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 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-295- 2.59% |
$44K - $49.5K
|
11.1K
$1.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-298- 18.09% |
$44.4K - $50K
|
1.35K
$224K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-299- 4.79% |
$44.6K - $50.1K
|
5.94K
$988K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-299- 13.84% |
$44.6K - $50.1K
|
1.86K
$310K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-303- 11.25% |
$45.2K - $50.8K
|
2.39K
$398K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-308- 0.84% |
$45.9K - $51.6K
|
36.2K
$6.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-316- 18.04% |
$47.1K - $53K
|
1.44K
$239K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-319- 3.61% |
$47.5K - $53.5K
|
8.51K
$1.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-324- 1.51% |
$48.3K - $54.3K
|
21.2K
$3.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-325- 9.84% |
$48.4K - $54.5K
|
2.98K
$495K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-329- 41.18% |
$49K - $55.2K
|
470
$78.1K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-329- 5.18% |
$49K - $55.2K
|
6.02K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-333- 0.65% |
$49.6K - $55.8K
|
51.2K
$8.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-333- 1.81% |
$49.6K - $55.8K
|
18.1K
$3M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-334- 4.49% |
$49.8K - $56K
|
7.1K
$1.18M
|
|
|
Oct 04, 2024
Q3 2024
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-346- 8.69% |
$51.6K - $58K
|
3.64K
$605K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-349- 10.06% |
$52K - $58.5K
|
3.12K
$519K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-363- 5.31% |
$54.1K - $60.9K
|
6.47K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-369- 0.99% |
$55K - $61.9K
|
37K
$6.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-370- 1.71% |
$55.1K - $62K
|
21.3K
$3.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-373- 0.19% |
$55.6K - $62.5K
|
197K
$32.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-375- 3.83% |
$55.9K - $62.9K
|
9.42K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-380- 5.18% |
$56.6K - $63.7K
|
6.95K
$1.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-381- 6.57% |
$56.8K - $63.9K
|
5.42K
$901K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-381- 0.77% |
$56.8K - $63.9K
|
49.3K
$8.19M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-393- 7.28% |
$58.6K - $65.9K
|
5.01K
$833K
|
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-405- 17.79% |
$60.4K - $67.9K
|
1.87K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-413- 22.54% |
$61.5K - $69.2K
|
1.42K
$236K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-419- 10.18% |
$62.4K - $70.3K
|
3.7K
$615K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-441- 13.48% |
$65.7K - $73.9K
|
2.83K
$471K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-443- 24.58% |
$66K - $74.3K
|
1.36K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-449- 3.09% |
$66.9K - $75.3K
|
14.1K
$2.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-467- 6.03% |
$69.6K - $78.3K
|
7.27K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-478- 14.68% |
$71.2K - $80.1K
|
2.78K
$462K
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-497- 0.67% |
$74.1K - $83.3K
|
73.4K
$12.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-497- 3.3% |
$74.1K - $83.3K
|
14.6K
$2.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-552- 26.99% |
$82.3K - $92.6K
|
1.49K
$248K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-563- 2.89% |
$83.9K - $94.4K
|
18.9K
$3.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-570- 14.98% |
$84.9K - $95.6K
|
3.24K
$538K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-571- 3.05% |
$85.1K - $95.7K
|
18.1K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-579- 3.99% |
$86.3K - $97.1K
|
14K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-581- 1.46% |
$86.6K - $97.4K
|
39.1K
$6.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-608- 10.59% |
$90.6K - $102K
|
5.13K
$854K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-613- 1.09% |
$91.3K - $103K
|
55.6K
$9.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-624- 14.56% |
$93K - $105K
|
3.66K
$609K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-635- 1.2% |
$94.6K - $106K
|
52.5K
$8.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-653- 1.75% |
$97.3K - $109K
|
36.6K
$6.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-677- 1.34% |
$101K - $114K
|
49.9K
$8.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-694- 3.47% |
$103K - $116K
|
19.3K
$3.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-710- 60.94% |
$106K - $119K
|
455
$75.7K
|