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 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-261- 2.27% |
$42K - $46K
|
11.2K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-271- 4.88% |
$43.6K - $47.7K
|
5.28K
$876K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-277- 28.47% |
$44.6K - $48.8K
|
696
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-283- 8.75% |
$45.5K - $49.9K
|
2.95K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-291- 2.42% |
$46.8K - $51.3K
|
11.7K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-294- 4.22% |
$47.3K - $51.8K
|
6.68K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-301- 3.64% |
$48.4K - $53K
|
7.97K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-303- 1.32% |
$48.7K - $53.4K
|
22.6K
$3.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-304- 4.99% |
$48.9K - $53.6K
|
5.79K
$961K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-307- 1.63% |
$49.4K - $54.1K
|
18.6K
$3.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-314- 11.43% |
$50.5K - $55.3K
|
2.43K
$404K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-325- 1.02% |
$52.3K - $57.3K
|
31.5K
$5.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-328- 1.82% |
$52.8K - $57.8K
|
17.7K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-335- 0.47% |
$53.9K - $59K
|
70.5K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-347- 6.41% |
$55.8K - $61.1K
|
5.07K
$841K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-354- 1.37% |
$57K - $62.4K
|
25.5K
$4.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-361- 9.88% |
$58.1K - $63.6K
|
3.29K
$546K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-367- 4.31% |
$59K - $64.7K
|
8.15K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-375- 1.67% |
$60.3K - $66.1K
|
22.1K
$3.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-390- 16.79% |
$62.7K - $68.7K
|
1.93K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-398- 0.92% |
$64K - $70.1K
|
42.8K
$7.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-405- 8.29% |
$65.2K - $71.4K
|
4.48K
$743K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-418- 0.79% |
$67.3K - $73.6K
|
52.8K
$8.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-430- 14.42% |
$69.2K - $75.8K
|
2.55K
$423K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-436- 10.75% |
$70.1K - $76.8K
|
3.62K
$600K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-449- 15.82% |
$72.2K - $79.1K
|
2.39K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-461- 6.15% |
$74.2K - $81.2K
|
7.03K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-469- 5.14% |
$75.5K - $82.6K
|
8.66K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-478- 14.39% |
$76.9K - $84.2K
|
2.84K
$472K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-481- 7.87% |
$77.4K - $84.7K
|
5.63K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-497- 37.06% |
$80K - $87.6K
|
844
$140K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-508- 0.71% |
$81.7K - $89.5K
|
70.6K
$11.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-512- 18.1% |
$82.4K - $90.2K
|
2.32K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-523- 3.94% |
$84.1K - $92.1K
|
12.7K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-534- 11.72% |
$85.9K - $94.1K
|
4.02K
$668K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-557- 2.08% |
$89.6K - $98.1K
|
26.2K
$4.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-559- 7.83% |
$89.9K - $98.5K
|
6.58K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-573- 1.35% |
$92.2K - $101K
|
41.8K
$6.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-593- 7.53% |
$95.4K - $104K
|
7.29K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-595- 23.13% |
$95.7K - $105K
|
1.98K
$328K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-597- 0.88% |
$96.1K - $105K
|
67K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-603- 2.78% |
$97K - $106K
|
21.1K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-629- 0.04% |
$101K - $111K
|
1.57M
$260M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-636- 3.37% |
$102K - $112K
|
18.2K
$3.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-646- 4.44% |
$104K - $114K
|
13.9K
$2.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-688- 1.27% |
$111K - $121K
|
53.5K
$8.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-702- 1.94% |
$113K - $124K
|
35.5K
$5.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-710- 18.64% |
$114K - $125K
|
3.1K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-753- 3.05% |
$121K - $133K
|
24K
$3.98M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-753- 3.82% |
$121K - $133K
|
18.9K
$3.14M
|