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 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.27KNew |
$204K - $223K
|
1.27K
$197K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.25K+ 77.78% |
$202K - $221K
|
2.86K
$446K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.23K+ 5.65% |
$199K - $217K
|
23.1K
$3.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.23K+ 5.22% |
$198K - $216K
|
24.8K
$3.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.22K+ 81.92% |
$196K - $215K
|
2.71K
$421K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
1.18KNew |
$190K - $208K
|
1.18K
$184K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.17K+ 10.07% |
$188K - $206K
|
12.8K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
1.16K+ 3.65% |
$186K - $204K
|
32.9K
$5.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.16K+ 2.15% |
$186K - $204K
|
55K
$8.56M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.15K+ 2.24% |
$184K - $202K
|
52.4K
$8.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.13K+ 8.6% |
$181K - $199K
|
14.2K
$2.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.13K+ 14.6% |
$181K - $198K
|
8.84K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.12K+ 24.92% |
$180K - $197K
|
5.6K
$871K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.11K+ 25.28% |
$179K - $196K
|
5.52K
$859K
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.11K+ 16.22% |
$178K - $195K
|
7.93K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.06K+ 0.54% |
$171K - $187K
|
198K
$30.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.05K+ 36.08% |
$170K - $186K
|
3.98K
$619K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.02K+ 1.42% |
$164K - $180K
|
72.9K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
994+ 7.12% |
$160K - $175K
|
15K
$2.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
978+ 8.05% |
$157K - $172K
|
13.1K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
967+ 9.13% |
$156K - $170K
|
11.6K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
958+ 4.01% |
$154K - $169K
|
24.8K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
957+ 0.16% |
$154K - $169K
|
583K
$90.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
930+ 41.54% |
$150K - $164K
|
3.17K
$493K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
927+ 3.61% |
$149K - $163K
|
26.6K
$4.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
920+ 24.35% |
$148K - $162K
|
4.7K
$731K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
918+ 0.58% |
$148K - $162K
|
160K
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
908+ 2.84% |
$146K - $160K
|
32.8K
$5.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
850+ 3.2% |
$137K - $150K
|
27.4K
$4.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
842New |
$135K - $148K
|
842
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
832+ 1.33% |
$134K - $147K
|
63.4K
$9.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
817+ 11.68% |
$131K - $144K
|
7.81K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
800+ 27.29% |
$129K - $141K
|
3.73K
$581K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
788+ 2.53% |
$127K - $139K
|
32K
$4.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
786+ 10.02% |
$126K - $138K
|
8.63K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
779+ 1.25% |
$125K - $137K
|
63.3K
$9.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
775New |
$125K - $137K
|
775
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
775+ 7.21% |
$125K - $137K
|
11.5K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
775+ 2.99% |
$125K - $137K
|
26.7K
$4.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
769New |
$124K - $135K
|
769
$120K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
758+ 49.77% |
$122K - $134K
|
2.28K
$355K
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
756+ 2.07% |
$122K - $133K
|
37.3K
$5.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
755+ 1.71% |
$121K - $133K
|
45K
$7M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
735+ 15.89% |
$118K - $129K
|
5.36K
$835K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
735+ 2.04% |
$118K - $129K
|
36.8K
$5.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
705+ 4.81% |
$113K - $124K
|
15.4K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
693+ 1.12% |
$111K - $122K
|
62.4K
$9.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
671+ 27.84% |
$108K - $118K
|
3.08K
$480K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
650+ 31.04% |
$105K - $115K
|
2.74K
$427K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
642+ 8.83% |
$103K - $113K
|
7.91K
$1.23M
|