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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-440- 8.46% |
$54.7K - $64.2K
|
4.76K
$779K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-444- 0.95% |
$55.2K - $64.7K
|
46.1K
$7.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-444- 1.39% |
$55.2K - $64.7K
|
31.5K
$5.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-446- 8.82% |
$55.4K - $65K
|
4.61K
$755K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-448- 6.62% |
$55.7K - $65.3K
|
6.32K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-449- 7.34% |
$55.8K - $65.5K
|
5.67K
$927K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-460- 8.07% |
$57.2K - $67.1K
|
5.24K
$858K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-466- 3.73% |
$57.9K - $67.9K
|
12K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-471- 6.55% |
$58.5K - $68.7K
|
6.72K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-489- 9.05% |
$60.8K - $71.3K
|
4.92K
$804K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-500- 0.97% |
$62.1K - $72.9K
|
50.9K
$8.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-516- 10.62% |
$64.1K - $75.2K
|
4.34K
$710K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-521- 6.3% |
$64.7K - $76K
|
7.75K
$1.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-546- 1.0% |
$67.9K - $79.6K
|
53.8K
$8.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-583- 2.99% |
$72.4K - $85K
|
18.9K
$3.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-592- 6.47% |
$73.6K - $86.3K
|
8.55K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-597- 1.8% |
$74.2K - $87K
|
32.5K
$5.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-619- 3.12% |
$76.9K - $90.3K
|
19.3K
$3.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
SELL
|
- |
-631- 4.93% |
$78.4K - $92K
|
12.2K
$1.99M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-633- 6.17% |
$78.7K - $92.3K
|
9.63K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-639- 6.88% |
$79.4K - $93.2K
|
8.65K
$1.42M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-640- 8.74% |
$79.5K - $93.3K
|
6.68K
$1.09M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-644- 16.57% |
$80K - $93.9K
|
3.24K
$531K
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-653- 3.59% |
$81.1K - $95.2K
|
17.5K
$2.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-671- 2.33% |
$83.4K - $97.8K
|
28.2K
$4.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-675- 21.24% |
$83.9K - $98.4K
|
2.5K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-683- 24.48% |
$84.9K - $99.6K
|
2.11K
$345K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-687- 1.67% |
$85.4K - $100K
|
40.6K
$6.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-688- 4.63% |
$85.5K - $100K
|
14.2K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-690- 9.68% |
$85.7K - $101K
|
6.44K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-699- 13.99% |
$86.9K - $102K
|
4.3K
$703K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-710- 16.34% |
$88.2K - $104K
|
3.63K
$595K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-731- 0.96% |
$90.8K - $107K
|
75.7K
$12.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-750- 0.69% |
$93.2K - $109K
|
107K
$17.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-753- 5.53% |
$93.6K - $110K
|
12.9K
$2.1M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-759- 3.59% |
$94.3K - $111K
|
20.4K
$3.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-760- 3.59% |
$94.4K - $111K
|
20.4K
$3.34M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-761- 13.94% |
$94.6K - $111K
|
4.7K
$769K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-768- 37.45% |
$95.4K - $112K
|
1.28K
$210K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-770- 6.83% |
$95.7K - $112K
|
10.5K
$1.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-780- 24.74% |
$96.9K - $114K
|
2.37K
$388K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-799- 15.79% |
$99.3K - $116K
|
4.26K
$697K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-806- 0.47% |
$100K - $118K
|
171K
$28M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-807- 1.57% |
$100K - $118K
|
50.6K
$8.29M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-810- 27.85% |
$101K - $118K
|
2.1K
$343K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-812- 23.52% |
$101K - $118K
|
2.64K
$432K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-814- 17.43% |
$101K - $119K
|
3.86K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-816- 27.11% |
$101K - $119K
|
2.19K
$359K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-821- 14.51% |
$102K - $120K
|
4.84K
$791K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-828- 13.83% |
$103K - $121K
|
5.16K
$844K
|