Purchases and Sales Made in Q4 2023 in Vanguard Mid Cap Value Index F (VOE)

VOE Quotes by TradingView

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 04, 2024 Q4 2023
Peoples Bank/Ks

Pratt, KS
BUY
 -
35
New
$4.35K - $5.1K
35 $5.72K
Feb 13, 2024 Q4 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
34
+ 6.8%
$4.23K - $4.96K
534 $87.2K
Jan 08, 2024 Q4 2023
Diversified Trust CO

BUY
 -
34
+ 0.86%
$4.23K - $4.96K
3.99K $652K
Feb 14, 2024 Q4 2023
Index Fund Advisors, Inc.

BUY
 -
31
+ 0.24%
$3.85K - $4.52K
12.8K $2.09M
Feb 02, 2024 Q4 2023
Centered Wealth LLC Dba Miller Equity Capital Advisors

BUY
 -
30
+ 0.32%
$3.73K - $4.37K
9.41K $1.54M
Jan 18, 2024 Q4 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
30
+ 0.77%
$3.73K - $4.37K
3.94K $644K
Feb 14, 2024 Q4 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
29
+ 31.18%
$3.6K - $4.23K
122 $19.9K
Jan 31, 2024 Q4 2023
Zhang Financial LLC

BUY
 -
29
+ 0.43%
$3.6K - $4.23K
6.85K $1.12M
Feb 13, 2024 Q4 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
28
New
$3.48K - $4.08K
28 $4.57K
Jan 17, 2024 Q4 2023
Professional Financial Advisors, LLC

BUY
 -
28
+ 0.97%
$3.48K - $4.08K
2.93K $478K
Jan 31, 2024 Q4 2023
Wp Advisors, LLC

BUY
 -
26
+ 0.77%
$3.23K - $3.79K
3.39K $554K
Feb 09, 2024 Q4 2023
Sepio Capital, LP

BUY
 -
23
+ 0.03%
$2.86K - $3.35K
90.7K $14.8M
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
23
+ 153.33%
$2.86K - $3.35K
38 $6.21K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
22
New
$2.73K - $3.21K
22 $3.59K
Feb 06, 2024 Q4 2023
Simmons Bank

BUY
 -
22
+ 0.13%
$2.73K - $3.21K
16.5K $2.7M
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
22
New
$2.73K - $3.21K
22 $3.59K
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
22
+ 0.41%
$2.73K - $3.21K
5.39K $880K
Feb 14, 2024 Q4 2023
Planning Capital Management Corp

Paoli, PA
BUY
 -
21
New
$2.61K - $3.06K
21 $3.43K
Jan 29, 2024 Q4 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
20
+ 0.66%
$2.49K - $2.92K
3.04K $497K
Jan 24, 2024 Q4 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
20
+ 0.5%
$2.49K - $2.92K
4K $653K
Feb 14, 2024 Q4 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
19
+ 0.77%
$2.36K - $2.77K
2.48K $405K
Jan 29, 2024 Q4 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
17
+ 0.77%
$2.11K - $2.48K
2.22K $363K
Feb 07, 2024 Q4 2023
Northwest Financial Advisors

Herndon, VA
BUY
 -
15
New
$1.86K - $2.19K
15 $2.45K
Jan 25, 2024 Q4 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
14
+ 0.18%
$1.74K - $2.04K
7.59K $1.24M
Jan 23, 2024 Q4 2023
Levy Wealth Management Group, LLC

BUY
 -
13
+ 0.78%
$1.62K - $1.9K
1.67K $273K
Feb 14, 2024 Q4 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
13
+ 3.13%
$1.62K - $1.9K
429 $70.1K
Jan 16, 2024 Q4 2023
Wolff Wiese Magana LLC

BUY
 -
12
New
$1.49K - $1.75K
12 $1.96K
Jan 24, 2024 Q4 2023
Venture Visionary Partners LLC

BUY
 -
12
+ 0.75%
$1.49K - $1.75K
1.61K $263K
Feb 08, 2024 Q4 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
12
+ 0.47%
$1.49K - $1.75K
2.58K $422K
Jan 18, 2024 Q4 2023
Evanson Asset Management, LLC

BUY
 -
11
+ 0.45%
$1.37K - $1.6K
2.44K $398K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
10
+ 0.5%
$1.24K - $1.46K
2.01K $329K
Jan 10, 2024 Q4 2023
Marcum Wealth, LLC

BUY
 -
10
+ 0.28%
$1.24K - $1.46K
3.53K $576K
Jan 05, 2024 Q4 2023
Garrett Investment Advisors LLC

BUY
 -
10
+ 0.54%
$1.24K - $1.46K
1.86K $304K
Jan 22, 2024 Q4 2023
Waypoint Capital Advisors, LLC

BUY
 -
9
+ 0.15%
$1.12K - $1.31K
6.08K $993K
Feb 05, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
8
+ 0.09%
$994 - $1.17K
8.57K $1.4M
Mar 13, 2024 Q4 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
8
+ 0.09%
$994 - $1.17K
8.57K $1.4M
Jan 23, 2024 Q4 2023
Tsfg, LLC

BUY
 -
8
+ 0.27%
$994 - $1.17K
2.98K $487K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
8
+ 0.52%
$994 - $1.17K
1.56K $254K
Jan 25, 2024 Q4 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
8
+ 8.08%
$994 - $1.17K
107 $17.5K
Feb 01, 2024 Q4 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
8
+ 0.78%
$994 - $1.17K
1.04K $170K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
6
+ 0.24%
$746 - $875
2.53K $413K
Jan 09, 2024 Q4 2023
Beacon Capital Management, LLC

BUY
 -
6
+ 1.02%
$746 - $875
594 $97K
Jan 31, 2024 Q4 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
6
New
$746 - $875
6 $980
Jan 24, 2024 Q4 2023
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
6
+ 0.23%
$746 - $875
2.61K $426K
Jan 18, 2024 Q4 2023
ETF Portfolio Partners, Inc.

BUY
 -
6
+ 0.15%
$746 - $875
3.93K $642K
Feb 08, 2024 Q4 2023
Prestige Wealth Management Group LLC

BUY
 -
5
+ 2.38%
$621 - $729
215 $35.1K
Apr 26, 2024 Q4 2023
Prestige Wealth Management Group LLC

BUY
 -
5
+ 2.38%
$621 - $729
215 $35.1K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
5
+ 0.78%
$621 - $729
650 $106K
Jan 08, 2024 Q4 2023
Pure Financial Advisors, LLC

BUY
 -
5
+ 0.02%
$621 - $729
30.7K $5.02M

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