Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-325- 14.92% |
$40.4K - $47.4K
|
1.85K
$323K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-327- 14.13% |
$40.6K - $47.7K
|
1.99K
$346K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-328- 2.14% |
$40.8K - $47.8K
|
15K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-329- 3.28% |
$40.9K - $48K
|
9.7K
$1.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-335- 18.99% |
$41.6K - $48.8K
|
1.43K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-336- 1.37% |
$41.8K - $49K
|
24.2K
$4.21M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-336- 4.58% |
$41.8K - $49K
|
7K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-341- 4.64% |
$42.4K - $49.7K
|
7.01K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-348- 0.21% |
$43.2K - $50.7K
|
168K
$29.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-350- 16.85% |
$43.5K - $51K
|
1.73K
$301K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-391- 5.41% |
$48.6K - $57K
|
6.84K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-425- 16.85% |
$52.8K - $62K
|
2.1K
$365K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-433- 12.47% |
$53.8K - $63.1K
|
3.04K
$529K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-440- 8.46% |
$54.7K - $64.2K
|
4.76K
$829K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-444- 1.39% |
$55.2K - $64.7K
|
31.5K
$5.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-444- 0.95% |
$55.2K - $64.7K
|
46.1K
$8.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-446- 8.82% |
$55.4K - $65K
|
4.61K
$803K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-448- 6.62% |
$55.7K - $65.3K
|
6.32K
$1.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-449- 7.34% |
$55.8K - $65.5K
|
5.67K
$987K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-460- 8.07% |
$57.2K - $67.1K
|
5.24K
$913K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-466- 3.73% |
$57.9K - $67.9K
|
12K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-471- 6.55% |
$58.5K - $68.7K
|
6.72K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-489- 9.05% |
$60.8K - $71.3K
|
4.92K
$856K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-500- 0.97% |
$62.1K - $72.9K
|
50.9K
$8.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-516- 10.62% |
$64.1K - $75.2K
|
4.34K
$756K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-521- 6.3% |
$64.7K - $76K
|
7.75K
$1.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-546- 1.0% |
$67.9K - $79.6K
|
53.8K
$9.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-583- 2.99% |
$72.4K - $85K
|
18.9K
$3.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-592- 6.47% |
$73.6K - $86.3K
|
8.55K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-597- 1.8% |
$74.2K - $87K
|
32.5K
$5.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-619- 3.12% |
$76.9K - $90.3K
|
19.3K
$3.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-631- 4.93% |
$78.4K - $92K
|
12.2K
$2.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-633- 6.17% |
$78.7K - $92.3K
|
9.63K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-639- 6.88% |
$79.4K - $93.2K
|
8.65K
$1.51M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-640- 8.74% |
$79.5K - $93.3K
|
6.68K
$1.16M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-644- 16.57% |
$80K - $93.9K
|
3.24K
$565K
|
|
|
Mar 28, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-652- 1.89% |
$81K - $95.1K
|
33.9K
$5.9M
|
|
|
Mar 04, 2025
Q4 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-652- 1.89% |
$81K - $95.1K
|
33.9K
$5.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-653- 3.59% |
$81.1K - $95.2K
|
17.5K
$3.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-671- 2.33% |
$83.4K - $97.8K
|
28.2K
$4.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-675- 21.24% |
$83.9K - $98.4K
|
2.5K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-683- 24.48% |
$84.9K - $99.6K
|
2.11K
$367K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-687- 1.67% |
$85.4K - $100K
|
40.6K
$7.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-688- 4.63% |
$85.5K - $100K
|
14.2K
$2.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-690- 9.68% |
$85.7K - $101K
|
6.44K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-699- 13.99% |
$86.9K - $102K
|
4.3K
$748K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-710- 16.34% |
$88.2K - $104K
|
3.63K
$633K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-731- 0.96% |
$90.8K - $107K
|
75.7K
$13.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-750- 0.69% |
$93.2K - $109K
|
107K
$18.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-753- 5.53% |
$93.6K - $110K
|
12.9K
$2.24M
|