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
|
Legacy Financial Group LLC
|
BUY
|
- |
5.13KNew |
$826K - $904K
|
5.13K
$799K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.13KNew |
$825K - $904K
|
5.13K
$799K
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
5.1K+ 7.16% |
$820K - $898K
|
76.4K
$11.9M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5K+ 231.45% |
$804K - $880K
|
7.16K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.99K+ 51.79% |
$802K - $878K
|
14.6K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.73KNew |
$760K - $832K
|
4.73K
$736K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
4.72K+ 0.48% |
$760K - $832K
|
983K
$153M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.72K+ 16.31% |
$760K - $832K
|
33.7K
$5.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.7K+ 111.9% |
$756K - $828K
|
8.9K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.61K+ 3.72% |
$742K - $812K
|
129K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
4.57KNew |
$735K - $805K
|
4.57K
$711K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
4.52K+ 51.19% |
$728K - $797K
|
13.4K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.52K+ 17.13% |
$727K - $796K
|
30.9K
$4.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.38K+ 9.28% |
$704K - $771K
|
51.6K
$8.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
4.27KNew |
$687K - $752K
|
4.27K
$664K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.26K+ 48.12% |
$685K - $750K
|
13.1K
$2.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
4.23KNew |
$681K - $745K
|
4.23K
$659K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.23K+ 967.28% |
$680K - $745K
|
4.66K
$726K
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
4.21KNew |
$678K - $742K
|
4.21K
$656K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
4.17K+ 7.39% |
$670K - $734K
|
60.5K
$9.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.13K+ 3.96% |
$664K - $728K
|
108K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
4.07KNew |
$654K - $716K
|
4.07K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.06K+ 118.87% |
$654K - $716K
|
7.48K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.02K+ 76.65% |
$646K - $708K
|
9.26K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.92K+ 59.53% |
$630K - $690K
|
10.5K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
3.91K+ 2.4% |
$629K - $689K
|
167K
$26M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.85K+ 8.61% |
$619K - $678K
|
48.5K
$7.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.83K+ 6.88% |
$616K - $674K
|
59.4K
$9.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.81K+ 11.6% |
$613K - $672K
|
36.7K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
3.76KNew |
$605K - $662K
|
3.76K
$585K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.73K+ 61.14% |
$599K - $656K
|
9.82K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.71K+ 29.75% |
$597K - $654K
|
16.2K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.7KNew |
$594K - $651K
|
3.7K
$575K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.67K+ 15.89% |
$590K - $646K
|
26.7K
$4.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.66K+ 50.17% |
$589K - $645K
|
11K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.66KNew |
$588K - $644K
|
3.66K
$569K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.54K+ 100.08% |
$570K - $624K
|
7.08K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
3.52KNew |
$566K - $619K
|
3.52K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.5K+ 77.52% |
$562K - $616K
|
8.01K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.48KNew |
$561K - $614K
|
3.48K
$542K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3.48KNew |
$560K - $613K
|
3.48K
$542K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.46K+ 91.99% |
$556K - $609K
|
7.22K
$1.12M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.4K+ 15.11% |
$547K - $599K
|
25.9K
$4.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
3.39KNew |
$545K - $596K
|
3.39K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.38K+ 0.11% |
$543K - $595K
|
3.08M
$480M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.33KNew |
$536K - $587K
|
3.33K
$518K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
3.26K+ 1.36% |
$524K - $574K
|
242K
$37.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
3.18K+ 12.15% |
$512K - $560K
|
29.4K
$4.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.15KNew |
$507K - $555K
|
3.15K
$490K
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.15KNew |
$506K - $555K
|
3.15K
$490K
|