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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
21+ 0.83% |
$3.13K - $3.52K
|
2.55K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
21+ 1.28% |
$3.13K - $3.52K
|
1.67K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
21+ 1.06% |
$3.13K - $3.52K
|
2K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
20+ 0.59% |
$2.98K - $3.35K
|
3.39K
$539K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
20+ 1.03% |
$2.98K - $3.35K
|
1.96K
$311K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20New |
$2.98K - $3.35K
|
20
$3.18K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
18+ 1.11% |
$2.68K - $3.02K
|
1.64K
$261K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
17+ 0.72% |
$2.53K - $2.85K
|
2.38K
$378K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
17+ 0.84% |
$2.53K - $2.85K
|
2.05K
$326K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
16+ 0.65% |
$2.38K - $2.68K
|
2.46K
$391K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
15+ 1.0% |
$2.24K - $2.52K
|
1.51K
$241K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
15New |
$2.24K - $2.52K
|
15
$2.39K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
14New |
$2.09K - $2.35K
|
14
$2.23K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13+ 0.38% |
$1.94K - $2.18K
|
3.41K
$542K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
13+ 0.98% |
$1.94K - $2.18K
|
1.34K
$214K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
13+ 0.66% |
$1.94K - $2.18K
|
1.99K
$317K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
13New |
$1.94K - $2.18K
|
13
$2.07K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13+ 0.17% |
$1.94K - $2.18K
|
7.71K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13+ 0.41% |
$1.94K - $2.18K
|
3.21K
$510K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
12+ 0.42% |
$1.79K - $2.01K
|
2.89K
$460K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
12+ 0.86% |
$1.79K - $2.01K
|
1.41K
$223K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
10+ 0.72% |
$1.49K - $1.68K
|
1.4K
$222K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10+ 0.3% |
$1.49K - $1.68K
|
3.37K
$535K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
9New |
$1.34K - $1.51K
|
9
$1.43K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9+ 0.09% |
$1.34K - $1.51K
|
9.49K
$1.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9+ 0.32% |
$1.34K - $1.51K
|
2.8K
$445K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7+ 0.09% |
$1.04K - $1.17K
|
8.06K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
6+ 0.05% |
$894 - $1.01K
|
12.3K
$1.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.48% |
$745 - $838
|
1.06K
$168K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 1.87% |
$745 - $838
|
272
$43.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$745 - $838
|
5.04K
$801K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4+ 0.11% |
$596 - $671
|
3.62K
$576K
|
|
|
Nov 14, 2024
Q3 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
4+ 0.05% |
$596 - $671
|
8.34K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4New |
$596 - $671
|
4
$636
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4+ 0.19% |
$596 - $671
|
2.08K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.04% |
$596 - $671
|
10.1K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 1.35% |
$596 - $671
|
301
$47.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
4New |
$596 - $671
|
4
$636
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3+ 0.11% |
$447 - $503
|
2.86K
$454K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3+ 1.03% |
$447 - $503
|
294
$46.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3+ 0.03% |
$447 - $503
|
8.92K
$1.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3New |
$447 - $503
|
3
$477
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 0.62% |
$447 - $503
|
488
$77.6K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 4.92% |
$447 - $503
|
64
$10.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.25% |
$447 - $503
|
1.21K
$192K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2+ 0.08% |
$298 - $335
|
2.41K
$384K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2+ 0.02% |
$298 - $335
|
9.44K
$1.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2New |
$298 - $335
|
2
$318
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2+ 0.09% |
$298 - $335
|
2.34K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$298 - $335
|
1.5K
$238K
|