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 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.6K+ 13.72% |
$235K - $250K
|
13.3K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.59K+ 16.33% |
$233K - $247K
|
11.3K
$1.82M
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.58KNew |
$232K - $246K
|
1.58K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.57KNew |
$230K - $244K
|
1.57K
$253K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.56K+ 2.83% |
$229K - $243K
|
56.8K
$9.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.54KNew |
$225K - $239K
|
1.54K
$247K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.53K+ 4.22% |
$225K - $239K
|
37.9K
$6.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.49K+ 67.51% |
$219K - $233K
|
3.71K
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.49K+ 7.02% |
$219K - $232K
|
22.7K
$3.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.48K+ 4.74% |
$217K - $230K
|
32.7K
$5.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.48K+ 30.12% |
$217K - $230K
|
6.38K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.47K+ 1.52% |
$216K - $229K
|
98.6K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.45K+ 20.35% |
$213K - $226K
|
8.57K
$1.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.45K+ 44.01% |
$212K - $225K
|
4.73K
$762K
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.45K+ 53.76% |
$212K - $225K
|
4.13K
$666K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.4KNew |
$206K - $218K
|
1.4K
$226K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
1.39KNew |
$204K - $216K
|
1.39K
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.39KNew |
$203K - $216K
|
1.39K
$223K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.36KNew |
$200K - $212K
|
1.36K
$219K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.31K+ 22.69% |
$192K - $204K
|
7.07K
$1.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.26K+ 83.43% |
$185K - $196K
|
2.77K
$446K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.24K+ 31.87% |
$181K - $193K
|
5.11K
$824K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.23K+ 63.79% |
$180K - $191K
|
3.15K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.2K+ 12.64% |
$176K - $187K
|
10.7K
$1.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.16K+ 56.89% |
$171K - $181K
|
3.21K
$518K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.16K+ 0.7% |
$171K - $181K
|
168K
$27.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.13K+ 4.75% |
$166K - $176K
|
24.9K
$4.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.11K+ 8.08% |
$162K - $172K
|
14.8K
$2.38M
|
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.1K+ 5.09% |
$161K - $171K
|
22.6K
$3.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.07K+ 5.12% |
$157K - $167K
|
22K
$3.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
994+ 16.29% |
$146K - $155K
|
7.1K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
986New |
$145K - $154K
|
986
$159K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
973+ 10.42% |
$143K - $152K
|
10.3K
$1.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
955+ 0.89% |
$140K - $149K
|
108K
$17.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
953+ 11.78% |
$140K - $148K
|
9.05K
$1.46M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
941+ 7.69% |
$138K - $147K
|
13.2K
$2.12M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
908+ 9.36% |
$133K - $141K
|
10.6K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
900+ 3.3% |
$132K - $140K
|
28.2K
$4.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
879+ 0.73% |
$129K - $137K
|
122K
$19.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
875+ 4.9% |
$128K - $136K
|
18.7K
$3.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
869+ 1.98% |
$128K - $135K
|
44.8K
$7.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
849+ 1.32% |
$125K - $132K
|
65K
$10.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
844+ 12.0% |
$124K - $131K
|
7.88K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
832+ 9.07% |
$122K - $130K
|
10K
$1.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
807+ 2.35% |
$118K - $126K
|
35.1K
$5.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
789+ 1.86% |
$116K - $123K
|
43.2K
$6.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
782+ 2.66% |
$115K - $122K
|
30.2K
$4.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
765+ 6.24% |
$112K - $119K
|
13K
$2.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
760+ 1.81% |
$112K - $118K
|
42.7K
$6.89M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
734+ 23.27% |
$108K - $114K
|
3.89K
$627K
|