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 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
320+ 104.23% |
$39.8K - $46.7K
|
627
$102K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
311New |
$38.6K - $45.3K
|
311
$50.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
305+ 1.75% |
$37.9K - $44.5K
|
17.7K
$2.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
302+ 16.17% |
$37.5K - $44K
|
2.17K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
296+ 4.75% |
$36.8K - $43.2K
|
6.53K
$1.07M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
294+ 0.59% |
$36.5K - $42.9K
|
49.9K
$8.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
284New |
$35.3K - $41.4K
|
284
$46.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
281+ 3.83% |
$34.9K - $41K
|
7.62K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
277+ 6.27% |
$34.4K - $40.4K
|
4.7K
$767K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
270+ 278.35% |
$33.6K - $39.4K
|
367
$59.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
269+ 9.77% |
$33.4K - $39.2K
|
3.02K
$494K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
266+ 6.32% |
$33.1K - $38.8K
|
4.47K
$731K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
264+ 2.18% |
$32.8K - $38.5K
|
12.4K
$2.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
262+ 11.97% |
$32.6K - $38.2K
|
2.45K
$400K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
261+ 0.19% |
$32.4K - $38.1K
|
138K
$22.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
261+ 4.9% |
$32.4K - $38.1K
|
5.59K
$913K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
260+ 2.04% |
$32.3K - $37.9K
|
13K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
259New |
$32.2K - $37.8K
|
259
$42.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
255+ 0.21% |
$31.7K - $37.2K
|
122K
$19.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
250New |
$31.1K - $36.5K
|
250
$40.8K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
250New |
$31.1K - $36.5K
|
250
$40.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
250+ 14.92% |
$31.1K - $36.5K
|
1.93K
$315K
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
250+ 2.05% |
$31.1K - $36.5K
|
12.5K
$2.03M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
241+ 8.05% |
$29.9K - $35.1K
|
3.23K
$528K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
240+ 38.28% |
$29.8K - $35K
|
867
$142K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
227+ 12.24% |
$28.2K - $33.1K
|
2.08K
$340K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
225New |
$28K - $32.8K
|
225
$36.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
220+ 1.05% |
$27.3K - $32.1K
|
21.3K
$3.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
210+ 4.99% |
$26.1K - $30.6K
|
4.42K
$722K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
209+ 13.67% |
$26K - $30.5K
|
1.74K
$284K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
205+ 3.4% |
$25.5K - $29.9K
|
6.24K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
201+ 0.61% |
$25K - $29.3K
|
33.3K
$5.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
198+ 7.2% |
$24.6K - $28.9K
|
2.95K
$481K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
198+ 8.71% |
$24.6K - $28.9K
|
2.47K
$404K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
196+ 6.17% |
$24.4K - $28.6K
|
3.37K
$551K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
195+ 5.04% |
$24.2K - $28.4K
|
4.07K
$664K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
191+ 1.56% |
$23.7K - $27.8K
|
12.4K
$2.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
189+ 5.61% |
$23.5K - $27.6K
|
3.56K
$581K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
188+ 8.82% |
$23.4K - $27.4K
|
2.32K
$379K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
186New |
$23.1K - $27.1K
|
186
$30.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
184+ 6.37% |
$22.9K - $26.8K
|
3.07K
$502K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
182+ 0.38% |
$22.6K - $26.5K
|
47.9K
$7.82M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
181+ 5.24% |
$22.5K - $26.4K
|
3.64K
$594K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
172+ 3.15% |
$21.4K - $25.1K
|
5.63K
$919K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
172+ 5.07% |
$21.4K - $25.1K
|
3.57K
$582K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
167+ 3.45% |
$20.8K - $24.3K
|
5.01K
$818K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
167+ 2.8% |
$20.8K - $24.3K
|
6.12K
$1M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
164New |
$20.4K - $23.9K
|
164
$26.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
163+ 5.02% |
$20.3K - $23.8K
|
3.41K
$557K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
162New |
$20.1K - $23.6K
|
162
$26.5K
|