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 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
2.69KNew |
$401K - $452K
|
2.69K
$441K
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
2.59K+ 20.03% |
$386K - $434K
|
15.5K
$2.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.58KNew |
$384K - $432K
|
2.58K
$422K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.51K+ 11.44% |
$375K - $422K
|
24.5K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.48K+ 5.8% |
$369K - $416K
|
45.2K
$7.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.42K+ 58.23% |
$361K - $406K
|
6.58K
$1.08M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.42K+ 1.54% |
$360K - $405K
|
159K
$26M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.38K+ 4.18% |
$354K - $398K
|
59.1K
$9.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
BUY
|
- |
2.3K+ 5.69% |
$343K - $386K
|
42.8K
$7M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.29K+ 10.05% |
$341K - $383K
|
25K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.28KNew |
$340K - $382K
|
2.28K
$373K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.27K+ 7.36% |
$338K - $380K
|
33.1K
$5.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.25KNew |
$336K - $378K
|
2.25K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.2K+ 110.0% |
$328K - $369K
|
4.2K
$687K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.19K+ 68.35% |
$327K - $368K
|
5.4K
$884K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.11K+ 10.23% |
$314K - $353K
|
22.7K
$3.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.09KNew |
$312K - $351K
|
2.09K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.06K+ 151.58% |
$307K - $345K
|
3.42K
$559K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.03K+ 90.33% |
$302K - $340K
|
4.27K
$699K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.01KNew |
$299K - $337K
|
2.01K
$329K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
2.01K+ 1.6% |
$299K - $337K
|
128K
$20.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.98KNew |
$295K - $332K
|
1.98K
$324K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.98K+ 160.76% |
$295K - $332K
|
3.21K
$525K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.97KNew |
$293K - $330K
|
1.97K
$322K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.94K+ 4.81% |
$289K - $325K
|
42.2K
$6.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.93KNew |
$288K - $324K
|
1.93K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.93KNew |
$287K - $323K
|
1.93K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.88K+ 57.1% |
$280K - $315K
|
5.16K
$845K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.83KNew |
$273K - $307K
|
1.83K
$300K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.8K+ 7.22% |
$268K - $302K
|
26.7K
$4.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.78K+ 2.96% |
$266K - $299K
|
62K
$10.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.78K+ 94.83% |
$265K - $298K
|
3.65K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.73K+ 1.03% |
$258K - $290K
|
170K
$27.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.69KNew |
$252K - $283K
|
1.69K
$277K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.61K+ 0.34% |
$240K - $270K
|
473K
$77.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.59K+ 15.91% |
$237K - $267K
|
11.6K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.59K+ 22.44% |
$237K - $267K
|
8.68K
$1.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.53KNew |
$228K - $256K
|
1.53K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1.52K+ 5.03% |
$226K - $255K
|
31.7K
$5.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.52K+ 1.73% |
$226K - $255K
|
89.2K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.51K+ 4.08% |
$225K - $254K
|
38.6K
$6.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 25.6% |
$225K - $253K
|
7.4K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.5KNew |
$224K - $252K
|
1.5K
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.48K+ 87.01% |
$221K - $248K
|
3.18K
$520K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.48KNew |
$220K - $247K
|
1.48K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.46KNew |
$218K - $245K
|
1.46K
$239K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.45K+ 17.73% |
$216K - $243K
|
9.63K
$1.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.43K+ 3.37% |
$213K - $240K
|
43.8K
$7.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
1.41KNew |
$210K - $236K
|
1.41K
$231K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.4KNew |
$209K - $235K
|
1.4K
$229K
|