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
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
907K+ 16166.43% |
$146M - $160M
|
913K
$151M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
147KNew |
$23.7M - $25.9M
|
147K
$24.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
35.8K+ 5.42% |
$5.76M - $6.31M
|
696K
$115M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33.2K+ 6.69% |
$5.35M - $5.85M
|
530K
$88M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
28.4KNew |
$4.58M - $5.01M
|
28.4K
$4.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
28.2KNew |
$4.53M - $4.96M
|
28.2K
$4.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
27.2KNew |
$4.38M - $4.8M
|
27.2K
$4.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
23.2KNew |
$3.73M - $4.08M
|
23.2K
$3.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
21.9KNew |
$3.52M - $3.86M
|
21.9K
$3.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
21.7KNew |
$3.5M - $3.83M
|
21.7K
$3.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20.9K+ 17.45% |
$3.36M - $3.68M
|
140K
$23.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
16.4K+ 24.45% |
$2.64M - $2.89M
|
83.4K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.3K+ 168.69% |
$2.62M - $2.87M
|
25.9K
$4.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
15.8KNew |
$2.54M - $2.78M
|
15.8K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
15.7KNew |
$2.52M - $2.76M
|
15.7K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.4K+ 523.41% |
$2.16M - $2.37M
|
16K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
13.4K+ 17.96% |
$2.16M - $2.36M
|
88K
$14.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
12.1K+ 16.69% |
$1.95M - $2.14M
|
84.8K
$14.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
10.9K+ 3.8% |
$1.75M - $1.92M
|
297K
$49.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10K+ 24.26% |
$1.62M - $1.77M
|
51.4K
$8.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
9.7K+ 3.53% |
$1.56M - $1.71M
|
284K
$47.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.6K+ 6.46% |
$1.38M - $1.52M
|
142K
$23.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
8.08KNew |
$1.3M - $1.42M
|
8.08K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.01K+ 27.39% |
$1.29M - $1.41M
|
37.3K
$6.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.62K+ 14.71% |
$1.23M - $1.34M
|
59.4K
$9.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
7.05K+ 2.12% |
$1.13M - $1.24M
|
339K
$56.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.04K+ 12.81% |
$1.13M - $1.24M
|
62K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
6.84KNew |
$1.1M - $1.2M
|
6.84K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.28K+ 9.33% |
$1.01M - $1.11M
|
73.5K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.82K+ 3.42% |
$937K - $1.03M
|
176K
$29.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.65KNew |
$909K - $995K
|
5.65K
$937K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.52K+ 10.28% |
$888K - $972K
|
59.2K
$9.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.38K+ 17.84% |
$866K - $949K
|
35.6K
$5.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.37K+ 36.86% |
$864K - $946K
|
19.9K
$3.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
5.13KNew |
$826K - $904K
|
5.13K
$852K
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
5.1K+ 7.16% |
$820K - $898K
|
76.4K
$12.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.99K+ 51.79% |
$802K - $878K
|
14.6K
$2.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.73KNew |
$760K - $832K
|
4.73K
$784K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
4.72K+ 0.48% |
$760K - $832K
|
983K
$163M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.38K+ 9.28% |
$704K - $771K
|
51.6K
$8.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
4.23KNew |
$681K - $745K
|
4.23K
$702K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.13K+ 3.96% |
$664K - $728K
|
108K
$18M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.92K+ 59.53% |
$630K - $690K
|
10.5K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
3.91K+ 2.4% |
$629K - $689K
|
167K
$27.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.71K+ 29.75% |
$597K - $654K
|
16.2K
$2.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.67K+ 15.89% |
$590K - $646K
|
26.7K
$4.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.66K+ 50.17% |
$589K - $645K
|
11K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.54K+ 100.08% |
$570K - $624K
|
7.08K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.46K+ 91.99% |
$556K - $609K
|
7.22K
$1.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.4K+ 15.11% |
$547K - $599K
|
25.9K
$4.3M
|