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 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-612- 1.12% |
$89.9K - $95.3K
|
53.8K
$8.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-614- 24.51% |
$90.1K - $95.6K
|
1.89K
$315K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-616- 23.77% |
$90.4K - $96K
|
1.98K
$329K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-629- 16.46% |
$92.3K - $98K
|
3.19K
$532K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-642- 1.53% |
$94.3K - $100K
|
41.4K
$6.9M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-656- 1.64% |
$96.3K - $102K
|
39.2K
$6.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-700- 1.25% |
$103K - $109K
|
55.2K
$9.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-700- 1.25% |
$103K - $109K
|
55.2K
$9.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-703- 4.46% |
$103K - $110K
|
15.1K
$2.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-708- 1.47% |
$104K - $110K
|
47.3K
$7.89M
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-728- 1.18% |
$107K - $113K
|
60.7K
$10.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-746- 3.9% |
$110K - $116K
|
18.4K
$3.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-750- 3.15% |
$110K - $117K
|
23.1K
$3.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-759- 7.39% |
$111K - $118K
|
9.51K
$1.59M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-790- 29.92% |
$116K - $123K
|
1.85K
$308K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-792- 2.4% |
$116K - $123K
|
32.2K
$5.38M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-811- 15.12% |
$119K - $126K
|
4.55K
$759K
|
|
|
Aug 09, 2024
Q2 2024
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-814- 16.86% |
$120K - $127K
|
4.02K
$669K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-846- 20.47% |
$124K - $132K
|
3.29K
$548K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-855- 5.39% |
$126K - $133K
|
15K
$2.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-881- 24.27% |
$129K - $137K
|
2.75K
$458K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-904- 1.58% |
$133K - $141K
|
56.2K
$9.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-918- 21.71% |
$135K - $143K
|
3.31K
$552K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-955- 6.16% |
$140K - $149K
|
14.5K
$2.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-970- 29.58% |
$142K - $151K
|
2.31K
$385K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-974- 2.6% |
$143K - $152K
|
36.5K
$6.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 14.94% |
$152K - $161K
|
5.9K
$983K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1.04K- 1.04% |
$153K - $163K
|
99.4K
$16.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.07K- 1.74% |
$157K - $167K
|
60.3K
$10M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.07K- 1.9% |
$158K - $167K
|
55.3K
$9.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.07K- 2.07% |
$158K - $167K
|
50.7K
$8.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.11K- 1.54% |
$163K - $173K
|
70.9K
$11.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.12K- 1.25% |
$165K - $175K
|
88.6K
$14.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.13K- 11.81% |
$165K - $176K
|
8.41K
$1.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.15K- 15.29% |
$169K - $179K
|
6.37K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.19K- 3.33% |
$175K - $186K
|
34.7K
$5.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.2K- 6.57% |
$176K - $187K
|
17.1K
$2.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.21K- 60.97% |
$178K - $189K
|
776
$129K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.22K- 10.13% |
$179K - $190K
|
10.8K
$1.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.26K- 1.01% |
$185K - $196K
|
124K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.27K- 23.92% |
$187K - $198K
|
4.04K
$674K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.28K- 6.14% |
$188K - $200K
|
19.6K
$3.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.3K- 9.02% |
$191K - $202K
|
13.1K
$2.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.32K- 98.21% |
$193K - $205K
|
24
$4K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.32K- 2.22% |
$194K - $206K
|
58.3K
$9.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 24.14% |
$196K - $208K
|
4.19K
$699K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.36K- 98.55% |
$200K - $212K
|
20
$3.33K
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.37K- 5.56% |
$200K - $213K
|
23.2K
$3.86M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.44K- 4.68% |
$211K - $224K
|
29.4K
$4.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.46K- 2.64% |
$214K - $227K
|
53.7K
$8.95M
|