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
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.15K+ 3.58% |
$1.07M - $1.2M
|
207K
$33.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.06K+ 3.22% |
$1.05M - $1.18M
|
226K
$37M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.99KNew |
$1.04M - $1.17M
|
6.99K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
6.58K+ 22.19% |
$981K - $1.1M
|
36.2K
$5.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
6.46K+ 4.04% |
$962K - $1.08M
|
166K
$27.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6.24K+ 2.33% |
$930K - $1.05M
|
274K
$44.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.07K+ 54.3% |
$904K - $1.02M
|
17.2K
$2.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.84K+ 7.45% |
$870K - $979K
|
84.3K
$13.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.78KNew |
$861K - $969K
|
5.78K
$946K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.77K+ 30.23% |
$860K - $967K
|
24.9K
$4.07M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
5.72KNew |
$852K - $959K
|
5.72K
$936K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.6K+ 4.39% |
$834K - $939K
|
133K
$21.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.41K+ 24.23% |
$806K - $907K
|
27.7K
$4.54M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.19K+ 21.63% |
$774K - $871K
|
29.2K
$4.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.09K+ 506.27% |
$758K - $853K
|
6.09K
$997K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.06K+ 10.29% |
$754K - $848K
|
54.2K
$8.87M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.95K+ 7.47% |
$737K - $829K
|
71.1K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.88K+ 6.03% |
$728K - $819K
|
85.8K
$14M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4.86K+ 4.24% |
$724K - $815K
|
120K
$19.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
4.85K+ 27.45% |
$722K - $813K
|
22.5K
$3.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.71K+ 0.87% |
$701K - $789K
|
545K
$89.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.71K+ 16.72% |
$701K - $789K
|
32.9K
$5.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.58K+ 67.14% |
$682K - $768K
|
11.4K
$1.87M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.57K+ 233.13% |
$681K - $766K
|
6.53K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.56K+ 2.99% |
$679K - $764K
|
157K
$25.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
4.42K+ 6.61% |
$658K - $740K
|
71.3K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.4KNew |
$656K - $738K
|
4.4K
$720K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
4.34KNew |
$647K - $728K
|
4.34K
$710K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
3.98K+ 9.61% |
$593K - $668K
|
45.4K
$7.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.96K+ 5.09% |
$590K - $664K
|
81.8K
$13.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.93K+ 372.84% |
$585K - $658K
|
4.98K
$815K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.87KNew |
$577K - $650K
|
3.87K
$634K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.8KNew |
$566K - $637K
|
3.8K
$621K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.8KNew |
$566K - $637K
|
3.8K
$621K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.67K+ 43.94% |
$547K - $616K
|
12K
$1.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.63K+ 7.54% |
$541K - $608K
|
51.8K
$8.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
BUY
|
- |
3.61K+ 1.37% |
$538K - $605K
|
268K
$43.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.6K+ 0.12% |
$536K - $603K
|
3.08M
$504M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3.58K+ 6.1% |
$533K - $599K
|
62.2K
$10.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.38K+ 6.38% |
$503K - $566K
|
56.4K
$9.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.24KNew |
$483K - $544K
|
3.24K
$530K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.15K+ 4.91% |
$469K - $528K
|
67.2K
$11M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.07K+ 76775.0% |
$458K - $515K
|
3.08K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
3.05KNew |
$455K - $511K
|
3.05K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.95K+ 101.27% |
$439K - $494K
|
5.86K
$959K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
2.93KNew |
$437K - $492K
|
2.93K
$480K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.87KNew |
$428K - $482K
|
2.87K
$470K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.76KNew |
$412K - $463K
|
2.76K
$452K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.75KNew |
$410K - $461K
|
2.75K
$450K
|
|
|
Oct 31, 2024
Q3 2024
|
General American Investors CO Inc
|
BUY
|
- |
2.7K+ 24.55% |
$402K - $453K
|
13.7K
$2.24M
|