Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.55K- 10.73% |
$815K - $864K
|
46.1K
$7.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-5.59K- 32.87% |
$821K - $871K
|
11.4K
$1.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-5.67K- 51.58% |
$832K - $882K
|
5.32K
$857K
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-5.72K- 3.55% |
$840K - $891K
|
155K
$25M
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-5.96K- 20.21% |
$875K - $928K
|
23.5K
$3.79M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.97K- 10.38% |
$877K - $930K
|
51.6K
$8.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-6.06K- 7.58% |
$889K - $944K
|
73.9K
$11.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.15K- 7.27% |
$903K - $958K
|
78.4K
$12.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-6.25K- 54.41% |
$918K - $974K
|
5.24K
$845K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.4K- 1.68% |
$940K - $997K
|
375K
$60.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.43K- 8.74% |
$945K - $1M
|
67.2K
$10.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-6.58K- 8.32% |
$966K - $1.02M
|
72.5K
$11.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.27K- 76.41% |
$1.07M - $1.13M
|
2.24K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-7.44K- 50.19% |
$1.09M - $1.16M
|
7.38K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.92K- 50.15% |
$1.16M - $1.23M
|
7.87K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.28K- 11.51% |
$1.22M - $1.29M
|
63.6K
$10.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.09K- 5.77% |
$1.33M - $1.42M
|
149K
$24M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.62K- 2.82% |
$1.41M - $1.5M
|
332K
$53.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-10.6K- 10.91% |
$1.55M - $1.64M
|
86.1K
$13.9M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.7K- 63.03% |
$1.57M - $1.66M
|
6.26K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.9K- 7.73% |
$1.6M - $1.7M
|
130K
$21M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.1K- 8.13% |
$1.63M - $1.73M
|
126K
$20.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-12.5K- 70.79% |
$1.83M - $1.94M
|
5.14K
$829K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-13.6K- 5.12% |
$2M - $2.12M
|
253K
$40.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-14K- 79.1% |
$2.06M - $2.19M
|
3.71K
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.1K- 0.91% |
$2.07M - $2.19M
|
1.54M
$247M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.8K- 80.63% |
$2.17M - $2.3M
|
3.55K
$572K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-15.1K- 78.78% |
$2.22M - $2.35M
|
4.07K
$656K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.6K- 6.65% |
$2.29M - $2.43M
|
219K
$35.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.5K- 4.74% |
$2.42M - $2.57M
|
332K
$53.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.4K- 29.14% |
$2.55M - $2.71M
|
42.2K
$6.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-18.6K- 22.61% |
$2.73M - $2.9M
|
63.7K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-20K- 30.84% |
$2.94M - $3.11M
|
44.8K
$7.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-21K- 1.42% |
$3.08M - $3.27M
|
1.45M
$234M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-21.6K- 31.51% |
$3.18M - $3.37M
|
47K
$7.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22.3K- 91.77% |
$3.27M - $3.47M
|
2K
$322K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-27.1K- 51.53% |
$3.98M - $4.23M
|
25.5K
$4.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-34.4K- 7.31% |
$5.06M - $5.36M
|
437K
$70.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.3K- 1.99% |
$5.77M - $6.13M
|
1.94M
$312M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-44.4K- 33.25% |
$6.52M - $6.91M
|
89.1K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-47K- 6.4% |
$6.89M - $7.31M
|
687K
$111M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-55.1K- 94.98% |
$8.09M - $8.58M
|
2.91K
$469K
|
|
|
Jul 25, 2024
Q2 2024
|
Lincoln National Corp
|
SELL
|
- |
-65.8K- 19.95% |
$9.67M - $10.3M
|
264K
$42.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-66.3K- 66.1% |
$9.74M - $10.3M
|
34K
$5.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-85.5K- 49.36% |
$12.6M - $13.3M
|
87.7K
$14.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-90K- 4.75% |
$13.2M - $14M
|
1.8M
$291M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-122K- 25.93% |
$18M - $19.1M
|
350K
$56.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-231K- 12.81% |
$33.9M - $36M
|
1.57M
$254M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-572K- 10.57% |
$84M - $89.1M
|
4.84M
$781M
|