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 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.95K- 1.67% |
$863K - $1.01M
|
409K
$63.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.42K- 11.92% |
$922K - $1.08M
|
54.8K
$8.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.69K- 8.55% |
$955K - $1.12M
|
82.2K
$12.8M
|
|
|
Apr 08, 2025
Q4 2023
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-7.7K- 22.14% |
$957K - $1.12M
|
27.1K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.16K- 2.6% |
$1.01M - $1.19M
|
305K
$47.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.21K- 13.2% |
$1.02M - $1.2M
|
54K
$8.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-8.33K- 27.95% |
$1.04M - $1.21M
|
21.5K
$3.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-8.65K- 8.94% |
$1.07M - $1.26M
|
88.1K
$13.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.89K- 14.35% |
$1.11M - $1.3M
|
53.1K
$8.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-9.28K- 25.49% |
$1.15M - $1.35M
|
27.1K
$4.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-9.36K- 9.76% |
$1.16M - $1.37M
|
86.6K
$13.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-9.78K- 16.94% |
$1.22M - $1.43M
|
47.9K
$7.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.2K- 4.88% |
$1.27M - $1.49M
|
199K
$30.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-10.3K- 86.44% |
$1.27M - $1.5M
|
1.61K
$250K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10.4K- 8.94% |
$1.29M - $1.52M
|
106K
$16.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-11K- 27.3% |
$1.37M - $1.61M
|
29.4K
$4.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-11.2K- 30.02% |
$1.4M - $1.64M
|
26.2K
$4.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12K- 50.49% |
$1.49M - $1.75M
|
11.8K
$1.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-14.3K- 17.34% |
$1.77M - $2.08M
|
68.1K
$10.6M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-14.3K- 75.24% |
$1.77M - $2.08M
|
4.7K
$732K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-18.7K- 12.94% |
$2.33M - $2.73M
|
126K
$19.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-19.2K- 70.9% |
$2.39M - $2.8M
|
7.89K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-19.3K- 3.16% |
$2.4M - $2.82M
|
593K
$92.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-21K- 30.14% |
$2.61M - $3.06M
|
48.7K
$7.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-21.7K- 14.07% |
$2.69M - $3.16M
|
132K
$20.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22K- 21.85% |
$2.74M - $3.21M
|
78.8K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.3K- 76.4% |
$2.89M - $3.39M
|
7.19K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24K- 16.83% |
$2.99M - $3.51M
|
119K
$18.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-24.7K- 82.19% |
$3.07M - $3.61M
|
5.36K
$834K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-25.3K- 82.57% |
$3.14M - $3.69M
|
5.34K
$831K
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-26.3K- 88.32% |
$3.27M - $3.84M
|
3.48K
$542K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-28.7K- 60.87% |
$3.56M - $4.18M
|
18.4K
$2.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-30.7K- 1.91% |
$3.82M - $4.48M
|
1.58M
$246M
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-30.9K- 34.48% |
$3.84M - $4.5M
|
58.7K
$9.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-34.6K- 29.93% |
$4.31M - $5.05M
|
81.1K
$12.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-36.2K- 23.14% |
$4.49M - $5.27M
|
120K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-37.2K- 24.65% |
$4.62M - $5.42M
|
114K
$17.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-45.6K- 76.17% |
$5.66M - $6.64M
|
14.3K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-48.8K- 6.02% |
$6.07M - $7.12M
|
762K
$119M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-51.7K- 10.72% |
$6.43M - $7.54M
|
431K
$67.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-53K- 75.02% |
$6.59M - $7.73M
|
17.6K
$2.75M
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-86.4K- 97.99% |
$10.7M - $12.6M
|
1.78K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-88.3K- 91.35% |
$11M - $12.9M
|
8.36K
$1.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-101K- 94.61% |
$12.5M - $14.7M
|
5.74K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-111K- 10.86% |
$13.8M - $16.2M
|
911K
$142M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-124K- 13.05% |
$15.4M - $18.1M
|
828K
$129M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-126K- 45.73% |
$15.6M - $18.3M
|
149K
$23.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-134K- 50.08% |
$16.6M - $19.5M
|
133K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-137K- 13.61% |
$17.1M - $20M
|
871K
$136M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-153K- 4.63% |
$19M - $22.3M
|
3.16M
$491M
|