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 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-19- 0.56% |
$3.06K - $3.35K
|
3.35K
$558K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-21- 1.33% |
$3.38K - $3.7K
|
1.56K
$259K
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-30- 0.46% |
$4.83K - $5.29K
|
6.5K
$1.08M
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.24% |
$5.47K - $5.99K
|
14.3K
$2.38M
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-39- 2.87% |
$6.27K - $6.87K
|
1.32K
$220K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-41- 3.12% |
$6.6K - $7.22K
|
1.27K
$212K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-47- 1.33% |
$7.56K - $8.28K
|
3.48K
$579K
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-50- 1.63% |
$8.04K - $8.81K
|
3.01K
$501K
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-50- 2.3% |
$8.04K - $8.81K
|
2.12K
$354K
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-52- 0.29% |
$8.37K - $9.16K
|
17.9K
$2.99M
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-63- 0.9% |
$10.1K - $11.1K
|
6.93K
$1.15M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-63- 7.33% |
$10.1K - $11.1K
|
796
$133K
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-87- 2.25% |
$14K - $15.3K
|
3.78K
$630K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-88- 2.34% |
$14.2K - $15.5K
|
3.67K
$612K
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-100- 3.23% |
$16.1K - $17.6K
|
3K
$500K
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-106- 0.68% |
$17.1K - $18.7K
|
15.5K
$2.58M
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-121- 0.47% |
$19.5K - $21.3K
|
25.6K
$4.27M
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-127- 1.17% |
$20.4K - $22.4K
|
10.7K
$1.78M
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-127- 3.44% |
$20.4K - $22.4K
|
3.57K
$595K
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-158- 4.71% |
$25.4K - $27.8K
|
3.2K
$532K
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-160- 10.01% |
$25.7K - $28.2K
|
1.44K
$240K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-163- 4.84% |
$26.2K - $28.7K
|
3.21K
$534K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-168- 1.94% |
$27K - $29.6K
|
8.51K
$1.42M
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-180- 1.85% |
$29K - $31.7K
|
9.56K
$1.59M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-180- 2.89% |
$29K - $31.7K
|
6.04K
$1.01M
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-194- 0.14% |
$31.2K - $34.2K
|
136K
$22.6M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-196- 3.89% |
$31.5K - $34.5K
|
4.84K
$806K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-208- 6.62% |
$33.5K - $36.6K
|
2.93K
$489K
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-213- 0.54% |
$34.3K - $37.5K
|
39.6K
$6.59M
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-222- 4.11% |
$35.7K - $39.1K
|
5.18K
$862K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-229- 2.93% |
$36.8K - $40.3K
|
7.57K
$1.26M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-242- 0.35% |
$38.9K - $42.6K
|
68.6K
$11.4M
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-253- 2.71% |
$40.7K - $44.6K
|
9.09K
$1.51M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-254- 14.19% |
$40.9K - $44.7K
|
1.54K
$256K
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-260- 4.38% |
$41.8K - $45.8K
|
5.68K
$946K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-277- 28.47% |
$44.6K - $48.8K
|
696
$116K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-283- 8.75% |
$45.5K - $49.9K
|
2.95K
$492K
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-325- 1.02% |
$52.3K - $57.3K
|
31.5K
$5.26M
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-436- 10.75% |
$70.1K - $76.8K
|
3.62K
$603K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-573- 1.35% |
$92.2K - $101K
|
41.8K
$6.96M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-597- 0.88% |
$96.1K - $105K
|
67K
$11.2M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-702- 1.94% |
$113K - $124K
|
35.5K
$5.92M
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-753- 3.82% |
$121K - $133K
|
18.9K
$3.15M
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-790- 1.82% |
$127K - $139K
|
42.7K
$7.11M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-851- 0.79% |
$137K - $150K
|
107K
$17.9M
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.11K- 16.82% |
$178K - $195K
|
5.47K
$911K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.29K- 6.13% |
$207K - $227K
|
19.7K
$3.29M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.62K- 0.75% |
$260K - $285K
|
214K
$35.7M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-2.2K- 4.84% |
$354K - $387K
|
43.2K
$7.2M
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-2.36K- 1.28% |
$380K - $416K
|
182K
$30.3M
|