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 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
1.38K+ 0.27% |
$206K - $232K
|
509K
$83.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.37KNew |
$204K - $230K
|
1.37K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.37KNew |
$204K - $230K
|
1.37K
$224K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.34K+ 3.14% |
$200K - $225K
|
44.2K
$7.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.34KNew |
$199K - $224K
|
1.34K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.33K+ 20.78% |
$197K - $222K
|
7.7K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.32KNew |
$197K - $222K
|
1.32K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.32K+ 5.98% |
$197K - $222K
|
23.5K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.32K+ 22.23% |
$197K - $222K
|
7.27K
$1.19M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.32KNew |
$197K - $221K
|
1.32K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.32KNew |
$196K - $221K
|
1.32K
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.32KNew |
$196K - $221K
|
1.32K
$215K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.32KNew |
$196K - $220K
|
1.32K
$215K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.31KNew |
$196K - $220K
|
1.31K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.3KNew |
$193K - $218K
|
1.3K
$212K
|
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.3KNew |
$193K - $217K
|
1.3K
$212K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.3KNew |
$193K - $217K
|
1.3K
$212K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.29KNew |
$192K - $216K
|
1.29K
$211K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.26KNew |
$188K - $211K
|
1.26K
$206K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.26KNew |
$187K - $210K
|
1.26K
$205K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.25K+ 13.41% |
$187K - $210K
|
10.6K
$1.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.25K+ 200.64% |
$186K - $209K
|
1.87K
$305K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.24KNew |
$185K - $208K
|
1.24K
$203K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.24K+ 2.93% |
$184K - $207K
|
43.5K
$7.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.23KNew |
$184K - $207K
|
1.23K
$202K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.23KNew |
$183K - $206K
|
1.23K
$201K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.23KNew |
$183K - $206K
|
1.23K
$201K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
1.22KNew |
$182K - $205K
|
1.22K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.22KNew |
$182K - $205K
|
1.22K
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.22K+ 1.66% |
$182K - $204K
|
74.6K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.21KNew |
$181K - $204K
|
1.21K
$199K
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.21KNew |
$180K - $203K
|
1.21K
$198K
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.19KNew |
$178K - $200K
|
1.19K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
BUY
|
- |
1.19K+ 3.91% |
$178K - $200K
|
31.7K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.18K+ 16.67% |
$176K - $198K
|
8.25K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.17K+ 5.2% |
$175K - $197K
|
23.7K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.16K+ 9.69% |
$173K - $194K
|
13.1K
$2.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
1.14K+ 4.22% |
$170K - $191K
|
28.2K
$4.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.13K+ 25.88% |
$169K - $190K
|
5.52K
$902K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11K+ 9.02% |
$165K - $185K
|
13.4K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
1.09K+ 1.02% |
$162K - $182K
|
108K
$17.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.09K+ 3.62% |
$162K - $182K
|
31.1K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.08K+ 59.87% |
$161K - $182K
|
2.89K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.08K+ 1.22% |
$161K - $182K
|
89.7K
$14.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.07K+ 25.62% |
$159K - $179K
|
5.24K
$858K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.06K+ 3.87% |
$158K - $177K
|
28.4K
$4.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.01K+ 1764.91% |
$150K - $169K
|
1.06K
$174K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
998+ 1.41% |
$149K - $167K
|
71.9K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
986+ 2.82% |
$147K - $165K
|
36K
$5.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
976+ 2.48% |
$145K - $164K
|
40.4K
$6.61M
|