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 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.83K+ 77.79% |
$486K - $564K
|
8.76K
$1.43M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.82K+ 237.17% |
$484K - $561K
|
5.43K
$888K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.8K+ 1127.3% |
$481K - $559K
|
4.14K
$677K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.78K+ 9.95% |
$479K - $556K
|
41.8K
$6.83M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.73K+ 76.88% |
$472K - $548K
|
8.58K
$1.4M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3.58K+ 4.2% |
$454K - $527K
|
88.8K
$14.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.49KNew |
$442K - $513K
|
3.49K
$571K
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
3.48K+ 2.45% |
$441K - $512K
|
146K
$23.8M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.47K+ 3.47% |
$439K - $510K
|
103K
$16.9M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.43KNew |
$435K - $505K
|
3.43K
$562K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.42KNew |
$433K - $503K
|
3.42K
$559K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.4K+ 140.72% |
$431K - $500K
|
5.81K
$951K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
3.38K+ 2.18% |
$429K - $498K
|
158K
$25.9M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.33K+ 3.66% |
$422K - $490K
|
94.4K
$15.4M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.24K+ 46.16% |
$411K - $477K
|
10.3K
$1.68M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.22K+ 47.73% |
$408K - $474K
|
9.98K
$1.63M
|
|
|
May 08, 2023
Q1 2023
|
Northern Capital Management, Inc.
|
BUY
|
- |
3.18K+ 17.99% |
$403K - $468K
|
20.9K
$3.41M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.16KNew |
$400K - $465K
|
3.16K
$517K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.06K+ 27.89% |
$388K - $451K
|
14.1K
$2.3M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.93K+ 26.02% |
$371K - $431K
|
14.2K
$2.32M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.91K+ 860.06% |
$368K - $428K
|
3.25K
$531K
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.91K+ 2.47% |
$368K - $428K
|
121K
$19.8M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.87KNew |
$364K - $423K
|
2.87K
$470K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.85K+ 20.38% |
$362K - $420K
|
16.9K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.85K+ 8.86% |
$361K - $419K
|
35K
$5.72M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.82KNew |
$358K - $415K
|
2.82K
$462K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
2.82K+ 24.55% |
$357K - $414K
|
14.3K
$2.34M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.7KNew |
$342K - $398K
|
2.7K
$442K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.68K+ 7.43% |
$339K - $394K
|
38.7K
$6.33M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.65K+ 4.32% |
$335K - $389K
|
64K
$10.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2.6K+ 19.11% |
$329K - $382K
|
16.2K
$2.65M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.59K+ 113.29% |
$329K - $381K
|
4.88K
$798K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.55KNew |
$323K - $375K
|
2.55K
$417K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
2.5KNew |
$317K - $368K
|
2.5K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.49K+ 2.2% |
$316K - $367K
|
116K
$19M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.48K+ 8.06% |
$314K - $365K
|
33.2K
$5.44M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.44K+ 15.08% |
$310K - $359K
|
18.6K
$3.05M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.41K+ 1.05% |
$306K - $355K
|
233K
$38.1M
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.28KNew |
$289K - $336K
|
2.28K
$373K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.28K+ 2.25% |
$288K - $335K
|
103K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.24KNew |
$284K - $329K
|
2.24K
$366K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2.22K+ 4.32% |
$281K - $326K
|
53.5K
$8.75M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.19KNew |
$278K - $323K
|
2.19K
$359K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.15KNew |
$272K - $316K
|
2.15K
$352K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.13KNew |
$270K - $314K
|
2.13K
$349K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.06K+ 1.66% |
$261K - $304K
|
127K
$20.7M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.05K+ 49.73% |
$260K - $302K
|
6.18K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.05K+ 1.92% |
$259K - $301K
|
109K
$17.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.04K+ 234.99% |
$258K - $299K
|
2.9K
$475K
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2KNew |
$254K - $295K
|
2K
$328K
|