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 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-101K- 94.61% |
$12.5M - $14.7M
|
5.74K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-111K- 10.86% |
$13.8M - $16.2M
|
911K
$159M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-124K- 13.05% |
$15.4M - $18.1M
|
828K
$144M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-126K- 45.73% |
$15.6M - $18.3M
|
149K
$26M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-134K- 50.08% |
$16.6M - $19.5M
|
133K
$23.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-137K- 13.61% |
$17.1M - $20M
|
871K
$152M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-153K- 4.63% |
$19M - $22.3M
|
3.16M
$550M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-155K- 17.93% |
$19.3M - $22.6M
|
709K
$123M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-168K- 85.32% |
$20.9M - $24.5M
|
28.9K
$5.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-171K- 24.36% |
$21.2M - $24.9M
|
531K
$92.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-269K- 12.93% |
$33.4M - $39.2M
|
1.81M
$315M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-270K- 15.17% |
$33.6M - $39.4M
|
1.51M
$263M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-328K- 7.15% |
$40.8M - $47.8M
|
4.26M
$742M
|