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
|
First Manhattan CO
New York, NY |
SELL
|
- |
-369- 18.63% |
$46.8K - $54.3K
|
1.61K
$264K
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-370- 18.41% |
$46.9K - $54.4K
|
1.64K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-381- 44.93% |
$48.3K - $56.1K
|
467
$76.4K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-387- 0.58% |
$49K - $56.9K
|
66K
$10.8M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-390- 6.41% |
$49.4K - $57.4K
|
5.69K
$931K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-390- 16.88% |
$49.4K - $57.4K
|
1.92K
$314K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-395- 1.35% |
$50.1K - $58.1K
|
28.8K
$4.72M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-408- 6.23% |
$51.7K - $60K
|
6.14K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-408- 12.04% |
$51.7K - $60K
|
2.98K
$488K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-409- 33.86% |
$51.8K - $60.2K
|
799
$131K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-412- 1.57% |
$52.2K - $60.6K
|
25.8K
$4.22M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-428- 1.88% |
$54.2K - $63K
|
22.4K
$3.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
SELL
|
- |
-431- 0.9% |
$54.6K - $63.4K
|
47.6K
$7.78M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-467- 0.44% |
$59.2K - $68.7K
|
107K
$17.5M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-476- 2.63% |
$60.3K - $70K
|
17.6K
$2.88M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-481- 5.85% |
$61K - $70.8K
|
7.74K
$1.27M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-492- 7.07% |
$62.4K - $72.4K
|
6.47K
$1.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-495- 10.09% |
$62.7K - $72.8K
|
4.41K
$721K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-500- 22.21% |
$63.4K - $73.6K
|
1.75K
$286K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-510- 10.83% |
$64.6K - $75K
|
4.2K
$687K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-531- 14.62% |
$67.3K - $78.1K
|
3.1K
$508K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-542- 19.74% |
$68.7K - $79.7K
|
2.2K
$361K
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-547- 0.69% |
$69.3K - $80.5K
|
79.1K
$12.9M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-547- 12.23% |
$69.3K - $80.5K
|
3.93K
$643K
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-554- 9.18% |
$70.2K - $81.5K
|
5.48K
$897K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-571- 7.32% |
$72.4K - $84K
|
7.23K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-585- 5.15% |
$74.1K - $86.1K
|
10.8K
$1.76M
|
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-589- 26.26% |
$74.6K - $86.7K
|
1.65K
$271K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-590- 11.02% |
$74.8K - $86.8K
|
4.76K
$779K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-603- 6.36% |
$76.4K - $88.7K
|
8.88K
$1.45M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-617- 2.27% |
$78.2K - $90.8K
|
26.6K
$4.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-619- 4.66% |
$78.5K - $91.1K
|
12.7K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-632- 11.18% |
$80.1K - $93K
|
5.02K
$821K
|
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-634- 23.94% |
$80.4K - $93.3K
|
2.01K
$330K
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-651- 29.28% |
$82.5K - $95.8K
|
1.57K
$257K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-655- 7.52% |
$83K - $96.4K
|
8.06K
$1.32M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-657- 1.5% |
$83.3K - $96.7K
|
43.3K
$7.08M
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-660- 2.6% |
$83.6K - $97.1K
|
24.8K
$4.05M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-738- 17.52% |
$93.5K - $109K
|
3.48K
$569K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-741- 93.68% |
$93.9K - $109K
|
50
$8.18K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-766- 2.17% |
$97.1K - $113K
|
34.6K
$5.66M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-769- 5.59% |
$97.5K - $113K
|
13K
$2.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-787- 7.87% |
$99.7K - $116K
|
9.21K
$1.51M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-797- 20.4% |
$101K - $117K
|
3.11K
$509K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-800- 6.72% |
$101K - $118K
|
11.1K
$1.82M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-808- 20.9% |
$102K - $119K
|
3.06K
$500K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-809- 31.08% |
$103K - $119K
|
1.79K
$294K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-813- 15.9% |
$103K - $120K
|
4.3K
$704K
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-815- 1.76% |
$103K - $120K
|
45.6K
$7.46M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-820- 1.28% |
$104K - $121K
|
63K
$10.3M
|