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 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.27K- 4.98% |
$488K - $549K
|
62.5K
$10.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.45K- 7.28% |
$514K - $578K
|
43.9K
$7.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-3.66K- 7.24% |
$545K - $613K
|
46.8K
$7.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.73K- 29.55% |
$555K - $625K
|
8.89K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.19K- 7.2% |
$625K - $703K
|
54.1K
$8.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-4.25K- 3.43% |
$633K - $712K
|
119K
$19.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.73K- 11.05% |
$704K - $792K
|
38K
$6.14M
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.93K- 25.31% |
$735K - $827K
|
14.6K
$2.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.93K- 25.31% |
$735K - $827K
|
14.6K
$2.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-4.94K- 21.01% |
$736K - $829K
|
18.6K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.01K- 2.42% |
$747K - $840K
|
202K
$32.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.12K- 20.05% |
$763K - $858K
|
20.4K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.14K- 3.46% |
$766K - $862K
|
143K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-5.2K- 57.5% |
$775K - $872K
|
3.85K
$621K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-5.22K- 22.1% |
$778K - $875K
|
18.4K
$2.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.39K- 8.02% |
$804K - $904K
|
61.8K
$9.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-5.58K- 5.01% |
$832K - $936K
|
106K
$17.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.86K- 16.68% |
$873K - $982K
|
29.3K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.91K- 4.55% |
$881K - $991K
|
124K
$20M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.34K- 0.4% |
$945K - $1.06M
|
1.57M
$253M
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.7K- 0.15% |
$999K - $1.12M
|
4.58M
$739M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.7K- 0.15% |
$999K - $1.12M
|
4.58M
$739M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.82K- 18.79% |
$1.02M - $1.14M
|
29.5K
$4.76M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-7.43K- 72.36% |
$1.11M - $1.25M
|
2.84K
$458K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.54K- 1.82% |
$1.12M - $1.26M
|
406K
$65.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.76K- 6.87% |
$1.16M - $1.3M
|
105K
$17M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8.04K- 11.09% |
$1.2M - $1.35M
|
64.5K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-8.22K- 33.27% |
$1.23M - $1.38M
|
16.5K
$2.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.42K- 6.48% |
$1.25M - $1.41M
|
122K
$19.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-8.48K- 2.88% |
$1.26M - $1.42M
|
286K
$46.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-8.58K- 1.64% |
$1.28M - $1.44M
|
514K
$83M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.58K- 84.19% |
$1.28M - $1.44M
|
1.61K
$260K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-9.03K- 2.65% |
$1.35M - $1.51M
|
332K
$53.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.25K- 29.85% |
$1.38M - $1.55M
|
21.7K
$3.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-11.1K- 23.99% |
$1.65M - $1.86M
|
35.1K
$5.66M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-11.7K- 83.17% |
$1.75M - $1.97M
|
2.37K
$383K
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-12.2K- 4.83% |
$1.82M - $2.05M
|
240K
$38.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-12.9K- 28.74% |
$1.92M - $2.16M
|
32K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-15.3K- 77.23% |
$2.28M - $2.56M
|
4.51K
$728K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.6K- 40.32% |
$2.32M - $2.61M
|
23.1K
$3.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.3K- 7.74% |
$2.72M - $3.06M
|
218K
$35.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-20.2K- 10.35% |
$3.01M - $3.39M
|
175K
$28.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-20.4K- 48.28% |
$3.04M - $3.42M
|
21.8K
$3.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-20.9K- 8.84% |
$3.12M - $3.51M
|
216K
$34.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-21.9K- 26.23% |
$3.27M - $3.68M
|
61.7K
$9.96M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-27.1K- 10.2% |
$4.04M - $4.55M
|
239K
$38.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-30.1K- 1.67% |
$4.49M - $5.05M
|
1.77M
$286M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-30.4K- 4.43% |
$4.54M - $5.1M
|
657K
$106M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-30.9K- 41.22% |
$4.61M - $5.19M
|
44.1K
$7.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-39.3K- 19.39% |
$5.85M - $6.59M
|
163K
$26.4M
|