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 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.45KNew |
$180K - $211K
|
1.45K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.45KNew |
$180K - $211K
|
1.45K
$236K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.44KNew |
$179K - $210K
|
1.44K
$235K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.43KNew |
$178K - $209K
|
1.43K
$234K
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.43KNew |
$178K - $208K
|
1.43K
$234K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.43K+ 52.32% |
$178K - $208K
|
4.16K
$680K
|
|
|
Jan 11, 2024
Q4 2023
|
Kwmg, LLC
|
BUY
|
- |
1.42K+ 0.79% |
$176K - $207K
|
180K
$29.3M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.42K+ 15.74% |
$176K - $206K
|
10.4K
$1.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.41KNew |
$175K - $206K
|
1.41K
$231K
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.41KNew |
$175K - $206K
|
1.41K
$230K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.41KNew |
$175K - $205K
|
1.41K
$230K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.41KNew |
$175K - $205K
|
1.41K
$230K
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.4KNew |
$174K - $204K
|
1.4K
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.39KNew |
$173K - $203K
|
1.39K
$228K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.39KNew |
$172K - $202K
|
1.39K
$227K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.38KNew |
$172K - $202K
|
1.38K
$226K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.38KNew |
$172K - $202K
|
1.38K
$226K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.38KNew |
$171K - $201K
|
1.38K
$225K
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
1.34KNew |
$167K - $196K
|
1.34K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.32K+ 27.0% |
$163K - $192K
|
6.19K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.31K+ 6.84% |
$162K - $190K
|
20.4K
$3.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.27K+ 1.49% |
$158K - $186K
|
86.9K
$14.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.27KNew |
$158K - $185K
|
1.27K
$208K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.25K+ 32.15% |
$156K - $183K
|
5.15K
$842K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.23K+ 3.91% |
$153K - $179K
|
32.7K
$5.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.23K+ 1807.35% |
$153K - $179K
|
1.3K
$212K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.23KNew |
$152K - $179K
|
1.23K
$200K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.2K+ 13.01% |
$149K - $175K
|
10.4K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.18K+ 3.58% |
$146K - $172K
|
34.1K
$5.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.17KNew |
$145K - $170K
|
1.17K
$191K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.14K+ 485.11% |
$142K - $166K
|
1.38K
$225K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.14K+ 6.23% |
$141K - $166K
|
19.4K
$3.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
BUY
|
- |
1.11K+ 3.9% |
$137K - $161K
|
29.5K
$4.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.09K+ 10.31% |
$135K - $158K
|
11.6K
$1.9M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.08K+ 17.19% |
$134K - $157K
|
7.34K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.07K+ 4.98% |
$133K - $156K
|
22.6K
$3.69M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.06K+ 9.84% |
$131K - $154K
|
11.8K
$1.92M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.05K+ 1.91% |
$131K - $153K
|
56.2K
$9.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.04K+ 7.57% |
$130K - $152K
|
14.8K
$2.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.04K+ 9.2% |
$129K - $151K
|
12.3K
$2.01M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.03K+ 6.32% |
$128K - $150K
|
17.4K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.01K+ 1.74% |
$126K - $148K
|
59.2K
$9.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.01K+ 47.89% |
$125K - $147K
|
3.11K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
989+ 43.65% |
$123K - $144K
|
3.26K
$532K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
983+ 14.76% |
$122K - $143K
|
7.64K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
961+ 12.15% |
$119K - $140K
|
8.87K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
937+ 2.31% |
$116K - $137K
|
41.5K
$6.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
884+ 26.26% |
$110K - $129K
|
4.25K
$694K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
881New |
$109K - $128K
|
881
$144K
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
880+ 5.73% |
$109K - $128K
|
16.2K
$2.65M
|