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
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-30.1K- 1.67% |
$4.49M - $5.05M
|
1.77M
$309M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-30.4K- 4.43% |
$4.54M - $5.1M
|
657K
$114M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-30.9K- 41.22% |
$4.61M - $5.19M
|
44.1K
$7.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-39.3K- 19.39% |
$5.85M - $6.59M
|
163K
$28.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-40K- 95.49% |
$5.96M - $6.71M
|
1.89K
$329K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-48.6K- 2.51% |
$7.24M - $8.15M
|
1.89M
$329M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-51.7K- 77.43% |
$7.7M - $8.66M
|
15.1K
$2.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-58.4K- 94.41% |
$8.71M - $9.8M
|
3.46K
$602K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-69.9K- 10.72% |
$10.4M - $11.7M
|
582K
$101M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-159K- 59.27% |
$23.6M - $26.6M
|
109K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-162K- 3.34% |
$24.1M - $27.1M
|
4.68M
$815M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-898K- 99.38% |
$134M - $151M
|
5.61K
$977K
|