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 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
337+ 160.48% |
$54.2K - $59.4K
|
547
$82.8K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
336New |
$54.1K - $59.2K
|
336
$50.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
331+ 1.69% |
$53.3K - $58.3K
|
19.9K
$3.02M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
330New |
$53.1K - $58.1K
|
330
$49.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
327+ 16.4% |
$52.6K - $57.6K
|
2.32K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
325+ 3.66% |
$52.3K - $57.3K
|
9.21K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
315+ 6.1% |
$50.7K - $55.5K
|
5.48K
$829K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
315+ 13.17% |
$50.7K - $55.5K
|
2.71K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300+ 6.76% |
$48.3K - $52.9K
|
4.74K
$717K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
293+ 2.98% |
$47.1K - $51.6K
|
10.1K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
285+ 12.28% |
$45.9K - $50.2K
|
2.61K
$394K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
283+ 16.06% |
$45.5K - $49.9K
|
2.05K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
281+ 1.56% |
$45.2K - $49.5K
|
18.3K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
280+ 0.49% |
$45K - $49.3K
|
57.6K
$8.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
278+ 13.06% |
$44.7K - $49K
|
2.41K
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
276+ 11.6% |
$44.4K - $48.6K
|
2.66K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
269+ 2.31% |
$43.3K - $47.4K
|
11.9K
$1.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
267+ 1.47% |
$43K - $47K
|
18.4K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
266+ 4.82% |
$42.8K - $46.9K
|
5.78K
$875K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
264New |
$42.5K - $46.5K
|
264
$40K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
259+ 4.91% |
$41.7K - $45.6K
|
5.54K
$838K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
256+ 0.79% |
$41.2K - $45.1K
|
32.8K
$4.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
255+ 1.96% |
$41K - $44.9K
|
13.2K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
254+ 3.3% |
$40.9K - $44.7K
|
7.96K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
250+ 19.26% |
$40.2K - $44K
|
1.55K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
249+ 1.18% |
$40.1K - $43.9K
|
21.4K
$3.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
248+ 7.8% |
$39.9K - $43.7K
|
3.43K
$519K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
243+ 5.47% |
$39.1K - $42.8K
|
4.69K
$710K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
239+ 7.19% |
$38.5K - $42.1K
|
3.56K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
239New |
$38.5K - $42.1K
|
239
$36.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
238+ 5.1% |
$38.3K - $41.9K
|
4.91K
$743K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
231New |
$37.2K - $40.7K
|
231
$35K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
230+ 5.1% |
$37K - $40.5K
|
4.74K
$717K
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
229+ 7.34% |
$36.8K - $40.3K
|
3.35K
$507K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
228+ 50.89% |
$36.7K - $40.2K
|
676
$102K
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
225+ 0.15% |
$36.2K - $39.6K
|
154K
$23.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
219New |
$35.2K - $38.6K
|
219
$33.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
218+ 3.81% |
$35.1K - $38.4K
|
5.95K
$900K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
217New |
$34.9K - $38.2K
|
217
$32.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
210+ 2.05% |
$33.8K - $37K
|
10.5K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
203+ 1.07% |
$32.7K - $35.8K
|
19.1K
$2.89M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
202+ 8.42% |
$32.5K - $35.6K
|
2.6K
$394K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
200New |
$32.2K - $35.2K
|
200
$30.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$32.2K - $35.2K
|
200
$30.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
199New |
$32K - $35.1K
|
199
$30.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
196+ 1.56% |
$31.5K - $34.5K
|
12.7K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
196+ 0.32% |
$31.5K - $34.5K
|
62.4K
$9.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
189+ 11.39% |
$30.4K - $33.3K
|
1.85K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
182+ 2.79% |
$29.3K - $32.1K
|
6.71K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
180+ 9.2% |
$29K - $31.7K
|
2.14K
$323K
|