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 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.15K+ 2.5% |
$1.16M - $1.35M
|
375K
$61.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
9.11K+ 9.45% |
$1.15M - $1.34M
|
105K
$17.3M
|
|
|
May 02, 2023
Q1 2023
|
General American Investors CO Inc
|
BUY
|
- |
9KNew |
$1.14M - $1.32M
|
9K
$1.47M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8.83K+ 10.49% |
$1.12M - $1.3M
|
93K
$15.2M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
8.63KNew |
$1.09M - $1.27M
|
8.63K
$1.41M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.62KNew |
$1.09M - $1.27M
|
8.62K
$1.41M
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
8.47K+ 9.92% |
$1.07M - $1.25M
|
93.9K
$15.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.44K+ 11.39% |
$1.07M - $1.24M
|
82.5K
$13.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
8.17K+ 0.94% |
$1.04M - $1.2M
|
882K
$144M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.17K+ 0.4% |
$1.03M - $1.2M
|
2.06M
$337M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
7.87K+ 15.68% |
$998K - $1.16M
|
58.1K
$9.5M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.82K+ 40.2% |
$991K - $1.15M
|
27.3K
$4.46M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.82K+ 40.2% |
$991K - $1.15M
|
27.3K
$4.46M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.52K+ 26.93% |
$953K - $1.11M
|
35.4K
$5.8M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
7.08K+ 20.88% |
$897K - $1.04M
|
41K
$6.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
7.03KNew |
$891K - $1.03M
|
7.03K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.95K+ 29.23% |
$881K - $1.02M
|
30.7K
$5.03M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
6.47K+ 9.7% |
$820K - $952K
|
73.2K
$12M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.37K+ 153.22% |
$807K - $937K
|
10.5K
$1.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
- |
6.32K+ 21.68% |
$801K - $930K
|
35.5K
$5.8M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.23K+ 1.76% |
$790K - $917K
|
361K
$59M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.98KNew |
$758K - $880K
|
5.98K
$978K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
5.95K+ 5.86% |
$754K - $875K
|
107K
$17.6M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.84K+ 58.87% |
$740K - $858K
|
15.7K
$2.58M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.74KNew |
$727K - $844K
|
5.74K
$939K
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
BUY
|
- |
5.65K+ 12.2% |
$716K - $831K
|
51.9K
$8.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.58K+ 15.64% |
$707K - $821K
|
41.3K
$6.75M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
5.57K+ 4.78% |
$706K - $820K
|
122K
$20M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.53K+ 21.91% |
$700K - $813K
|
30.7K
$5.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5.35K+ 8.82% |
$678K - $787K
|
66K
$10.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
5.05KNew |
$640K - $743K
|
5.05K
$826K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.95KNew |
$628K - $729K
|
4.95K
$811K
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.79K+ 9.71% |
$608K - $705K
|
54.2K
$8.87M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.73K+ 9.71% |
$600K - $696K
|
53.5K
$8.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.73K+ 9.99% |
$600K - $696K
|
52.1K
$8.52M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.72KNew |
$598K - $695K
|
4.72K
$772K
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.63K+ 20.54% |
$586K - $681K
|
27.1K
$4.44M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.57KNew |
$580K - $673K
|
4.57K
$748K
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.56KNew |
$578K - $671K
|
4.56K
$746K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.54K+ 7.04% |
$576K - $668K
|
69K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.41K+ 36.7% |
$559K - $649K
|
16.4K
$2.69M
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.4K+ 2.79% |
$558K - $647K
|
162K
$26.6M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
4.39K+ 13.87% |
$556K - $645K
|
36K
$5.89M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
4.33K+ 4.17% |
$549K - $637K
|
108K
$17.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4.32KNew |
$547K - $635K
|
4.32K
$706K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
4.18K+ 7.1% |
$530K - $615K
|
63K
$10.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.13KNew |
$524K - $608K
|
4.13K
$676K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.13K+ 2.88% |
$523K - $608K
|
147K
$24.1M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.11K+ 10.92% |
$521K - $605K
|
41.8K
$6.83M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.96K+ 1.54% |
$502K - $583K
|
261K
$42.7M
|