Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-121- 0.47% |
$19.5K - $21.3K
|
25.6K
$4.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-122- 1.15% |
$19.6K - $21.5K
|
10.5K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-125- 2.17% |
$20.1K - $22K
|
5.64K
$930K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-127- 1.17% |
$20.4K - $22.4K
|
10.7K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-127- 3.44% |
$20.4K - $22.4K
|
3.57K
$589K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-127- 9.16% |
$20.4K - $22.4K
|
1.26K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-128- 1.0% |
$20.6K - $22.6K
|
12.6K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-129- 4.02% |
$20.8K - $22.7K
|
3.08K
$508K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-130- 1.06% |
$20.9K - $22.9K
|
12.2K
$2M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-133- 1.87% |
$21.4K - $23.4K
|
6.97K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-135- 21.0% |
$21.7K - $23.8K
|
508
$83.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-140- 1.54% |
$22.5K - $24.7K
|
8.97K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-158- 4.71% |
$25.4K - $27.8K
|
3.2K
$527K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-160- 10.01% |
$25.7K - $28.2K
|
1.44K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-161- 0.06% |
$25.9K - $28.4K
|
253K
$41.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-163- 4.84% |
$26.2K - $28.7K
|
3.21K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-165- 1.05% |
$26.5K - $29.1K
|
15.5K
$2.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-168- 1.94% |
$27K - $29.6K
|
8.51K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-170- 37.69% |
$27.4K - $30K
|
281
$46.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-170- 37.69% |
$27.4K - $30K
|
281
$46.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-174- 0.55% |
$28K - $30.7K
|
31.6K
$5.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-180- 2.89% |
$29K - $31.7K
|
6.04K
$996K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-180- 1.85% |
$29K - $31.7K
|
9.56K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-184- 3.21% |
$29.6K - $32.4K
|
5.54K
$914K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-188- 15.73% |
$30.2K - $33.1K
|
1.01K
$166K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-193- 3.73% |
$31.1K - $34K
|
4.98K
$821K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-194- 0.14% |
$31.2K - $34.2K
|
136K
$22.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-196- 3.89% |
$31.5K - $34.5K
|
4.84K
$798K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-196- 1.09% |
$31.5K - $34.5K
|
17.7K
$2.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-200- 0.27% |
$32.2K - $35.2K
|
73.2K
$12.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 0.88% |
$32.2K - $35.2K
|
22.6K
$3.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-208- 6.62% |
$33.5K - $36.6K
|
2.93K
$484K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-213- 0.54% |
$34.3K - $37.5K
|
39.6K
$6.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-219- 5.05% |
$35.2K - $38.6K
|
4.12K
$679K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
SELL
|
- |
-222- 4.11% |
$35.7K - $39.1K
|
5.18K
$854K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-225- 8.96% |
$36.2K - $39.6K
|
2.29K
$377K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-229- 5.22% |
$36.8K - $40.3K
|
4.16K
$686K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-229- 2.93% |
$36.8K - $40.3K
|
7.57K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-232- 6.03% |
$37.3K - $40.9K
|
3.61K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-238- 0.71% |
$38.3K - $41.9K
|
33.4K
$5.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-240- 5.18% |
$38.6K - $42.3K
|
4.39K
$724K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-240- 1.03% |
$38.6K - $42.3K
|
23.2K
$3.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-242- 0.35% |
$38.9K - $42.6K
|
68.6K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-246- 3.85% |
$39.6K - $43.3K
|
6.14K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-246- 2.59% |
$39.6K - $43.3K
|
9.24K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-247- 1.85% |
$39.7K - $43.5K
|
13.1K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-253- 2.71% |
$40.7K - $44.6K
|
9.09K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-254- 14.19% |
$40.9K - $44.7K
|
1.54K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-256- 10.31% |
$41.2K - $45.1K
|
2.23K
$367K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-260- 4.38% |
$41.8K - $45.8K
|
5.68K
$937K
|