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 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.11K- 16.82% |
$178K - $195K
|
5.47K
$953K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.13K- 47.64% |
$182K - $199K
|
1.24K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.13K- 1.85% |
$182K - $200K
|
60K
$10.5M
|
|
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
SELL
|
- |
-1.14K- 17.01% |
$183K - $200K
|
5.55K
$966K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.18K- 6.15% |
$190K - $208K
|
18K
$3.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.21K- 45.57% |
$194K - $213K
|
1.44K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.21K- 6.68% |
$195K - $213K
|
16.9K
$2.95M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.25K- 32.19% |
$201K - $220K
|
2.63K
$458K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.26K- 80.86% |
$202K - $221K
|
297
$51.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.26K- 28.94% |
$202K - $222K
|
3.09K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.29K- 6.3% |
$207K - $227K
|
19.1K
$3.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.29K- 6.13% |
$207K - $227K
|
19.7K
$3.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.3K- 21.71% |
$209K - $229K
|
4.69K
$817K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.36K- 0.36% |
$218K - $239K
|
372K
$64.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.36K- 13.7% |
$218K - $239K
|
8.55K
$1.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.42K- 4.84% |
$229K - $251K
|
28K
$4.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.57K- 21.25% |
$253K - $277K
|
5.83K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.6K- 46.12% |
$257K - $281K
|
1.86K
$324K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.62K- 0.75% |
$260K - $285K
|
214K
$37.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.65K- 3.06% |
$266K - $291K
|
52.4K
$9.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.68K- 5.01% |
$270K - $295K
|
31.8K
$5.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.71K- 60.21% |
$275K - $301K
|
1.13K
$197K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.79K- 49.92% |
$288K - $316K
|
1.8K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.79K- 4.06% |
$288K - $316K
|
42.3K
$7.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.93K- 33.37% |
$311K - $341K
|
3.86K
$672K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.96K- 3.88% |
$316K - $346K
|
48.6K
$8.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.98K- 10.64% |
$318K - $348K
|
16.6K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.99K- 1.66% |
$320K - $350K
|
117K
$20.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.03K- 47.46% |
$326K - $357K
|
2.24K
$391K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.17K- 3.51% |
$349K - $382K
|
59.7K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.19K- 2.07% |
$353K - $386K
|
104K
$18M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-2.2K- 4.84% |
$354K - $387K
|
43.2K
$7.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.29K- 20.07% |
$368K - $403K
|
9.11K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.34K- 5.22% |
$377K - $413K
|
42.5K
$7.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.36K- 2.73% |
$379K - $415K
|
83.9K
$14.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-2.36K- 2.19% |
$380K - $416K
|
106K
$18.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-2.36K- 1.28% |
$380K - $416K
|
182K
$31.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.45K- 9.57% |
$395K - $432K
|
23.2K
$4.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.57K- 31.14% |
$413K - $452K
|
5.68K
$989K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.63K- 5.61% |
$423K - $463K
|
44.2K
$7.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.64K- 5.2% |
$425K - $466K
|
48.2K
$8.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-2.77K- 17.84% |
$445K - $488K
|
12.7K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-2.78K- 2.18% |
$448K - $490K
|
125K
$21.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.1K- 93.9% |
$498K - $545K
|
201
$35K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.27K- 2.69% |
$526K - $576K
|
118K
$20.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-3.31K- 8.94% |
$532K - $583K
|
33.7K
$5.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.38K- 20.24% |
$543K - $595K
|
13.3K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.44K- 14.61% |
$553K - $606K
|
20.1K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-3.57K- 2.15% |
$574K - $629K
|
163K
$28.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-3.72K- 3.77% |
$599K - $655K
|
94.9K
$16.5M
|