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 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
218+ 3.81% |
$35.1K - $38.4K
|
5.95K
$987K
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
202+ 8.42% |
$32.5K - $35.6K
|
2.6K
$432K
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
200New |
$32.2K - $35.2K
|
200
$33.2K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$32.2K - $35.2K
|
200
$33.2K
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
180+ 9.2% |
$29K - $31.7K
|
2.14K
$354K
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
180+ 0.56% |
$29K - $31.7K
|
32.2K
$5.34M
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
174+ 0.35% |
$28K - $30.7K
|
50.6K
$8.4M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
169+ 0.44% |
$27.2K - $29.8K
|
38.2K
$6.34M
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
167+ 12.52% |
$26.9K - $29.4K
|
1.5K
$249K
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
164New |
$26.4K - $28.9K
|
164
$27.2K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
154+ 5.44% |
$24.8K - $27.1K
|
2.98K
$495K
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
137+ 1.97% |
$22K - $24.1K
|
7.08K
$1.17M
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
129+ 4.8% |
$20.8K - $22.7K
|
2.82K
$468K
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
126+ 1.83% |
$20.3K - $22.2K
|
7.03K
$1.17M
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
124+ 1.05% |
$20K - $21.8K
|
11.9K
$1.97M
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
120+ 800.0% |
$19.3K - $21.1K
|
135
$22.4K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
116New |
$18.7K - $20.4K
|
116
$19.2K
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
103+ 2.9% |
$16.6K - $18.1K
|
3.66K
$607K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
99New |
$15.9K - $17.4K
|
99
$16.4K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
98+ 0.87% |
$15.8K - $17.3K
|
11.4K
$1.89M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
92+ 3.31% |
$14.8K - $16.2K
|
2.87K
$477K
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
88+ 3.08% |
$14.2K - $15.5K
|
2.95K
$489K
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
85+ 6.56% |
$13.7K - $15K
|
1.38K
$229K
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
83+ 6.18% |
$13.4K - $14.6K
|
1.43K
$237K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
80+ 3.46% |
$12.9K - $14.1K
|
2.39K
$396K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
75+ 119.05% |
$12.1K - $13.2K
|
138
$22.9K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
74+ 3.29% |
$11.9K - $13K
|
2.32K
$385K
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
68+ 2.35% |
$10.9K - $12K
|
2.96K
$491K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
68+ 2.4% |
$10.9K - $12K
|
2.9K
$482K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
61+ 0.42% |
$9.81K - $10.7K
|
14.5K
$2.41M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
58+ 2.73% |
$9.33K - $10.2K
|
2.18K
$362K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
49New |
$7.88K - $8.63K
|
49
$8.13K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
49+ 10.91% |
$7.88K - $8.63K
|
498
$82.6K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
47+ 0.88% |
$7.56K - $8.28K
|
5.4K
$897K
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
46New |
$7.4K - $8.1K
|
46
$7.63K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
45+ 0.61% |
$7.24K - $7.93K
|
7.39K
$1.23M
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
45+ 0.25% |
$7.24K - $7.93K
|
18.3K
$3.03M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
43+ 0.73% |
$6.92K - $7.58K
|
5.96K
$989K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
43+ 2.53% |
$6.92K - $7.58K
|
1.75K
$290K
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
42+ 0.58% |
$6.76K - $7.4K
|
7.25K
$1.2M
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
41+ 0.21% |
$6.6K - $7.22K
|
19.4K
$3.21M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
39+ 0.13% |
$6.27K - $6.87K
|
29.5K
$4.9M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
37+ 1.11% |
$5.95K - $6.52K
|
3.36K
$558K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
37+ 0.72% |
$5.95K - $6.52K
|
5.17K
$858K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
36New |
$5.79K - $6.34K
|
36
$5.97K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
35+ 0.75% |
$5.63K - $6.17K
|
4.72K
$783K
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
33+ 1.61% |
$5.31K - $5.81K
|
2.08K
$346K
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
32+ 0.61% |
$5.15K - $5.64K
|
5.24K
$870K
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
32+ 0.4% |
$5.15K - $5.64K
|
8.11K
$1.35M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
31+ 0.97% |
$4.99K - $5.46K
|
3.24K
$537K
|