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 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
100+ 4.53% |
$14.1K - $15.6K
|
2.31K
$384K
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
98+ 6.3% |
$13.8K - $15.3K
|
1.65K
$275K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
95+ 0.77% |
$13.4K - $14.8K
|
12.4K
$2.06M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
94+ 134.29% |
$13.3K - $14.7K
|
164
$27.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
93+ 0.92% |
$13.1K - $14.5K
|
10.2K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
92+ 100.0% |
$13K - $14.3K
|
184
$30.6K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
91+ 0.52% |
$12.8K - $14.2K
|
17.6K
$2.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
91+ 12.53% |
$12.8K - $14.2K
|
817
$136K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
88+ 2.91% |
$12.4K - $13.7K
|
3.11K
$517K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
87+ 1.1% |
$12.3K - $13.6K
|
8.03K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
86+ 52.44% |
$12.1K - $13.4K
|
250
$41.6K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
85+ 1.81% |
$12K - $13.3K
|
4.79K
$796K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
80+ 2.73% |
$11.3K - $12.5K
|
3.01K
$501K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
78+ 2.5% |
$11K - $12.2K
|
3.2K
$532K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
74+ 47.13% |
$10.4K - $11.5K
|
231
$38.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
71+ 3.53% |
$10K - $11.1K
|
2.09K
$347K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
70+ 1.78% |
$9.87K - $10.9K
|
4.01K
$667K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
70+ 27.03% |
$9.87K - $10.9K
|
329
$54.7K
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
68+ 0.62% |
$9.59K - $10.6K
|
11.1K
$1.85M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
67+ 4.69% |
$9.45K - $10.4K
|
1.5K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
60+ 2.47% |
$8.46K - $9.35K
|
2.49K
$414K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
58+ 0.96% |
$8.18K - $9.04K
|
6.11K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
56+ 0.31% |
$7.9K - $8.73K
|
18.1K
$3M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
55+ 6.81% |
$7.76K - $8.58K
|
863
$143K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
55New |
$7.76K - $8.58K
|
55
$9.14K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
51+ 47.66% |
$7.19K - $7.95K
|
158
$26.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
50+ 0.97% |
$7.05K - $7.8K
|
5.21K
$866K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
48+ 12.5% |
$6.77K - $7.48K
|
432
$71.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
47+ 2.26% |
$6.63K - $7.33K
|
2.13K
$354K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
46+ 0.62% |
$6.49K - $7.17K
|
7.43K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
42+ 1.28% |
$5.92K - $6.55K
|
3.32K
$551K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
40+ 1.38% |
$5.64K - $6.24K
|
2.95K
$490K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
40+ 0.28% |
$5.64K - $6.24K
|
14.2K
$2.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
40+ 0.16% |
$5.64K - $6.24K
|
25.8K
$4.28M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
39+ 0.42% |
$5.5K - $6.08K
|
9.38K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
37+ 2.21% |
$5.22K - $5.77K
|
1.71K
$285K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
36+ 72.0% |
$5.08K - $5.61K
|
86
$14.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
35+ 2.24% |
$4.94K - $5.46K
|
1.6K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
35+ 0.49% |
$4.94K - $5.46K
|
7.12K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
33New |
$4.66K - $5.15K
|
33
$5.49K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
32+ 78.05% |
$4.51K - $4.99K
|
73
$12.1K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
32+ 0.35% |
$4.51K - $4.99K
|
9.25K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
31+ 0.5% |
$4.37K - $4.83K
|
6.27K
$1.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
30+ 0.68% |
$4.23K - $4.68K
|
4.45K
$740K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
29+ 0.32% |
$4.09K - $4.52K
|
9.16K
$1.52M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
29New |
$4.09K - $4.52K
|
29
$4.82K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
29+ 0.48% |
$4.09K - $4.52K
|
6.07K
$1.01M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
28+ 39.44% |
$3.95K - $4.37K
|
99
$16.5K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
27+ 1.09% |
$3.81K - $4.21K
|
2.51K
$417K
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
24+ 0.47% |
$3.39K - $3.74K
|
5.15K
$857K
|