Purchases and Sales Made in Q1 2024 in Vanguard Mid Cap Value Index F (VOE)

VOE Quotes by TradingView

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 15, 2024 Q1 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
227
+ 515.91%
$32K - $35.4K
271 $44.3K
May 03, 2024 Q1 2024
Embree Financial Group

Chicago, IL
BUY
 -
227
+ 11.42%
$32K - $35.4K
2.22K $362K
May 13, 2024 Q1 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
223
+ 0.35%
$31.5K - $34.8K
64.3K $10.5M
Apr 18, 2024 Q1 2024
Bkm Wealth Management, LLC

Brookfield, WI
BUY
 -
222
+ 3.64%
$31.3K - $34.6K
6.31K $1.03M
Jul 19, 2024 Q1 2024
Willner & Heller, LLC

BUY
 -
218
+ 3.11%
$30.8K - $34K
7.23K $1.18M
May 15, 2024 Q1 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
211
+ 140.67%
$29.8K - $32.9K
361 $59.1K
May 14, 2024 Q1 2024
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
210
+ 4.19%
$29.6K - $32.7K
5.22K $854K
May 10, 2024 Q1 2024
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
208
+ 1.94%
$29.3K - $32.4K
10.9K $1.79M
Apr 10, 2024 Q1 2024
Founders Capital Management

BUY
 -
200
+ 434.78%
$28.2K - $31.2K
246 $40.3K
Apr 29, 2024 Q1 2024
Caprock Group, Inc.

BUY
 -
198
+ 10.01%
$27.9K - $30.9K
2.18K $356K
Apr 23, 2024 Q1 2024
West Branch Capital LLC

BUY
 -
194
New
$27.4K - $30.2K
194 $31.7K
May 13, 2024 Q1 2024
Pingora Partners LLC

Wilson, WY
BUY
 -
190
New
$26.8K - $29.6K
190 $31.1K
Apr 24, 2024 Q1 2024
Smallwood Wealth Investment Management, LLC

Red Bank, NJ
BUY
 -
181
+ 0.44%
$25.5K - $28.2K
41.6K $6.81M
May 16, 2024 Q1 2024
Beacon Capital Management, LLC

BUY
 -
178
+ 29.97%
$25.1K - $27.8K
772 $126K
Apr 26, 2024 Q1 2024
Blb&B Advisors, LLC

BUY
 -
175
+ 5.94%
$24.7K - $27.3K
3.12K $511K
Apr 12, 2024 Q1 2024
Dynamic Advisor Solutions LLC

BUY
 -
173
+ 5.0%
$24.4K - $27K
3.63K $594K
May 01, 2024 Q1 2024
Kornitzer Capital Management Inc

BUY
 -
169
+ 12.18%
$23.8K - $26.3K
1.56K $255K
May 10, 2024 Q1 2024
Catalytic Wealth Ria, LLC

Cambridge, MA
BUY
 -
159
+ 0.57%
$22.4K - $24.8K
28K $4.59M
Apr 12, 2024 Q1 2024
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
153
+ 4.6%
$21.6K - $23.9K
3.48K $569K
May 03, 2024 Q1 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
151
+ 2.68%
$21.3K - $23.5K
5.78K $945K
May 03, 2024 Q1 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
148
+ 1.67%
$20.9K - $23.1K
9K $1.47M
Apr 24, 2024 Q1 2024
Intergy Private Wealth, LLC

BUY
 -
148
+ 2.42%
$20.9K - $23.1K
6.27K $1.03M
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
142
+ 1.81%
$20K - $22.1K
7.99K $1.31M
May 14, 2024 Q1 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
136
+ 5.91%
$19.2K - $21.2K
2.44K $399K
Apr 05, 2024 Q1 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
133
+ 82.1%
$18.8K - $20.7K
295 $48.3K
May 06, 2024 Q1 2024
Pfg Advisors

BUY
 -
133
+ 5.31%
$18.8K - $20.7K
2.64K $431K
May 09, 2024 Q1 2024
Brighton Jones LLC

BUY
 -
132
+ 0.69%
$18.6K - $20.6K
19.4K $3.17M
May 15, 2024 Q1 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
129
+ 0.33%
$18.2K - $20.1K
39.4K $6.44M
Jul 10, 2024 Q1 2024
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
126
+ 2.44%
$17.8K - $19.6K
5.28K $865K
May 10, 2024 Q1 2024
Wealth Alliance

Mellville, NY
BUY
 -
126
+ 1.02%
$17.8K - $19.6K
12.5K $2.05M
May 15, 2024 Q1 2024
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
125
+ 0.46%
$17.6K - $19.5K
27.3K $4.46M
Apr 26, 2024 Q1 2024
Millburn Ridgefield Corp

BUY
 -
125
+ 0.48%
$17.6K - $19.5K
26.3K $4.3M
Apr 18, 2024 Q1 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
124
+ 2.68%
$17.5K - $19.3K
4.75K $778K
May 03, 2024 Q1 2024
Richardson Financial Services Inc.

Medway, MA
BUY
 -
122
+ 3.86%
$17.2K - $19K
3.28K $537K
Apr 26, 2024 Q1 2024
Yhb Investment Advisors, Inc.

BUY
 -
120
New
$16.9K - $18.7K
120 $19.6K
Apr 17, 2024 Q1 2024
Compass Ion Advisors, LLC

BUY
 -
113
+ 5.12%
$15.9K - $17.6K
2.32K $380K
Apr 29, 2024 Q1 2024
Sierra Capital LLC

BUY
 -
112
+ 0.98%
$15.8K - $17.5K
11.5K $1.88M
Apr 30, 2024 Q1 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
111
+ 2.58%
$15.7K - $17.3K
4.41K $721K
Apr 24, 2024 Q1 2024
Sol Capital Management CO

BUY
 -
110
+ 0.33%
$15.5K - $17.2K
33K $5.41M
Apr 26, 2024 Q1 2024
Life Steps Financial, Inc.

BUY
 -
109
New
$15.4K - $17K
109 $17.8K
May 03, 2024 Q1 2024
Great Valley Advisor Group, Inc.

BUY
 -
108
+ 3.26%
$15.2K - $16.8K
3.42K $559K
May 15, 2024 Q1 2024
Hoyle Cohen, LLC

BUY
 -
106
+ 4.18%
$15K - $16.5K
2.64K $432K
Apr 22, 2024 Q1 2024
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
106
+ 4.29%
$15K - $16.5K
2.58K $422K
Apr 10, 2024 Q1 2024
First Community Trust Na

BUY
 -
104
New
$14.7K - $16.2K
104 $17K
May 08, 2024 Q1 2024
Ledyard National Bank

BUY
 -
103
+ 0.1%
$14.5K - $16.1K
108K $17.6M
May 14, 2024 Q1 2024
Keybank National Association

BUY
 -
102
+ 5.43%
$14.4K - $15.9K
1.98K $324K
May 16, 2024 Q1 2024
Fsa Wealth Management LLC

Needham, MA
BUY
 -
100
+ 4.06%
$14.1K - $15.6K
2.56K $419K
May 02, 2024 Q1 2024
Diversified, LLC

BUY
 -
100
+ 4.53%
$14.1K - $15.6K
2.31K $378K
Apr 15, 2024 Q1 2024
Future Financial Wealth Managment LLC

BUY
 -
100
New
$14.1K - $15.6K
100 $16.4K

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