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
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.42KNew |
$300K - $352K
|
2.42K
$395K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.38K+ 57.34% |
$296K - $347K
|
6.53K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.37K+ 10.39% |
$294K - $345K
|
25.2K
$4.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.35K+ 21.11% |
$292K - $343K
|
13.5K
$2.21M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.34KNew |
$291K - $341K
|
2.34K
$383K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.31K+ 7.99% |
$287K - $337K
|
31.2K
$5.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.28K+ 40.87% |
$283K - $332K
|
7.85K
$1.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.21KNew |
$275K - $322K
|
2.21K
$361K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.17K+ 5.32% |
$269K - $316K
|
42.9K
$7.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.11K+ 27.71% |
$262K - $308K
|
9.73K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.09K+ 25.9% |
$260K - $305K
|
10.2K
$1.66M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.07K+ 2.9% |
$258K - $302K
|
73.6K
$12M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.02K+ 12.15% |
$251K - $295K
|
18.7K
$3.05M
|
|
|
Feb 13, 2024
Q4 2023
|
General American Investors CO Inc
|
BUY
|
- |
2K+ 22.22% |
$249K - $292K
|
11K
$1.8M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.99KNew |
$247K - $290K
|
1.99K
$325K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.98K+ 18.16% |
$246K - $288K
|
12.9K
$2.11M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.96KNew |
$244K - $286K
|
1.96K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.96K+ 11.3% |
$244K - $286K
|
19.3K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.96K+ 108.65% |
$244K - $286K
|
3.76K
$616K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.92K+ 3.8% |
$239K - $280K
|
52.6K
$8.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.92K+ 346.65% |
$238K - $279K
|
2.47K
$404K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.92KNew |
$238K - $279K
|
1.92K
$313K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.89KNew |
$235K - $275K
|
1.89K
$309K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.88K+ 0.96% |
$233K - $274K
|
198K
$32.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.87K+ 10.02% |
$232K - $272K
|
20.5K
$3.35M
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.83KNew |
$227K - $266K
|
1.83K
$299K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.81K+ 56.58% |
$224K - $263K
|
5K
$818K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.74K+ 57.2% |
$216K - $253K
|
4.77K
$780K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.7KNew |
$211K - $248K
|
1.7K
$278K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.69KNew |
$210K - $247K
|
1.69K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.68K+ 2.92% |
$209K - $245K
|
59.2K
$9.69M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.66K+ 8.82% |
$206K - $242K
|
20.5K
$3.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
1.6KNew |
$199K - $233K
|
1.6K
$262K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$198K - $233K
|
1.6K
$261K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.58KNew |
$197K - $231K
|
1.58K
$259K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.57KNew |
$194K - $228K
|
1.57K
$256K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.56K+ 2.86% |
$194K - $228K
|
56.2K
$9.19M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.56KNew |
$193K - $227K
|
1.56K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.55K+ 4.11% |
$193K - $226K
|
39.3K
$6.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.55K+ 7.49% |
$193K - $226K
|
22.3K
$3.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.54KNew |
$192K - $225K
|
1.54K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.53K+ 3177.08% |
$190K - $222K
|
1.57K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.5KNew |
$186K - $219K
|
1.5K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.49KNew |
$186K - $218K
|
1.49K
$244K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
1.49KNew |
$185K - $217K
|
1.49K
$244K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.49KNew |
$185K - $217K
|
1.49K
$243K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.49KNew |
$185K - $217K
|
1.49K
$243K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.48K+ 17.03% |
$184K - $215K
|
10.1K
$1.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.47KNew |
$182K - $214K
|
1.47K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.45KNew |
$181K - $212K
|
1.45K
$238K
|