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 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.21K+ 6.84% |
$171K - $189K
|
18.9K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
1.18K+ 66.44% |
$166K - $183K
|
2.95K
$469K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.17K+ 9.36% |
$165K - $182K
|
13.7K
$2.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.11K+ 3.9% |
$156K - $172K
|
29.4K
$4.69M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.07K+ 6.45% |
$151K - $167K
|
17.7K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.05K+ 80.96% |
$148K - $164K
|
2.35K
$374K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.04K+ 3.14% |
$147K - $163K
|
34.3K
$5.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.04K+ 2.07% |
$146K - $162K
|
51.3K
$8.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 1.7% |
$145K - $160K
|
61.4K
$9.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.01K+ 11.58% |
$142K - $157K
|
9.69K
$1.54M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1K+ 5.04% |
$142K - $157K
|
20.9K
$3.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
960+ 9.25% |
$135K - $150K
|
11.3K
$1.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
946+ 30.78% |
$133K - $147K
|
4.02K
$640K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
930+ 214.78% |
$131K - $145K
|
1.36K
$217K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
921New |
$130K - $144K
|
921
$147K
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
919+ 4.59% |
$130K - $143K
|
21K
$3.33M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
917+ 1.21% |
$129K - $143K
|
76.6K
$12.2M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
894+ 55.56% |
$126K - $139K
|
2.5K
$398K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
891+ 48.06% |
$126K - $139K
|
2.75K
$437K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
889+ 1433.87% |
$125K - $139K
|
951
$151K
|
|
|
Apr 15, 2024
Q1 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
862+ 5.08% |
$122K - $134K
|
17.8K
$2.84M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
860New |
$121K - $134K
|
860
$137K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
846+ 6.8% |
$119K - $132K
|
13.3K
$2.11M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
835+ 13.44% |
$118K - $130K
|
7.05K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
823New |
$116K - $128K
|
823
$131K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
818+ 5.21% |
$115K - $128K
|
16.5K
$2.63M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
818+ 11.3% |
$115K - $128K
|
8.06K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
808+ 1.69% |
$114K - $126K
|
48.7K
$7.75M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
805+ 2.36% |
$114K - $126K
|
34.9K
$5.55M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
785+ 8.16% |
$111K - $122K
|
10.4K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
BUY
|
- |
751+ 2.75% |
$106K - $117K
|
28.1K
$4.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
751+ 47.99% |
$106K - $117K
|
2.32K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
737+ 10.02% |
$104K - $115K
|
8.09K
$1.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
688+ 24.96% |
$97.1K - $107K
|
3.44K
$548K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
687+ 1.66% |
$96.9K - $107K
|
42.1K
$6.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
682+ 0.82% |
$96.2K - $106K
|
83.5K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
666+ 5.58% |
$94K - $104K
|
12.6K
$2.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
662+ 56.58% |
$93.4K - $103K
|
1.83K
$292K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
654+ 26.15% |
$92.3K - $102K
|
3.16K
$502K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
621New |
$87.6K - $96.8K
|
621
$98.8K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
606+ 5.3% |
$85.5K - $94.5K
|
12K
$1.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
585+ 2.56% |
$82.5K - $91.2K
|
23.4K
$3.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
576+ 16.18% |
$81.3K - $89.8K
|
4.14K
$658K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
569+ 8.87% |
$80.3K - $88.7K
|
6.98K
$1.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Tenret CO LLC
|
BUY
|
- |
550+ 1.87% |
$77.6K - $85.8K
|
30K
$4.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
545+ 4192.31% |
$76.9K - $85K
|
558
$88.8K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
543+ 0.57% |
$76.6K - $84.7K
|
96.5K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
534+ 3.85% |
$75.3K - $83.3K
|
14.4K
$2.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
524+ 3.5% |
$73.9K - $81.7K
|
15.5K
$2.47M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
523+ 8.01% |
$73.8K - $81.5K
|
7.05K
$1.12M
|