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 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
3.05KNew |
$490K - $536K
|
3.05K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3.01KNew |
$484K - $530K
|
3.01K
$468K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
2.97KNew |
$478K - $524K
|
2.97K
$463K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.94KNew |
$473K - $518K
|
2.94K
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
2.9K+ 10.28% |
$467K - $511K
|
31.1K
$4.85M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.86K+ 20.55% |
$460K - $503K
|
16.8K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
2.83KNew |
$455K - $499K
|
2.83K
$441K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.81K+ 8.51% |
$453K - $496K
|
35.9K
$5.59M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.8K+ 1.79% |
$451K - $494K
|
160K
$24.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.76K+ 11.78% |
$445K - $487K
|
26.2K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.75KNew |
$443K - $485K
|
2.75K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.75KNew |
$442K - $484K
|
2.75K
$427K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
2.66K+ 34.05% |
$428K - $469K
|
10.5K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.57K+ 2.65% |
$413K - $453K
|
99.5K
$15.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
2.56K+ 41.52% |
$411K - $450K
|
8.71K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.52K+ 500.0% |
$405K - $444K
|
3.02K
$471K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.5K+ 6.82% |
$402K - $440K
|
39.1K
$6.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.46K+ 31.95% |
$396K - $434K
|
10.2K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.44K+ 11.52% |
$393K - $430K
|
23.7K
$3.68M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.37K+ 7.63% |
$382K - $418K
|
33.5K
$5.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.36K+ 5.58% |
$379K - $415K
|
44.6K
$6.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.31K+ 6.0% |
$372K - $408K
|
40.9K
$6.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.3KNew |
$370K - $406K
|
2.3K
$358K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.27K+ 6.68% |
$364K - $399K
|
36.2K
$5.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.2K+ 18.93% |
$353K - $387K
|
13.8K
$2.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.18K+ 3.52% |
$351K - $384K
|
64.2K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.14K+ 134.38% |
$344K - $377K
|
3.73K
$580K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.13KNew |
$342K - $375K
|
2.13K
$331K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
2.12KNew |
$340K - $373K
|
2.12K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.11K+ 1.2% |
$339K - $371K
|
177K
$27.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.11KNew |
$339K - $371K
|
2.11K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.1KNew |
$338K - $370K
|
2.1K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.09K+ 6966.67% |
$336K - $368K
|
2.12K
$330K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.07KNew |
$333K - $365K
|
2.07K
$322K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.05K+ 7.66% |
$330K - $361K
|
28.8K
$4.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.04K+ 46.92% |
$329K - $360K
|
6.4K
$996K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.02K+ 0.85% |
$325K - $356K
|
239K
$37.3M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.99KNew |
$321K - $351K
|
1.99K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.98K+ 12.84% |
$319K - $349K
|
17.4K
$2.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.98KNew |
$318K - $349K
|
1.98K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.91KNew |
$307K - $336K
|
1.91K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.88KNew |
$302K - $331K
|
1.88K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
1.87KNew |
$300K - $329K
|
1.87K
$291K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.86K+ 11.29% |
$299K - $328K
|
18.4K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.86K+ 2.37% |
$298K - $327K
|
80.1K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.85K+ 5.2% |
$298K - $326K
|
37.5K
$5.83M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.85KNew |
$298K - $326K
|
1.85K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.85KNew |
$297K - $325K
|
1.85K
$287K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.79KNew |
$288K - $315K
|
1.79K
$278K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.77K+ 0.81% |
$285K - $312K
|
220K
$34.2M
|