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 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-260- 0.38% |
$38.7K - $43.6K
|
67.6K
$10.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-263- 9.57% |
$39.2K - $44.1K
|
2.49K
$387K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-267- 0.5% |
$39.8K - $44.8K
|
53.6K
$8.34M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-267- 0.57% |
$39.8K - $44.8K
|
46.9K
$7.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-270- 0.84% |
$40.2K - $45.3K
|
32K
$4.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-271- 1.42% |
$40.4K - $45.4K
|
18.9K
$2.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-273- 2.1% |
$40.7K - $45.8K
|
12.7K
$1.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-276- 1.28% |
$41.1K - $46.3K
|
21.2K
$3.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-280- 17.53% |
$41.7K - $46.9K
|
1.32K
$205K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-280- 7.76% |
$41.7K - $46.9K
|
3.33K
$518K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-286- 9.59% |
$42.6K - $48K
|
2.7K
$420K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-295- 2.59% |
$44K - $49.5K
|
11.1K
$1.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-298- 18.09% |
$44.4K - $50K
|
1.35K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-299- 13.84% |
$44.6K - $50.1K
|
1.86K
$290K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-299- 4.79% |
$44.6K - $50.1K
|
5.94K
$925K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-303- 11.25% |
$45.2K - $50.8K
|
2.39K
$372K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-308- 0.84% |
$45.9K - $51.6K
|
36.2K
$5.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-316- 18.04% |
$47.1K - $53K
|
1.44K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-319- 3.61% |
$47.5K - $53.5K
|
8.51K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-324- 1.51% |
$48.3K - $54.3K
|
21.2K
$3.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-325- 9.84% |
$48.4K - $54.5K
|
2.98K
$464K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-329- 41.18% |
$49K - $55.2K
|
470
$73.2K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-329- 5.18% |
$49K - $55.2K
|
6.02K
$937K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-333- 1.81% |
$49.6K - $55.8K
|
18.1K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-333- 0.65% |
$49.6K - $55.8K
|
51.2K
$7.97M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-334- 4.49% |
$49.8K - $56K
|
7.1K
$1.1M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-346- 8.69% |
$51.6K - $58K
|
3.64K
$566K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-349- 10.06% |
$52K - $58.5K
|
3.12K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-363- 5.31% |
$54.1K - $60.9K
|
6.47K
$1.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-369- 0.99% |
$55K - $61.9K
|
37K
$5.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-370- 1.71% |
$55.1K - $62K
|
21.3K
$3.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-373- 0.19% |
$55.6K - $62.5K
|
197K
$30.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-375- 3.83% |
$55.9K - $62.9K
|
9.42K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-380- 5.18% |
$56.6K - $63.7K
|
6.95K
$1.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-381- 6.57% |
$56.8K - $63.9K
|
5.42K
$843K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-381- 0.77% |
$56.8K - $63.9K
|
49.3K
$7.67M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-393- 7.28% |
$58.6K - $65.9K
|
5.01K
$780K
|
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-405- 17.79% |
$60.4K - $67.9K
|
1.87K
$291K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-411- 8.63% |
$61.2K - $68.9K
|
4.35K
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-413- 22.54% |
$61.5K - $69.2K
|
1.42K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-419- 10.18% |
$62.4K - $70.3K
|
3.7K
$575K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-441- 13.48% |
$65.7K - $73.9K
|
2.83K
$441K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-443- 24.58% |
$66K - $74.3K
|
1.36K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-449- 3.09% |
$66.9K - $75.3K
|
14.1K
$2.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-467- 6.03% |
$69.6K - $78.3K
|
7.27K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-478- 14.68% |
$71.2K - $80.1K
|
2.78K
$432K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-497- 3.3% |
$74.1K - $83.3K
|
14.6K
$2.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-497- 0.67% |
$74.1K - $83.3K
|
73.4K
$11.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-552- 26.99% |
$82.3K - $92.6K
|
1.49K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-563- 2.89% |
$83.9K - $94.4K
|
18.9K
$2.94M
|