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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
90+ 600.0% |
$13.4K - $15.1K
|
105
$16.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
89+ 6.36% |
$13.3K - $14.9K
|
1.49K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
84+ 39.44% |
$12.5K - $14.1K
|
297
$46.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
81+ 3.25% |
$12.1K - $13.6K
|
2.57K
$400K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
80+ 3.85% |
$11.9K - $13.4K
|
2.16K
$336K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
77+ 1.48% |
$11.5K - $12.9K
|
5.27K
$821K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
76+ 1.46% |
$11.3K - $12.7K
|
5.28K
$821K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
76+ 0.09% |
$11.3K - $12.7K
|
89.2K
$13.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
67New |
$9.98K - $11.2K
|
67
$10.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
67+ 0.16% |
$9.98K - $11.2K
|
41.4K
$6.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
65+ 1.07% |
$9.69K - $10.9K
|
6.13K
$955K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
65+ 2.42% |
$9.69K - $10.9K
|
2.75K
$429K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
58+ 0.13% |
$8.64K - $9.72K
|
43.2K
$6.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
57+ 1.11% |
$8.49K - $9.56K
|
5.17K
$805K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
55+ 1.33% |
$8.2K - $9.22K
|
4.19K
$652K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
55+ 1.07% |
$8.2K - $9.22K
|
5.21K
$811K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
53+ 3.75% |
$7.9K - $8.89K
|
1.47K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50+ 8.76% |
$7.45K - $8.38K
|
621
$96.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
50+ 3.24% |
$7.45K - $8.38K
|
1.59K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 7.41% |
$7.45K - $8.38K
|
725
$113K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
49+ 3.32% |
$7.3K - $8.22K
|
1.52K
$237K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
48+ 44.86% |
$7.15K - $8.05K
|
155
$24.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
48+ 2.22% |
$7.15K - $8.05K
|
2.21K
$344K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
47+ 2350.0% |
$7K - $7.88K
|
49
$7.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
47+ 0.12% |
$7K - $7.88K
|
38K
$5.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
45+ 0.05% |
$6.71K - $7.55K
|
96.8K
$15.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
44+ 22.22% |
$6.56K - $7.38K
|
242
$37.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
43+ 0.61% |
$6.41K - $7.21K
|
7.14K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
43+ 26.22% |
$6.41K - $7.21K
|
207
$32.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
43+ 1.07% |
$6.41K - $7.21K
|
4.06K
$631K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
40+ 0.58% |
$5.96K - $6.71K
|
6.9K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
40New |
$5.96K - $6.71K
|
40
$6.23K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
39+ 0.5% |
$5.81K - $6.54K
|
7.8K
$1.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
38+ 0.55% |
$5.66K - $6.37K
|
6.99K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
37+ 1.09% |
$5.51K - $6.2K
|
3.45K
$537K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
34+ 0.62% |
$5.07K - $5.7K
|
5.51K
$857K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
31+ 0.16% |
$4.62K - $5.2K
|
19.7K
$3.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
30New |
$4.47K - $5.03K
|
30
$4.67K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
27+ 3.8% |
$4.02K - $4.53K
|
738
$115K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27+ 1.22% |
$4.02K - $4.53K
|
2.24K
$349K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
26+ 0.79% |
$3.87K - $4.36K
|
3.34K
$519K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
26+ 0.74% |
$3.87K - $4.36K
|
3.52K
$549K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
26+ 1.17% |
$3.87K - $4.36K
|
2.24K
$349K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
26+ 1.05% |
$3.87K - $4.36K
|
2.51K
$391K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26+ 0.49% |
$3.87K - $4.36K
|
5.32K
$828K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
25+ 1.07% |
$3.73K - $4.19K
|
2.37K
$369K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
25+ 0.53% |
$3.73K - $4.19K
|
4.78K
$744K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
24New |
$3.58K - $4.02K
|
24
$3.74K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
23+ 0.28% |
$3.43K - $3.86K
|
8.23K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
23+ 1.07% |
$3.43K - $3.86K
|
2.17K
$338K
|