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
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2.43K- 52.16% |
$302K - $354K
|
2.23K
$364K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-2.62K- 1.06% |
$325K - $381K
|
245K
$40.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.64K- 2.51% |
$328K - $385K
|
102K
$16.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.69K- 3.97% |
$334K - $392K
|
65.2K
$10.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.7K- 7.93% |
$336K - $394K
|
31.4K
$5.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.72K- 37.94% |
$338K - $396K
|
4.45K
$726K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.75K- 13.71% |
$342K - $401K
|
17.3K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.76K- 2.25% |
$343K - $402K
|
120K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.2K- 31.87% |
$397K - $466K
|
6.83K
$1.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.27K- 24.92% |
$406K - $476K
|
9.84K
$1.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-3.28K- 10.36% |
$407K - $477K
|
28.3K
$4.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.37K- 13.36% |
$419K - $491K
|
21.9K
$3.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-3.37K- 58.74% |
$419K - $492K
|
2.37K
$387K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-3.57K- 30.87% |
$444K - $521K
|
8K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-3.57K- 18.84% |
$444K - $521K
|
15.4K
$2.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-3.59K- 39.63% |
$446K - $523K
|
5.47K
$893K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.62K- 17.58% |
$449K - $527K
|
16.9K
$2.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3.62K- 2.91% |
$449K - $527K
|
121K
$19.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.63K- 12.22% |
$451K - $530K
|
26.1K
$4.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.73K- 4.61% |
$463K - $544K
|
77.1K
$12.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.8K- 16.58% |
$472K - $554K
|
19.1K
$3.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3.83K- 29.3% |
$476K - $559K
|
9.25K
$1.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-3.98K- 2.86% |
$494K - $580K
|
135K
$22M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.18K- 17.39% |
$520K - $610K
|
19.9K
$3.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-4.43K- 7.01% |
$550K - $646K
|
58.7K
$9.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4.44K- 36.17% |
$552K - $647K
|
7.84K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.61K- 98.8% |
$572K - $671K
|
56
$9.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.76K- 6.77% |
$591K - $694K
|
65.5K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.87K- 0.24% |
$605K - $710K
|
2M
$327M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-4.9K- 39.45% |
$609K - $714K
|
7.52K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.94K- 6.02% |
$614K - $720K
|
77K
$12.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-5.18K- 18.5% |
$643K - $755K
|
22.8K
$3.73M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-5.22K- 29.49% |
$649K - $761K
|
12.5K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.51K- 35.48% |
$685K - $804K
|
10K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.54K- 13.49% |
$689K - $808K
|
35.5K
$5.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-5.55K- 15.16% |
$689K - $809K
|
31K
$5.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.66K- 1.02% |
$703K - $825K
|
547K
$89.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.26K- 60.87% |
$778K - $912K
|
4.02K
$657K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-6.29K- 21.83% |
$781K - $916K
|
22.5K
$3.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.95K- 1.67% |
$863K - $1.01M
|
409K
$66.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.42K- 11.92% |
$922K - $1.08M
|
54.8K
$8.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.69K- 8.55% |
$955K - $1.12M
|
82.2K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.16K- 2.6% |
$1.01M - $1.19M
|
305K
$49.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.21K- 13.2% |
$1.02M - $1.2M
|
54K
$8.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8.33K- 27.95% |
$1.04M - $1.21M
|
21.5K
$3.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-8.65K- 8.94% |
$1.07M - $1.26M
|
88.1K
$14.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.89K- 14.35% |
$1.11M - $1.3M
|
53.1K
$8.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-9.28K- 25.49% |
$1.15M - $1.35M
|
27.1K
$4.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-9.36K- 9.76% |
$1.16M - $1.37M
|
86.6K
$14.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-9.78K- 16.94% |
$1.22M - $1.43M
|
47.9K
$7.83M
|