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 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
642+ 46.79% |
$103K - $113K
|
2.01K
$314K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
642+ 23.31% |
$103K - $113K
|
3.4K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
638+ 115.37% |
$103K - $112K
|
1.19K
$185K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
636New |
$102K - $112K
|
636
$99K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
634+ 1.62% |
$102K - $112K
|
39.8K
$6.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
632+ 2.78% |
$102K - $111K
|
23.3K
$3.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
624New |
$100K - $110K
|
624
$97.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
618+ 209.49% |
$99.4K - $109K
|
913
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
611+ 8.37% |
$98.3K - $108K
|
7.91K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
605+ 4.96% |
$97.3K - $107K
|
12.8K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
602+ 9.5% |
$96.9K - $106K
|
6.94K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
596+ 6.16% |
$95.9K - $105K
|
10.3K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
586+ 3.76% |
$94.3K - $103K
|
16.2K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
585+ 1.9% |
$94.1K - $103K
|
31.4K
$4.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
583+ 0.99% |
$93.8K - $103K
|
59.4K
$9.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
572+ 4.28% |
$92K - $101K
|
13.9K
$2.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
541+ 0.66% |
$87K - $95.3K
|
82.4K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
535+ 38.49% |
$86.1K - $94.3K
|
1.93K
$300K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
527New |
$84.8K - $92.8K
|
527
$82K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
524+ 10.94% |
$84.3K - $92.3K
|
5.31K
$827K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
520+ 15.73% |
$83.7K - $91.6K
|
3.83K
$595K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
516+ 1.57% |
$83K - $90.9K
|
33.4K
$5.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
496+ 2.26% |
$79.8K - $87.4K
|
22.4K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
493+ 17.05% |
$79.3K - $86.9K
|
3.39K
$527K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
491+ 21.62% |
$79K - $86.5K
|
2.76K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
490New |
$78.8K - $86.3K
|
490
$76.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
483+ 0.89% |
$77.7K - $85.1K
|
54.6K
$8.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
478+ 2.6% |
$76.9K - $84.2K
|
18.9K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
475+ 5.0% |
$76.4K - $83.7K
|
9.97K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
470+ 9.14% |
$75.6K - $82.8K
|
5.61K
$873K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
469New |
$75.5K - $82.6K
|
469
$73K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
456+ 5.87% |
$73.4K - $80.3K
|
8.23K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
454+ 17.41% |
$73K - $80K
|
3.06K
$477K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
443+ 5.69% |
$71.3K - $78K
|
8.23K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
441New |
$71K - $77.7K
|
441
$68.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
436New |
$70.1K - $76.8K
|
436
$67.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
432+ 6.22% |
$69.5K - $76.1K
|
7.37K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
421+ 17.83% |
$67.7K - $74.2K
|
2.78K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
414+ 139.39% |
$66.6K - $72.9K
|
711
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
398+ 9.17% |
$64K - $70.1K
|
4.74K
$738K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
391+ 1.85% |
$62.9K - $68.9K
|
21.5K
$3.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
381+ 1.02% |
$61.3K - $67.1K
|
37.8K
$5.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
378New |
$60.8K - $66.6K
|
378
$58.8K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
370+ 6.72% |
$59.5K - $65.2K
|
5.88K
$915K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
369+ 0.75% |
$59.4K - $65K
|
49.6K
$7.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
358+ 1.44% |
$57.6K - $63.1K
|
25.2K
$3.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
357New |
$57.4K - $62.9K
|
357
$55.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
347+ 4.31% |
$55.8K - $61.1K
|
8.4K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
345+ 1.83% |
$55.5K - $60.8K
|
19.2K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
342+ 10.93% |
$55K - $60.3K
|
3.47K
$540K
|