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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-16- 1.1% |
$2.57K - $2.82K
|
1.44K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-16- 1.05% |
$2.57K - $2.82K
|
1.51K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 2.3% |
$2.57K - $2.82K
|
681
$113K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-19- 0.56% |
$3.06K - $3.35K
|
3.35K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20- 0.29% |
$3.22K - $3.52K
|
6.93K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-20- 7.43% |
$3.22K - $3.52K
|
249
$41.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.21% |
$3.22K - $3.52K
|
9.4K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-21- 1.33% |
$3.38K - $3.7K
|
1.56K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-21- 1.59% |
$3.38K - $3.7K
|
1.3K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-22- 1.08% |
$3.54K - $3.88K
|
2.01K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-24- 0.24% |
$3.86K - $4.23K
|
10.1K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-24- 0.4% |
$3.86K - $4.23K
|
6.03K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-25- -0.0% |
$4.02K - $4.4K
|
788K
$131M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-25- 10.0% |
$4.02K - $4.4K
|
225
$37.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-29- 1.13% |
$4.67K - $5.11K
|
2.54K
$422K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-30- 0.46% |
$4.83K - $5.29K
|
6.5K
$1.08M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-30- 0.94% |
$4.83K - $5.29K
|
3.18K
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-32- 0.6% |
$5.15K - $5.64K
|
5.29K
$879K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-32- 1.22% |
$5.15K - $5.64K
|
2.59K
$430K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.24% |
$5.47K - $5.99K
|
14.3K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-35- 1.03% |
$5.63K - $6.17K
|
3.36K
$558K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-39- 0.01% |
$6.27K - $6.87K
|
509K
$84.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-39- 2.87% |
$6.27K - $6.87K
|
1.32K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-40- 1.55% |
$6.44K - $7.05K
|
2.55K
$423K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-41- 3.12% |
$6.6K - $7.22K
|
1.27K
$211K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-46- 16.25% |
$7.4K - $8.1K
|
237
$39.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-47- 1.33% |
$7.56K - $8.28K
|
3.48K
$578K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-48- 0.08% |
$7.72K - $8.46K
|
60.2K
$10M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-50- 1.63% |
$8.04K - $8.81K
|
3.01K
$500K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-50- 2.3% |
$8.04K - $8.81K
|
2.12K
$353K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-52- 1.24% |
$8.37K - $9.16K
|
4.13K
$687K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-52- 0.29% |
$8.37K - $9.16K
|
17.9K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-54Closed |
$8.69K - $9.51K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-54- 2.11% |
$8.69K - $9.51K
|
2.5K
$416K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-54- 1.01% |
$8.69K - $9.51K
|
5.32K
$883K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-55- 4.29% |
$8.85K - $9.69K
|
1.23K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-56- 0.42% |
$9.01K - $9.87K
|
13.2K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-56- 0.8% |
$9.01K - $9.87K
|
6.96K
$1.16M
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-57- 0.96% |
$9.17K - $10K
|
5.91K
$982K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-58- 5.87% |
$9.33K - $10.2K
|
930
$155K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-58- 3.09% |
$9.33K - $10.2K
|
1.82K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-58- 0.66% |
$9.33K - $10.2K
|
8.77K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-60- 1.51% |
$9.65K - $10.6K
|
3.91K
$650K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-63- 7.33% |
$10.1K - $11.1K
|
796
$132K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-63- 0.9% |
$10.1K - $11.1K
|
6.93K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-64- 1.92% |
$10.3K - $11.3K
|
3.27K
$544K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-68- 1.26% |
$10.9K - $12K
|
5.34K
$887K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-68- 0.72% |
$10.9K - $12K
|
9.38K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-69- 1.49% |
$11.1K - $12.2K
|
4.57K
$759K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-71- 0.43% |
$11.4K - $12.5K
|
16.4K
$2.73M
|