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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.29K- 20.07% |
$368K - $403K
|
9.11K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.34K- 5.22% |
$377K - $413K
|
42.5K
$7.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.36K- 2.73% |
$379K - $415K
|
83.9K
$13.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-2.36K- 1.28% |
$380K - $416K
|
182K
$30M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-2.36K- 2.19% |
$380K - $416K
|
106K
$17.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.45K- 9.57% |
$395K - $432K
|
23.2K
$3.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.57K- 31.14% |
$413K - $452K
|
5.68K
$936K
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.63K- 5.61% |
$423K - $463K
|
44.2K
$7.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.64K- 5.2% |
$425K - $466K
|
48.2K
$7.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-2.77K- 17.84% |
$445K - $488K
|
12.7K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-2.78K- 2.18% |
$448K - $490K
|
125K
$20.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.1K- 93.9% |
$498K - $545K
|
201
$33.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.27K- 2.69% |
$526K - $576K
|
118K
$19.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-3.31K- 8.94% |
$532K - $583K
|
33.7K
$5.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.38K- 20.24% |
$543K - $595K
|
13.3K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.44K- 14.61% |
$553K - $606K
|
20.1K
$3.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-3.57K- 2.15% |
$574K - $629K
|
163K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-3.72K- 3.77% |
$599K - $655K
|
94.9K
$15.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.03K- 14.52% |
$648K - $709K
|
23.7K
$3.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.24K- 4.32% |
$683K - $748K
|
94.1K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-4.26K- 2.51% |
$686K - $751K
|
166K
$27.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.59K- 4.36% |
$739K - $809K
|
101K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.74K- 56.12% |
$763K - $835K
|
3.71K
$611K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.12K- 23.51% |
$824K - $902K
|
16.7K
$2.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.15K- 14.67% |
$828K - $907K
|
29.9K
$4.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-5.2K- 53.5% |
$837K - $916K
|
4.52K
$745K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-5.42K- 58.81% |
$872K - $955K
|
3.8K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.75K- 15.98% |
$925K - $1.01M
|
30.2K
$4.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-5.81K- 48.28% |
$934K - $1.02M
|
6.22K
$1.03M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-6.13K- 19.18% |
$986K - $1.08M
|
25.8K
$4.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-7.02K- 26.41% |
$1.13M - $1.24M
|
19.6K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.22K- 11.52% |
$1.16M - $1.27M
|
55.4K
$9.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.28K- 15.75% |
$1.17M - $1.28M
|
38.9K
$6.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-7.38K- 11.45% |
$1.19M - $1.3M
|
57.1K
$9.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.69K- 49.47% |
$1.24M - $1.35M
|
7.85K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8.45K- 3.51% |
$1.36M - $1.49M
|
232K
$38.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-11.2K- 26.15% |
$1.8M - $1.97M
|
31.6K
$5.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.3K- 3.06% |
$2.14M - $2.34M
|
421K
$69.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.4K- 9.58% |
$2.31M - $2.53M
|
136K
$22.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-14.4K- 6.08% |
$2.32M - $2.54M
|
223K
$36.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.9K- 41.16% |
$2.4M - $2.63M
|
21.3K
$3.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-16.8K- 28.44% |
$2.71M - $2.97M
|
42.4K
$6.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-18.2K- 66.0% |
$2.93M - $3.21M
|
9.39K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-19.5K- 66.92% |
$3.14M - $3.44M
|
9.66K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-24.2K- 48.54% |
$3.9M - $4.27M
|
25.7K
$4.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-24.3K- 3.7% |
$3.91M - $4.28M
|
632K
$104M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.8K- 56.97% |
$4.14M - $4.54M
|
19.5K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-35K- 2.24% |
$5.63M - $6.16M
|
1.53M
$252M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.7K- 3.18% |
$7.51M - $8.22M
|
1.42M
$235M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-50K- 2.82% |
$8.04M - $8.81M
|
1.72M
$284M
|