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 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-163- 8.86% |
$20.3K - $23.8K
|
1.68K
$271K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-165- 5.93% |
$20.5K - $24.1K
|
2.62K
$423K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-167- 0.93% |
$20.8K - $24.3K
|
17.8K
$2.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-171- 3.12% |
$21.3K - $24.9K
|
5.31K
$859K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-173- 2.64% |
$21.5K - $25.2K
|
6.39K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-174- 1.11% |
$21.6K - $25.4K
|
15.5K
$2.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-176- 0.52% |
$21.9K - $25.7K
|
33.9K
$5.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-184- 9.03% |
$22.9K - $26.8K
|
1.85K
$300K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-185- 1.25% |
$23K - $27K
|
14.7K
$2.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-199- 6.63% |
$24.7K - $29K
|
2.8K
$453K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-200- 2.32% |
$24.9K - $29.2K
|
8.42K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-208- 3.91% |
$25.8K - $30.3K
|
5.11K
$827K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-211- 6.44% |
$26.2K - $30.8K
|
3.06K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-211- 7.55% |
$26.2K - $30.8K
|
2.58K
$418K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-213- 6.7% |
$26.5K - $31.1K
|
2.97K
$480K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-215- 2.64% |
$26.7K - $31.3K
|
7.94K
$1.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-215- 4.61% |
$26.7K - $31.3K
|
4.45K
$720K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-218- 0.31% |
$27.1K - $31.8K
|
70.1K
$11.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-219- 23.03% |
$27.2K - $31.9K
|
732
$118K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-229- 1.9% |
$28.5K - $33.4K
|
11.8K
$1.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-254- 14.66% |
$31.6K - $37K
|
1.48K
$239K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-258- 7.48% |
$32.1K - $37.6K
|
3.19K
$516K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-263- 1.42% |
$32.7K - $38.3K
|
18.3K
$2.96M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-264- 1.56% |
$32.8K - $38.5K
|
16.7K
$2.7M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-266- 3.65% |
$33.1K - $38.8K
|
7.01K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-266- 0.7% |
$33.1K - $38.8K
|
37.9K
$6.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-266- 5.47% |
$33.1K - $38.8K
|
4.6K
$744K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-272- 0.54% |
$33.8K - $39.7K
|
50.3K
$8.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-292- 8.34% |
$36.3K - $42.6K
|
3.21K
$519K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-297- 9.18% |
$36.9K - $43.3K
|
2.94K
$475K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-298- 0.41% |
$37K - $43.4K
|
72K
$11.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-299- 12.52% |
$37.2K - $43.6K
|
2.09K
$338K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-300- 12.24% |
$37.3K - $43.7K
|
2.15K
$348K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-308- 93.9% |
$38.3K - $44.9K
|
20
$3.23K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-309- 0.98% |
$38.4K - $45.1K
|
31.2K
$5.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-316- 1.27% |
$39.3K - $46.1K
|
24.5K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-321- 8.16% |
$39.9K - $46.8K
|
3.61K
$585K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-325- 14.92% |
$40.4K - $47.4K
|
1.85K
$300K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-327- 14.13% |
$40.6K - $47.7K
|
1.99K
$322K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-328- 2.14% |
$40.8K - $47.8K
|
15K
$2.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-329- 3.28% |
$40.9K - $48K
|
9.7K
$1.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-335- 18.99% |
$41.6K - $48.8K
|
1.43K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-336- 1.37% |
$41.8K - $49K
|
24.2K
$3.91M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-336- 4.58% |
$41.8K - $49K
|
7K
$1.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-341- 4.64% |
$42.4K - $49.7K
|
7.01K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-348- 0.21% |
$43.2K - $50.7K
|
168K
$27.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-350- 16.85% |
$43.5K - $51K
|
1.73K
$279K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-391- 5.41% |
$48.6K - $57K
|
6.84K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-425- 16.85% |
$52.8K - $62K
|
2.1K
$339K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-433- 12.47% |
$53.8K - $63.1K
|
3.04K
$492K
|