Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
521New |
$73.5K - $81.2K
|
521
$84K
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
510+ 2.67% |
$71.9K - $79.5K
|
19.6K
$3.17M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
505+ 11.36% |
$71.2K - $78.7K
|
4.95K
$798K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
498+ 3.31% |
$70.3K - $77.6K
|
15.6K
$2.51M
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
494+ 35.04% |
$69.7K - $77K
|
1.9K
$307K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
483+ 10.8% |
$68.1K - $75.3K
|
4.96K
$799K
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
482+ 2.09% |
$68K - $75.1K
|
23.6K
$3.8M
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
479+ 21.68% |
$67.6K - $74.7K
|
2.69K
$433K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
469+ 13.2% |
$66.2K - $73.1K
|
4.02K
$649K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
466+ 5.25% |
$65.7K - $72.7K
|
9.34K
$1.51M
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
459+ 4.62% |
$64.8K - $71.6K
|
10.4K
$1.67M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
453+ 3.84% |
$63.9K - $70.6K
|
12.2K
$1.97M
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
447+ 13.12% |
$63.1K - $69.7K
|
3.86K
$622K
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
437+ 21.54% |
$61.6K - $68.1K
|
2.47K
$398K
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
435+ 3.35% |
$61.4K - $67.8K
|
13.4K
$2.16M
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
427+ 9.54% |
$60.2K - $66.6K
|
4.9K
$790K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
423+ 67.46% |
$59.7K - $65.9K
|
1.05K
$169K
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
416+ 15.19% |
$58.7K - $64.9K
|
3.15K
$508K
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
409+ 3.44% |
$57.7K - $63.8K
|
12.3K
$1.98M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
405+ 6.21% |
$57.1K - $63.1K
|
6.93K
$1.12M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
405New |
$57.1K - $63.1K
|
405
$65.3K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
404+ 5.77% |
$57K - $63K
|
7.4K
$1.19M
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
396+ 3.4% |
$55.9K - $61.7K
|
12K
$1.94M
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
390New |
$55K - $60.8K
|
390
$62.9K
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
384+ 7.11% |
$54.2K - $59.9K
|
5.78K
$932K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
375New |
$52.9K - $58.5K
|
375
$60.5K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
372+ 0.87% |
$52.5K - $58K
|
43.2K
$6.97M
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
361+ 6.7% |
$50.9K - $56.3K
|
5.75K
$927K
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
359+ 0.94% |
$50.6K - $56K
|
38.7K
$6.25M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
355+ 0.6% |
$50.1K - $55.3K
|
59.6K
$9.61M
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
354+ 1.46% |
$49.9K - $55.2K
|
24.5K
$3.96M
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
344+ 1.01% |
$48.5K - $53.6K
|
34.3K
$5.53M
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
342+ 1.05% |
$48.2K - $53.3K
|
33.1K
$5.33M
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
338+ 0.68% |
$47.7K - $52.7K
|
49.9K
$8.04M
|
|
Nov 14, 2024
Q1 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
335+ 24.98% |
$47.3K - $52.2K
|
1.68K
$270K
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
328+ 0.27% |
$46.3K - $51.1K
|
121K
$19.5M
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
323+ 85.9% |
$45.6K - $50.4K
|
699
$113K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
316+ 2633.33% |
$44.6K - $49.3K
|
328
$52.9K
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
315+ 5.63% |
$44.4K - $49.1K
|
5.91K
$952K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
310+ 17.97% |
$43.7K - $48.3K
|
2.04K
$328K
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
295+ 171.51% |
$41.6K - $46K
|
467
$75.3K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
291+ 6.24% |
$41.1K - $45.4K
|
4.95K
$798K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
290+ 17.08% |
$40.9K - $45.2K
|
1.99K
$321K
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
282+ 1.12% |
$39.8K - $44K
|
25.4K
$4.1M
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
278+ 5.84% |
$39.2K - $43.3K
|
5.04K
$812K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
276+ 1840.0% |
$38.9K - $43K
|
291
$46.9K
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
273+ 6.3% |
$38.5K - $42.6K
|
4.61K
$743K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
264+ 1.58% |
$37.2K - $41.2K
|
16.9K
$2.73M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
247+ 3.39% |
$34.8K - $38.5K
|
7.54K
$1.22M
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
240+ 3.42% |
$33.9K - $37.4K
|
7.25K
$1.17M
|