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 |
|---|---|---|---|---|---|---|---|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-40- 0.52% |
$5.96K - $6.71K
|
7.59K
$1.26M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-43- 0.32% |
$6.41K - $7.21K
|
13.3K
$2.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-43- 0.4% |
$6.41K - $7.21K
|
10.8K
$1.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-44- 2.76% |
$6.56K - $7.38K
|
1.55K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-46- 1.41% |
$6.85K - $7.71K
|
3.21K
$533K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-47- 1.27% |
$7K - $7.88K
|
3.66K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-47- 0.4% |
$7K - $7.88K
|
11.6K
$1.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-49- 1.4% |
$7.3K - $8.22K
|
3.46K
$575K
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-49- 2.54% |
$7.3K - $8.22K
|
1.88K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-51- 69.86% |
$7.6K - $8.55K
|
22
$3.66K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-51- 0.17% |
$7.6K - $8.55K
|
30.2K
$5.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-56- 0.31% |
$8.35K - $9.39K
|
18.1K
$3.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-57- 2.61% |
$8.49K - $9.56K
|
2.13K
$353K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-58- 0.4% |
$8.64K - $9.72K
|
14.3K
$2.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-58- 1.06% |
$8.64K - $9.72K
|
5.42K
$901K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-60- 1.67% |
$8.94K - $10.1K
|
3.54K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-60- 1.52% |
$8.94K - $10.1K
|
3.89K
$646K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-61- 0.64% |
$9.09K - $10.2K
|
9.45K
$1.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-62- 2.52% |
$9.24K - $10.4K
|
2.4K
$398K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-64- 3.86% |
$9.54K - $10.7K
|
1.6K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-64- 0.01% |
$9.54K - $10.7K
|
788K
$131M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-65- 2.28% |
$9.69K - $10.9K
|
2.78K
$462K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-66- 3.73% |
$9.84K - $11.1K
|
1.7K
$283K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-67- 3.62% |
$9.98K - $11.2K
|
1.78K
$296K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-75- 9.72% |
$11.2K - $12.6K
|
697
$116K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-75- 2.02% |
$11.2K - $12.6K
|
3.63K
$604K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-75- 14.31% |
$11.2K - $12.6K
|
449
$74.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-76- 0.25% |
$11.3K - $12.7K
|
30.8K
$5.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-77- 1.75% |
$11.5K - $12.9K
|
4.32K
$718K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-78- 2.89% |
$11.6K - $13.1K
|
2.62K
$435K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-79- 2.71% |
$11.8K - $13.2K
|
2.84K
$472K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-84- 1.06% |
$12.5K - $14.1K
|
7.81K
$1.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-84- 1.77% |
$12.5K - $14.1K
|
4.67K
$776K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-87- 1.76% |
$13K - $14.6K
|
4.86K
$809K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-87- 2.2% |
$13K - $14.6K
|
3.87K
$644K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-88- 0.7% |
$13.1K - $14.8K
|
12.5K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-89- 0.52% |
$13.3K - $14.9K
|
17K
$2.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-90- 2.5% |
$13.4K - $15.1K
|
3.51K
$583K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-92- 3.3% |
$13.7K - $15.4K
|
2.7K
$448K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-94- 3.12% |
$14K - $15.8K
|
2.92K
$486K
|
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-95- 0.48% |
$14.2K - $15.9K
|
19.6K
$3.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-98- 1.39% |
$14.6K - $16.4K
|
6.94K
$1.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-99- 2.17% |
$14.8K - $16.6K
|
4.47K
$743K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-100- 0.92% |
$14.9K - $16.8K
|
10.7K
$1.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-101- 4.27% |
$15.1K - $16.9K
|
2.26K
$376K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-102- 2.38% |
$15.2K - $17.1K
|
4.18K
$696K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-106- 0.41% |
$15.8K - $17.8K
|
25.9K
$4.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-108- 0.39% |
$16.1K - $18.1K
|
27.9K
$4.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-114- 0.38% |
$17K - $19.1K
|
30K
$4.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-121- 0.36% |
$18K - $20.3K
|
33.6K
$5.59M
|