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 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
351+ 5.6% |
$51.5K - $54.7K
|
6.62K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
347+ 4.97% |
$50.9K - $54.1K
|
7.33K
$1.18M
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
346+ 2.44% |
$50.8K - $53.9K
|
14.5K
$2.34M
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
343+ 6.54% |
$50.4K - $53.4K
|
5.59K
$901K
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
340+ 5.88% |
$49.9K - $53K
|
6.12K
$987K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
335+ 1.14% |
$49.2K - $52.2K
|
29.7K
$4.78M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
335+ 6.65% |
$49.2K - $52.2K
|
5.37K
$866K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
335+ 1.34% |
$49.2K - $52.2K
|
25.4K
$4.09M
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
326+ 1.29% |
$47.9K - $50.8K
|
25.7K
$4.14M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
309+ 0.78% |
$45.4K - $48.1K
|
39.7K
$6.4M
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
304+ 0.91% |
$44.6K - $47.4K
|
33.7K
$5.44M
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
304+ 1.37% |
$44.6K - $47.4K
|
22.6K
$3.64M
|
|
Jul 25, 2024
Q2 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
297+ 1.67% |
$43.6K - $46.3K
|
18.1K
$2.92M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
293+ 20.81% |
$43K - $45.6K
|
1.7K
$274K
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
290+ 0.94% |
$42.6K - $45.2K
|
31.1K
$5.01M
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
280+ 1.58% |
$41.1K - $43.6K
|
18K
$2.9M
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
273+ 0.63% |
$40.1K - $42.5K
|
43.8K
$7.06M
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
265+ 4.84% |
$38.9K - $41.3K
|
5.75K
$926K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
265New |
$38.9K - $41.3K
|
265
$42.7K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
265+ 3.76% |
$38.9K - $41.3K
|
7.31K
$1.18M
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
259+ 1.95% |
$38K - $40.3K
|
13.5K
$2.18M
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
252+ 9.78% |
$37K - $39.3K
|
2.83K
$456K
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
250+ 7.24% |
$36.7K - $38.9K
|
3.7K
$597K
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
247+ 6.99% |
$36.3K - $38.5K
|
3.78K
$609K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
241+ 130.27% |
$35.4K - $37.5K
|
426
$68.7K
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
239+ 3.2% |
$35.1K - $37.2K
|
7.7K
$1.24M
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
233+ 0.24% |
$34.2K - $36.3K
|
96.8K
$15.6M
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
231+ 3.42% |
$33.9K - $36K
|
6.98K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
221+ 1.82% |
$32.4K - $34.4K
|
12.3K
$1.99M
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
218+ 11.74% |
$32K - $34K
|
2.08K
$335K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
213New |
$31.3K - $33.2K
|
213
$34.3K
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
212+ 0.82% |
$31.1K - $33K
|
26.1K
$4.2M
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
200+ 4.66% |
$29.4K - $31.2K
|
4.49K
$724K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
198+ 6.19% |
$29.1K - $30.8K
|
3.4K
$548K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
197+ 2.61% |
$28.9K - $30.7K
|
7.74K
$1.25M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
191+ 0.85% |
$28K - $29.8K
|
22.7K
$3.67M
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
189+ 1.14% |
$27.7K - $29.4K
|
16.7K
$2.69M
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
185+ 14.54% |
$27.2K - $28.8K
|
1.46K
$235K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
178+ 8.23% |
$26.1K - $27.7K
|
2.34K
$378K
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
177+ 12.47% |
$26K - $27.6K
|
1.6K
$257K
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
175+ 1.54% |
$25.7K - $27.3K
|
11.5K
$1.86M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
165+ 9.09% |
$24.2K - $25.7K
|
1.98K
$319K
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
162+ 0.18% |
$23.8K - $25.2K
|
89.1K
$14.4M
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
161+ 11.82% |
$23.6K - $25.1K
|
1.52K
$246K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
158+ 4.71% |
$23.2K - $24.6K
|
3.51K
$566K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
158+ 7.69% |
$23.2K - $24.6K
|
2.21K
$357K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
155+ 0.72% |
$22.8K - $24.1K
|
21.7K
$3.5M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
153+ 51.86% |
$22.5K - $23.8K
|
448
$72.2K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
152+ 8.37% |
$22.3K - $23.7K
|
1.97K
$317K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
149New |
$21.9K - $23.2K
|
149
$24K
|