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 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
12.2K+ 3.85% |
$1.52M - $1.79M
|
330K
$54.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12K+ 74.41% |
$1.49M - $1.75M
|
28.1K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
11.9KNew |
$1.48M - $1.73M
|
11.9K
$1.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
11.9K+ 36.92% |
$1.47M - $1.73M
|
44K
$7.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11.4KNew |
$1.42M - $1.67M
|
11.4K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
11.3K+ 16.3% |
$1.41M - $1.65M
|
80.9K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.2K+ 0.51% |
$1.39M - $1.63M
|
2.21M
$362M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
11.1KNew |
$1.38M - $1.62M
|
11.1K
$1.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
11K+ 5.02% |
$1.37M - $1.6M
|
230K
$37.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
10.9KNew |
$1.36M - $1.6M
|
10.9K
$1.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
10.8K+ 19.04% |
$1.35M - $1.58M
|
67.7K
$11.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
10.8KNew |
$1.34M - $1.57M
|
10.8K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
9.97KNew |
$1.24M - $1.45M
|
9.97K
$1.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
9.82K+ 6.97% |
$1.22M - $1.43M
|
151K
$24.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.56K+ 80.24% |
$1.19M - $1.39M
|
21.5K
$3.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
9.49K+ 20.25% |
$1.18M - $1.38M
|
56.4K
$9.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.19K+ 481.75% |
$1.14M - $1.34M
|
11.1K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
9KNew |
$1.12M - $1.31M
|
9K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.89K+ 3.57% |
$1.11M - $1.3M
|
258K
$42.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.7K+ 96.79% |
$1.08M - $1.27M
|
17.7K
$2.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
8.57K+ 13.87% |
$1.06M - $1.25M
|
70.4K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.54K+ 3.1% |
$1.06M - $1.24M
|
284K
$46.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
8.48K+ 5.96% |
$1.05M - $1.24M
|
151K
$24.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.46KNew |
$1.05M - $1.23M
|
8.46K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
8.09K+ 17.74% |
$1.01M - $1.18M
|
53.7K
$8.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.01KNew |
$995K - $1.17M
|
8.01K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7.88K+ 3.19% |
$979K - $1.15M
|
255K
$41.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7.73KNew |
$961K - $1.13M
|
7.73K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
7.36KNew |
$914K - $1.07M
|
7.36K
$1.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.3KNew |
$907K - $1.06M
|
7.3K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.16K+ 468.15% |
$890K - $1.04M
|
8.69K
$1.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.91K+ 25.46% |
$859K - $1.01M
|
34.1K
$5.57M
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
6.88KNew |
$855K - $1M
|
6.88K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.34K+ 1.01% |
$788K - $925K
|
635K
$104M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
6.2K+ 3.07% |
$771K - $905K
|
208K
$34.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
6.09KNew |
$757K - $888K
|
6.09K
$997K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.09K+ 4.5% |
$757K - $888K
|
142K
$23.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.59KNew |
$694K - $814K
|
5.59K
$914K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
5.52KNew |
$686K - $805K
|
5.52K
$904K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.4K+ 101.2% |
$671K - $787K
|
10.7K
$1.76M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.33K+ 42.76% |
$662K - $777K
|
17.8K
$2.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.31K+ 227.59% |
$660K - $774K
|
7.65K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.3K+ 32.86% |
$659K - $773K
|
21.4K
$3.51M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.27K+ 2.02% |
$655K - $768K
|
266K
$43.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
5.25K+ 4.05% |
$652K - $765K
|
135K
$22.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.17K+ 5.82% |
$642K - $753K
|
93.9K
$15.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
5.13K+ 117.85% |
$638K - $748K
|
9.48K
$1.55M
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.13K+ 196.25% |
$637K - $747K
|
7.74K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.12K+ 3.19% |
$636K - $746K
|
165K
$27M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.91K+ 9.77% |
$610K - $715K
|
55.1K
$9.02M
|