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
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-15- 0.23% |
$2.41K - $2.64K
|
6.51K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-16- 0.44% |
$2.57K - $2.82K
|
3.62K
$600K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-16- 1.1% |
$2.57K - $2.82K
|
1.44K
$239K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 2.3% |
$2.57K - $2.82K
|
681
$113K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-19- 0.56% |
$3.06K - $3.35K
|
3.35K
$555K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-20- 7.43% |
$3.22K - $3.52K
|
249
$41.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-21- 1.33% |
$3.38K - $3.7K
|
1.56K
$258K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-24- 0.24% |
$3.86K - $4.23K
|
10.1K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-30- 0.46% |
$4.83K - $5.29K
|
6.5K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.24% |
$5.47K - $5.99K
|
14.3K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-39- 2.87% |
$6.27K - $6.87K
|
1.32K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-39- 0.01% |
$6.27K - $6.87K
|
509K
$84.4M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-41- 3.12% |
$6.6K - $7.22K
|
1.27K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-47- 1.33% |
$7.56K - $8.28K
|
3.48K
$577K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-50- 1.63% |
$8.04K - $8.81K
|
3.01K
$499K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-50- 2.3% |
$8.04K - $8.81K
|
2.12K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-52- 0.29% |
$8.37K - $9.16K
|
17.9K
$2.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-56- 0.42% |
$9.01K - $9.87K
|
13.2K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-58- 3.09% |
$9.33K - $10.2K
|
1.82K
$301K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-63- 7.33% |
$10.1K - $11.1K
|
796
$132K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-63- 0.9% |
$10.1K - $11.1K
|
6.93K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-68- 1.26% |
$10.9K - $12K
|
5.34K
$885K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-71- 0.43% |
$11.4K - $12.5K
|
16.4K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-85- 4.62% |
$13.7K - $15K
|
1.76K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-87- 2.25% |
$14K - $15.3K
|
3.78K
$628K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-88- 2.34% |
$14.2K - $15.5K
|
3.67K
$609K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-91- 1.57% |
$14.6K - $16K
|
5.7K
$946K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-93- 13.36% |
$15K - $16.4K
|
603
$100K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-98- 5.24% |
$15.8K - $17.3K
|
1.77K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-100- 3.23% |
$16.1K - $17.6K
|
3K
$498K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-106- 0.68% |
$17.1K - $18.7K
|
15.5K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-106- 6.38% |
$17.1K - $18.7K
|
1.56K
$258K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-109- 0.3% |
$17.5K - $19.2K
|
35.7K
$5.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-120- 1.69% |
$19.3K - $21.1K
|
6.98K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-120- 0.26% |
$19.3K - $21.1K
|
46.8K
$7.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-121- 0.47% |
$19.5K - $21.3K
|
25.6K
$4.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-122- 1.15% |
$19.6K - $21.5K
|
10.5K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-127- 1.17% |
$20.4K - $22.4K
|
10.7K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-127- 3.44% |
$20.4K - $22.4K
|
3.57K
$592K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-130- 1.06% |
$20.9K - $22.9K
|
12.2K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-135- 21.0% |
$21.7K - $23.8K
|
508
$84.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-158- 4.71% |
$25.4K - $27.8K
|
3.2K
$530K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-160- 10.01% |
$25.7K - $28.2K
|
1.44K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-163- 4.84% |
$26.2K - $28.7K
|
3.21K
$532K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-168- 1.94% |
$27K - $29.6K
|
8.51K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-174- 0.55% |
$28K - $30.7K
|
31.6K
$5.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-180- 1.85% |
$29K - $31.7K
|
9.56K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-180- 2.89% |
$29K - $31.7K
|
6.04K
$1M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-194- 0.14% |
$31.2K - $34.2K
|
136K
$22.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-196- 1.09% |
$31.5K - $34.5K
|
17.7K
$2.94M
|