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
|
City Holding CO
|
BUY
|
- |
370+ 6.72% |
$59.5K - $65.2K
|
5.88K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
369+ 0.75% |
$59.4K - $65K
|
49.6K
$8.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
358+ 1.44% |
$57.6K - $63.1K
|
25.2K
$4.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
357New |
$57.4K - $62.9K
|
357
$62.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
347+ 4.31% |
$55.8K - $61.1K
|
8.4K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
345+ 1.83% |
$55.5K - $60.8K
|
19.2K
$3.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
342+ 10.93% |
$55K - $60.3K
|
3.47K
$605K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
337+ 160.48% |
$54.2K - $59.4K
|
547
$95.3K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
336New |
$54.1K - $59.2K
|
336
$58.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
331+ 1.69% |
$53.3K - $58.3K
|
19.9K
$3.47M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
330New |
$53.1K - $58.1K
|
330
$57.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
327+ 16.4% |
$52.6K - $57.6K
|
2.32K
$404K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
325+ 3.66% |
$52.3K - $57.3K
|
9.21K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
315+ 6.1% |
$50.7K - $55.5K
|
5.48K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
315+ 13.17% |
$50.7K - $55.5K
|
2.71K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300+ 6.76% |
$48.3K - $52.9K
|
4.74K
$825K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
293+ 2.98% |
$47.1K - $51.6K
|
10.1K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
285+ 12.28% |
$45.9K - $50.2K
|
2.61K
$454K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
283+ 16.06% |
$45.5K - $49.9K
|
2.05K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
281+ 1.56% |
$45.2K - $49.5K
|
18.3K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
280+ 0.49% |
$45K - $49.3K
|
57.6K
$10M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
278+ 13.06% |
$44.7K - $49K
|
2.41K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
276+ 11.6% |
$44.4K - $48.6K
|
2.66K
$462K
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
269+ 2.31% |
$43.3K - $47.4K
|
11.9K
$2.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
267+ 1.47% |
$43K - $47K
|
18.4K
$3.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
266+ 4.82% |
$42.8K - $46.9K
|
5.78K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
264New |
$42.5K - $46.5K
|
264
$46K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
259+ 4.91% |
$41.7K - $45.6K
|
5.54K
$965K
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
256+ 3.04% |
$41.2K - $45.1K
|
8.67K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
256+ 0.79% |
$41.2K - $45.1K
|
32.8K
$5.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
255+ 1.96% |
$41K - $44.9K
|
13.2K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
254+ 3.3% |
$40.9K - $44.7K
|
7.96K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
250+ 19.26% |
$40.2K - $44K
|
1.55K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
249+ 1.18% |
$40.1K - $43.9K
|
21.4K
$3.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
248+ 7.8% |
$39.9K - $43.7K
|
3.43K
$597K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
243+ 5.47% |
$39.1K - $42.8K
|
4.69K
$817K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
239+ 7.19% |
$38.5K - $42.1K
|
3.56K
$620K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
239New |
$38.5K - $42.1K
|
239
$41.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
238+ 5.1% |
$38.3K - $41.9K
|
4.91K
$855K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
231New |
$37.2K - $40.7K
|
231
$40.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
230+ 5.1% |
$37K - $40.5K
|
4.74K
$826K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
229+ 7.34% |
$36.8K - $40.3K
|
3.35K
$583K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
228+ 50.89% |
$36.7K - $40.2K
|
676
$118K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
225+ 0.15% |
$36.2K - $39.6K
|
154K
$26.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
219New |
$35.2K - $38.6K
|
219
$38.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
218+ 3.81% |
$35.1K - $38.4K
|
5.95K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
217New |
$34.9K - $38.2K
|
217
$37.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
210+ 2.05% |
$33.8K - $37K
|
10.5K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
203+ 1.07% |
$32.7K - $35.8K
|
19.1K
$3.33M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
202+ 8.42% |
$32.5K - $35.6K
|
2.6K
$453K
|