Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.23M+ 6399.22% |
$180M - $191M
|
1.25M
$198M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
898K+ 15570.56% |
$132M - $140M
|
904K
$144M
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
177KNew |
$26M - $27.6M
|
177K
$28.2M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
163K+ 5.49% |
$23.9M - $25.4M
|
3.13M
$499M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
161K+ 3.65% |
$23.7M - $25.1M
|
4.59M
$730M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
161K+ 3.65% |
$23.7M - $25.1M
|
4.59M
$730M
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
160KNew |
$23.5M - $24.9M
|
160K
$25.5M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
143K+ 4.24% |
$21M - $22.2M
|
3.51M
$559M
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
117KNew |
$17.1M - $18.2M
|
117K
$18.6M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
103K+ 4.67% |
$15.1M - $16M
|
2.31M
$368M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
84.7K+ 69.3% |
$12.4M - $13.2M
|
207K
$32.9M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
79.9K+ 12.28% |
$11.7M - $12.5M
|
731K
$116M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
67.9K+ 15.76% |
$9.97M - $10.6M
|
499K
$79.4M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
65.5K+ 21.77% |
$9.61M - $10.2M
|
366K
$58.3M
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
60.2K+ 1075.07% |
$8.84M - $9.38M
|
65.8K
$10.5M
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
53.2K+ 9.13% |
$7.81M - $8.28M
|
636K
$101M
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
41.9KNew |
$6.15M - $6.53M
|
41.9K
$6.67M
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
34.8K+ 7.34% |
$5.11M - $5.42M
|
509K
$80.9M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.3K+ 3.53% |
$4.6M - $4.88M
|
919K
$146M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31KNew |
$4.55M - $4.83M
|
31K
$4.93M
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
29.3K+ 11.03% |
$4.3M - $4.56M
|
295K
$46.9M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
27.4K+ 66.73% |
$4.03M - $4.27M
|
68.5K
$10.9M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.4K+ 6.39% |
$3.73M - $3.96M
|
423K
$67.3M
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
23.7KNew |
$3.48M - $3.7M
|
23.7K
$3.78M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
23.1K+ 193.42% |
$3.39M - $3.59M
|
35K
$5.57M
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
19.9K+ 6.21% |
$2.93M - $3.11M
|
341K
$54.3M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
19.8KNew |
$2.91M - $3.09M
|
19.8K
$3.15M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.7K+ 9.13% |
$2.9M - $3.08M
|
236K
$37.6M
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
17.3K+ 12.66% |
$2.54M - $2.7M
|
154K
$24.6M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
15.4K+ 3.12% |
$2.26M - $2.4M
|
507K
$80.8M
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
15.4KNew |
$2.25M - $2.39M
|
15.4K
$2.44M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.5KNew |
$2.13M - $2.26M
|
14.5K
$2.31M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.5K+ 1.64% |
$2.13M - $2.26M
|
900K
$143M
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
14.1KNew |
$2.07M - $2.2M
|
14.1K
$2.24M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14K+ 82.97% |
$2.05M - $2.18M
|
30.8K
$4.9M
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
13.2K+ 48.57% |
$1.94M - $2.06M
|
40.5K
$6.45M
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
13.2KNew |
$1.94M - $2.06M
|
13.2K
$2.1M
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
12.9KNew |
$1.9M - $2.01M
|
12.9K
$2.06M
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
12.5KNew |
$1.83M - $1.94M
|
12.5K
$1.98M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 6.57% |
$1.81M - $1.92M
|
200K
$31.8M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11.7K+ 46.83% |
$1.71M - $1.82M
|
36.6K
$5.82M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.17K+ 6.4% |
$1.35M - $1.43M
|
152K
$24.2M
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
8.36KNew |
$1.23M - $1.3M
|
8.36K
$1.33M
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
8.31K+ 49.91% |
$1.22M - $1.29M
|
25K
$3.97M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.8K+ 194.54% |
$1.15M - $1.22M
|
11.8K
$1.88M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.69KNew |
$1.13M - $1.2M
|
7.69K
$1.22M
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
7.29KNew |
$1.07M - $1.14M
|
7.29K
$1.16M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.14K+ 5.56% |
$1.05M - $1.11M
|
136K
$21.6M
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
7K+ 2.68% |
$1.03M - $1.09M
|
268K
$42.7M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.8K+ 5.59% |
$998K - $1.06M
|
128K
$20.4M
|