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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-208- 6.62% |
$33.5K - $36.6K
|
2.93K
$473K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-213- 0.54% |
$34.3K - $37.5K
|
39.6K
$6.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-219- 5.05% |
$35.2K - $38.6K
|
4.12K
$665K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-222- 4.11% |
$35.7K - $39.1K
|
5.18K
$835K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-225- 8.96% |
$36.2K - $39.6K
|
2.29K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-229- 5.22% |
$36.8K - $40.3K
|
4.16K
$671K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-229- 2.93% |
$36.8K - $40.3K
|
7.57K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-232- 6.03% |
$37.3K - $40.9K
|
3.61K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-238- 0.71% |
$38.3K - $41.9K
|
33.4K
$5.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-240- 5.18% |
$38.6K - $42.3K
|
4.39K
$708K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-240- 1.03% |
$38.6K - $42.3K
|
23.2K
$3.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-242- 0.35% |
$38.9K - $42.6K
|
68.6K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-246- 2.59% |
$39.6K - $43.3K
|
9.24K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-246- 3.85% |
$39.6K - $43.3K
|
6.14K
$991K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-247- 1.85% |
$39.7K - $43.5K
|
13.1K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-253- 2.71% |
$40.7K - $44.6K
|
9.09K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-254- 14.19% |
$40.9K - $44.7K
|
1.54K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-256- 10.31% |
$41.2K - $45.1K
|
2.23K
$359K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-260- 4.38% |
$41.8K - $45.8K
|
5.68K
$917K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-261- 2.27% |
$42K - $46K
|
11.2K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-271- 4.88% |
$43.6K - $47.7K
|
5.28K
$852K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-277- 28.47% |
$44.6K - $48.8K
|
696
$112K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-283- 8.75% |
$45.5K - $49.9K
|
2.95K
$477K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-291- 5.22% |
$46.8K - $51.3K
|
5.29K
$854K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-291- 2.42% |
$46.8K - $51.3K
|
11.7K
$1.9M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-291- 5.22% |
$46.8K - $51.3K
|
5.29K
$854K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-294- 4.22% |
$47.3K - $51.8K
|
6.68K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-301- 3.64% |
$48.4K - $53K
|
7.97K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-303- 1.32% |
$48.7K - $53.4K
|
22.6K
$3.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-304- 4.99% |
$48.9K - $53.6K
|
5.79K
$934K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-307- 1.63% |
$49.4K - $54.1K
|
18.6K
$2.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-314- 11.43% |
$50.5K - $55.3K
|
2.43K
$393K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-325- 1.02% |
$52.3K - $57.3K
|
31.5K
$5.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-328- 1.82% |
$52.8K - $57.8K
|
17.7K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-335- 0.47% |
$53.9K - $59K
|
70.5K
$11.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-347- 6.41% |
$55.8K - $61.1K
|
5.07K
$818K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-354- 1.37% |
$57K - $62.4K
|
25.5K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-361- 9.88% |
$58.1K - $63.6K
|
3.29K
$531K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-367- 4.31% |
$59K - $64.7K
|
8.15K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-375- 1.67% |
$60.3K - $66.1K
|
22.1K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-390- 16.79% |
$62.7K - $68.7K
|
1.93K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-398- 0.92% |
$64K - $70.1K
|
42.8K
$6.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-405- 8.29% |
$65.2K - $71.4K
|
4.48K
$723K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-418- 0.79% |
$67.3K - $73.6K
|
52.8K
$8.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-430- 14.42% |
$69.2K - $75.8K
|
2.55K
$412K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-436- 10.75% |
$70.1K - $76.8K
|
3.62K
$584K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-449- 15.82% |
$72.2K - $79.1K
|
2.39K
$386K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-461- 6.15% |
$74.2K - $81.2K
|
7.03K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-469- 5.14% |
$75.5K - $82.6K
|
8.66K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-478- 14.39% |
$76.9K - $84.2K
|
2.84K
$459K
|