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
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
148+ 7.53% |
$23.8K - $26.1K
|
2.11K
$349K
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
147+ 4.59% |
$23.7K - $25.9K
|
3.35K
$552K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
137+ 1.97% |
$22K - $24.1K
|
7.08K
$1.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
132+ 4.19% |
$21.2K - $23.3K
|
3.28K
$541K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
129+ 4.8% |
$20.8K - $22.7K
|
2.82K
$465K
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
127+ 0.9% |
$20.4K - $22.4K
|
14.2K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
126+ 1.83% |
$20.3K - $22.2K
|
7.03K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
124+ 1.05% |
$20K - $21.8K
|
11.9K
$1.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
123+ 15.85% |
$19.8K - $21.7K
|
899
$148K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
120+ 800.0% |
$19.3K - $21.1K
|
135
$22.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
116New |
$18.7K - $20.4K
|
116
$19.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
116+ 5.02% |
$18.7K - $20.4K
|
2.43K
$401K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
114+ 7.34% |
$18.3K - $20.1K
|
1.67K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
111+ 0.29% |
$17.9K - $19.6K
|
38.1K
$6.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
108+ 3.17% |
$17.4K - $19K
|
3.52K
$580K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
107+ 3.3% |
$17.2K - $18.9K
|
3.35K
$552K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
103+ 2.9% |
$16.6K - $18.1K
|
3.66K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
102New |
$16.4K - $18K
|
102
$16.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
99New |
$15.9K - $17.4K
|
99
$16.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
99+ 2.83% |
$15.9K - $17.4K
|
3.6K
$594K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
98+ 0.87% |
$15.8K - $17.3K
|
11.4K
$1.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
92+ 3.31% |
$14.8K - $16.2K
|
2.87K
$474K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
92+ 14.0% |
$14.8K - $16.2K
|
749
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
88New |
$14.2K - $15.5K
|
88
$14.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
88+ 6.29% |
$14.2K - $15.5K
|
1.49K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
88+ 3.08% |
$14.2K - $15.5K
|
2.95K
$486K
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
85+ 6.56% |
$13.7K - $15K
|
1.38K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
83+ 6.18% |
$13.4K - $14.6K
|
1.43K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
80+ 3.46% |
$12.9K - $14.1K
|
2.39K
$394K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
79+ 0.96% |
$12.7K - $13.9K
|
8.35K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
75+ 119.05% |
$12.1K - $13.2K
|
138
$22.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
74+ 3.29% |
$11.9K - $13K
|
2.32K
$383K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
71New |
$11.4K - $12.5K
|
71
$11.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
68+ 2.4% |
$10.9K - $12K
|
2.9K
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
68+ 2.35% |
$10.9K - $12K
|
2.96K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
65+ 2.85% |
$10.5K - $11.5K
|
2.35K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
64+ 1.69% |
$10.3K - $11.3K
|
3.86K
$637K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
61+ 0.42% |
$9.81K - $10.7K
|
14.5K
$2.39M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
58+ 2.73% |
$9.33K - $10.2K
|
2.18K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
58+ 2.11% |
$9.33K - $10.2K
|
2.81K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
57+ 2.29% |
$9.17K - $10K
|
2.54K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
53+ 2.88% |
$8.53K - $9.34K
|
1.89K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
49+ 0.52% |
$7.88K - $8.63K
|
9.39K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
49+ 10.91% |
$7.88K - $8.63K
|
498
$82.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
49New |
$7.88K - $8.63K
|
49
$8.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
47+ 0.26% |
$7.56K - $8.28K
|
18.2K
$3M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
47+ 0.88% |
$7.56K - $8.28K
|
5.4K
$891K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
46New |
$7.4K - $8.1K
|
46
$7.59K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
45+ 0.61% |
$7.24K - $7.93K
|
7.39K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
45+ 0.25% |
$7.24K - $7.93K
|
18.3K
$3.01M
|