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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.78% |
$621 - $729
|
650
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4+ 0.15% |
$497 - $583
|
2.61K
$421K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
3+ 0.49% |
$373 - $437
|
610
$98.7K
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
3+ 0.04% |
$373 - $437
|
8.34K
$1.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3+ 0.39% |
$373 - $437
|
781
$126K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
2+ 0.04% |
$249 - $292
|
5.16K
$834K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2New |
$249 - $292
|
2
$323
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2+ 0.08% |
$249 - $292
|
2.46K
$398K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.36% |
$124 - $146
|
275
$44.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.11% |
$124 - $146
|
949
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.13% |
$124 - $146
|
756
$122K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.04% |
$124 - $146
|
2.85K
$461K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.05% |
$124 - $146
|
2.04K
$330K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$124 - $146
|
1
$162
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1+ 0.03% |
$124 - $146
|
2.91K
$470K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.03% |
$124 - $146
|
3.39K
$548K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.06% |
$124 - $146
|
1.61K
$261K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$124 - $146
|
1.19K
$193K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 1.35% |
$124 - $146
|
75
$12.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 1.1% |
$124 - $146
|
92
$14.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.04% |
$124 - $146
|
2.56K
$413K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-1- 0.02% |
$124 - $146
|
4.16K
$673K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-1- 0.46% |
$124 - $146
|
218
$35.3K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 7.69% |
$124 - $146
|
12
$1.94K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2- 0.06% |
$249 - $292
|
3.61K
$584K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2- 0.03% |
$249 - $292
|
5.88K
$952K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3- 0.03% |
$373 - $437
|
10.9K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5- 0.24% |
$621 - $729
|
2.07K
$334K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-5- 0.16% |
$621 - $729
|
3.2K
$518K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-6- 0.29% |
$746 - $875
|
2.07K
$335K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-7- 10.77% |
$870 - $1.02K
|
58
$9.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-7- 0.08% |
$870 - $1.02K
|
9.22K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-7- 0.28% |
$870 - $1.02K
|
2.5K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-7- 0.15% |
$870 - $1.02K
|
4.58K
$741K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8- 6.5% |
$994 - $1.17K
|
115
$18.6K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-9- 1.08% |
$1.12K - $1.31K
|
827
$134K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-10- 0.23% |
$1.24K - $1.46K
|
4.33K
$701K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
SELL
|
- |
-15- 0.55% |
$1.86K - $2.19K
|
2.69K
$435K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-15- 0.14% |
$1.86K - $2.19K
|
10.3K
$1.67M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-15- 53.57% |
$1.86K - $2.19K
|
13
$2.1K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-16- 0.39% |
$1.99K - $2.33K
|
4.05K
$655K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-16- 2.73% |
$1.99K - $2.33K
|
571
$92.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-18- 0.3% |
$2.24K - $2.62K
|
6.06K
$979K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-20- 1.2% |
$2.49K - $2.92K
|
1.65K
$267K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 6.1% |
$2.49K - $2.92K
|
308
$49.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-20- 0.75% |
$2.49K - $2.92K
|
2.66K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-24- 0.69% |
$2.98K - $3.5K
|
3.45K
$557K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-25- 5.46% |
$3.11K - $3.65K
|
433
$70K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26- 3.09% |
$3.23K - $3.79K
|
815
$132K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-27- 27.84% |
$3.36K - $3.94K
|
70
$11.3K
|