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 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-2- 0.06% |
$294 - $312
|
3.26K
$525K
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-2- 0.08% |
$294 - $312
|
2.42K
$390K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-3- 9.09% |
$440 - $467
|
30
$4.84K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 0.2% |
$881 - $935
|
3.03K
$489K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6- 0.12% |
$881 - $935
|
4.95K
$798K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7- 1.11% |
$1.03K - $1.09K
|
621
$100K
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-7- 0.47% |
$1.03K - $1.09K
|
1.47K
$238K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-7- 0.09% |
$1.03K - $1.09K
|
8.05K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-9- 0.25% |
$1.32K - $1.4K
|
3.61K
$582K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 0.16% |
$1.32K - $1.4K
|
5.52K
$890K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-11- 0.66% |
$1.62K - $1.71K
|
1.66K
$268K
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-13- 0.11% |
$1.91K - $2.03K
|
12.3K
$1.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-15- 0.53% |
$2.2K - $2.34K
|
2.84K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15- 0.35% |
$2.2K - $2.34K
|
4.29K
$691K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-16- 0.36% |
$2.35K - $2.49K
|
4.38K
$706K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-16- 0.7% |
$2.35K - $2.49K
|
2.27K
$366K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-17- 3.18% |
$2.5K - $2.65K
|
517
$83.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-17- 10.43% |
$2.5K - $2.65K
|
146
$23.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-18- 0.91% |
$2.64K - $2.8K
|
1.97K
$317K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-18- 0.53% |
$2.64K - $2.8K
|
3.36K
$541K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-18- 0.29% |
$2.64K - $2.8K
|
6.24K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-19- 1.1% |
$2.79K - $2.96K
|
1.71K
$276K
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-21- 0.22% |
$3.08K - $3.27K
|
9.67K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-21- 0.8% |
$3.08K - $3.27K
|
2.59K
$418K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-27- 1.17% |
$3.96K - $4.21K
|
2.28K
$368K
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-28- 0.11% |
$4.11K - $4.36K
|
24.9K
$4.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-29- 1.1% |
$4.26K - $4.52K
|
2.6K
$419K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-30- 0.39% |
$4.4K - $4.67K
|
7.63K
$1.23M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-30- 1.02% |
$4.4K - $4.67K
|
2.92K
$470K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-32- 5.32% |
$4.7K - $4.98K
|
570
$91.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-32- 1.64% |
$4.7K - $4.98K
|
1.92K
$310K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-32- 10.06% |
$4.7K - $4.98K
|
286
$46.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-35- 1.21% |
$5.14K - $5.45K
|
2.85K
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-36- 4.21% |
$5.29K - $5.61K
|
820
$132K
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-40- 0.77% |
$5.87K - $6.23K
|
5.18K
$835K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-40- 1.66% |
$5.87K - $6.23K
|
2.37K
$382K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-40- 11.94% |
$5.87K - $6.23K
|
295
$47.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-43- 16.8% |
$6.31K - $6.7K
|
213
$34.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-44- 3.14% |
$6.46K - $6.85K
|
1.36K
$219K
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-46- 0.75% |
$6.75K - $7.17K
|
6.06K
$976K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-46- 1.45% |
$6.75K - $7.17K
|
3.13K
$504K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-47- 0.2% |
$6.9K - $7.32K
|
23.5K
$3.79M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-47- 1.02% |
$6.9K - $7.32K
|
4.56K
$735K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-49- 0.94% |
$7.19K - $7.63K
|
5.15K
$831K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-49- 14.89% |
$7.19K - $7.63K
|
280
$45.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-49- 0.59% |
$7.19K - $7.63K
|
8.27K
$1.33M
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-50- 1.59% |
$7.34K - $7.79K
|
3.1K
$500K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-50- 0.16% |
$7.34K - $7.79K
|
30.9K
$4.98M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-51- 32.28% |
$7.49K - $7.94K
|
107
$17.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-52- 3.04% |
$7.63K - $8.1K
|
1.66K
$268K
|