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 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
735+ 2.04% |
$118K - $129K
|
36.8K
$6.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
705+ 4.81% |
$113K - $124K
|
15.4K
$2.67M
|
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
695New |
$112K - $122K
|
695
$121K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
693+ 1.12% |
$111K - $122K
|
62.4K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
671+ 27.84% |
$108K - $118K
|
3.08K
$537K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
650+ 31.04% |
$105K - $115K
|
2.74K
$478K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
642+ 23.31% |
$103K - $113K
|
3.4K
$591K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
642+ 8.83% |
$103K - $113K
|
7.91K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
642+ 46.79% |
$103K - $113K
|
2.01K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
638+ 115.37% |
$103K - $112K
|
1.19K
$207K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
636New |
$102K - $112K
|
636
$111K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
634+ 1.62% |
$102K - $112K
|
39.8K
$6.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
632+ 2.78% |
$102K - $111K
|
23.3K
$4.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
624New |
$100K - $110K
|
624
$109K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
618+ 209.49% |
$99.4K - $109K
|
913
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
611+ 8.37% |
$98.3K - $108K
|
7.91K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
605+ 4.96% |
$97.3K - $107K
|
12.8K
$2.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
602+ 9.5% |
$96.9K - $106K
|
6.94K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
596+ 6.16% |
$95.9K - $105K
|
10.3K
$1.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
586+ 3.76% |
$94.3K - $103K
|
16.2K
$2.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
585+ 1.9% |
$94.1K - $103K
|
31.4K
$5.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
583+ 0.99% |
$93.8K - $103K
|
59.4K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
572+ 4.28% |
$92K - $101K
|
13.9K
$2.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
541+ 0.66% |
$87K - $95.3K
|
82.4K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
535+ 38.49% |
$86.1K - $94.3K
|
1.93K
$335K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
527New |
$84.8K - $92.8K
|
527
$91.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
524+ 10.94% |
$84.3K - $92.3K
|
5.31K
$925K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
520+ 15.73% |
$83.7K - $91.6K
|
3.83K
$666K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
516+ 1.57% |
$83K - $90.9K
|
33.4K
$5.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
496+ 2.26% |
$79.8K - $87.4K
|
22.4K
$3.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
493+ 17.05% |
$79.3K - $86.9K
|
3.39K
$590K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
491+ 21.62% |
$79K - $86.5K
|
2.76K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
490New |
$78.8K - $86.3K
|
490
$85.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
483+ 0.89% |
$77.7K - $85.1K
|
54.6K
$9.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
478+ 2.6% |
$76.9K - $84.2K
|
18.9K
$3.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
475+ 5.0% |
$76.4K - $83.7K
|
9.97K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
470+ 9.14% |
$75.6K - $82.8K
|
5.61K
$977K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
469New |
$75.5K - $82.6K
|
469
$81.7K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
456+ 5.87% |
$73.4K - $80.3K
|
8.23K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
454+ 17.41% |
$73K - $80K
|
3.06K
$533K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
443+ 5.69% |
$71.3K - $78K
|
8.23K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
441New |
$71K - $77.7K
|
441
$76.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
436New |
$70.1K - $76.8K
|
436
$75.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
432+ 6.22% |
$69.5K - $76.1K
|
7.37K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
421+ 17.83% |
$67.7K - $74.2K
|
2.78K
$485K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
414+ 139.39% |
$66.6K - $72.9K
|
711
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
398+ 9.17% |
$64K - $70.1K
|
4.74K
$825K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
391+ 1.85% |
$62.9K - $68.9K
|
21.5K
$3.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
381+ 1.02% |
$61.3K - $67.1K
|
37.8K
$6.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
378New |
$60.8K - $66.6K
|
378
$65.8K
|