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 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.12K+ 3.19% |
$636K - $746K
|
165K
$25M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.91K+ 9.77% |
$610K - $715K
|
55.1K
$8.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.86KNew |
$604K - $708K
|
4.86K
$735K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.81K+ 27.86% |
$598K - $702K
|
22.1K
$3.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.77K+ 9.74% |
$593K - $696K
|
53.8K
$8.14M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4.57K+ 12.77% |
$567K - $666K
|
40.3K
$6.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.39K+ 149.76% |
$545K - $639K
|
7.31K
$1.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.32K+ 4.89% |
$537K - $630K
|
92.7K
$14M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
4.29K+ 2.66% |
$533K - $625K
|
165K
$25M
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
4.2K+ 6.65% |
$521K - $612K
|
67.3K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.06K+ 19.44% |
$505K - $592K
|
25K
$3.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
4.04K+ 15.16% |
$502K - $589K
|
30.7K
$4.64M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
4K+ 31.63% |
$497K - $583K
|
16.6K
$2.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
3.98K+ 6.27% |
$494K - $580K
|
67.5K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.95K+ 3.41% |
$490K - $575K
|
120K
$18.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.94KNew |
$490K - $575K
|
3.94K
$597K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.93K+ 7.91% |
$488K - $573K
|
53.6K
$8.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.92KNew |
$487K - $572K
|
3.92K
$593K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.8K+ 8.1% |
$472K - $553K
|
50.6K
$7.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
3.63K+ 9.91% |
$451K - $529K
|
40.2K
$6.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.61K+ 0.77% |
$448K - $526K
|
470K
$71.1M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
3.59KNew |
$446K - $523K
|
3.59K
$543K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
3.56KNew |
$442K - $518K
|
3.56K
$538K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
3.47KNew |
$431K - $505K
|
3.47K
$524K
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.4K+ 4.74% |
$422K - $495K
|
75.1K
$11.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.36K+ 117.5% |
$417K - $489K
|
6.21K
$940K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.27KNew |
$407K - $477K
|
3.27K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.26K+ 84.57% |
$405K - $476K
|
7.12K
$1.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.25K+ 11.32% |
$404K - $474K
|
32K
$4.84M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.16KNew |
$392K - $460K
|
3.16K
$478K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
3.01K+ 50.93% |
$375K - $439K
|
8.93K
$1.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.91K+ 167.67% |
$362K - $424K
|
4.64K
$703K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.91KNew |
$361K - $424K
|
2.91K
$440K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.84KNew |
$353K - $414K
|
2.84K
$429K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.83KNew |
$352K - $413K
|
2.83K
$428K
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.76KNew |
$342K - $402K
|
2.76K
$417K
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.74KNew |
$340K - $399K
|
2.74K
$414K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.7KNew |
$336K - $394K
|
2.7K
$409K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.69K+ 38.04% |
$334K - $391K
|
9.74K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
2.68KNew |
$333K - $390K
|
2.68K
$405K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
2.67K+ 16.01% |
$332K - $389K
|
19.3K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.65K+ 0.68% |
$329K - $386K
|
394K
$59.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.64KNew |
$329K - $385K
|
2.64K
$400K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.64K+ 1.99% |
$328K - $384K
|
135K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.62K+ 2.26% |
$326K - $382K
|
119K
$17.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2.6K+ 92.4% |
$323K - $379K
|
5.41K
$819K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.53K+ 34.04% |
$315K - $369K
|
9.97K
$1.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.49K+ 81.21% |
$309K - $363K
|
5.55K
$840K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
2.46KNew |
$306K - $359K
|
2.46K
$372K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.45K+ 1.73% |
$305K - $358K
|
144K
$21.8M
|