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 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-755- 20.4% |
$121K - $133K
|
2.95K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-759- 8.51% |
$122K - $134K
|
8.16K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-760- 58.82% |
$122K - $134K
|
532
$87.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-771- 6.3% |
$124K - $136K
|
11.5K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-776- 5.27% |
$125K - $137K
|
14K
$2.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-790- 1.82% |
$127K - $139K
|
42.7K
$7.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-794- 9.65% |
$128K - $140K
|
7.44K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-851- 0.79% |
$137K - $150K
|
107K
$17.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-863- 23.58% |
$139K - $152K
|
2.8K
$461K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-895- 7.13% |
$144K - $158K
|
11.7K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-905- 0.63% |
$146K - $159K
|
143K
$23.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-907- 6.02% |
$146K - $160K
|
14.1K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-957- 0.99% |
$154K - $169K
|
95.8K
$15.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-985- 17.52% |
$158K - $174K
|
4.64K
$765K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-991- 31.55% |
$159K - $175K
|
2.15K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.02K- 1.01% |
$164K - $179K
|
99.7K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.02K- 5.67% |
$164K - $180K
|
16.9K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-1.04K- 3.72% |
$167K - $183K
|
26.8K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.06K- 9.95% |
$170K - $186K
|
9.56K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.11K- 16.82% |
$178K - $195K
|
5.47K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.13K- 47.64% |
$182K - $199K
|
1.24K
$205K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.13K- 1.85% |
$182K - $200K
|
60K
$9.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.18K- 6.15% |
$190K - $208K
|
18K
$2.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.21K- 45.57% |
$194K - $213K
|
1.44K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.21K- 6.68% |
$195K - $213K
|
16.9K
$2.79M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.25K- 32.19% |
$201K - $220K
|
2.63K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.26K- 80.86% |
$202K - $221K
|
297
$49K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.26K- 28.94% |
$202K - $222K
|
3.09K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.29K- 6.3% |
$207K - $227K
|
19.1K
$3.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.29K- 6.13% |
$207K - $227K
|
19.7K
$3.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.3K- 21.71% |
$209K - $229K
|
4.69K
$773K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.36K- 0.36% |
$218K - $239K
|
372K
$61.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.36K- 13.7% |
$218K - $239K
|
8.55K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.42K- 4.84% |
$229K - $251K
|
28K
$4.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.57K- 21.25% |
$253K - $277K
|
5.83K
$962K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.6K- 46.12% |
$257K - $281K
|
1.86K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.62K- 0.75% |
$260K - $285K
|
214K
$35.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.65K- 3.06% |
$266K - $291K
|
52.4K
$8.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.68K- 5.01% |
$270K - $295K
|
31.8K
$5.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.71K- 60.21% |
$275K - $301K
|
1.13K
$186K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.79K- 49.92% |
$288K - $316K
|
1.8K
$296K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.79K- 4.06% |
$288K - $316K
|
42.3K
$6.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.93K- 33.37% |
$311K - $341K
|
3.86K
$636K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.96K- 3.88% |
$316K - $346K
|
48.6K
$8.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.98K- 10.64% |
$318K - $348K
|
16.6K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.99K- 1.66% |
$320K - $350K
|
117K
$19.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.03K- 47.46% |
$326K - $357K
|
2.24K
$370K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.17K- 3.51% |
$349K - $382K
|
59.7K
$9.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.19K- 2.07% |
$353K - $386K
|
104K
$17.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-2.2K- 4.84% |
$354K - $387K
|
43.2K
$7.12M
|