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 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.06K+ 3.87% |
$158K - $177K
|
28.4K
$4.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.01K+ 1764.91% |
$150K - $169K
|
1.06K
$171K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
998+ 1.41% |
$149K - $167K
|
71.9K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
986+ 2.82% |
$147K - $165K
|
36K
$5.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
976+ 2.48% |
$145K - $164K
|
40.4K
$6.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
926+ 4.09% |
$138K - $155K
|
23.5K
$3.78M
|
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
917+ 2.61% |
$137K - $154K
|
36.1K
$5.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
914+ 2.09% |
$136K - $153K
|
44.7K
$7.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
912+ 0.54% |
$136K - $153K
|
170K
$27.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
858+ 3.34% |
$128K - $144K
|
26.5K
$4.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
800+ 3.94% |
$119K - $134K
|
21.1K
$3.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
767+ 6.12% |
$114K - $129K
|
13.3K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
746+ 12.19% |
$111K - $125K
|
6.86K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
738+ 18.98% |
$110K - $124K
|
4.63K
$743K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
734+ 3058.33% |
$109K - $123K
|
758
$122K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
731+ 7.09% |
$109K - $123K
|
11K
$1.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
726+ 25.65% |
$108K - $122K
|
3.56K
$571K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
716+ 5.43% |
$107K - $120K
|
13.9K
$2.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
715+ 1.2% |
$107K - $120K
|
60.3K
$9.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
708+ 14.41% |
$106K - $119K
|
5.62K
$903K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
686+ 17.4% |
$102K - $115K
|
4.63K
$744K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
684+ 2.2% |
$102K - $115K
|
31.8K
$5.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
675+ 5.86% |
$101K - $113K
|
12.2K
$1.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
670+ 3.29% |
$99.8K - $112K
|
21K
$3.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
660+ 0.36% |
$98.4K - $111K
|
184K
$29.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
622+ 1.22% |
$92.7K - $104K
|
51.8K
$8.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
608+ 4.7% |
$90.6K - $102K
|
13.5K
$2.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
596+ 43.6% |
$88.8K - $99.9K
|
1.96K
$315K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
585+ 11.23% |
$87.2K - $98.1K
|
5.79K
$931K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
582+ 4.86% |
$86.7K - $97.6K
|
12.5K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
574+ 5.07% |
$85.5K - $96.2K
|
11.9K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
571+ 6.91% |
$85.1K - $95.7K
|
8.83K
$1.42M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
562+ 2.23% |
$83.7K - $94.2K
|
25.7K
$4.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
558+ 1.82% |
$83.2K - $93.6K
|
31.2K
$5.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
553New |
$82.4K - $92.7K
|
553
$88.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
553+ 10.76% |
$82.4K - $92.7K
|
5.69K
$915K
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
552+ 10.66% |
$82.3K - $92.6K
|
5.73K
$920K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
535+ 3.04% |
$79.7K - $89.7K
|
18.2K
$2.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
527+ 29.34% |
$78.5K - $88.4K
|
2.32K
$373K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
504New |
$75.1K - $84.5K
|
504
$81K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
494+ 1.95% |
$73.6K - $82.8K
|
25.9K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
490+ 2.62% |
$73K - $82.2K
|
19.2K
$3.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
483+ 3.86% |
$72K - $81K
|
13K
$2.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
482+ 26.94% |
$71.8K - $80.8K
|
2.27K
$365K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
471+ 15.53% |
$70.2K - $79K
|
3.5K
$563K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
469+ 4.33% |
$69.9K - $78.6K
|
11.3K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
451New |
$67.2K - $75.6K
|
451
$72.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
451New |
$67.2K - $75.6K
|
451
$72.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
441+ 6.58% |
$65.7K - $73.9K
|
7.14K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
435New |
$64.8K - $72.9K
|
435
$69.9K
|