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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
SELL
|
- |
-167- 5.35% |
$21.2K - $24.6K
|
2.96K
$484K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-179- 6.68% |
$22.7K - $26.3K
|
2.5K
$409K
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-179- 4.06% |
$22.7K - $26.3K
|
4.23K
$691K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-181- 1.31% |
$22.9K - $26.6K
|
13.6K
$2.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-186- 5.81% |
$23.6K - $27.4K
|
3.02K
$494K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-188- 25.13% |
$23.8K - $27.7K
|
560
$91.6K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-191- 0.35% |
$24.2K - $28.1K
|
55.1K
$9.01M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-192- 0.61% |
$24.3K - $28.2K
|
31.5K
$5.15M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-195- 1.58% |
$24.7K - $28.7K
|
12.1K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-201- 1.86% |
$25.5K - $29.6K
|
10.6K
$1.74M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-207- 6.5% |
$26.2K - $30.5K
|
2.98K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-210- 1.76% |
$26.6K - $30.9K
|
11.7K
$1.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-212- 11.48% |
$26.9K - $31.2K
|
1.64K
$268K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-215- 5.45% |
$27.2K - $31.6K
|
3.73K
$611K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-217- 4.33% |
$27.5K - $31.9K
|
4.79K
$784K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-224- 10.83% |
$28.4K - $33K
|
1.85K
$302K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-227- 1.21% |
$28.8K - $33.4K
|
18.5K
$3.03M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-229- 7.16% |
$29K - $33.7K
|
2.97K
$486K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-233- 1.12% |
$29.5K - $34.3K
|
20.5K
$3.36M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-238- 29.2% |
$30.2K - $35K
|
577
$94.4K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-238- 3.51% |
$30.2K - $35K
|
6.54K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-239- 2.52% |
$30.3K - $35.2K
|
9.23K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-242- 10.47% |
$30.7K - $35.6K
|
2.07K
$339K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-242- 2.72% |
$30.7K - $35.6K
|
8.64K
$1.41M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-243- 17.96% |
$30.8K - $35.8K
|
1.11K
$182K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-248- 2.85% |
$31.4K - $36.5K
|
8.44K
$1.38M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-252- 8.01% |
$31.9K - $37.1K
|
2.89K
$474K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-255Closed |
$32.3K - $37.5K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-257- 8.02% |
$32.6K - $37.8K
|
2.95K
$483K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-265- 8.29% |
$33.6K - $39K
|
2.93K
$480K
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-269- 2.43% |
$34.1K - $39.6K
|
10.8K
$1.77M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-269- 1.41% |
$34.1K - $39.6K
|
18.8K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-274- 0.36% |
$34.7K - $40.3K
|
76.6K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-284- 12.46% |
$36K - $41.8K
|
2K
$326K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-286- 1.34% |
$36.2K - $42.1K
|
21K
$3.44M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-286- 1.01% |
$36.2K - $42.1K
|
28.1K
$4.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-286- 11.12% |
$36.2K - $42.1K
|
2.29K
$374K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-286- 0.82% |
$36.2K - $42.1K
|
34.8K
$5.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-291- 12.72% |
$36.9K - $42.8K
|
2K
$327K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-304- 1.02% |
$38.5K - $44.7K
|
29.6K
$4.84M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-304- 1.89% |
$38.5K - $44.7K
|
15.8K
$2.59M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-310- 14.76% |
$39.3K - $45.6K
|
1.79K
$293K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-310- 2.23% |
$39.3K - $45.6K
|
13.6K
$2.23M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-316- 7.29% |
$40K - $46.5K
|
4.02K
$657K
|
|
|
May 08, 2023
Q1 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-333- 2.48% |
$42.2K - $49K
|
13.1K
$2.14M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-333- 1.3% |
$42.2K - $49K
|
25.3K
$4.14M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-344- 1.99% |
$43.6K - $50.6K
|
16.9K
$2.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-348- 0.44% |
$44.1K - $51.2K
|
77.9K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-357- 2.79% |
$45.2K - $52.5K
|
12.5K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-365- 47.77% |
$46.3K - $53.7K
|
399
$65.3K
|