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 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
632+ 14.59% |
$88.9K - $96.4K
|
4.97K
$790K
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
626+ 5.24% |
$88.1K - $95.5K
|
12.6K
$2M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
623+ 8.6% |
$87.7K - $95.1K
|
7.86K
$1.25M
|
|
May 10, 2022
Q1 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
602+ 0.46% |
$84.7K - $91.9K
|
131K
$20.8M
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
593+ 1.97% |
$83.4K - $90.5K
|
30.7K
$4.88M
|
|
Apr 25, 2022
Q1 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
588+ 6.37% |
$82.7K - $89.7K
|
9.82K
$1.56M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
573+ 7.86% |
$80.6K - $87.4K
|
7.86K
$1.25M
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
566+ 29.53% |
$79.6K - $86.4K
|
2.48K
$395K
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
550+ 5.8% |
$77.4K - $83.9K
|
10K
$1.6M
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
524+ 2.99% |
$73.7K - $80K
|
18K
$2.87M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
514+ 1.14% |
$72.3K - $78.4K
|
45.7K
$7.28M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
505+ 20.44% |
$71.1K - $77.1K
|
2.98K
$474K
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
498+ 2.53% |
$70.1K - $76K
|
20.2K
$3.21M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
494+ 1029.17% |
$69.5K - $75.4K
|
542
$86.3K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
488+ 15.13% |
$68.7K - $74.5K
|
3.71K
$591K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
473+ 138.71% |
$66.6K - $72.2K
|
814
$130K
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
470+ 15.16% |
$66.1K - $71.7K
|
3.57K
$568K
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
440+ 4.56% |
$61.9K - $67.1K
|
10.1K
$1.61M
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
439+ 6.07% |
$61.8K - $67K
|
7.68K
$1.22M
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
432+ 14.01% |
$60.8K - $65.9K
|
3.52K
$560K
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
430New |
$60.5K - $65.6K
|
430
$68.4K
|
|
May 12, 2022
Q1 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
425+ 1.38% |
$59.8K - $64.9K
|
31.2K
$4.97M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
409+ 15.98% |
$57.6K - $62.4K
|
2.97K
$472K
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
380+ 21.94% |
$53.5K - $58K
|
2.11K
$336K
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
372+ 22.95% |
$52.3K - $56.8K
|
1.99K
$317K
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
369+ 13.0% |
$51.9K - $56.3K
|
3.21K
$511K
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
365+ 4.18% |
$51.4K - $55.7K
|
9.1K
$1.45M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
360+ 0.64% |
$50.7K - $54.9K
|
56.2K
$8.95M
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
359+ 2.36% |
$50.5K - $54.8K
|
15.6K
$2.48M
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
342+ 20.09% |
$48.1K - $52.2K
|
2.04K
$325K
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
335+ 11.99% |
$47.1K - $51.1K
|
3.13K
$498K
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
330+ 16.55% |
$46.4K - $50.4K
|
2.32K
$370K
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
327+ 3.21% |
$46K - $49.9K
|
10.5K
$1.68M
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
325New |
$45.7K - $49.6K
|
325
$51.7K
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
322+ 2.16% |
$45.3K - $49.1K
|
15.3K
$2.43M
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
318+ 2.87% |
$44.7K - $48.5K
|
11.4K
$1.82M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
316+ 0.95% |
$44.5K - $48.2K
|
33.7K
$5.37M
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
302+ 12.03% |
$42.5K - $46.1K
|
2.81K
$448K
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
296+ 5.01% |
$41.7K - $45.2K
|
6.21K
$988K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
294+ 5.26% |
$41.4K - $44.9K
|
5.89K
$937K
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
288+ 0.15% |
$40.5K - $43.9K
|
190K
$30.3M
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
275+ 7.16% |
$38.7K - $42K
|
4.12K
$655K
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
251+ 1.93% |
$35.3K - $38.3K
|
13.3K
$2.11M
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
246+ 2236.36% |
$34.6K - $37.5K
|
257
$40.9K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
242+ 0.74% |
$34.1K - $36.9K
|
32.9K
$5.24M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
241+ 15.65% |
$33.9K - $36.8K
|
1.78K
$283K
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
225+ 1.53% |
$31.7K - $34.3K
|
15K
$2.38M
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
223+ 3.23% |
$31.4K - $34K
|
7.12K
$1.13M
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
221+ 7.29% |
$31.1K - $33.7K
|
3.25K
$518K
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
221New |
$31.1K - $33.7K
|
221
$35.2K
|