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
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.4K- 5.91% |
$209K - $235K
|
22.3K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.46K- 6.95% |
$218K - $245K
|
19.6K
$3.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 0.37% |
$223K - $251K
|
404K
$64.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-1.5K- 1.09% |
$224K - $252K
|
136K
$21.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.51K- 13.19% |
$224K - $253K
|
9.91K
$1.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.53K- 2.78% |
$228K - $257K
|
53.7K
$8.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.56K- 39.23% |
$232K - $261K
|
2.41K
$383K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.56K- 54.67% |
$232K - $261K
|
1.29K
$206K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.57K- 26.36% |
$234K - $263K
|
4.39K
$698K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-1.57K- 2.83% |
$234K - $264K
|
53.9K
$8.58M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
SELL
|
- |
-1.58K- 0.66% |
$235K - $265K
|
237K
$37.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.62K- 25.88% |
$241K - $271K
|
4.64K
$738K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.64K- 44.21% |
$244K - $275K
|
2.07K
$329K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-1.65K- 9.12% |
$246K - $277K
|
16.5K
$2.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.72K- 0.46% |
$256K - $288K
|
374K
$59.4M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.8K- 5.18% |
$268K - $301K
|
32.9K
$5.23M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-1.86K- 3.07% |
$278K - $312K
|
58.9K
$9.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.88K- 2.91% |
$280K - $315K
|
62.7K
$9.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.89K- 1.55% |
$282K - $318K
|
120K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.92K- 7.71% |
$287K - $323K
|
23K
$3.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.95K- 0.45% |
$290K - $327K
|
435K
$69.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-2K- 19.82% |
$298K - $335K
|
8.08K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.02K- 24.47% |
$300K - $338K
|
6.22K
$989K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-2.05K- 13.55% |
$306K - $344K
|
13.1K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.05K- 3.71% |
$306K - $344K
|
53.2K
$8.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.07K- 0.41% |
$308K - $347K
|
497K
$79M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.09K- 6.15% |
$312K - $351K
|
31.9K
$5.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.18K- 15.8% |
$324K - $365K
|
11.6K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.3K- 40.51% |
$342K - $385K
|
3.37K
$536K
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-2.3K- 25.95% |
$343K - $386K
|
6.58K
$1.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-2.31K- 15.6% |
$343K - $386K
|
12.5K
$1.98M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.46K- 4.29% |
$367K - $413K
|
54.9K
$8.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.53K- 3.89% |
$377K - $424K
|
62.5K
$9.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.57K- 52.11% |
$383K - $431K
|
2.36K
$376K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.6K- 8.85% |
$387K - $436K
|
26.8K
$4.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.7K- 21.56% |
$403K - $453K
|
9.83K
$1.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.73K- 2.77% |
$407K - $457K
|
95.9K
$15.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.77K- 20.27% |
$413K - $464K
|
10.9K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.87K- 26.78% |
$427K - $481K
|
7.84K
$1.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.9K- 3.26% |
$433K - $487K
|
86.2K
$13.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-2.96K- 32.49% |
$441K - $497K
|
6.15K
$979K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-3.04K- 57.95% |
$453K - $509K
|
2.2K
$351K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.11K- 8.51% |
$463K - $521K
|
33.4K
$5.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.21K- 25.98% |
$478K - $537K
|
9.13K
$1.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.27K- 4.98% |
$488K - $549K
|
62.5K
$9.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.45K- 7.28% |
$514K - $578K
|
43.9K
$6.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-3.66K- 7.24% |
$545K - $613K
|
46.8K
$7.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.73K- 29.55% |
$555K - $625K
|
8.89K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.19K- 7.2% |
$625K - $703K
|
54.1K
$8.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-4.25K- 3.43% |
$633K - $712K
|
119K
$19M
|