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 |
---|---|---|---|---|---|---|---|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31KNew |
$4.36M - $4.73M
|
31K
$4.93M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
30.7K+ 37.99% |
$4.31M - $4.68M
|
111K
$17.7M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.8KNew |
$4.19M - $4.54M
|
29.8K
$4.74M
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
29.6KNew |
$4.17M - $4.52M
|
29.6K
$4.71M
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
29.4KNew |
$4.14M - $4.48M
|
29.4K
$4.68M
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
BUY
|
- |
29.1KNew |
$4.09M - $4.44M
|
29.1K
$4.63M
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
27.9K+ 27.15% |
$3.93M - $4.26M
|
131K
$20.8M
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
27.7KNew |
$3.9M - $4.23M
|
27.7K
$4.41M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.7K+ 5.2% |
$3.9M - $4.23M
|
561K
$89.2M
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
21.6K+ 748.65% |
$3.04M - $3.3M
|
24.5K
$3.9M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.6K+ 29.59% |
$3.04M - $3.29M
|
94.6K
$15.1M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
19.8K+ 6.94% |
$2.78M - $3.02M
|
305K
$48.5M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.2K+ 17.24% |
$2.7M - $2.93M
|
130K
$20.7M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
18.7KNew |
$2.63M - $2.85M
|
18.7K
$2.98M
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
17.7K+ 105.56% |
$2.49M - $2.7M
|
34.4K
$5.47M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17.4K+ 0.94% |
$2.44M - $2.65M
|
1.87M
$298M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.3K+ 248.8% |
$2.43M - $2.63M
|
24.2K
$3.85M
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
16.6KNew |
$2.33M - $2.53M
|
16.6K
$2.64M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.4K+ 5.35% |
$2.31M - $2.51M
|
323K
$51.4M
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
15.9K+ 9.6% |
$2.23M - $2.42M
|
181K
$28.8M
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.8K+ 1.98% |
$2.22M - $2.41M
|
816K
$130M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
15.7K+ 124.43% |
$2.21M - $2.4M
|
28.4K
$4.52M
|
|
Apr 25, 2022
Q1 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
14.8K+ 124.63% |
$2.09M - $2.26M
|
26.7K
$4.26M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.7K+ 14.35% |
$2.08M - $2.25M
|
118K
$18.7M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
14.6K+ 5.38% |
$2.06M - $2.23M
|
286K
$45.6M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
14.1K+ 26.51% |
$1.98M - $2.15M
|
67.1K
$10.7M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13K+ 11.43% |
$1.83M - $1.99M
|
127K
$20.2M
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
13K+ 11.82% |
$1.82M - $1.98M
|
123K
$19.5M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.7K+ 37.99% |
$1.79M - $1.94M
|
46.1K
$7.34M
|
|
Apr 14, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
12.2K+ 347.49% |
$1.72M - $1.87M
|
15.7K
$2.51M
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
12.2KNew |
$1.72M - $1.86M
|
12.2K
$1.94M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
12K+ 51.35% |
$1.69M - $1.84M
|
35.5K
$5.65M
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
11.8K+ 46.19% |
$1.65M - $1.79M
|
37.2K
$5.92M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.6K+ 13.46% |
$1.63M - $1.76M
|
97.4K
$15.5M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.5K+ 12.76% |
$1.62M - $1.76M
|
102K
$16.2M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
11.5K+ 24.3% |
$1.61M - $1.75M
|
58.7K
$9.34M
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
11.4K+ 4.06% |
$1.6M - $1.74M
|
292K
$46.5M
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
11.3KNew |
$1.6M - $1.73M
|
11.3K
$1.81M
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11.3K+ 196.07% |
$1.58M - $1.72M
|
17K
$2.71M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11K+ 193.11% |
$1.54M - $1.67M
|
16.6K
$2.65M
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
10.8K+ 29.81% |
$1.51M - $1.64M
|
46.9K
$7.46M
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
10.6K+ 772.35% |
$1.5M - $1.62M
|
12K
$1.91M
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
10.1K+ 62.34% |
$1.42M - $1.54M
|
26.3K
$4.19M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.12K+ 945.08% |
$1.28M - $1.39M
|
10.1K
$1.61M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
9.1KNew |
$1.28M - $1.39M
|
9.1K
$1.45M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
8.92K+ 144.09% |
$1.25M - $1.36M
|
15.1K
$2.4M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.91KNew |
$1.25M - $1.36M
|
8.91K
$1.42M
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8.6K+ 15.76% |
$1.21M - $1.31M
|
63.1K
$10M
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.85K+ 9.2% |
$1.11M - $1.2M
|
93.2K
$14.8M
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
7.73K+ 5.76% |
$1.09M - $1.18M
|
142K
$22.6M
|