Purchases and Sales Made in Q1 2022 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 2022. 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 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-2.47KClosed |
$347K - $376K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.53K- 6.86% |
$356K - $386K
|
34.3K
$5.46M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.57KClosed |
$361K - $392K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
SELL
|
- |
-2.59KClosed |
$365K - $395K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-2.67K- 5.78% |
$375K - $407K
|
43.5K
$6.92M
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.75K- 20.93% |
$388K - $420K
|
10.4K
$1.66M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.82K- 6.23% |
$396K - $430K
|
42.4K
$6.75M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.93K- 2.49% |
$412K - $446K
|
114K
$18.2M
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.95KClosed |
$415K - $450K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.08K- 22.3% |
$433K - $469K
|
10.7K
$1.71M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.21K- 8.76% |
$452K - $490K
|
33.5K
$5.33M
|
|
|
Apr 29, 2022
Q1 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-3.27K- 8.72% |
$460K - $499K
|
34.2K
$5.45M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.44K- 42.71% |
$484K - $525K
|
4.61K
$734K
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.47K- 11.48% |
$489K - $530K
|
26.8K
$4.26M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.73K- 3.56% |
$525K - $570K
|
101K
$16.1M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.89K- 23.79% |
$548K - $594K
|
12.5K
$1.98M
|
|
|
May 05, 2022
Q1 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-4K- 2.52% |
$563K - $611K
|
155K
$24.6M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.04K- 1.41% |
$568K - $616K
|
283K
$45.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-4.27K- 10.63% |
$601K - $652K
|
35.9K
$5.72M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.33K- 70.19% |
$609K - $661K
|
1.84K
$293K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-4.69K- 2.23% |
$660K - $716K
|
206K
$32.8M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4.76KClosed |
$670K - $726K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4.9K- 3.93% |
$690K - $748K
|
120K
$19.1M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.5K- 40.37% |
$915K - $992K
|
9.6K
$1.53M
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
SELL
|
- |
-6.99K- 2.49% |
$983K - $1.07M
|
274K
$43.5M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7K- 70.15% |
$984K - $1.07M
|
2.98K
$474K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.24K- 3.95% |
$1.02M - $1.1M
|
176K
$28M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-7.83K- 20.55% |
$1.1M - $1.19M
|
30.2K
$4.81M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-7.89K- 2.61% |
$1.11M - $1.2M
|
295K
$46.9M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8.06K- 99.33% |
$1.13M - $1.23M
|
54
$8.59K
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-8.26K- 41.67% |
$1.16M - $1.26M
|
11.6K
$1.84M
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-8.9K- 10.54% |
$1.25M - $1.36M
|
75.5K
$12M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.97K- 30.75% |
$1.4M - $1.52M
|
22.5K
$3.57M
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-11.4K- 56.74% |
$1.6M - $1.74M
|
8.68K
$1.38M
|
|
|
Apr 20, 2022
Q1 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-11.4KClosed |
$1.6M - $1.74M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-11.9K- 53.66% |
$1.68M - $1.82M
|
10.3K
$1.64M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-12.1KClosed |
$1.7M - $1.84M
|
0
$0
|
|
|
Jul 29, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-12.2K- 77.72% |
$1.72M - $1.87M
|
3.51K
$558K
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-13.5K- 12.87% |
$1.9M - $2.06M
|
91.4K
$14.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-14KClosed |
$1.97M - $2.14M
|
0
$0
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-14.5KClosed |
$2.05M - $2.22M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-15.5K- 91.04% |
$2.19M - $2.37M
|
1.53K
$243K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16.2K- 86.79% |
$2.28M - $2.47M
|
2.47K
$393K
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.8K- 2.01% |
$2.37M - $2.57M
|
822K
$131M
|
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-19.6K- 17.89% |
$2.75M - $2.99M
|
89.8K
$14.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-24.5KClosed |
$3.44M - $3.73M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-24.6K- 3.61% |
$3.46M - $3.75M
|
656K
$104M
|
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-25KClosed |
$3.52M - $3.82M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-27.4K- 89.91% |
$3.86M - $4.19M
|
3.08K
$490K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-27.9K- 77.7% |
$3.92M - $4.25M
|
8K
$1.27M
|