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 |
|---|---|---|---|---|---|---|---|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7.83KClosed |
$993K - $1.15M
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.33K- 10.6% |
$1.06M - $1.23M
|
70.2K
$11.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-8.8K- 8.21% |
$1.12M - $1.29M
|
98.4K
$16.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-8.94K- 7.43% |
$1.13M - $1.32M
|
111K
$18.2M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9.15K- 6.9% |
$1.16M - $1.35M
|
123K
$20.2M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-9.23K- 22.33% |
$1.17M - $1.36M
|
32.1K
$5.25M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-11K- 13.51% |
$1.39M - $1.62M
|
70.3K
$11.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-11.1K- 18.63% |
$1.4M - $1.63M
|
48.3K
$7.9M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-11.2K- 2.49% |
$1.41M - $1.64M
|
437K
$71.5M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.2K- 6.09% |
$1.42M - $1.65M
|
172K
$28.2M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-11.5K- 75.48% |
$1.45M - $1.68M
|
3.72K
$609K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-11.5K- 22.1% |
$1.45M - $1.69M
|
40.5K
$6.62M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.6K- 13.16% |
$1.47M - $1.7M
|
76.5K
$12.5M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.6K- 9.17% |
$1.47M - $1.71M
|
115K
$18.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-12.4K- 82.32% |
$1.57M - $1.82M
|
2.66K
$435K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12.8K- 19.38% |
$1.63M - $1.89M
|
53.5K
$8.75M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-14.3K- 1.66% |
$1.81M - $2.1M
|
848K
$139M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.8K- 99.74% |
$1.87M - $2.17M
|
38
$6.22K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-14.9K- 89.13% |
$1.89M - $2.19M
|
1.82K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15K- 3.64% |
$1.9M - $2.2M
|
397K
$64.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-15.3K- 51.2% |
$1.93M - $2.25M
|
14.5K
$2.38M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-15.6K- 2.01% |
$1.98M - $2.3M
|
763K
$125M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-16.4K- 69.17% |
$2.08M - $2.42M
|
7.33K
$1.2M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-16.5K- 24.79% |
$2.09M - $2.42M
|
49.9K
$8.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.8K- 67.83% |
$2.13M - $2.47M
|
7.96K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17K- 76.15% |
$2.15M - $2.5M
|
5.32K
$871K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-17.3K- 2.39% |
$2.19M - $2.55M
|
707K
$116M
|
|
|
May 01, 2023
Q1 2023
|
Amtrust Financial Services, Inc.
New York, NY |
SELL
|
- |
-18K- 25.71% |
$2.28M - $2.65M
|
52K
$8.51M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.2K- 14.21% |
$2.31M - $2.68M
|
110K
$18M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-20.1K- 6.11% |
$2.55M - $2.96M
|
309K
$50.6M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-30.3K- 90.03% |
$3.84M - $4.46M
|
3.35K
$549K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-30.7K- 1.38% |
$3.89M - $4.52M
|
2.2M
$360M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-33.4K- 9.45% |
$4.23M - $4.92M
|
320K
$52.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-34K- 18.23% |
$4.31M - $5.01M
|
153K
$25M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-39K- 34.44% |
$4.94M - $5.74M
|
74.2K
$12.1M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-41.9K- 36.17% |
$5.31M - $6.17M
|
74K
$12.1M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-45.2K- 46.53% |
$5.73M - $6.65M
|
51.9K
$8.5M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-46.1KClosed |
$5.84M - $6.78M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-47.7K- 1.84% |
$6.05M - $7.02M
|
2.55M
$417M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-51.7K- 8.59% |
$6.56M - $7.61M
|
551K
$90.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-65.2K- 41.19% |
$8.26M - $9.59M
|
93.1K
$15.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-72.9K- 35.05% |
$9.24M - $10.7M
|
135K
$22.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-78.5K- 3.9% |
$9.94M - $11.5M
|
1.94M
$317M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-80.9K- 84.12% |
$10.2M - $11.9M
|
15.3K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-81.1K- 22.87% |
$10.3M - $11.9M
|
273K
$44.7M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-82.1K- 6.72% |
$10.4M - $12.1M
|
1.14M
$187M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-94.4K- 4.46% |
$12M - $13.9M
|
2.02M
$331M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-103K- 6.04% |
$13.1M - $15.2M
|
1.61M
$263M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-107K- 3.04% |
$13.5M - $15.7M
|
3.41M
$558M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-120K- 2.74% |
$15.2M - $17.6M
|
4.25M
$695M
|