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
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
399+ 14.61% |
$59.5K - $66.9K
|
3.13K
$512K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
397+ 7.7% |
$59.2K - $66.6K
|
5.55K
$908K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
395+ 1.07% |
$58.9K - $66.2K
|
37.4K
$6.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
390+ 41.01% |
$58.1K - $65.4K
|
1.34K
$219K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
389+ 1.54% |
$58K - $65.2K
|
25.7K
$4.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
388+ 5.3% |
$57.8K - $65.1K
|
7.7K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
375+ 9.21% |
$55.9K - $62.9K
|
4.45K
$727K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
374+ 5.05% |
$55.7K - $62.7K
|
7.79K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
371+ 1.11% |
$55.3K - $62.2K
|
33.9K
$5.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
363+ 10.07% |
$54.1K - $60.9K
|
3.97K
$649K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
357+ 1.66% |
$53.2K - $59.9K
|
21.9K
$3.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
354+ 1.5% |
$52.8K - $59.4K
|
23.9K
$3.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
347+ 0.43% |
$51.7K - $58.2K
|
81.9K
$13.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
346+ 8.37% |
$51.6K - $58K
|
4.48K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
345+ 3.84% |
$51.4K - $57.8K
|
9.34K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
321+ 4.6% |
$47.8K - $53.8K
|
7.3K
$1.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
319+ 4.82% |
$47.5K - $53.5K
|
6.94K
$1.14M
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
311+ 10.76% |
$46.3K - $52.1K
|
3.2K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
308+ 1.18% |
$45.9K - $51.6K
|
26.4K
$4.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
308+ 15.36% |
$45.9K - $51.6K
|
2.31K
$378K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
300+ 4.32% |
$44.7K - $50.3K
|
7.25K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
300+ 4.71% |
$44.7K - $50.3K
|
6.67K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
285+ 17.81% |
$42.5K - $47.8K
|
1.89K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
282+ 1.07% |
$42K - $47.3K
|
26.6K
$4.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
282+ 5.7% |
$42K - $47.3K
|
5.23K
$856K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
274+ 3.2% |
$40.8K - $45.9K
|
8.85K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
262New |
$39K - $43.9K
|
262
$42.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
261+ 6.07% |
$38.9K - $43.8K
|
4.56K
$746K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
260+ 4.44% |
$38.7K - $43.6K
|
6.11K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
253+ 0.37% |
$37.7K - $42.4K
|
68.8K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
250New |
$37.3K - $41.9K
|
250
$40.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
228+ 1.48% |
$34K - $38.2K
|
15.7K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
227New |
$33.8K - $38.1K
|
227
$37.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
225+ 0.97% |
$33.5K - $37.7K
|
23.4K
$3.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
222+ 13.72% |
$33.1K - $37.2K
|
1.84K
$301K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
217+ 50.94% |
$32.3K - $36.4K
|
643
$105K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
217+ 3.54% |
$32.3K - $36.4K
|
6.34K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
214+ 0.86% |
$31.9K - $35.9K
|
25.2K
$4.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
210+ 4.59% |
$31.3K - $35.2K
|
4.79K
$784K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
210New |
$31.3K - $35.2K
|
210
$34.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
207+ 1.16% |
$30.8K - $34.7K
|
18K
$2.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
202+ 0.89% |
$30.1K - $33.9K
|
22.8K
$3.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
202+ 3.19% |
$30.1K - $33.9K
|
6.53K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
201+ 13.78% |
$30K - $33.7K
|
1.66K
$272K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
194+ 2.6% |
$28.9K - $32.5K
|
7.65K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
191New |
$28.5K - $32K
|
191
$31.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
188+ 4.71% |
$28K - $31.5K
|
4.18K
$684K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
184+ 1.27% |
$27.4K - $30.9K
|
14.6K
$2.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
183+ 159.13% |
$27.3K - $30.7K
|
298
$48.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
181+ 2.61% |
$27K - $30.3K
|
7.1K
$1.16M
|