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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-595- 23.13% |
$95.7K - $105K
|
1.98K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-597- 0.88% |
$96.1K - $105K
|
67K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-629- 0.04% |
$101K - $111K
|
1.57M
$258M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-646- 4.44% |
$104K - $114K
|
13.9K
$2.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-688- 1.27% |
$111K - $121K
|
53.5K
$8.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-702- 1.94% |
$113K - $124K
|
35.5K
$5.86M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-753- 3.82% |
$121K - $133K
|
18.9K
$3.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-755- 20.4% |
$121K - $133K
|
2.95K
$485K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-760- 58.82% |
$122K - $134K
|
532
$87.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-771- 6.3% |
$124K - $136K
|
11.5K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-776- 5.27% |
$125K - $137K
|
14K
$2.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-790- 1.82% |
$127K - $139K
|
42.7K
$7.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-851- 0.79% |
$137K - $150K
|
107K
$17.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-863- 23.58% |
$139K - $152K
|
2.8K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-907- 6.02% |
$146K - $160K
|
14.1K
$2.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-991- 31.55% |
$159K - $175K
|
2.15K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.02K- 5.67% |
$164K - $180K
|
16.9K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.04K- 3.72% |
$167K - $183K
|
26.8K
$4.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.11K- 16.82% |
$178K - $195K
|
5.47K
$901K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.13K- 1.85% |
$182K - $200K
|
60K
$9.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.18K- 6.15% |
$190K - $208K
|
18K
$2.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.21K- 6.68% |
$195K - $213K
|
16.9K
$2.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.26K- 80.86% |
$202K - $221K
|
297
$48.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.26K- 28.94% |
$202K - $222K
|
3.09K
$509K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.29K- 6.13% |
$207K - $227K
|
19.7K
$3.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.36K- 0.36% |
$218K - $239K
|
372K
$61.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.36K- 13.7% |
$218K - $239K
|
8.55K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.6K- 46.12% |
$257K - $281K
|
1.86K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.62K- 0.75% |
$260K - $285K
|
214K
$35.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.71K- 60.21% |
$275K - $301K
|
1.13K
$186K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.79K- 49.92% |
$288K - $316K
|
1.8K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.79K- 4.06% |
$288K - $316K
|
42.3K
$6.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.93K- 33.37% |
$311K - $341K
|
3.86K
$636K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.96K- 3.88% |
$316K - $346K
|
48.6K
$8.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.98K- 10.64% |
$318K - $348K
|
16.6K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.99K- 1.66% |
$320K - $350K
|
117K
$19.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.17K- 3.51% |
$349K - $382K
|
59.7K
$9.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-2.2K- 4.84% |
$354K - $387K
|
43.2K
$7.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-2.36K- 2.19% |
$380K - $416K
|
106K
$17.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-2.36K- 1.28% |
$380K - $416K
|
182K
$30M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.45K- 9.57% |
$395K - $432K
|
23.2K
$3.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-2.77K- 17.84% |
$445K - $488K
|
12.7K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.1K- 93.9% |
$498K - $545K
|
201
$33.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-3.31K- 8.94% |
$532K - $583K
|
33.7K
$5.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.38K- 20.24% |
$543K - $595K
|
13.3K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.03K- 14.52% |
$648K - $709K
|
23.7K
$3.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.24K- 4.32% |
$683K - $748K
|
94.1K
$15.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.12K- 23.51% |
$824K - $902K
|
16.7K
$2.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.15K- 14.67% |
$828K - $907K
|
29.9K
$4.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-5.2K- 53.5% |
$837K - $916K
|
4.52K
$745K
|