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
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
145+ 0.56% |
$21.3K - $22.6K
|
26K
$4.19M
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
141+ 5.14% |
$20.7K - $22K
|
2.89K
$465K
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
141+ 5.72% |
$20.7K - $22K
|
2.61K
$420K
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
130+ 9.78% |
$19.1K - $20.3K
|
1.46K
$235K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
128+ 1.03% |
$18.8K - $19.9K
|
12.5K
$2.02M
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
127+ 0.7% |
$18.6K - $19.8K
|
18.2K
$2.93M
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
124New |
$18.2K - $19.3K
|
124
$20K
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
121+ 1.31% |
$17.8K - $18.8K
|
9.34K
$1.51M
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
119+ 0.84% |
$17.5K - $18.5K
|
14.3K
$2.31M
|
|
Aug 05, 2024
Q2 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
114+ 0.51% |
$16.7K - $17.8K
|
22.6K
$3.65M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
113+ 0.58% |
$16.6K - $17.6K
|
19.5K
$3.14M
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
111+ 1.03% |
$16.3K - $17.3K
|
10.9K
$1.75M
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
99+ 2.21% |
$14.5K - $15.4K
|
4.58K
$738K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
97+ 72.93% |
$14.2K - $15.1K
|
230
$37.1K
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
95New |
$13.9K - $14.8K
|
95
$15.3K
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
91+ 2.81% |
$13.4K - $14.2K
|
3.33K
$537K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
90+ 3.75% |
$13.2K - $14K
|
2.49K
$402K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
89+ 1.8% |
$13.1K - $13.9K
|
5.03K
$812K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
89+ 1.38% |
$13.1K - $13.9K
|
6.55K
$1.06M
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
88+ 2.28% |
$12.9K - $13.7K
|
3.94K
$636K
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
85+ 14.73% |
$12.5K - $13.2K
|
662
$107K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
80+ 1.32% |
$11.7K - $12.5K
|
6.12K
$986K
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
79+ 464.71% |
$11.6K - $12.3K
|
96
$15.5K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
76+ 262.07% |
$11.2K - $11.8K
|
105
$16.9K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
73New |
$10.7K - $11.4K
|
73
$11.8K
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
73+ 2.34% |
$10.7K - $11.4K
|
3.2K
$515K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
71+ 14.2% |
$10.4K - $11.1K
|
571
$92.1K
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
69+ 1.71% |
$10.1K - $10.7K
|
4.12K
$663K
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
69New |
$10.1K - $10.7K
|
69
$11.1K
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
68+ 11.2% |
$9.98K - $10.6K
|
675
$109K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
67+ 10.4% |
$9.84K - $10.4K
|
711
$115K
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
66+ 5.0% |
$9.69K - $10.3K
|
1.39K
$224K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
61New |
$8.96K - $9.5K
|
61
$9.83K
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
60+ 1.7% |
$8.81K - $9.35K
|
3.6K
$580K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
56+ 1.15% |
$8.22K - $8.72K
|
4.91K
$792K
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
54New |
$7.93K - $8.41K
|
54
$8.71K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
49+ 5.68% |
$7.19K - $7.63K
|
912
$147K
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
48+ 5.21% |
$7.05K - $7.48K
|
969
$156K
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
46+ 0.3% |
$6.75K - $7.17K
|
15.1K
$2.44M
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
45New |
$6.61K - $7.01K
|
45
$7.25K
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
45+ 1.94% |
$6.61K - $7.01K
|
2.37K
$381K
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
40+ 0.99% |
$5.87K - $6.23K
|
4.07K
$656K
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
37+ 43.02% |
$5.43K - $5.76K
|
123
$19.8K
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
37+ 1.74% |
$5.43K - $5.76K
|
2.17K
$349K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
37New |
$5.43K - $5.76K
|
37
$5.97K
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
36+ 2.61% |
$5.29K - $5.61K
|
1.42K
$228K
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
34+ 2.15% |
$4.99K - $5.3K
|
1.62K
$261K
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
33+ 2.45% |
$4.85K - $5.14K
|
1.38K
$222K
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
28+ 1.1% |
$4.11K - $4.36K
|
2.57K
$415K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
25+ 33.78% |
$3.67K - $3.89K
|
99
$16K
|