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 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
25+ 0.34% |
$3.67K - $3.89K
|
7.46K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
24+ 0.32% |
$3.52K - $3.74K
|
7.43K
$1.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
23+ 1.13% |
$3.38K - $3.58K
|
2.07K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
22+ 0.03% |
$3.23K - $3.43K
|
64.5K
$10.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
22+ 0.42% |
$3.23K - $3.43K
|
5.3K
$854K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
22+ 25.58% |
$3.23K - $3.43K
|
108
$17.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
21+ 0.41% |
$3.08K - $3.27K
|
5.2K
$838K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
20+ 0.45% |
$2.94K - $3.12K
|
4.47K
$721K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
20New |
$2.94K - $3.12K
|
20
$3.22K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 1.65% |
$2.94K - $3.12K
|
1.23K
$198K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
19New |
$2.79K - $2.96K
|
19
$3.06K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
17+ 6.8% |
$2.5K - $2.65K
|
267
$43K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
17+ 0.68% |
$2.5K - $2.65K
|
2.5K
$404K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
16+ 0.22% |
$2.35K - $2.49K
|
7.25K
$1.17M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
15New |
$2.2K - $2.34K
|
15
$2.42K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15+ 0.74% |
$2.2K - $2.34K
|
2.05K
$331K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.36% |
$2.2K - $2.34K
|
4.16K
$670K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
15+ 0.61% |
$2.2K - $2.34K
|
2.46K
$396K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14+ 36.84% |
$2.06K - $2.18K
|
52
$8.38K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
12+ 0.13% |
$1.76K - $1.87K
|
9.05K
$1.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
BUY
|
- |
10+ 0.66% |
$1.47K - $1.56K
|
1.52K
$245K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
10+ 0.31% |
$1.47K - $1.56K
|
3.25K
$524K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
10+ 0.23% |
$1.47K - $1.56K
|
4.42K
$712K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
10New |
$1.47K - $1.56K
|
10
$1.61K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 3.32% |
$1.32K - $1.4K
|
280
$45.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9New |
$1.32K - $1.4K
|
9
$1.45K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
8+ 2.22% |
$1.17K - $1.25K
|
369
$59.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7+ 14.0% |
$1.03K - $1.09K
|
57
$9.19K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.57% |
$881 - $935
|
1.05K
$169K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.06% |
$734 - $779
|
8.15K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
5+ 0.04% |
$734 - $779
|
12.9K
$2.08M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5+ 0.19% |
$734 - $779
|
2.69K
$434K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
$587 - $623
|
4
$645
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4+ 0.01% |
$587 - $623
|
30.2K
$4.87M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 0.58% |
$440 - $467
|
524
$84.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3+ 0.11% |
$440 - $467
|
2.62K
$422K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.29% |
$440 - $467
|
1.05K
$170K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 1.02% |
$440 - $467
|
297
$47.9K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3+ 0.11% |
$440 - $467
|
2.69K
$434K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2+ 0.14% |
$294 - $312
|
1.4K
$226K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2+ 0.09% |
$294 - $312
|
2.25K
$362K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2New |
$294 - $312
|
2
$322
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.08% |
$294 - $312
|
2.62K
$422K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2New |
$294 - $312
|
2
$322
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.01% |
$147 - $156
|
7.09K
$1.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1- -0.0% |
$147 - $156
|
27.3K
$4.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1- 0.14% |
$147 - $156
|
698
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1- 0.03% |
$147 - $156
|
3.91K
$630K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1- 0.01% |
$147 - $156
|
12.5K
$2.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2- 0.1% |
$294 - $312
|
2.06K
$332K
|