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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.61K+ 14.16% |
$1.07M - $1.19M
|
61.3K
$10M
|
|
|
Apr 25, 2024
Q1 2024
|
Q3 Asset Management
|
BUY
|
- |
7.2KNew |
$1.02M - $1.12M
|
7.2K
$1.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
7.03KNew |
$992K - $1.1M
|
7.03K
$1.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.75K+ 1.44% |
$953K - $1.05M
|
477K
$78M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
6.52K+ 13.61% |
$920K - $1.02M
|
54.5K
$8.91M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.52K+ 203.05% |
$919K - $1.02M
|
9.73K
$1.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6.12K+ 2.4% |
$863K - $954K
|
261K
$42.7M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
6.06KNew |
$854K - $944K
|
6.06K
$991K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.89K+ 8.0% |
$830K - $918K
|
79.5K
$13M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.77KNew |
$814K - $899K
|
5.77K
$944K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.76K+ 1.23% |
$812K - $897K
|
472K
$77.3M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.74K+ 7.28% |
$810K - $895K
|
84.6K
$13.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.71K+ 10.16% |
$806K - $890K
|
61.9K
$10.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
5.67K+ 22.57% |
$799K - $884K
|
30.8K
$5.04M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.59K+ 204.91% |
$788K - $871K
|
8.32K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.57K+ 31.33% |
$786K - $869K
|
23.4K
$3.82M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
5.48K+ 281.38% |
$774K - $855K
|
7.43K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.33K+ 19.34% |
$751K - $830K
|
32.9K
$5.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
5.31K+ 7.84% |
$749K - $827K
|
73K
$11.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5K+ 99.4% |
$705K - $779K
|
10K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.96K+ 8.38% |
$700K - $773K
|
64.2K
$10.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.96KNew |
$699K - $773K
|
4.96K
$811K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.95KNew |
$698K - $771K
|
4.95K
$809K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
4.89KNew |
$689K - $762K
|
4.89K
$799K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.85K+ 9.57% |
$683K - $755K
|
55.5K
$9.08M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.66K+ 497.65% |
$657K - $726K
|
5.59K
$915K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.59K+ 14.2% |
$647K - $715K
|
36.9K
$6.04M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.42K+ 86.81% |
$623K - $689K
|
9.51K
$1.56M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.34K+ 12.21% |
$612K - $677K
|
39.9K
$6.53M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
4.29K+ 12.6% |
$605K - $669K
|
38.4K
$6.28M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.18K+ 4.42% |
$590K - $652K
|
98.8K
$16.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.14KNew |
$584K - $646K
|
4.14K
$678K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.11K+ 7.64% |
$580K - $640K
|
57.9K
$9.47M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.06K+ 8.98% |
$573K - $633K
|
49.3K
$8.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.03K+ 5.37% |
$568K - $628K
|
79.1K
$12.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.01K+ 22.89% |
$566K - $626K
|
21.6K
$3.53M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.01KNew |
$566K - $625K
|
4.01K
$656K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.96K+ 2.84% |
$559K - $617K
|
143K
$23.5M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.89K+ 20.86% |
$549K - $607K
|
22.5K
$3.69M
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.76K+ 4.27% |
$531K - $586K
|
91.8K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.66K+ 3.09% |
$516K - $571K
|
122K
$20M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
3.61K+ 9.16% |
$509K - $563K
|
43K
$7.04M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.39K+ 38.98% |
$478K - $528K
|
12.1K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.34K+ 0.85% |
$471K - $520K
|
398K
$65.1M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.26KNew |
$460K - $508K
|
3.26K
$534K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.25K+ 15.82% |
$459K - $507K
|
23.8K
$3.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.16KNew |
$446K - $493K
|
3.16K
$517K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.01K+ 4.36% |
$425K - $470K
|
72K
$11.8M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.98K+ 11.95% |
$421K - $465K
|
28K
$4.57M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.97K+ 13.46% |
$419K - $464K
|
25.1K
$4.1M
|