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 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
368+ 2.79% |
$46.6K - $54.1K
|
13.6K
$2.22M
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
366+ 273.13% |
$46.4K - $53.8K
|
500
$81.8K
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
365+ 2.29% |
$46.3K - $53.7K
|
16.3K
$2.67M
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
360+ 2.31% |
$45.6K - $53K
|
15.9K
$2.61M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
357+ 2.29% |
$45.2K - $52.5K
|
15.9K
$2.61M
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
353New |
$44.7K - $51.9K
|
353
$57.8K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
328New |
$41.6K - $48.3K
|
328
$53.7K
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
318+ 5.05% |
$40.3K - $46.8K
|
6.61K
$1.08M
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
314+ 1.26% |
$39.8K - $46.2K
|
25.2K
$4.13M
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
312+ 27.44% |
$39.5K - $45.9K
|
1.45K
$237K
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
303+ 1.61% |
$38.4K - $44.6K
|
19.1K
$3.13M
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
302+ 7.59% |
$38.3K - $44.4K
|
4.28K
$701K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
298+ 1.82% |
$37.8K - $43.8K
|
16.7K
$2.73M
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
293+ 8.77% |
$37.1K - $43.1K
|
3.63K
$594K
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
288+ 1.89% |
$36.5K - $42.4K
|
15.5K
$2.54M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
286New |
$36.2K - $42.1K
|
286
$46.8K
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
283+ 5.92% |
$35.9K - $41.6K
|
5.06K
$828K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
282+ 8.0% |
$35.7K - $41.5K
|
3.81K
$623K
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
282+ 4.13% |
$35.7K - $41.5K
|
7.12K
$1.16M
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
264+ 0.52% |
$33.5K - $38.8K
|
50.7K
$8.3M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
260+ 3.18% |
$33K - $38.3K
|
8.44K
$1.38M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
256+ 8.63% |
$32.4K - $37.7K
|
3.22K
$528K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
255New |
$32.3K - $37.5K
|
255
$41.7K
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
244New |
$30.9K - $35.9K
|
244
$39.9K
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
244New |
$30.9K - $35.9K
|
244
$39.9K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
241+ 5.65% |
$30.5K - $35.5K
|
4.51K
$738K
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
237+ 5.8% |
$30K - $34.9K
|
4.33K
$708K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
223+ 2.89% |
$28.3K - $32.8K
|
7.94K
$1.3M
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
216+ 12.76% |
$27.4K - $31.8K
|
1.91K
$312K
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
214+ 0.53% |
$27.1K - $31.5K
|
40.8K
$6.67M
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
214+ 0.8% |
$27.1K - $31.5K
|
26.8K
$4.39M
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
207+ 1.3% |
$26.2K - $30.5K
|
16.1K
$2.64M
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
198+ 2.17% |
$25.1K - $29.1K
|
9.33K
$1.53M
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
191+ 4.08% |
$24.2K - $28.1K
|
4.88K
$798K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
191+ 7.99% |
$24.2K - $28.1K
|
2.58K
$422K
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
188+ 6.57% |
$23.8K - $27.7K
|
3.05K
$499K
|
|
May 15, 2023
Q1 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
186New |
$23.6K - $27.4K
|
186
$30.4K
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
176+ 6.76% |
$22.3K - $25.9K
|
2.78K
$455K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
174New |
$22.1K - $25.6K
|
174
$28.5K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
172+ 4.44% |
$21.8K - $25.3K
|
4.05K
$663K
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
168+ 0.44% |
$21.3K - $24.7K
|
38.2K
$6.25M
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
167+ 0.81% |
$21.2K - $24.6K
|
20.8K
$3.4M
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
166+ 0.71% |
$21K - $24.4K
|
23.5K
$3.85M
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
164+ 0.31% |
$20.8K - $24.1K
|
52.5K
$8.59M
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
158+ 0.85% |
$20K - $23.2K
|
18.8K
$3.07M
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
154New |
$19.5K - $22.7K
|
154
$25.2K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
153+ 0.51% |
$19.4K - $22.5K
|
30.3K
$4.95M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
153+ 140.37% |
$19.4K - $22.5K
|
262
$42.9K
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
150+ 1.24% |
$19K - $22.1K
|
12.2K
$2M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
150+ 6.88% |
$19K - $22.1K
|
2.33K
$381K
|