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 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-72.9K- 35.05% |
$9.24M - $10.7M
|
135K
$23.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-78.5K- 3.9% |
$9.94M - $11.5M
|
1.94M
$337M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-80.9K- 84.12% |
$10.2M - $11.9M
|
15.3K
$2.66M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-81.1K- 22.87% |
$10.3M - $11.9M
|
273K
$47.6M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-82.1K- 6.72% |
$10.4M - $12.1M
|
1.14M
$199M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-94.4K- 4.46% |
$12M - $13.9M
|
2.02M
$352M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-103K- 6.04% |
$13.1M - $15.2M
|
1.61M
$280M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-107K- 3.04% |
$13.5M - $15.7M
|
3.41M
$594M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-120K- 2.74% |
$15.2M - $17.6M
|
4.25M
$739M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-273K- 92.62% |
$34.6M - $40.1M
|
21.7K
$3.79M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-286K- 47.48% |
$36.3M - $42.1M
|
317K
$55.1M
|