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 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.4K+ 523.41% |
$2.16M - $2.37M
|
16K
$2.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
13.4K+ 17.96% |
$2.16M - $2.36M
|
88K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
12.3K+ 54.91% |
$1.97M - $2.16M
|
34.6K
$5.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.2K+ 13.69% |
$1.97M - $2.15M
|
101K
$15.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
12.1K+ 16.69% |
$1.95M - $2.14M
|
84.8K
$13.2M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
11.5KNew |
$1.84M - $2.02M
|
11.5K
$1.79M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
11.2KNew |
$1.8M - $1.97M
|
11.2K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1K+ 189.61% |
$1.79M - $1.96M
|
17K
$2.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
10.9KNew |
$1.76M - $1.93M
|
10.9K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
10.9K+ 3.8% |
$1.75M - $1.92M
|
297K
$46.2M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
10.3KNew |
$1.65M - $1.81M
|
10.3K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10K+ 24.26% |
$1.62M - $1.77M
|
51.4K
$8.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.88K+ 1.1% |
$1.59M - $1.74M
|
911K
$142M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
9.79KNew |
$1.58M - $1.73M
|
9.79K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
9.7K+ 3.53% |
$1.56M - $1.71M
|
284K
$44.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.52K+ 0.3% |
$1.53M - $1.68M
|
3.2M
$498M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.6K+ 6.46% |
$1.38M - $1.52M
|
142K
$22.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.3K+ 5.56% |
$1.33M - $1.46M
|
158K
$24.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
8.27KNew |
$1.33M - $1.46M
|
8.27K
$1.29M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
8.24KNew |
$1.33M - $1.45M
|
8.24K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
8.08KNew |
$1.3M - $1.42M
|
8.08K
$1.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.01K+ 27.39% |
$1.29M - $1.41M
|
37.3K
$5.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.96K+ 3.85% |
$1.28M - $1.4M
|
215K
$33.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.85K+ 8.75% |
$1.26M - $1.38M
|
97.5K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.84KNew |
$1.26M - $1.38M
|
7.84K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.78K+ 15.02% |
$1.25M - $1.37M
|
59.5K
$9.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.62K+ 14.71% |
$1.23M - $1.34M
|
59.4K
$9.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
7.59KNew |
$1.22M - $1.34M
|
7.59K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.43K+ 0.82% |
$1.19M - $1.31M
|
915K
$142M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
7.05K+ 2.12% |
$1.13M - $1.24M
|
339K
$52.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.04K+ 12.81% |
$1.13M - $1.24M
|
62K
$9.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
6.84KNew |
$1.1M - $1.2M
|
6.84K
$1.06M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
6.68KNew |
$1.07M - $1.18M
|
6.68K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
6.58KNew |
$1.06M - $1.16M
|
6.58K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.28K+ 9.33% |
$1.01M - $1.11M
|
73.5K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.18K+ 24.69% |
$994K - $1.09M
|
31.2K
$4.86M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
6.04KNew |
$971K - $1.06M
|
6.04K
$940K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.82K+ 3.42% |
$937K - $1.03M
|
176K
$27.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.67KNew |
$913K - $999K
|
5.67K
$883K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.65KNew |
$909K - $995K
|
5.65K
$879K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.62K+ 10.43% |
$905K - $991K
|
59.6K
$9.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.52K+ 10.28% |
$888K - $972K
|
59.2K
$9.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
5.5K+ 3.3% |
$885K - $969K
|
172K
$26.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.45K+ 32.58% |
$876K - $960K
|
22.2K
$3.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
BUY
|
- |
5.41K+ 19.49% |
$871K - $954K
|
33.2K
$5.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.38K+ 17.84% |
$866K - $949K
|
35.6K
$5.54M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.37K+ 36.86% |
$864K - $946K
|
19.9K
$3.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.37K+ 36.86% |
$864K - $946K
|
19.9K
$3.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.37KNew |
$863K - $945K
|
5.37K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
5.36KNew |
$862K - $943K
|
5.36K
$834K
|