Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2+ 0.09% |
$298 - $335
|
2.34K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2+ 0.13% |
$298 - $335
|
1.5K
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.11% |
$149 - $168
|
951
$148K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 2.78% |
$149 - $168
|
37
$5.76K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.04% |
$149 - $168
|
2.84K
$442K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$149 - $168
|
1.58K
$246K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.36% |
$149 - $168
|
281
$43.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.12% |
$149 - $168
|
859
$134K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.38% |
$149 - $168
|
266
$41.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.01% |
$149 - $168
|
100
$15.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$149 - $168
|
5.28K
$822K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1- 0.14% |
$149 - $168
|
736
$115K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2- 66.67% |
$298 - $335
|
1
$156
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2- 0.54% |
$298 - $335
|
367
$57.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-2- 0.08% |
$298 - $335
|
2.59K
$403K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-3- 0.05% |
$447 - $503
|
6.05K
$942K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4- 0.07% |
$596 - $671
|
5.37K
$836K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-4- 0.18% |
$596 - $671
|
2.18K
$339K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-5- 0.23% |
$745 - $838
|
2.2K
$342K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-6- 0.23% |
$894 - $1.01K
|
2.57K
$400K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-6- 0.04% |
$894 - $1.01K
|
16.7K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6- 0.33% |
$894 - $1.01K
|
1.8K
$280K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 0.38% |
$894 - $1.01K
|
1.55K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6- 0.36% |
$894 - $1.01K
|
1.66K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-6- 0.23% |
$894 - $1.01K
|
2.56K
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-8- 0.39% |
$1.19K - $1.34K
|
2.04K
$318K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9- 0.38% |
$1.34K - $1.51K
|
2.36K
$367K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-9- 0.34% |
$1.34K - $1.51K
|
2.67K
$416K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-10- 0.33% |
$1.49K - $1.68K
|
3.06K
$476K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10- 0.09% |
$1.49K - $1.68K
|
10.6K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-10- 0.15% |
$1.49K - $1.68K
|
6.53K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-12- 0.56% |
$1.79K - $2.01K
|
2.14K
$333K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-13- 0.68% |
$1.94K - $2.18K
|
1.91K
$297K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-14- 11.38% |
$2.09K - $2.35K
|
109
$17K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-15- 0.21% |
$2.24K - $2.52K
|
7.3K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-15- 1.23% |
$2.24K - $2.52K
|
1.2K
$187K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16- 1.0% |
$2.38K - $2.68K
|
1.58K
$245K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-16- 0.56% |
$2.38K - $2.68K
|
2.83K
$440K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-16- 0.03% |
$2.38K - $2.68K
|
50.2K
$7.81M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-17- 1.27% |
$2.53K - $2.85K
|
1.33K
$206K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.34% |
$2.53K - $2.85K
|
5.01K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-18- 0.46% |
$2.68K - $3.02K
|
3.89K
$606K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-18- 0.07% |
$2.68K - $3.02K
|
24.7K
$3.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-20- 0.88% |
$2.98K - $3.35K
|
2.25K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-20- 1.47% |
$2.98K - $3.35K
|
1.34K
$209K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-20- 1.48% |
$2.98K - $3.35K
|
1.33K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-21- 0.84% |
$3.13K - $3.52K
|
2.48K
$387K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-21- 1.12% |
$3.13K - $3.52K
|
1.85K
$288K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-24- 1.72% |
$3.58K - $4.02K
|
1.38K
$214K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-25- 1.82% |
$3.73K - $4.19K
|
1.35K
$209K
|