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 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.52K+ 5.06% |
$244K - $267K
|
31.5K
$5.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.48K+ 5.87% |
$238K - $261K
|
26.7K
$4.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.45K+ 34.53% |
$233K - $255K
|
5.64K
$939K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.39K+ 53.94% |
$224K - $245K
|
3.97K
$661K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.37K+ 1.62% |
$220K - $241K
|
85.6K
$14.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.31KNew |
$210K - $230K
|
1.31K
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.3K+ 47.21% |
$210K - $230K
|
4.07K
$677K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.22K+ 81.92% |
$196K - $215K
|
2.71K
$451K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.16K+ 2.15% |
$186K - $204K
|
55K
$9.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
1.16K+ 3.65% |
$186K - $204K
|
32.9K
$5.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.13K+ 14.6% |
$181K - $198K
|
8.84K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.12K+ 24.92% |
$180K - $197K
|
5.6K
$932K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.05K+ 36.08% |
$170K - $186K
|
3.98K
$662K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
994+ 7.12% |
$160K - $175K
|
15K
$2.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
958+ 4.01% |
$154K - $169K
|
24.8K
$4.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
930+ 41.54% |
$150K - $164K
|
3.17K
$528K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
927+ 3.61% |
$149K - $163K
|
26.6K
$4.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
920+ 24.35% |
$148K - $162K
|
4.7K
$783K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
918+ 0.58% |
$148K - $162K
|
160K
$26.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
788+ 2.53% |
$127K - $139K
|
32K
$5.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
775+ 2.99% |
$125K - $137K
|
26.7K
$4.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
605+ 4.96% |
$97.3K - $107K
|
12.8K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
602+ 9.5% |
$96.9K - $106K
|
6.94K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
585+ 1.9% |
$94.1K - $103K
|
31.4K
$5.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
583+ 0.99% |
$93.8K - $103K
|
59.4K
$9.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
572+ 4.28% |
$92K - $101K
|
13.9K
$2.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
527New |
$84.8K - $92.8K
|
527
$87.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
496+ 2.26% |
$79.8K - $87.4K
|
22.4K
$3.73M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
456+ 5.87% |
$73.4K - $80.3K
|
8.23K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
391+ 1.85% |
$62.9K - $68.9K
|
21.5K
$3.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
381+ 1.02% |
$61.3K - $67.1K
|
37.8K
$6.29M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
370+ 6.72% |
$59.5K - $65.2K
|
5.88K
$979K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
357New |
$57.4K - $62.9K
|
357
$59.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
337+ 160.48% |
$54.2K - $59.4K
|
547
$91.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
331+ 1.69% |
$53.3K - $58.3K
|
19.9K
$3.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
281+ 1.56% |
$45.2K - $49.5K
|
18.3K
$3.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
276+ 11.6% |
$44.4K - $48.6K
|
2.66K
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
254+ 3.3% |
$40.9K - $44.7K
|
7.96K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
249+ 1.18% |
$40.1K - $43.9K
|
21.4K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
238+ 5.1% |
$38.3K - $41.9K
|
4.91K
$818K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
229+ 7.34% |
$36.8K - $40.3K
|
3.35K
$558K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
228+ 50.89% |
$36.7K - $40.2K
|
676
$113K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
202+ 8.42% |
$32.5K - $35.6K
|
2.6K
$434K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
200New |
$32.2K - $35.2K
|
200
$33.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
180+ 0.56% |
$29K - $31.7K
|
32.2K
$5.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
169+ 0.44% |
$27.2K - $29.8K
|
38.2K
$6.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
167+ 12.52% |
$26.9K - $29.4K
|
1.5K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
137+ 1.97% |
$22K - $24.1K
|
7.08K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
129+ 4.8% |
$20.8K - $22.7K
|
2.82K
$470K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
126+ 1.83% |
$20.3K - $22.2K
|
7.03K
$1.17M
|