138K
|
59.2K
$9.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-837- 19.97% |
$125K - $140K
|
3.35K
$534K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-849- 0.81% |
$127K - $142K
|
104K
$16.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-856- 2.83% |
$128K - $144K
|
29.4K
$4.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-861- 1.09% |
$128K - $144K
|
78.2K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-864- 1.68% |
$129K - $145K
|
50.6K
$8.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-868- 0.24% |
$129K - $146K
|
365K
$58.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-885- 2.7% |
$132K - $148K
|
31.9K
$5.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-927- 48.41% |
$138K - $155K
|
988
$157K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-961- 0.97% |
$143K - $161K
|
98.3K
$15.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-992- 11.69% |
$148K - $166K
|
7.49K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-992- 1.35% |
$148K - $166K
|
72.7K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1K- 39.26% |
$149K - $168K
|
1.55K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.01K- 1.73% |
$150K - $169K
|
57.3K
$9.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.05K- 4.61% |
$156K - $176K
|
21.7K
$3.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.06K- 1.71% |
$158K - $178K
|
61.2K
$9.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.08K- 9.5% |
$161K - $181K
|
10.3K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-1.08K- 8.58% |
$161K - $181K
|
11.5K
$1.83M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.12K- 17.93% |
$167K - $188K
|
5.14K
$818K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.14K- 33.72% |
$170K - $192K
|
2.25K
$357K
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 0.74% |
$170K - $192K
|
154K
$24.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.16K- 44.36% |
$173K - $194K
|
1.46K
$231K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.17K- 4.46% |
$175K - $197K
|
25.2K
$4M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.18K- 8.93% |
$176K - $198K
|
12K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.2K- 0.93% |
$178K - $201K
|
127K
$20.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.25K- 90.12% |
$186K - $209K
|
137
$21.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.31K- 7.3% |
$196K - $220K
|
16.7K
$2.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-1.32K- 12.21% |
$197K - $221K
|
9.5K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.33K- 15.91% |
$198K - $222K
|
7.01K
$1.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.34K- 29.42% |
$200K - $225K
|
3.21K
$511K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.34K- 21.85% |
$200K - $225K
|
4.8K
$763K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.38K- 3.36% |
$206K - $232K
|
39.8K
$6.33M
|