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 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-88- 2.34% |
$14.2K - $15.5K
|
3.67K
$572K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-91- 1.57% |
$14.6K - $16K
|
5.7K
$887K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-93- 13.36% |
$15K - $16.4K
|
603
$93.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-95- 3.53% |
$15.3K - $16.7K
|
2.6K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-98- 3.51% |
$15.8K - $17.3K
|
2.7K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-98- 5.24% |
$15.8K - $17.3K
|
1.77K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-100- 3.23% |
$16.1K - $17.6K
|
3K
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-106- 6.38% |
$17.1K - $18.7K
|
1.56K
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-106- 0.68% |
$17.1K - $18.7K
|
15.5K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-108- 5.32% |
$17.4K - $19K
|
1.92K
$299K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-108- 2.5% |
$17.4K - $19K
|
4.21K
$655K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-109- 0.3% |
$17.5K - $19.2K
|
35.7K
$5.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-110- 51.64% |
$17.7K - $19.4K
|
103
$16K
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-120- 0.26% |
$19.3K - $21.1K
|
46.8K
$7.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-120- 1.69% |
$19.3K - $21.1K
|
6.98K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-121- 0.47% |
$19.5K - $21.3K
|
25.6K
$3.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-121- 2.31% |
$19.5K - $21.3K
|
5.11K
$796K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-122- 1.15% |
$19.6K - $21.5K
|
10.5K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-125- 2.17% |
$20.1K - $22K
|
5.64K
$878K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-127- 9.16% |
$20.4K - $22.4K
|
1.26K
$196K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-127- 1.17% |
$20.4K - $22.4K
|
10.7K
$1.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-127- 3.44% |
$20.4K - $22.4K
|
3.57K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-128- 1.0% |
$20.6K - $22.6K
|
12.6K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-129- 4.02% |
$20.8K - $22.7K
|
3.08K
$480K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-130- 1.06% |
$20.9K - $22.9K
|
12.2K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-133- 1.87% |
$21.4K - $23.4K
|
6.97K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-135- 21.0% |
$21.7K - $23.8K
|
508
$79.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-140- 1.54% |
$22.5K - $24.7K
|
8.97K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-158- 4.71% |
$25.4K - $27.8K
|
3.2K
$498K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-160- 10.01% |
$25.7K - $28.2K
|
1.44K
$224K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-161- 0.06% |
$25.9K - $28.4K
|
253K
$39.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-163- 4.84% |
$26.2K - $28.7K
|
3.21K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-165- 1.05% |
$26.5K - $29.1K
|
15.5K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-168- 1.94% |
$27K - $29.6K
|
8.51K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-170- 37.69% |
$27.4K - $30K
|
281
$43.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-170- 37.69% |
$27.4K - $30K
|
281
$43.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-174- 0.55% |
$28K - $30.7K
|
31.6K
$4.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-180- 1.85% |
$29K - $31.7K
|
9.56K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-180- 2.89% |
$29K - $31.7K
|
6.04K
$940K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-184- 3.21% |
$29.6K - $32.4K
|
5.54K
$863K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-188- 15.73% |
$30.2K - $33.1K
|
1.01K
$157K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-193- 3.73% |
$31.1K - $34K
|
4.98K
$775K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-194- 0.14% |
$31.2K - $34.2K
|
136K
$21.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-196- 1.09% |
$31.5K - $34.5K
|
17.7K
$2.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-196- 3.89% |
$31.5K - $34.5K
|
4.84K
$753K
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 0.88% |
$32.2K - $35.2K
|
22.6K
$3.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-200- 0.27% |
$32.2K - $35.2K
|
73.2K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-208- 6.62% |
$33.5K - $36.6K
|
2.93K
$457K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-213- 0.54% |
$34.3K - $37.5K
|
39.6K
$6.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-219- 5.05% |
$35.2K - $38.6K
|
4.12K
$641K
|