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 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.34K- 0.4% |
$945K - $1.06M
|
1.57M
$256M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.7K- 0.15% |
$999K - $1.12M
|
4.58M
$750M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.82K- 18.79% |
$1.02M - $1.14M
|
29.5K
$4.82M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.54K- 1.82% |
$1.12M - $1.26M
|
406K
$66.4M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.76K- 6.87% |
$1.16M - $1.3M
|
105K
$17.2M
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8.04K- 11.09% |
$1.2M - $1.35M
|
64.5K
$10.5M
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-8.22K- 33.27% |
$1.23M - $1.38M
|
16.5K
$2.7M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.42K- 6.48% |
$1.25M - $1.41M
|
122K
$19.9M
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-8.48K- 2.88% |
$1.26M - $1.42M
|
286K
$46.8M
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-8.58K- 1.64% |
$1.28M - $1.44M
|
514K
$84.1M
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.58K- 84.19% |
$1.28M - $1.44M
|
1.61K
$264K
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-9.03K- 2.65% |
$1.35M - $1.51M
|
332K
$54.3M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.25K- 29.85% |
$1.38M - $1.55M
|
21.7K
$3.56M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-11.1K- 23.99% |
$1.65M - $1.86M
|
35.1K
$5.74M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-11.7K- 83.17% |
$1.75M - $1.97M
|
2.37K
$388K
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-12.2K- 4.83% |
$1.82M - $2.05M
|
240K
$39.3M
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-12.9K- 28.74% |
$1.92M - $2.16M
|
32K
$5.23M
|
|
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
$738K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.6K- 40.32% |
$2.32M - $2.61M
|
23.1K
$3.78M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.3K- 7.74% |
$2.72M - $3.06M
|
218K
$35.6M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-20.2K- 10.35% |
$3.01M - $3.39M
|
175K
$28.6M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-20.4K- 48.28% |
$3.04M - $3.42M
|
21.8K
$3.57M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-20.9K- 8.84% |
$3.12M - $3.51M
|
216K
$35.3M
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-21.9K- 26.23% |
$3.27M - $3.68M
|
61.7K
$10.1M
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-27.1K- 10.2% |
$4.04M - $4.55M
|
239K
$39.1M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-30.1K- 1.67% |
$4.49M - $5.05M
|
1.77M
$290M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-30.4K- 4.43% |
$4.54M - $5.1M
|
657K
$107M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-30.9K- 41.22% |
$4.61M - $5.19M
|
44.1K
$7.22M
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-39.3K- 19.39% |
$5.85M - $6.59M
|
163K
$26.7M
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-40K- 95.49% |
$5.96M - $6.71M
|
1.89K
$309K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-48.6K- 2.51% |
$7.24M - $8.15M
|
1.89M
$309M
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-51.7K- 77.43% |
$7.7M - $8.66M
|
15.1K
$2.46M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-58.4K- 94.41% |
$8.71M - $9.8M
|
3.46K
$566K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-69.9K- 10.72% |
$10.4M - $11.7M
|
582K
$95.2M
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-159K- 59.27% |
$23.6M - $26.6M
|
109K
$17.8M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-162K- 3.34% |
$24.1M - $27.1M
|
4.68M
$766M
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-898K- 99.38% |
$134M - $151M
|
5.61K
$918K
|