Purchases and Sales Made in Q4 2024 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 2024. 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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
907K+ 16166.43% |
$146M - $160M
|
913K
$151M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
764K+ 6919.56% |
$123M - $135M
|
775K
$128M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
653KNew |
$105M - $115M
|
653K
$108M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
360K+ 19.07% |
$57.9M - $63.4M
|
2.25M
$371M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
349K+ 37.66% |
$56.2M - $61.5M
|
1.28M
$210M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
277K+ 7.57% |
$44.5M - $48.7M
|
3.93M
$648M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
169K+ 4871.54% |
$27.1M - $29.7M
|
172K
$28.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
151KNew |
$24.3M - $26.6M
|
151K
$24.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
147KNew |
$23.7M - $25.9M
|
147K
$24.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
144KNew |
$23.1M - $25.3M
|
144K
$23.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
130K+ 6311.08% |
$21M - $23M
|
132K
$21.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
106K+ 11.29% |
$17.1M - $18.7M
|
1.05M
$173M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
87.5K+ 1.91% |
$14.1M - $15.4M
|
4.67M
$770M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
83.4KNew |
$13.4M - $14.7M
|
83.4K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
81.4K+ 22.29% |
$13.1M - $14.3M
|
447K
$73.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
60.2KNew |
$9.68M - $10.6M
|
60.2K
$9.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.7K+ 2.44% |
$9.28M - $10.2M
|
2.42M
$399M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
56.1K+ 10.29% |
$9.03M - $9.89M
|
601K
$99.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46K+ 13.48% |
$7.4M - $8.1M
|
387K
$63.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
46K+ 237.78% |
$7.4M - $8.1M
|
65.3K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
37K+ 1956.46% |
$5.95M - $6.51M
|
38.9K
$6.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
35.8K+ 5.42% |
$5.76M - $6.31M
|
696K
$115M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
34.8KNew |
$5.6M - $6.13M
|
34.8K
$5.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33.2K+ 6.69% |
$5.35M - $5.85M
|
530K
$87.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.6K+ 9.32% |
$5.25M - $5.75M
|
383K
$63.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
31.4K+ 35.26% |
$5.06M - $5.54M
|
121K
$19.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
28.4KNew |
$4.58M - $5.01M
|
28.4K
$4.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
28.2KNew |
$4.53M - $4.96M
|
28.2K
$4.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
27.2KNew |
$4.38M - $4.8M
|
27.2K
$4.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.4K+ 5.59% |
$4.25M - $4.66M
|
499K
$82.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24.6K+ 10.88% |
$3.96M - $4.34M
|
251K
$41.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
23.2KNew |
$3.73M - $4.08M
|
23.2K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22.9K+ 192.73% |
$3.69M - $4.04M
|
34.8K
$5.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
22.7K+ 2.97% |
$3.65M - $4M
|
787K
$130M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
21.9KNew |
$3.52M - $3.86M
|
21.9K
$3.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
21.7KNew |
$3.5M - $3.83M
|
21.7K
$3.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.5K+ 4.92% |
$3.46M - $3.79M
|
458K
$75.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20.9K+ 17.45% |
$3.36M - $3.68M
|
140K
$23.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
19.5KNew |
$3.14M - $3.44M
|
19.5K
$3.22M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.5K+ 125.13% |
$3.14M - $3.43M
|
35.1K
$5.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
17.6KNew |
$2.83M - $3.09M
|
17.6K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
16.7KNew |
$2.69M - $2.94M
|
16.7K
$2.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
16.4K+ 24.45% |
$2.64M - $2.89M
|
83.4K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.3K+ 168.69% |
$2.62M - $2.87M
|
25.9K
$4.28M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
16.3KNew |
$2.62M - $2.87M
|
16.3K
$2.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
15.8KNew |
$2.54M - $2.78M
|
15.8K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
15.7KNew |
$2.52M - $2.76M
|
15.7K
$2.59M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
14.4K+ 27.75% |
$2.32M - $2.54M
|
66.3K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.4K+ 523.41% |
$2.16M - $2.37M
|
16K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
13.4K+ 17.96% |
$2.16M - $2.36M
|
88K
$14.5M
|