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 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
219+ 15.4% |
$30.8K - $33.4K
|
1.64K
$261K
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
214+ 1.64% |
$30.1K - $32.7K
|
13.2K
$2.11M
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
212+ 3.68% |
$29.8K - $32.4K
|
5.97K
$951K
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
199+ 1.19% |
$28K - $30.4K
|
16.9K
$2.69M
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
196+ 6.87% |
$27.6K - $29.9K
|
3.05K
$485K
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
195+ 1.13% |
$27.4K - $29.8K
|
17.4K
$2.77M
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
192+ 6.57% |
$27K - $29.3K
|
3.11K
$495K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
189+ 3.6% |
$26.6K - $28.8K
|
5.43K
$865K
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
188+ 23.33% |
$26.5K - $28.7K
|
994
$158K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
185+ 81.5% |
$26K - $28.2K
|
412
$65.6K
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
177+ 1.14% |
$24.9K - $27K
|
15.7K
$2.5M
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
171+ 1.53% |
$24.1K - $26.1K
|
11.3K
$1.81M
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
164+ 64.82% |
$23.1K - $25K
|
417
$66.4K
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
161+ 5.05% |
$22.7K - $24.6K
|
3.35K
$533K
|
|
May 09, 2022
Q1 2022
|
Tenret CO LLC
|
BUY
|
- |
161+ 0.58% |
$22.7K - $24.6K
|
27.9K
$4.45M
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
161+ 30.84% |
$22.7K - $24.6K
|
683
$109K
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
158New |
$22.2K - $24.1K
|
158
$25.1K
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
156+ 2.88% |
$22K - $23.8K
|
5.57K
$887K
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
154+ 2.75% |
$21.7K - $23.5K
|
5.75K
$915K
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
151+ 0.28% |
$21.2K - $23K
|
54.3K
$8.63M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
150+ 12.47% |
$21.1K - $22.9K
|
1.35K
$215K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
149+ 3.65% |
$21K - $22.7K
|
4.23K
$673K
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
144+ 0.07% |
$20.3K - $22K
|
222K
$35.3M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
139+ 6.15% |
$19.6K - $21.2K
|
2.4K
$382K
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
136+ 4.18% |
$19.1K - $20.8K
|
3.39K
$540K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
131+ 3.53% |
$18.4K - $20K
|
3.84K
$611K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
118New |
$16.6K - $18K
|
118
$18.8K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
117+ 0.38% |
$16.5K - $17.9K
|
30.5K
$4.86M
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
114+ 4.16% |
$16K - $17.4K
|
2.85K
$454K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
101+ 2.96% |
$14.2K - $15.4K
|
3.52K
$560K
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
96+ 3.4% |
$13.5K - $14.6K
|
2.92K
$465K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
94+ 4.29% |
$13.2K - $14.3K
|
2.29K
$364K
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
90New |
$12.7K - $13.7K
|
90
$14.3K
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
90+ 1.15% |
$12.7K - $13.7K
|
7.9K
$1.26M
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
87+ 0.43% |
$12.2K - $13.3K
|
20.4K
$3.25M
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
83New |
$11.7K - $12.7K
|
83
$13.2K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
83+ 1.48% |
$11.7K - $12.7K
|
5.68K
$904K
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
80+ 57.55% |
$11.3K - $12.2K
|
219
$34.9K
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
80+ 0.46% |
$11.3K - $12.2K
|
17.7K
$2.81M
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
80New |
$11.3K - $12.2K
|
80
$12.7K
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
76New |
$10.7K - $11.6K
|
76
$12.1K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
76+ 63.87% |
$10.7K - $11.6K
|
195
$31K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
75+ 0.73% |
$10.6K - $11.4K
|
10.4K
$1.65M
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
75New |
$10.6K - $11.4K
|
75
$11.9K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
72+ 20.93% |
$10.1K - $11K
|
416
$66.2K
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
70+ 1.18% |
$9.85K - $10.7K
|
5.99K
$953K
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
69+ 3.48% |
$9.71K - $10.5K
|
2.05K
$326K
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
69+ 2.97% |
$9.71K - $10.5K
|
2.39K
$381K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
69+ 0.42% |
$9.71K - $10.5K
|
16.6K
$2.65M
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
69+ 0.4% |
$9.71K - $10.5K
|
17.3K
$2.75M
|