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 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-42- 0.45% |
$5.32K - $6.18K
|
9.37K
$1.53M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-44- 0.29% |
$5.58K - $6.47K
|
15K
$2.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-46- 1.73% |
$5.83K - $6.77K
|
2.61K
$427K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-47- 1.11% |
$5.96K - $6.91K
|
4.21K
$688K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-48- 0.05% |
$6.08K - $7.06K
|
107K
$17.4M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-48- 64.86% |
$6.08K - $7.06K
|
26
$4.25K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-51- 2.22% |
$6.46K - $7.5K
|
2.25K
$368K
|
|
|
May 12, 2023
Q1 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-51- 0.09% |
$6.46K - $7.5K
|
53.7K
$8.78M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-54- 0.95% |
$6.84K - $7.94K
|
5.63K
$921K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-58- 0.2% |
$7.35K - $8.53K
|
28.3K
$4.63M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-60- 2.03% |
$7.6K - $8.83K
|
2.9K
$475K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-61- 6.84% |
$7.73K - $8.97K
|
831
$136K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-64- 0.97% |
$8.11K - $9.42K
|
6.55K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-64- 0.16% |
$8.11K - $9.42K
|
40.6K
$6.65M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-68- 1.27% |
$8.62K - $10K
|
5.27K
$862K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-69- 1.39% |
$8.75K - $10.2K
|
4.88K
$798K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-73- 1.38% |
$9.25K - $10.7K
|
5.21K
$853K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-74- 1.67% |
$9.38K - $10.9K
|
4.36K
$713K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-76- 14.99% |
$9.63K - $11.2K
|
431
$70.5K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-79- 1.55% |
$10K - $11.6K
|
5.01K
$820K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-80- 1.28% |
$10.1K - $11.8K
|
6.18K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-80- 0.59% |
$10.1K - $11.8K
|
13.6K
$2.22M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-81- 3.13% |
$10.3K - $11.9K
|
2.51K
$410K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-84- 2.65% |
$10.6K - $12.4K
|
3.08K
$504K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-85- 76.58% |
$10.8K - $12.5K
|
26
$4.25K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-87- 0.68% |
$11K - $12.8K
|
12.7K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-89- 3.53% |
$11.3K - $13.1K
|
2.43K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-90- 40.54% |
$11.4K - $13.2K
|
132
$21.6K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-93- 0.72% |
$11.8K - $13.7K
|
12.8K
$2.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-95- 9.74% |
$12K - $14K
|
880
$144K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-104- 15.43% |
$13.2K - $15.3K
|
570
$93.3K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-107- 0.82% |
$13.6K - $15.7K
|
13K
$2.13M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-110- 1.18% |
$13.9K - $16.2K
|
9.22K
$1.51M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-110- 4.46% |
$13.9K - $16.2K
|
2.36K
$386K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-113- 2.8% |
$14.3K - $16.6K
|
3.92K
$641K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-127- 2.38% |
$16.1K - $18.7K
|
5.2K
$851K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-127- 69.78% |
$16.1K - $18.7K
|
55
$9K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-131- 0.61% |
$16.6K - $19.3K
|
21.5K
$3.51M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-133- 17.55% |
$16.9K - $19.6K
|
625
$102K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-143- 7.01% |
$18.1K - $21K
|
1.9K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-144- 22.71% |
$18.3K - $21.2K
|
490
$80.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-144- 2.92% |
$18.3K - $21.2K
|
4.8K
$785K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-146- 1.05% |
$18.5K - $21.5K
|
13.8K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-150- 7.36% |
$19K - $22.1K
|
1.89K
$309K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-152- 8.84% |
$19.3K - $22.4K
|
1.57K
$257K
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-153- 3.2% |
$19.4K - $22.5K
|
4.63K
$758K
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-156- 5.66% |
$19.8K - $23K
|
2.6K
$425K
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-163- 1.75% |
$20.7K - $24K
|
9.17K
$1.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-165- 4.36% |
$20.9K - $24.3K
|
3.62K
$592K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-167- 0.33% |
$21.2K - $24.6K
|
50.3K
$8.22M
|