Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
260K+ 3377.32% |
$38.7M - $43.5M
|
267K
$43.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
196K+ 26.89% |
$29.3M - $32.9M
|
927K
$152M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
170K+ 13.62% |
$25.3M - $28.5M
|
1.42M
$232M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
148K+ 16265.46% |
$22.1M - $24.9M
|
149K
$24.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
141K+ 4.03% |
$21.1M - $23.7M
|
3.65M
$598M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
139K+ 119.13% |
$20.7M - $23.3M
|
256K
$41.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
89.5KNew |
$13.3M - $15M
|
89.5K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
89K+ 10.96% |
$13.3M - $14.9M
|
901K
$147M
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
58.8K+ 11.57% |
$8.77M - $9.87M
|
567K
$92.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
55.4K+ 1.77% |
$8.26M - $9.29M
|
3.19M
$522M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
54.1KNew |
$8.07M - $9.08M
|
54.1K
$8.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
52.5K+ 2.27% |
$7.82M - $8.8M
|
2.36M
$386M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
47.2KNew |
$7.03M - $7.91M
|
47.2K
$7.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35.8KNew |
$5.33M - $6M
|
35.8K
$5.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
27.1K+ 1.76% |
$4.03M - $4.54M
|
1.56M
$256M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
26.9K+ 2.83% |
$4.01M - $4.51M
|
978K
$160M
|
|
|
Oct 17, 2024
Q3 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
26.2KNew |
$3.9M - $4.39M
|
26.2K
$4.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
24.6K+ 3.87% |
$3.67M - $4.12M
|
660K
$108M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.4K+ 19.46% |
$3.64M - $4.1M
|
150K
$24.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.6K+ 2.46% |
$3.37M - $3.79M
|
942K
$154M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
22.5KNew |
$3.35M - $3.77M
|
22.5K
$3.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
22.1K+ 2.98% |
$3.29M - $3.7M
|
764K
$125M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20.1K+ 265.66% |
$2.99M - $3.36M
|
27.6K
$4.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
19.7KNew |
$2.93M - $3.3M
|
19.7K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
18KNew |
$2.69M - $3.02M
|
18K
$2.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
17KNew |
$2.53M - $2.84M
|
17K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
16.9K+ 48.3% |
$2.52M - $2.83M
|
51.9K
$8.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
15.7K+ 118.07% |
$2.34M - $2.63M
|
28.9K
$4.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.2K+ 1.05% |
$2.27M - $2.55M
|
1.47M
$240M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
14.2K+ 42.99% |
$2.11M - $2.38M
|
47.2K
$7.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.3K+ 3.15% |
$1.99M - $2.24M
|
436K
$71.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
13K+ 57.33% |
$1.93M - $2.18M
|
35.6K
$5.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.5K+ 9.2% |
$1.86M - $2.09M
|
148K
$24.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$1.82M - $2.05M
|
12.2K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
12.2KNew |
$1.81M - $2.04M
|
12.2K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
11.9K+ 7.71% |
$1.77M - $2M
|
166K
$27.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.5K+ 285.5% |
$1.72M - $1.93M
|
15.6K
$2.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
11.3KNew |
$1.68M - $1.9M
|
11.3K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
9.74KNew |
$1.45M - $1.63M
|
9.74K
$1.59M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.62K+ 2.9% |
$1.43M - $1.61M
|
341K
$55.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.45KNew |
$1.26M - $1.42M
|
8.45K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.06K+ 0.9% |
$1.2M - $1.35M
|
908K
$149M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.94K+ 9.21% |
$1.18M - $1.33M
|
94.1K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.67K+ 97.53% |
$1.14M - $1.29M
|
15.5K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.62K+ 3.32% |
$1.14M - $1.28M
|
237K
$38.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.52K+ 63.63% |
$1.12M - $1.26M
|
19.3K
$3.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
7.5KNew |
$1.12M - $1.26M
|
7.5K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
7.25K+ 67.66% |
$1.08M - $1.22M
|
18K
$2.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.22K+ 11.35% |
$1.08M - $1.21M
|
70.9K
$11.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.15K+ 11.24% |
$1.07M - $1.2M
|
70.8K
$11.6M
|