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 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-135- 21.0% |
$21.7K - $23.8K
|
508
$83.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-140- 1.54% |
$22.5K - $24.7K
|
8.97K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-158- 4.71% |
$25.4K - $27.8K
|
3.2K
$527K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-160- 10.01% |
$25.7K - $28.2K
|
1.44K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-161- 0.06% |
$25.9K - $28.4K
|
253K
$41.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-163- 4.84% |
$26.2K - $28.7K
|
3.21K
$528K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-168- 1.94% |
$27K - $29.6K
|
8.51K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-174- 0.55% |
$28K - $30.7K
|
31.6K
$5.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-180- 1.85% |
$29K - $31.7K
|
9.56K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-180- 2.89% |
$29K - $31.7K
|
6.04K
$995K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-188- 15.73% |
$30.2K - $33.1K
|
1.01K
$166K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-194- 0.14% |
$31.2K - $34.2K
|
136K
$22.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-196- 3.89% |
$31.5K - $34.5K
|
4.84K
$797K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-196- 1.09% |
$31.5K - $34.5K
|
17.7K
$2.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 0.88% |
$32.2K - $35.2K
|
22.6K
$3.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-200- 0.27% |
$32.2K - $35.2K
|
73.2K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-208- 6.62% |
$33.5K - $36.6K
|
2.93K
$483K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-213- 0.54% |
$34.3K - $37.5K
|
39.6K
$6.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-219- 5.05% |
$35.2K - $38.6K
|
4.12K
$678K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-222- 4.11% |
$35.7K - $39.1K
|
5.18K
$853K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-225- 8.96% |
$36.2K - $39.6K
|
2.29K
$376K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-229- 5.22% |
$36.8K - $40.3K
|
4.16K
$685K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-229- 2.93% |
$36.8K - $40.3K
|
7.57K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-240- 1.03% |
$38.6K - $42.3K
|
23.2K
$3.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-242- 0.35% |
$38.9K - $42.6K
|
68.6K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-246- 3.85% |
$39.6K - $43.3K
|
6.14K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-246- 2.59% |
$39.6K - $43.3K
|
9.24K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-247- 1.85% |
$39.7K - $43.5K
|
13.1K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-253- 2.71% |
$40.7K - $44.6K
|
9.09K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-254- 14.19% |
$40.9K - $44.7K
|
1.54K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-260- 4.38% |
$41.8K - $45.8K
|
5.68K
$936K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-271- 4.88% |
$43.6K - $47.7K
|
5.28K
$870K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-277- 28.47% |
$44.6K - $48.8K
|
696
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-283- 8.75% |
$45.5K - $49.9K
|
2.95K
$487K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-294- 4.22% |
$47.3K - $51.8K
|
6.68K
$1.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-303- 1.32% |
$48.7K - $53.4K
|
22.6K
$3.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-304- 4.99% |
$48.9K - $53.6K
|
5.79K
$954K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-307- 1.63% |
$49.4K - $54.1K
|
18.6K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-325- 1.02% |
$52.3K - $57.3K
|
31.5K
$5.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-347- 6.41% |
$55.8K - $61.1K
|
5.07K
$835K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-361- 9.88% |
$58.1K - $63.6K
|
3.29K
$542K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-398- 0.92% |
$64K - $70.1K
|
42.8K
$7.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-418- 0.79% |
$67.3K - $73.6K
|
52.8K
$8.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-430- 14.42% |
$69.2K - $75.8K
|
2.55K
$420K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-436- 10.75% |
$70.1K - $76.8K
|
3.62K
$596K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-478- 14.39% |
$76.9K - $84.2K
|
2.84K
$468K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-512- 18.1% |
$82.4K - $90.2K
|
2.32K
$382K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-557- 2.08% |
$89.6K - $98.1K
|
26.2K
$4.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-573- 1.35% |
$92.2K - $101K
|
41.8K
$6.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-593- 7.53% |
$95.4K - $104K
|
7.29K
$1.2M
|