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 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-825- 21.26% |
$105K - $121K
|
3.06K
$500K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-846- 18.2% |
$107K - $124K
|
3.8K
$622K
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-869- 4.93% |
$110K - $128K
|
16.8K
$2.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-877- 1.9% |
$111K - $129K
|
45.2K
$7.39M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-886- 18.2% |
$112K - $130K
|
3.98K
$652K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-895- 14.51% |
$113K - $132K
|
5.27K
$863K
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-899- 1.81% |
$114K - $132K
|
48.9K
$8M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-917- 2.65% |
$116K - $135K
|
33.7K
$5.51M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-939- 1.7% |
$119K - $138K
|
54.4K
$8.91M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-961- 2.26% |
$122K - $141K
|
41.6K
$6.81M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-983- 1.92% |
$125K - $145K
|
50.1K
$8.2M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-984- 0.43% |
$125K - $145K
|
226K
$37M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-984- 19.8% |
$125K - $145K
|
3.99K
$652K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1K- 7.3% |
$127K - $148K
|
12.8K
$2.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.01K- 15.11% |
$127K - $148K
|
5.65K
$924K
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.01K- 23.12% |
$128K - $149K
|
3.36K
$550K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.02K- 5.68% |
$129K - $150K
|
16.9K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.03K- 2.34% |
$130K - $151K
|
42.9K
$7.02M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.05K- 5.68% |
$133K - $155K
|
17.5K
$2.86M
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.05K- 5.68% |
$133K - $155K
|
17.5K
$2.86M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.08K- 24.37% |
$137K - $159K
|
3.35K
$547K
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1.1K- 4.97% |
$139K - $162K
|
21K
$3.44M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.13K- 0.08% |
$143K - $166K
|
1.49M
$244M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 38.1% |
$148K - $172K
|
1.89K
$310K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.19K- 1.88% |
$151K - $175K
|
62.1K
$10.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 13.13% |
$153K - $177K
|
7.98K
$1.31M
|
|
|
Apr 14, 2023
Q1 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.22K- 23.13% |
$154K - $179K
|
4.05K
$662K
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.24K- 0.87% |
$157K - $182K
|
141K
$23.1M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.26K- 7.43% |
$159K - $185K
|
15.7K
$2.57M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-1.3K- 5.1% |
$165K - $192K
|
24.2K
$3.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-1.33K- 2.06% |
$168K - $195K
|
63.1K
$10.3M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.38K- 2.83% |
$175K - $203K
|
47.3K
$7.74M
|
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
SELL
|
- |
-1.44K- 4.78% |
$183K - $212K
|
28.8K
$4.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.46K- 18.3% |
$184K - $214K
|
6.5K
$1.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.47K- 21.97% |
$186K - $216K
|
5.22K
$854K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.5K- 6.71% |
$190K - $221K
|
20.9K
$3.41M
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1.53K- 6.78% |
$194K - $225K
|
21K
$3.44M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.53K- 3.46% |
$194K - $225K
|
42.7K
$6.99M
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-1.54K- 12.22% |
$195K - $226K
|
11K
$1.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-1.56K- 7.39% |
$198K - $230K
|
19.6K
$3.2M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.6K- 32.27% |
$203K - $236K
|
3.37K
$551K
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.61K- 46.59% |
$204K - $237K
|
1.85K
$302K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.62K- 10.32% |
$205K - $238K
|
14.1K
$2.3M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.67K- 14.97% |
$212K - $246K
|
9.49K
$1.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.68K- 7.84% |
$213K - $247K
|
19.8K
$3.23M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.73K- 16.8% |
$219K - $254K
|
8.55K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.79K- 42.65% |
$227K - $263K
|
2.41K
$394K
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.81K- 0.64% |
$229K - $266K
|
281K
$46.1M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-1.84K- 2.18% |
$233K - $270K
|
82.4K
$13.5M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.95K- 1.4% |
$247K - $286K
|
137K
$22.4M
|