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
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-534- 11.72% |
$85.9K - $94.1K
|
4.02K
$626K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-557- 2.08% |
$89.6K - $98.1K
|
26.2K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-559- 7.83% |
$89.9K - $98.5K
|
6.58K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-573- 1.35% |
$92.2K - $101K
|
41.8K
$6.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-593- 7.53% |
$95.4K - $104K
|
7.29K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-595- 23.13% |
$95.7K - $105K
|
1.98K
$308K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-597- 0.88% |
$96.1K - $105K
|
67K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-603- 2.78% |
$97K - $106K
|
21.1K
$3.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-629- 0.04% |
$101K - $111K
|
1.57M
$244M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-636- 3.37% |
$102K - $112K
|
18.2K
$2.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-646- 4.44% |
$104K - $114K
|
13.9K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-688- 1.27% |
$111K - $121K
|
53.5K
$8.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-702- 1.94% |
$113K - $124K
|
35.5K
$5.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-710- 18.64% |
$114K - $125K
|
3.1K
$483K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-753- 3.82% |
$121K - $133K
|
18.9K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-753- 3.05% |
$121K - $133K
|
24K
$3.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-755- 20.4% |
$121K - $133K
|
2.95K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-759- 8.51% |
$122K - $134K
|
8.16K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-760- 58.82% |
$122K - $134K
|
532
$82.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-771- 6.3% |
$124K - $136K
|
11.5K
$1.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-776- 5.27% |
$125K - $137K
|
14K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-790- 1.82% |
$127K - $139K
|
42.7K
$6.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-794- 9.65% |
$128K - $140K
|
7.44K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-851- 0.79% |
$137K - $150K
|
107K
$16.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-863- 23.58% |
$139K - $152K
|
2.8K
$435K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-895- 7.13% |
$144K - $158K
|
11.7K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-905- 0.63% |
$146K - $159K
|
143K
$22.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-907- 6.02% |
$146K - $160K
|
14.1K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-957- 0.99% |
$154K - $169K
|
95.8K
$14.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-985- 17.52% |
$158K - $174K
|
4.64K
$722K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-991- 31.55% |
$159K - $175K
|
2.15K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.02K- 1.01% |
$164K - $179K
|
99.7K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.02K- 5.67% |
$164K - $180K
|
16.9K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.04K- 3.72% |
$167K - $183K
|
26.8K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.06K- 9.95% |
$170K - $186K
|
9.56K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.11K- 16.82% |
$178K - $195K
|
5.47K
$852K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.13K- 47.64% |
$182K - $199K
|
1.24K
$193K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.13K- 1.85% |
$182K - $200K
|
60K
$9.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.18K- 6.15% |
$190K - $208K
|
18K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.21K- 45.57% |
$194K - $213K
|
1.44K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.21K- 6.68% |
$195K - $213K
|
16.9K
$2.63M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.25K- 32.19% |
$201K - $220K
|
2.63K
$409K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.26K- 80.86% |
$202K - $221K
|
297
$46.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.26K- 28.94% |
$202K - $222K
|
3.09K
$481K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.29K- 6.3% |
$207K - $227K
|
19.1K
$2.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.29K- 6.13% |
$207K - $227K
|
19.7K
$3.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.3K- 21.71% |
$209K - $229K
|
4.69K
$730K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.36K- 0.36% |
$218K - $239K
|
372K
$57.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.36K- 13.7% |
$218K - $239K
|
8.55K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.42K- 4.84% |
$229K - $251K
|
28K
$4.35M
|