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 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-49- 0.94% |
$7.19K - $7.63K
|
5.15K
$780K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-49- 0.59% |
$7.19K - $7.63K
|
8.27K
$1.25M
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-50- 0.16% |
$7.34K - $7.79K
|
30.9K
$4.68M
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-50- 1.59% |
$7.34K - $7.79K
|
3.1K
$469K
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-51- 32.28% |
$7.49K - $7.94K
|
107
$16.2K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-52- 3.04% |
$7.63K - $8.1K
|
1.66K
$251K
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-52- 0.51% |
$7.63K - $8.1K
|
10.2K
$1.54M
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-53- 1.81% |
$7.78K - $8.26K
|
2.88K
$436K
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-58- 3.0% |
$8.52K - $9.03K
|
1.87K
$284K
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-60- 0.21% |
$8.81K - $9.35K
|
28K
$4.23M
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-62- 3.12% |
$9.1K - $9.66K
|
1.93K
$291K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-66- 0.48% |
$9.69K - $10.3K
|
13.7K
$2.07M
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-66- 0.6% |
$9.69K - $10.3K
|
10.8K
$1.64M
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-70- 9.63% |
$10.3K - $10.9K
|
657
$99.4K
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-71- 2.91% |
$10.4K - $11.1K
|
2.37K
$359K
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-71- 3.41% |
$10.4K - $11.1K
|
2.01K
$305K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-72- 0.35% |
$10.6K - $11.2K
|
20.6K
$3.12M
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-75- 8.04% |
$11K - $11.7K
|
858
$130K
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-75- 2.44% |
$11K - $11.7K
|
3K
$454K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-77- 1.09% |
$11.3K - $12K
|
6.97K
$1.06M
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-81- 5.73% |
$11.9K - $12.6K
|
1.33K
$202K
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-83- 71.55% |
$12.2K - $12.9K
|
33
$4.99K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-86- 2.65% |
$12.6K - $13.4K
|
3.16K
$479K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-88- 25.51% |
$12.9K - $13.7K
|
257
$38.9K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-90- 48.39% |
$13.2K - $14K
|
96
$14.5K
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-91- 11.14% |
$13.4K - $14.2K
|
726
$110K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-92- 1.24% |
$13.5K - $14.3K
|
7.31K
$1.11M
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-94- 2.7% |
$13.8K - $14.6K
|
3.39K
$513K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-95- 0.46% |
$13.9K - $14.8K
|
20.3K
$3.08M
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-95- 1.5% |
$13.9K - $14.8K
|
6.26K
$947K
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-100- 4.56% |
$14.7K - $15.6K
|
2.09K
$317K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-101- 6.31% |
$14.8K - $15.7K
|
1.5K
$227K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-102- 4.57% |
$15K - $15.9K
|
2.13K
$322K
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-102- 1.83% |
$15K - $15.9K
|
5.47K
$828K
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-102- 1.16% |
$15K - $15.9K
|
8.71K
$1.32M
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-103- 0.24% |
$15.1K - $16K
|
42.9K
$6.48M
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-105- 2.93% |
$15.4K - $16.4K
|
3.48K
$527K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-105- 3.98% |
$15.4K - $16.4K
|
2.53K
$383K
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-106- 5.35% |
$15.6K - $16.5K
|
1.88K
$284K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-109- 10.75% |
$16K - $17K
|
905
$137K
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-110- 0.51% |
$16.2K - $17.1K
|
21.5K
$3.25M
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-111- 7.64% |
$16.3K - $17.3K
|
1.34K
$203K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-112- 13.54% |
$16.4K - $17.4K
|
715
$108K
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-112- 58.95% |
$16.4K - $17.4K
|
78
$11.8K
|
|
Jul 12, 2024
Q2 2024
|
Olio Financial Planning
|
SELL
|
- |
-113- 0.17% |
$16.6K - $17.6K
|
66.9K
$10.1M
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-114- 0.24% |
$16.7K - $17.8K
|
47.2K
$7.14M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-117- 3.35% |
$17.2K - $18.2K
|
3.37K
$510K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-117- 37.99% |
$17.2K - $18.2K
|
191
$28.9K
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-121- 0.28% |
$17.8K - $18.8K
|
43.1K
$6.52M
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-124- 0.86% |
$18.2K - $19.3K
|
14.4K
$2.17M
|