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 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-5.42K- 58.81% |
$872K - $955K
|
3.8K
$625K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-5.81K- 48.28% |
$934K - $1.02M
|
6.22K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-7.02K- 26.41% |
$1.13M - $1.24M
|
19.6K
$3.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.28K- 15.75% |
$1.17M - $1.28M
|
38.9K
$6.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-7.38K- 11.45% |
$1.19M - $1.3M
|
57.1K
$9.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-11.2K- 26.15% |
$1.8M - $1.97M
|
31.6K
$5.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.3K- 3.06% |
$2.14M - $2.34M
|
421K
$69.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-14.4K- 6.08% |
$2.32M - $2.54M
|
223K
$36.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-16.8K- 28.44% |
$2.71M - $2.97M
|
42.4K
$6.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-18.2K- 66.0% |
$2.93M - $3.21M
|
9.39K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-19.5K- 66.92% |
$3.14M - $3.44M
|
9.66K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-114K- 44.7% |
$18.4M - $20.1M
|
141K
$23.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-124K- 24.05% |
$19.9M - $21.8M
|
391K
$64.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-907K- 99.38% |
$146M - $160M
|
5.67K
$935K
|