Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-111- 30.25% |
$15.7K - $17.3K
|
256
$42.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-112- 7.82% |
$15.8K - $17.5K
|
1.32K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-118- 15.28% |
$16.6K - $18.4K
|
654
$108K
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-124- 22.67% |
$17.5K - $19.3K
|
423
$69.7K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-126- 3.94% |
$17.8K - $19.6K
|
3.08K
$507K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-127- 4.61% |
$17.9K - $19.8K
|
2.63K
$433K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-127- 2.63% |
$17.9K - $19.8K
|
4.71K
$776K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-128- 5.39% |
$18.1K - $20K
|
2.25K
$370K
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-130- 9.67% |
$18.3K - $20.3K
|
1.22K
$200K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-132- 3.17% |
$18.6K - $20.6K
|
4.03K
$664K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-140- 3.29% |
$19.7K - $21.8K
|
4.11K
$677K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-141- 1.19% |
$19.9K - $22K
|
11.7K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-149- 19.71% |
$21K - $23.2K
|
607
$100K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-153- 19.59% |
$21.6K - $23.9K
|
628
$103K
|
|
|
May 02, 2024
Q1 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-155- 1.65% |
$21.9K - $24.2K
|
9.25K
$1.52M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-157- 5.55% |
$22.1K - $24.5K
|
2.67K
$441K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-164- 11.93% |
$23.1K - $25.6K
|
1.21K
$200K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-168- 3.65% |
$23.7K - $26.2K
|
4.43K
$730K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-170- 1.62% |
$24K - $26.5K
|
10.3K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-171- 3.18% |
$24.1K - $26.7K
|
5.2K
$857K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-175- 1.19% |
$24.7K - $27.3K
|
14.5K
$2.39M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-176- 6.2% |
$24.8K - $27.4K
|
2.66K
$439K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-176- 2.64% |
$24.8K - $27.4K
|
6.5K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-180- 1.95% |
$25.4K - $28.1K
|
9.07K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-181- 5.09% |
$25.5K - $28.2K
|
3.37K
$556K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-189- 1.95% |
$26.7K - $29.5K
|
9.51K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-190- 1.19% |
$26.8K - $29.6K
|
15.8K
$2.6M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-197- 6.03% |
$27.8K - $30.7K
|
3.07K
$506K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-199- 11.2% |
$28.1K - $31K
|
1.58K
$260K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-208- 4.22% |
$29.3K - $32.4K
|
4.73K
$778K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-216- 14.07% |
$30.5K - $33.7K
|
1.32K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-220- 10.61% |
$31K - $34.3K
|
1.85K
$305K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-220- 0.72% |
$31K - $34.3K
|
30.5K
$5.03M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-223- 1.85% |
$31.5K - $34.8K
|
11.8K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-223- 6.41% |
$31.5K - $34.8K
|
3.26K
$537K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-224- 3.06% |
$31.6K - $34.9K
|
7.09K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-228- 0.87% |
$32.2K - $35.5K
|
25.9K
$4.26M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-237- 9.37% |
$33.4K - $37K
|
2.29K
$378K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-240- 15.17% |
$33.9K - $37.4K
|
1.34K
$221K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-247- 1.27% |
$34.8K - $38.5K
|
19.1K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-250Closed |
$35.3K - $39K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-267- 6.19% |
$37.7K - $41.6K
|
4.05K
$667K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-269- 1.27% |
$37.9K - $41.9K
|
20.9K
$3.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-274- 5.82% |
$38.7K - $42.7K
|
4.44K
$731K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-288- 10.71% |
$40.6K - $44.9K
|
2.4K
$396K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-291- 3.76% |
$41.1K - $45.4K
|
7.46K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-296- 12.64% |
$41.8K - $46.1K
|
2.05K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-299- 14.31% |
$42.2K - $46.6K
|
1.79K
$295K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-308- 3.66% |
$43.4K - $48K
|
8.11K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-316- 2.51% |
$44.6K - $49.3K
|
12.3K
$2.02M
|