Purchases and Sales Made in Q4 2024 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 2024. 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 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
22+ 0.82% |
$3.54K - $3.88K
|
2.7K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
21+ 1.62% |
$3.38K - $3.7K
|
1.32K
$205K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
21+ 0.61% |
$3.38K - $3.7K
|
3.47K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
21+ 2.9% |
$3.38K - $3.7K
|
746
$116K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
21+ 0.37% |
$3.38K - $3.7K
|
5.72K
$891K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.14% |
$3.38K - $3.7K
|
14.7K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
20+ 0.26% |
$3.22K - $3.52K
|
7.67K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
20+ 0.55% |
$3.22K - $3.52K
|
3.63K
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18+ 0.59% |
$2.9K - $3.17K
|
3.09K
$481K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
18+ 1.17% |
$2.9K - $3.17K
|
1.56K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
17+ 2.61% |
$2.74K - $3K
|
668
$104K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17+ 0.72% |
$2.74K - $3K
|
2.38K
$370K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
16+ 1.2% |
$2.57K - $2.82K
|
1.35K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
16New |
$2.57K - $2.82K
|
16
$2.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
15+ 0.48% |
$2.41K - $2.64K
|
3.15K
$491K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15+ 0.29% |
$2.41K - $2.64K
|
5.16K
$802K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
15+ 0.68% |
$2.41K - $2.64K
|
2.21K
$344K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
14+ 0.92% |
$2.25K - $2.47K
|
1.54K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
13+ 0.6% |
$2.09K - $2.29K
|
2.19K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13New |
$2.09K - $2.29K
|
13
$2.02K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
12+ 0.61% |
$1.93K - $2.11K
|
1.99K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.6% |
$1.93K - $2.11K
|
2.01K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
11+ 0.19% |
$1.77K - $1.94K
|
5.79K
$901K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11New |
$1.77K - $1.94K
|
11
$1.71K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10New |
$1.61K - $1.76K
|
10
$1.56K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10+ 50.0% |
$1.61K - $1.76K
|
30
$4.67K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
9+ 0.32% |
$1.45K - $1.59K
|
2.79K
$434K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
9+ 0.59% |
$1.45K - $1.59K
|
1.52K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9+ 0.55% |
$1.45K - $1.59K
|
1.65K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.33% |
$1.29K - $1.41K
|
2.47K
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
8New |
$1.29K - $1.41K
|
8
$1.25K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
8+ 0.42% |
$1.29K - $1.41K
|
1.93K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
7+ 0.5% |
$1.13K - $1.23K
|
1.41K
$220K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6+ 0.14% |
$965 - $1.06K
|
4.35K
$677K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.57% |
$965 - $1.06K
|
1.06K
$165K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
6+ 0.46% |
$965 - $1.06K
|
1.32K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6+ 0.45% |
$965 - $1.06K
|
1.35K
$210K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.1% |
$804 - $881
|
4.8K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5+ 0.3% |
$804 - $881
|
1.7K
$264K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
5+ 1.61% |
$804 - $881
|
316
$49.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5+ 0.52% |
$804 - $881
|
974
$152K
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5+ 0.06% |
$804 - $881
|
8.09K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
5+ 0.13% |
$804 - $881
|
3.77K
$587K
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
5+ 0.27% |
$804 - $881
|
1.88K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4+ 0.32% |
$644 - $705
|
1.26K
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.1% |
$644 - $705
|
4.19K
$652K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.25% |
$644 - $705
|
1.6K
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 1.94% |
$483 - $529
|
158
$24.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 0.54% |
$483 - $529
|
561
$87.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3+ 0.08% |
$483 - $529
|
3.62K
$564K
|