Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
183+ 159.13% |
$27.3K - $30.7K
|
298
$49.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
181+ 2.61% |
$27K - $30.3K
|
7.1K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
179+ 3.19% |
$26.7K - $30K
|
5.79K
$961K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
175+ 0.94% |
$26.1K - $29.3K
|
18.9K
$3.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
174New |
$25.9K - $29.2K
|
174
$28.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
174+ 2.92% |
$25.9K - $29.2K
|
6.14K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
171+ 1.31% |
$25.5K - $28.7K
|
13.3K
$2.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
169+ 9.05% |
$25.2K - $28.3K
|
2.04K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
167+ 0.05% |
$24.9K - $28K
|
350K
$58.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
150+ 0.98% |
$22.4K - $25.2K
|
15.4K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
149+ 4.97% |
$22.2K - $25K
|
3.15K
$523K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
147New |
$21.9K - $24.6K
|
147
$24.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
146+ 0.27% |
$21.8K - $24.5K
|
53.9K
$8.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
143+ 4.52% |
$21.3K - $24K
|
3.31K
$548K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
141+ 0.97% |
$21K - $23.6K
|
14.7K
$2.44M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
140+ 2.51% |
$20.9K - $23.5K
|
5.73K
$950K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
140+ 7.4% |
$20.9K - $23.5K
|
2.03K
$337K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
140+ 2.42% |
$20.9K - $23.5K
|
5.92K
$982K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
132+ 1.83% |
$19.7K - $22.1K
|
7.35K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
130+ 7.45% |
$19.4K - $21.8K
|
1.87K
$311K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
129+ 0.9% |
$19.2K - $21.6K
|
14.5K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
128+ 24.76% |
$19.1K - $21.5K
|
645
$107K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
127+ 3.97% |
$18.9K - $21.3K
|
3.32K
$551K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
127+ 2.79% |
$18.9K - $21.3K
|
4.69K
$778K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
121+ 1.49% |
$18K - $20.3K
|
8.27K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
119+ 0.23% |
$17.7K - $20K
|
50.8K
$8.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
113+ 3.94% |
$16.8K - $18.9K
|
2.98K
$495K
|
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
113+ 0.17% |
$16.8K - $18.9K
|
67K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
113New |
$16.8K - $18.9K
|
113
$18.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
108+ 1.91% |
$16.1K - $18.1K
|
5.76K
$956K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
107+ 2.13% |
$15.9K - $17.9K
|
5.14K
$853K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
106+ 6.81% |
$15.8K - $17.8K
|
1.66K
$276K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
103New |
$15.3K - $17.3K
|
103
$17.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
100New |
$14.9K - $16.8K
|
100
$16.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
98+ 0.63% |
$14.6K - $16.4K
|
15.6K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
97+ 0.58% |
$14.5K - $16.3K
|
16.8K
$2.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
96+ 10.95% |
$14.3K - $16.1K
|
973
$161K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
96+ 2.0% |
$14.3K - $16.1K
|
4.89K
$811K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
96+ 41.74% |
$14.3K - $16.1K
|
326
$54.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
94+ 1.02% |
$14K - $15.8K
|
9.34K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
94New |
$14K - $15.8K
|
94
$15.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
92New |
$13.7K - $15.4K
|
92
$15.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
92+ 2.08% |
$13.7K - $15.4K
|
4.51K
$748K
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
90+ 600.0% |
$13.4K - $15.1K
|
105
$17.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
89+ 6.36% |
$13.3K - $14.9K
|
1.49K
$247K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
84+ 39.44% |
$12.5K - $14.1K
|
297
$49.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
81+ 3.25% |
$12.1K - $13.6K
|
2.57K
$427K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
80+ 3.85% |
$11.9K - $13.4K
|
2.16K
$358K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
77+ 1.48% |
$11.5K - $12.9K
|
5.27K
$875K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
76+ 1.46% |
$11.3K - $12.7K
|
5.28K
$875K
|