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 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.45K- 9.57% |
$395K - $432K
|
23.2K
$3.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-2.77K- 17.84% |
$445K - $488K
|
12.7K
$2.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-3.31K- 8.94% |
$532K - $583K
|
33.7K
$5.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.38K- 20.24% |
$543K - $595K
|
13.3K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.03K- 14.52% |
$648K - $709K
|
23.7K
$3.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.24K- 4.32% |
$683K - $748K
|
94.1K
$15.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.12K- 23.51% |
$824K - $902K
|
16.7K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.15K- 14.67% |
$828K - $907K
|
29.9K
$4.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-5.2K- 53.5% |
$837K - $916K
|
4.52K
$750K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-5.81K- 48.28% |
$934K - $1.02M
|
6.22K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-7.38K- 11.45% |
$1.19M - $1.3M
|
57.1K
$9.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-11.2K- 26.15% |
$1.8M - $1.97M
|
31.6K
$5.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-14.4K- 6.08% |
$2.32M - $2.54M
|
223K
$36.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-16.8K- 28.44% |
$2.71M - $2.97M
|
42.4K
$7.03M
|
|
|
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
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-124K- 24.05% |
$19.9M - $21.8M
|
391K
$64.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-907K- 99.38% |
$146M - $160M
|
5.67K
$941K
|