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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.75K+ 43.38% |
$991K - $1.05M
|
22.3K
$3.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
6.28K+ 6.36% |
$922K - $979K
|
105K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.17KNew |
$906K - $961K
|
6.17K
$994K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.07K+ 34.58% |
$891K - $945K
|
23.6K
$3.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.92K+ 4.87% |
$870K - $923K
|
128K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.84K+ 48.4% |
$858K - $910K
|
17.9K
$2.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.82K+ 11.09% |
$854K - $907K
|
58.3K
$9.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
5.8K+ 0.61% |
$851K - $903K
|
951K
$153M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.74K+ 71.5% |
$843K - $894K
|
13.8K
$2.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
5.61KNew |
$824K - $874K
|
5.61K
$905K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
5.56K+ 2.82% |
$816K - $866K
|
203K
$32.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
5.27K+ 5.74% |
$774K - $821K
|
97.1K
$15.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
5.25K+ 16.9% |
$770K - $817K
|
36.3K
$5.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.14K+ 62.26% |
$754K - $800K
|
13.4K
$2.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.12K+ 146.37% |
$752K - $798K
|
8.62K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.04K+ 18.04% |
$740K - $785K
|
33K
$5.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.02K+ 11.64% |
$737K - $782K
|
48.1K
$7.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4.83K+ 6.61% |
$709K - $752K
|
77.8K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.81K+ 0.65% |
$706K - $749K
|
742K
$120M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.61K+ 22.37% |
$677K - $718K
|
25.2K
$4.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.38K+ 1.07% |
$642K - $682K
|
413K
$66.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.34K+ 2.85% |
$637K - $676K
|
157K
$25.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.3KNew |
$631K - $669K
|
4.3K
$693K
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
4.29KNew |
$629K - $667K
|
4.29K
$691K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4.14KNew |
$608K - $645K
|
4.14K
$667K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.1KNew |
$602K - $638K
|
4.1K
$661K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
4.07K+ 1.75% |
$598K - $634K
|
237K
$38.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.01K+ 6.94% |
$589K - $625K
|
61.9K
$9.98M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4KNew |
$587K - $622K
|
4K
$644K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.83K+ 27.68% |
$562K - $596K
|
17.7K
$2.85M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
3.81KNew |
$559K - $593K
|
3.81K
$614K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
3.64K+ 0.7% |
$535K - $568K
|
523K
$84.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.53KNew |
$518K - $550K
|
3.53K
$569K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.53K+ 32.25% |
$518K - $549K
|
14.5K
$2.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.52K+ 161.6% |
$517K - $548K
|
5.7K
$918K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.49K+ 0.43% |
$513K - $544K
|
812K
$131M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
3.32KNew |
$487K - $517K
|
3.32K
$535K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.23K+ 17.09% |
$474K - $503K
|
22.1K
$3.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
3.23K+ 2.64% |
$474K - $503K
|
126K
$20.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
3.15K+ 5.68% |
$462K - $491K
|
58.6K
$9.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
3.14KNew |
$461K - $489K
|
3.14K
$506K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.11K+ 6.23% |
$456K - $484K
|
53K
$8.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.94K+ 129.48% |
$431K - $458K
|
5.21K
$839K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.86K+ 117.36% |
$420K - $445K
|
5.3K
$854K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.85K+ 14.41% |
$418K - $444K
|
22.6K
$3.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.76K+ 127.19% |
$405K - $430K
|
4.93K
$795K
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.75K+ 2.04% |
$404K - $428K
|
138K
$22.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.69K+ 7.83% |
$395K - $419K
|
37K
$5.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.66KNew |
$390K - $414K
|
2.66K
$429K
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.59KNew |
$381K - $404K
|
2.59K
$418K
|