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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-31- 19.14% |
$3.85K - $4.52K
|
131
$21.4K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-32- 4.9% |
$3.98K - $4.67K
|
621
$101K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-33- 1.47% |
$4.1K - $4.81K
|
2.21K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-39- 2.54% |
$4.85K - $5.69K
|
1.5K
$244K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-40- 0.7% |
$4.97K - $5.83K
|
5.65K
$922K
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-43- 0.09% |
$5.34K - $6.27K
|
47.3K
$7.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-44- 0.34% |
$5.47K - $6.42K
|
12.8K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-44- 0.66% |
$5.47K - $6.42K
|
6.58K
$1.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-52- 1.15% |
$6.46K - $7.58K
|
4.47K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-56- 0.22% |
$6.96K - $8.16K
|
25K
$4.08M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-61- 64.21% |
$7.58K - $8.89K
|
34
$5.55K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-62- 3.38% |
$7.7K - $9.04K
|
1.77K
$289K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-65- 0.11% |
$8.08K - $9.48K
|
60.4K
$9.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-65- 0.58% |
$8.08K - $9.48K
|
11K
$1.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-65- 1.28% |
$8.08K - $9.48K
|
5.03K
$821K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-68- 0.67% |
$8.45K - $9.91K
|
10.1K
$1.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-70- 1.6% |
$8.7K - $10.2K
|
4.31K
$704K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-73- 0.67% |
$9.07K - $10.6K
|
10.8K
$1.76M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-73- 4.46% |
$9.07K - $10.6K
|
1.57K
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-73- 4.46% |
$9.07K - $10.6K
|
1.57K
$256K
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-74- 0.52% |
$9.2K - $10.8K
|
14.2K
$2.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-76- 2.38% |
$9.44K - $11.1K
|
3.12K
$510K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-76- 3.61% |
$9.44K - $11.1K
|
2.03K
$331K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-80- 2.64% |
$9.94K - $11.7K
|
2.96K
$483K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-82- 28.57% |
$10.2K - $12K
|
205
$33.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-85- 3.82% |
$10.6K - $12.4K
|
2.14K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-87- 0.96% |
$10.8K - $12.7K
|
9.01K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-88- 2.96% |
$10.9K - $12.8K
|
2.88K
$470K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-99- 22.92% |
$12.3K - $14.4K
|
333
$54.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-100- 5.48% |
$12.4K - $14.6K
|
1.72K
$282K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-106- 40.0% |
$13.2K - $15.5K
|
159
$26K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-115- 0.95% |
$14.3K - $16.8K
|
12K
$1.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-117- 6.88% |
$14.5K - $17.1K
|
1.58K
$259K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-117- 7.73% |
$14.5K - $17.1K
|
1.4K
$228K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
SELL
|
- |
-119- 1.03% |
$14.8K - $17.4K
|
11.4K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-125- 1.03% |
$15.5K - $18.2K
|
12K
$1.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-131- 3.41% |
$16.3K - $19.1K
|
3.71K
$606K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-132- 3.82% |
$16.4K - $19.2K
|
3.33K
$543K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-135- 1.5% |
$16.8K - $19.7K
|
8.85K
$1.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-136- 0.3% |
$16.9K - $19.8K
|
45.1K
$7.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-139- 2.74% |
$17.3K - $20.3K
|
4.93K
$806K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-140- 0.87% |
$17.4K - $20.4K
|
15.9K
$2.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-143- 2.73% |
$17.8K - $20.8K
|
5.09K
$831K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-148- 4.02% |
$18.4K - $21.6K
|
3.54K
$578K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-150- 4.39% |
$18.6K - $21.9K
|
3.27K
$534K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-154- 6.28% |
$19.1K - $22.5K
|
2.3K
$376K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-156- 4.2% |
$19.4K - $22.7K
|
3.55K
$580K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-158- 29.59% |
$19.6K - $23K
|
376
$61.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-161- 1.11% |
$20K - $23.5K
|
14.3K
$2.33M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-163- 8.86% |
$20.3K - $23.8K
|
1.68K
$274K
|