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 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-853- 3.13% |
$106K - $124K
|
26.4K
$4.32M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-859- 3.34% |
$107K - $125K
|
24.9K
$4.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-885- 23.76% |
$110K - $129K
|
2.84K
$464K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-921- 3.84% |
$114K - $134K
|
23.1K
$3.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-953- 3.79% |
$118K - $139K
|
24.2K
$3.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-978- 28.55% |
$122K - $143K
|
2.45K
$400K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-998- 27.08% |
$124K - $146K
|
2.69K
$439K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.03K- 9.41% |
$128K - $150K
|
9.93K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.09K- 14.5% |
$135K - $159K
|
6.41K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.11K- 16.87% |
$138K - $162K
|
5.49K
$897K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.13K- 1.65% |
$141K - $165K
|
67.6K
$11M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.15K- 1.87% |
$142K - $167K
|
60.2K
$9.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.16K- 2.0% |
$144K - $168K
|
56.6K
$9.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.16K- 2.0% |
$144K - $168K
|
56.6K
$9.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.16K- 4.78% |
$144K - $169K
|
23.1K
$3.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-1.17K- 1.07% |
$145K - $170K
|
108K
$17.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.18K- 3.33% |
$147K - $172K
|
34.3K
$5.6M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.21K- 3.24% |
$151K - $177K
|
36.2K
$5.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.25K- 12.61% |
$156K - $183K
|
8.68K
$1.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.26K- 23.71% |
$157K - $184K
|
4.06K
$664K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.27K- 3.11% |
$157K - $184K
|
39.4K
$6.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.33K- 13.4% |
$165K - $193K
|
8.56K
$1.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.35K- 8.23% |
$168K - $197K
|
15.1K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.36K- 31.61% |
$168K - $198K
|
2.93K
$479K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.38K- 98.22% |
$171K - $201K
|
25
$4.08K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.47K- 4.14% |
$182K - $214K
|
34K
$5.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
SELL
|
- |
-1.48K- 5.12% |
$183K - $215K
|
27.3K
$4.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.51K- 40.42% |
$187K - $220K
|
2.22K
$363K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.56K- 0.75% |
$194K - $227K
|
206K
$33.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.6K- 21.3% |
$198K - $233K
|
5.89K
$962K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.68K- 23.54% |
$209K - $246K
|
5.47K
$893K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.7K- 13.96% |
$211K - $248K
|
10.5K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-1.71K- 14.5% |
$212K - $249K
|
10.1K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.8K- 19.97% |
$223K - $262K
|
7.2K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.81K- 4.21% |
$225K - $264K
|
41.3K
$6.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.82K- 1.29% |
$226K - $265K
|
139K
$22.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.83K- 0.23% |
$227K - $266K
|
797K
$130M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.87K- 1.62% |
$232K - $272K
|
114K
$18.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.87K- 9.92% |
$232K - $273K
|
17K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.9K- 7.27% |
$235K - $276K
|
24.2K
$3.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.91K- 3.44% |
$237K - $278K
|
53.6K
$8.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.93K- 36.78% |
$239K - $281K
|
3.31K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.95K- 42.78% |
$243K - $285K
|
2.61K
$427K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-2K- 30.77% |
$248K - $291K
|
4.49K
$733K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-2.05K- 5.85% |
$254K - $298K
|
32.9K
$5.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-2.05K- 15.51% |
$255K - $299K
|
11.2K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-2.08K- 54.14% |
$258K - $303K
|
1.76K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.09K- 50.16% |
$259K - $304K
|
2.07K
$338K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-2.09K- 4.82% |
$260K - $305K
|
41.4K
$6.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.17K- 4.72% |
$270K - $317K
|
43.9K
$7.16M
|