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 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
2.56K+ 7.83% |
$375K - $398K
|
35.2K
$5.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.55K+ 16.93% |
$375K - $398K
|
17.6K
$2.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.54K+ 29.47% |
$373K - $396K
|
11.2K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.51K+ 3.28% |
$369K - $391K
|
79.1K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.48K+ 1.94% |
$364K - $386K
|
130K
$20.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.41KNew |
$354K - $375K
|
2.41K
$389K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.4KNew |
$352K - $374K
|
2.4K
$387K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.39K+ 2.16% |
$351K - $372K
|
113K
$18.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.38K+ 28.24% |
$350K - $371K
|
10.8K
$1.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
2.35K+ 50.36% |
$345K - $366K
|
7.02K
$1.13M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.3KNew |
$337K - $358K
|
2.3K
$370K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.28K+ 38.74% |
$335K - $356K
|
8.18K
$1.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
2.28KNew |
$334K - $355K
|
2.28K
$367K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.25K+ 1.63% |
$330K - $350K
|
140K
$22.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
2.22KNew |
$325K - $345K
|
2.22K
$357K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.19K+ 6.27% |
$321K - $341K
|
37.1K
$5.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.18KNew |
$321K - $340K
|
2.18K
$352K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.18K+ 42.28% |
$321K - $340K
|
7.35K
$1.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.18K+ 3.52% |
$320K - $340K
|
64.1K
$10.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.14K+ 7.67% |
$314K - $333K
|
30K
$4.84M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
2.13K+ 0.81% |
$312K - $331K
|
266K
$42.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.1K+ 34.27% |
$308K - $326K
|
8.21K
$1.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.08K+ 2.62% |
$306K - $325K
|
81.5K
$13.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.06K+ 120.66% |
$302K - $320K
|
3.76K
$606K
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
BUY
|
- |
2.05K+ 1.13% |
$301K - $319K
|
184K
$29.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.02K+ 15.04% |
$296K - $314K
|
15.4K
$2.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.98KNew |
$291K - $308K
|
1.98K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.98KNew |
$291K - $308K
|
1.98K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.96K+ 0.06% |
$288K - $305K
|
3.08M
$496M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.94KNew |
$284K - $302K
|
1.94K
$312K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.93K+ 5.03% |
$283K - $300K
|
40.3K
$6.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.93K+ 48.0% |
$283K - $300K
|
5.95K
$959K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.92K+ 3.45% |
$281K - $299K
|
57.4K
$9.26M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 1.14% |
$281K - $298K
|
169K
$27.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.91K+ 2.66% |
$280K - $297K
|
73.4K
$11.8M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.89K+ 29.64% |
$277K - $294K
|
8.26K
$1.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.88K+ 3.86% |
$276K - $293K
|
50.6K
$8.15M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.88K+ 2.92% |
$276K - $293K
|
66.2K
$10.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.88K+ 3.81% |
$276K - $293K
|
51.2K
$8.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.87KNew |
$274K - $291K
|
1.87K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.85K+ 100.0% |
$272K - $289K
|
3.71K
$597K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.82KNew |
$267K - $283K
|
1.82K
$293K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.79KNew |
$263K - $279K
|
1.79K
$288K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.78K+ 7.78% |
$262K - $278K
|
24.7K
$3.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.77K+ 7.56% |
$260K - $275K
|
25.2K
$4.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.77KNew |
$260K - $275K
|
1.77K
$285K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.7K+ 1.74% |
$250K - $265K
|
99.3K
$16M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.65KNew |
$243K - $257K
|
1.65K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.65KNew |
$242K - $256K
|
1.65K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.62K+ 14.77% |
$238K - $252K
|
12.6K
$2.03M
|