Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-6.19K- 36.46% |
$873K - $965K
|
10.8K
$1.77M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.34K- 21.94% |
$894K - $988K
|
22.6K
$3.69M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-6.66K- 32.47% |
$939K - $1.04M
|
13.8K
$2.26M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-6.7K- 52.35% |
$946K - $1.05M
|
6.1K
$998K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.9K- 0.87% |
$973K - $1.08M
|
790K
$129M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.91K- 1.26% |
$975K - $1.08M
|
540K
$88.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.05K- 9.31% |
$994K - $1.1M
|
68.7K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.6K- 2.14% |
$1.07M - $1.19M
|
348K
$56.9M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-7.76K- 8.92% |
$1.09M - $1.21M
|
79.1K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.19K- 5.5% |
$1.16M - $1.28M
|
141K
$23M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.82K- 8.33% |
$1.24M - $1.38M
|
97.1K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.18K- 11.32% |
$1.3M - $1.43M
|
71.9K
$11.8M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-10.6K- 2.52% |
$1.49M - $1.65M
|
409K
$66.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-11.1K- 5.35% |
$1.57M - $1.74M
|
197K
$32.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.4K- 60.49% |
$1.75M - $1.93M
|
8.09K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.6K- 51.41% |
$1.78M - $1.97M
|
11.9K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-12.8K- 31.91% |
$1.8M - $1.99M
|
27.3K
$4.46M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-16.3K- 11.8% |
$2.29M - $2.54M
|
122K
$19.9M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-17.3K- 66.23% |
$2.44M - $2.69M
|
8.81K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.5K- 15.55% |
$2.61M - $2.88M
|
100K
$16.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.8K- 4.38% |
$2.66M - $2.94M
|
411K
$67.3M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19.9K- 2.4% |
$2.8M - $3.09M
|
809K
$132M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-22.6K- 7.89% |
$3.19M - $3.52M
|
264K
$43.2M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-22.9K- 87.59% |
$3.23M - $3.56M
|
3.24K
$530K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.1K- 2.53% |
$3.26M - $3.6M
|
888K
$145M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.5K- 30.44% |
$3.31M - $3.66M
|
53.6K
$8.77M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.4K- 1.32% |
$3.72M - $4.11M
|
1.98M
$323M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-27.9K- 3.66% |
$3.93M - $4.35M
|
734K
$120M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-30.3K- 25.25% |
$4.28M - $4.73M
|
89.7K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-30.4K- 37.02% |
$4.29M - $4.74M
|
51.8K
$8.47M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-32.1K- 2.03% |
$4.53M - $5M
|
1.55M
$253M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.5K- 2.48% |
$5.29M - $5.84M
|
1.48M
$241M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-38.5K- 95.56% |
$5.43M - $6M
|
1.79K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40.6K- 24.14% |
$5.72M - $6.32M
|
127K
$20.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-43.7K- 24.24% |
$6.17M - $6.82M
|
137K
$22.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-45.6K- 67.46% |
$6.44M - $7.12M
|
22K
$3.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-48.1K- 89.08% |
$6.78M - $7.49M
|
5.89K
$964K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-49.1K- 11.41% |
$6.93M - $7.66M
|
382K
$62.5M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-49.3K- 17.37% |
$6.96M - $7.69M
|
235K
$38.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-64.5K- 92.02% |
$9.1M - $10.1M
|
5.6K
$916K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-73.5K- 12.4% |
$10.4M - $11.5M
|
519K
$84.9M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-82.8KClosed |
$11.7M - $12.9M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-83K- 2.63% |
$11.7M - $12.9M
|
3.07M
$503M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-87.2K- 94.04% |
$12.3M - $13.6M
|
5.53K
$904K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-112K- 91.74% |
$15.8M - $17.5M
|
10.1K
$1.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-123K- 48.98% |
$17.4M - $19.2M
|
128K
$21M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-135K- 6.66% |
$19.1M - $21.1M
|
1.89M
$310M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-143K- 98.72% |
$20.1M - $22.2M
|
1.85K
$302K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-161K- 3.52% |
$22.8M - $25.2M
|
4.43M
$724M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-163K- 5.2% |
$23M - $25.4M
|
2.97M
$486M
|