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 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
860+ 1.66% |
$107K - $125K
|
52.7K
$8.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
853+ 7.32% |
$106K - $124K
|
12.5K
$2.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
830+ 4.1% |
$103K - $121K
|
21.1K
$3.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
812+ 1.08% |
$101K - $118K
|
75.7K
$12.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
806+ 4.4% |
$100K - $118K
|
19.1K
$3.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
802+ 30.62% |
$99.7K - $117K
|
3.42K
$559K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
771+ 40.2% |
$95.8K - $112K
|
2.69K
$439K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
691+ 1.92% |
$85.9K - $101K
|
36.7K
$6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
684+ 36.97% |
$85K - $99.7K
|
2.53K
$414K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
677+ 1381.63% |
$84.1K - $98.7K
|
726
$119K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
676+ 10.3% |
$84K - $98.6K
|
7.24K
$1.18M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
673+ 1.36% |
$83.6K - $98.1K
|
50.2K
$8.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
672+ 1.38% |
$83.5K - $98K
|
49.5K
$8.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
602New |
$74.8K - $87.8K
|
602
$98.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
600+ 28.38% |
$74.6K - $87.5K
|
2.71K
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
586+ 3.88% |
$72.8K - $85.4K
|
15.7K
$2.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
583+ 0.71% |
$72.4K - $85K
|
82.8K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
580+ 1.02% |
$72.1K - $84.6K
|
57.2K
$9.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
575+ 5.06% |
$71.5K - $83.8K
|
11.9K
$1.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
575+ 2.34% |
$71.5K - $83.8K
|
25.1K
$4.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
524+ 1.74% |
$65.1K - $76.4K
|
30.6K
$5M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
BUY
|
- |
507+ 1.28% |
$63K - $73.9K
|
40K
$6.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
494+ 3.69% |
$61.4K - $72K
|
13.9K
$2.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
488+ 23.71% |
$60.6K - $71.2K
|
2.55K
$416K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
456+ 9.23% |
$56.7K - $66.5K
|
5.4K
$882K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
455New |
$56.5K - $66.3K
|
455
$74.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
445+ 4.85% |
$55.3K - $64.9K
|
9.62K
$1.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
441+ 2.35% |
$54.8K - $64.3K
|
19.2K
$3.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
439+ 10.35% |
$54.6K - $64K
|
4.68K
$765K
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
437+ 8.67% |
$54.3K - $63.7K
|
5.48K
$895K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
429+ 8.68% |
$53.3K - $62.5K
|
5.37K
$878K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
426+ 9.94% |
$52.9K - $62.1K
|
4.71K
$769K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
425+ 5.8% |
$52.8K - $62K
|
7.75K
$1.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
425+ 4.53% |
$52.8K - $62K
|
9.8K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
425New |
$52.8K - $62K
|
425
$69.4K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
419+ 0.71% |
$52.1K - $61.1K
|
59.7K
$9.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
402+ 1.81% |
$50K - $58.6K
|
22.6K
$3.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
388+ 5.55% |
$48.2K - $56.6K
|
7.39K
$1.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
387+ 12.61% |
$48.1K - $56.4K
|
3.46K
$565K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
373+ 5.63% |
$46.4K - $54.4K
|
7K
$1.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
366+ 2.29% |
$45.5K - $53.4K
|
16.3K
$2.67M
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
361+ 7.52% |
$44.9K - $52.6K
|
5.16K
$843K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
360New |
$44.7K - $52.5K
|
360
$58.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
360New |
$44.7K - $52.5K
|
360
$58.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
355+ 5.27% |
$44.1K - $51.8K
|
7.09K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
351+ 2.87% |
$43.6K - $51.2K
|
12.6K
$2.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
343+ 1.97% |
$42.6K - $50K
|
17.7K
$2.9M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
343+ 1.97% |
$42.6K - $50K
|
17.7K
$2.9M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
338New |
$42K - $49.3K
|
338
$55.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
320+ 104.23% |
$39.8K - $46.7K
|
627
$102K
|