Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
176K+ 6.61% |
$21.8M - $25.6M
|
2.84M
$463M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
159K+ 5.51% |
$19.8M - $23.2M
|
3.04M
$497M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
145K+ 68.63% |
$18M - $21.1M
|
356K
$58.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
137K+ 1.28% |
$17M - $19.9M
|
10.8M
$1.77B
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
132KNew |
$16.5M - $19.3M
|
132K
$21.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
118KNew |
$14.7M - $17.2M
|
118K
$19.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
94.7KNew |
$11.8M - $13.8M
|
94.7K
$15.5M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
91.7K+ 16.45% |
$11.4M - $13.4M
|
649K
$106M
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
82.8KNew |
$10.3M - $12.1M
|
82.8K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
79.2KNew |
$9.84M - $11.5M
|
79.2K
$12.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
73.1K+ 40.96% |
$9.09M - $10.7M
|
252K
$41.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
56.4KNew |
$7.01M - $8.22M
|
56.4K
$9.21M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
52.2K+ 41.05% |
$6.49M - $7.61M
|
179K
$29.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
51.5K+ 361.1% |
$6.4M - $7.5M
|
65.7K
$10.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
50.1K+ 14.45% |
$6.23M - $7.31M
|
397K
$64.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
49.9K+ 280.74% |
$6.2M - $7.27M
|
67.7K
$11M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
44.3K+ 9.29% |
$5.51M - $6.46M
|
521K
$85.1M
|
|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
38.4KNew |
$4.77M - $5.6M
|
38.4K
$6.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
33.2K+ 7.85% |
$4.12M - $4.84M
|
456K
$74.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
31.3K+ 8.05% |
$3.88M - $4.56M
|
420K
$68.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
30.4K+ 1609.85% |
$3.78M - $4.43M
|
32.3K
$5.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
28.1K+ 6.42% |
$3.5M - $4.1M
|
467K
$76.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.1K+ 6.97% |
$3.49M - $4.09M
|
430K
$70.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
27.9KNew |
$3.47M - $4.07M
|
27.9K
$4.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
27.5KNew |
$3.42M - $4.02M
|
27.5K
$4.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
26.9K+ 1.34% |
$3.34M - $3.92M
|
2.03M
$331M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.3K+ 0.62% |
$3.27M - $3.83M
|
4.26M
$696M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.9K+ 19.54% |
$3.22M - $3.78M
|
159K
$25.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
25.7KNew |
$3.2M - $3.75M
|
25.7K
$4.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
24.9KNew |
$3.09M - $3.63M
|
24.9K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.4K+ 211.33% |
$3.03M - $3.56M
|
36K
$5.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
24K+ 9.16% |
$2.99M - $3.5M
|
286K
$46.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
23.9K+ 1069.22% |
$2.97M - $3.48M
|
26.1K
$4.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
23.7K+ 991.14% |
$2.95M - $3.46M
|
26.1K
$4.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
20.5KNew |
$2.55M - $2.99M
|
20.5K
$3.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.3K+ 12.64% |
$2.52M - $2.95M
|
181K
$29.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
20KNew |
$2.49M - $2.92M
|
20K
$3.27M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.9KNew |
$2.47M - $2.9M
|
19.9K
$3.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
19.3KNew |
$2.4M - $2.82M
|
19.3K
$3.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.4KNew |
$2.28M - $2.68M
|
18.4K
$3M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
17.8K+ 8.1% |
$2.21M - $2.6M
|
238K
$38.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
17.3K+ 1.86% |
$2.15M - $2.52M
|
948K
$155M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
17KNew |
$2.11M - $2.47M
|
17K
$2.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16K+ 58.36% |
$1.99M - $2.34M
|
43.5K
$7.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
15.1KNew |
$1.88M - $2.21M
|
15.1K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
15.1KNew |
$1.88M - $2.21M
|
15.1K
$2.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
14.2K+ 4.63% |
$1.77M - $2.07M
|
321K
$52.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
14.1K+ 3.06% |
$1.75M - $2.06M
|
476K
$77.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12.9KNew |
$1.61M - $1.88M
|
12.9K
$2.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
12.5KNew |
$1.55M - $1.82M
|
12.5K
$2.04M
|