Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
195K+ 1.95% |
$24.7M - $28.7M
|
10.2M
$1.67B
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
166K+ 117.99% |
$21.1M - $24.5M
|
307K
$50.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
114K+ 4.92% |
$14.5M - $16.8M
|
2.44M
$399M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
112K+ 984.62% |
$14.2M - $16.4M
|
123K
$20.1M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
108K+ 193.26% |
$13.7M - $15.9M
|
164K
$26.9M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
88.3K+ 29.23% |
$11.2M - $13M
|
390K
$63.9M
|
|
|
May 05, 2023
Q1 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
80.4KNew |
$10.2M - $11.8M
|
80.4K
$13.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
72.5K+ 1653.04% |
$9.19M - $10.7M
|
76.9K
$12.6M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
67.3KNew |
$8.53M - $9.9M
|
67.3K
$11M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
66.2K+ 600.87% |
$8.39M - $9.74M
|
77.2K
$12.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
63K+ 61.22% |
$7.99M - $9.27M
|
166K
$27.1M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
62.9K+ 3978.49% |
$7.97M - $9.25M
|
64.5K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
59.8K+ 21.63% |
$7.58M - $8.8M
|
336K
$55M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
43.8KNew |
$5.56M - $6.45M
|
43.8K
$7.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
40.9K+ 13.75% |
$5.19M - $6.02M
|
339K
$55.4M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
38.2K+ 1.44% |
$4.85M - $5.62M
|
2.69M
$440M
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
35.9K+ 29.66% |
$4.56M - $5.29M
|
157K
$25.7M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
33.9KNew |
$4.3M - $4.99M
|
33.9K
$5.55M
|
|
|
May 15, 2023
Q1 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
33.5KNew |
$4.25M - $4.93M
|
33.5K
$5.49M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
31.8K+ 772.58% |
$4.03M - $4.68M
|
35.9K
$5.88M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
28.3KNew |
$3.59M - $4.17M
|
28.3K
$4.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
26.3KNew |
$3.33M - $3.87M
|
26.3K
$4.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25.5K+ 7.95% |
$3.24M - $3.76M
|
347K
$56.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
25.5K+ 38.57% |
$3.23M - $3.75M
|
91.6K
$15M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
24.9KNew |
$3.16M - $3.67M
|
24.9K
$4.08M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
24.6K+ 55.88% |
$3.12M - $3.62M
|
68.7K
$11.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
23.7K+ 289.14% |
$3M - $3.48M
|
31.9K
$5.21M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
23.4K+ 5.7% |
$2.97M - $3.45M
|
435K
$71.1M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.2K+ 2.32% |
$2.69M - $3.12M
|
935K
$153M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
19.7K+ 43.97% |
$2.49M - $2.89M
|
64.4K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.8K+ 291.86% |
$2.38M - $2.77M
|
25.2K
$4.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
18.7KNew |
$2.37M - $2.75M
|
18.7K
$3.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
18.6KNew |
$2.36M - $2.74M
|
18.6K
$3.04M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.2K+ 27.22% |
$2.31M - $2.68M
|
85.1K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16.8K+ 606.23% |
$2.13M - $2.48M
|
19.6K
$3.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
16.4K+ 26.35% |
$2.07M - $2.41M
|
78.4K
$12.8M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
16.1K+ 92.1% |
$2.04M - $2.37M
|
33.5K
$5.49M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16K+ 86.27% |
$2.03M - $2.35M
|
34.5K
$5.65M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
15.5K+ 9.75% |
$1.96M - $2.28M
|
174K
$28.6M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
BUY
|
- |
14.7K+ 843.59% |
$1.86M - $2.16M
|
16.4K
$2.68M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.6K+ 3.23% |
$1.85M - $2.15M
|
467K
$76.5M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
12.4K+ 6.24% |
$1.58M - $1.83M
|
212K
$34.6M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
12K+ 280.07% |
$1.52M - $1.76M
|
16.2K
$2.66M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
11.1KNew |
$1.41M - $1.63M
|
11.1K
$1.82M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
11KNew |
$1.39M - $1.62M
|
11K
$1.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.8K+ 2.88% |
$1.37M - $1.59M
|
386K
$63.1M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2KNew |
$1.29M - $1.5M
|
10.2K
$1.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
9.61K+ 61.81% |
$1.22M - $1.41M
|
25.2K
$4.12M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9.48K+ 144.81% |
$1.2M - $1.39M
|
16K
$2.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
9.34K+ 7.74% |
$1.18M - $1.37M
|
130K
$21.3M
|