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 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-799- 15.79% |
$99.3K - $116K
|
4.26K
$663K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-806- 0.47% |
$100K - $118K
|
171K
$26.7M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-807- 1.57% |
$100K - $118K
|
50.6K
$7.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-810- 27.85% |
$101K - $118K
|
2.1K
$327K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-812- 23.52% |
$101K - $118K
|
2.64K
$411K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-814- 17.43% |
$101K - $119K
|
3.86K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-816- 27.11% |
$101K - $119K
|
2.19K
$342K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-821- 14.51% |
$102K - $120K
|
4.84K
$753K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-828- 13.83% |
$103K - $121K
|
5.16K
$803K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-834- 0.86% |
$104K - $122K
|
96K
$14.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-853- 3.13% |
$106K - $124K
|
26.4K
$4.11M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-859- 3.34% |
$107K - $125K
|
24.9K
$3.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-885- 23.76% |
$110K - $129K
|
2.84K
$442K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-921- 3.84% |
$114K - $134K
|
23.1K
$3.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-953- 3.79% |
$118K - $139K
|
24.2K
$3.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-978- 28.55% |
$122K - $143K
|
2.45K
$381K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-998- 27.08% |
$124K - $146K
|
2.69K
$418K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.03K- 9.41% |
$128K - $150K
|
9.93K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.09K- 14.5% |
$135K - $159K
|
6.41K
$998K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.11K- 16.87% |
$138K - $162K
|
5.49K
$855K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.13K- 1.65% |
$141K - $165K
|
67.6K
$10.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.15K- 1.87% |
$142K - $167K
|
60.2K
$9.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.16K- 2.0% |
$144K - $168K
|
56.6K
$8.82M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.16K- 2.0% |
$144K - $168K
|
56.6K
$8.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.16K- 4.78% |
$144K - $169K
|
23.1K
$3.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-1.17K- 1.07% |
$145K - $170K
|
108K
$16.8M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.17K- 5.64% |
$146K - $171K
|
19.6K
$3.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.18K- 3.33% |
$147K - $172K
|
34.3K
$5.34M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.21K- 3.24% |
$151K - $177K
|
36.2K
$5.64M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.25K- 12.61% |
$156K - $183K
|
8.68K
$1.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-1.26K- 23.71% |
$157K - $184K
|
4.06K
$633K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.27K- 3.11% |
$157K - $184K
|
39.4K
$6.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.33K- 13.4% |
$165K - $193K
|
8.56K
$1.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.35K- 8.23% |
$168K - $197K
|
15.1K
$2.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.36K- 31.61% |
$168K - $198K
|
2.93K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.38K- 98.22% |
$171K - $201K
|
25
$3.89K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.47K- 4.14% |
$182K - $214K
|
34K
$5.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
SELL
|
- |
-1.48K- 5.12% |
$183K - $215K
|
27.3K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.51K- 40.42% |
$187K - $220K
|
2.22K
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.56K- 0.75% |
$194K - $227K
|
206K
$32.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.6K- 21.3% |
$198K - $233K
|
5.89K
$917K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.68K- 23.54% |
$209K - $246K
|
5.47K
$852K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.7K- 13.96% |
$211K - $248K
|
10.5K
$1.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-1.71K- 14.5% |
$212K - $249K
|
10.1K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.8K- 19.97% |
$223K - $262K
|
7.2K
$1.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.81K- 4.21% |
$225K - $264K
|
41.3K
$6.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.82K- 1.29% |
$226K - $265K
|
139K
$21.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.83K- 0.23% |
$227K - $266K
|
797K
$124M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.87K- 1.62% |
$232K - $272K
|
114K
$17.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.87K- 9.92% |
$232K - $273K
|
17K
$2.64M
|