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
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
172+ 5.07% |
$21.4K - $25.1K
|
3.57K
$555K
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
167+ 2.8% |
$20.8K - $24.3K
|
6.12K
$953K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
167+ 3.45% |
$20.8K - $24.3K
|
5.01K
$779K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
164New |
$20.4K - $23.9K
|
164
$25.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
163+ 5.02% |
$20.3K - $23.8K
|
3.41K
$531K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
162New |
$20.1K - $23.6K
|
162
$25.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
159+ 15.73% |
$19.8K - $23.2K
|
1.17K
$182K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
150New |
$18.6K - $21.9K
|
150
$23.4K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
147+ 2.54% |
$18.3K - $21.4K
|
5.93K
$923K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
145+ 8.36% |
$18K - $21.1K
|
1.88K
$293K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
144+ 1.77% |
$17.9K - $21K
|
8.27K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
135+ 6.51% |
$16.8K - $19.7K
|
2.21K
$344K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
133+ 0.73% |
$16.5K - $19.4K
|
18.4K
$2.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
133+ 246.3% |
$16.5K - $19.4K
|
187
$29.1K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
114+ 0.18% |
$14.2K - $16.6K
|
64.1K
$9.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
112+ 0.63% |
$13.9K - $16.3K
|
17.9K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
107+ 6.76% |
$13.3K - $15.6K
|
1.69K
$263K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
105+ 0.5% |
$13K - $15.3K
|
21.2K
$3.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
105+ 6.14% |
$13K - $15.3K
|
1.81K
$282K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
101+ 4.39% |
$12.6K - $14.7K
|
2.4K
$374K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
98+ 2.31% |
$12.2K - $14.3K
|
4.34K
$676K
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
95+ 4.01% |
$11.8K - $13.9K
|
2.47K
$384K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
95+ 2.94% |
$11.8K - $13.9K
|
3.32K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
86+ 0.37% |
$10.7K - $12.5K
|
23.5K
$3.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
85+ 1.72% |
$10.6K - $12.4K
|
5.03K
$782K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
84+ 1.51% |
$10.4K - $12.2K
|
5.63K
$877K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
83+ 0.26% |
$10.3K - $12.1K
|
31.4K
$4.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
82+ 0.08% |
$10.2K - $12K
|
101K
$15.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
81+ 16.33% |
$10.1K - $11.8K
|
577
$89.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
78New |
$9.69K - $11.4K
|
78
$12.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
78+ 3.91% |
$9.69K - $11.4K
|
2.07K
$323K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
76+ 0.37% |
$9.44K - $11.1K
|
20.6K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
74+ 17.29% |
$9.2K - $10.8K
|
502
$78.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
71New |
$8.82K - $10.4K
|
71
$11.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
67+ 69.07% |
$8.33K - $9.77K
|
164
$25.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
67+ 3.38% |
$8.33K - $9.77K
|
2.05K
$319K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
64+ 8.6% |
$7.95K - $9.33K
|
808
$126K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
64+ 2.38% |
$7.95K - $9.33K
|
2.75K
$429K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
62+ 0.14% |
$7.7K - $9.04K
|
45.2K
$7.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
62+ 0.77% |
$7.7K - $9.04K
|
8.09K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
58+ 0.66% |
$7.21K - $8.46K
|
8.81K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
54+ 5.26% |
$6.71K - $7.87K
|
1.08K
$168K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
52+ 2.7% |
$6.46K - $7.58K
|
1.98K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
50+ 0.55% |
$6.21K - $7.29K
|
9.22K
$1.43M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
48+ 4800.0% |
$5.96K - $7K
|
49
$7.63K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
47+ 0.07% |
$5.84K - $6.85K
|
69K
$10.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
47+ 0.52% |
$5.84K - $6.85K
|
9.13K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
46+ 0.77% |
$5.72K - $6.71K
|
6.04K
$940K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
45New |
$5.59K - $6.56K
|
45
$7.01K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
44+ 0.96% |
$5.47K - $6.42K
|
4.63K
$721K
|