Purchases and Sales Made in Q1 2023 in Vanguard Mid Cap Value Index F (VOE)

VOE Quotes by TradingView

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 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
144
+ 1.83%
$18.3K - $21.2K
8K $1.31M
Apr 10, 2023 Q1 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
144
+ 0.39%
$18.3K - $21.2K
36.7K $6M
May 09, 2023 Q1 2023
Addison Advisors LLC

BUY
 -
141
+ 705.0%
$17.9K - $20.7K
161 $26.3K
Apr 21, 2023 Q1 2023
Axiom Advisory, LLC

San Diego, CA
BUY
 -
137
+ 0.74%
$17.4K - $20.2K
18.6K $3.05M
Apr 06, 2023 Q1 2023
Revolve Wealth Partners, LLC

BUY
 -
136
+ 1.73%
$17.2K - $20K
8.01K $1.31M
May 23, 2023 Q1 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
134
New
$17K - $19.7K
134 $21.9K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
134
New
$17K - $19.7K
134 $21.9K
Apr 26, 2023 Q1 2023
Concord Wealth Partners

BUY
 -
125
+ 8.67%
$15.8K - $18.4K
1.57K $256K
May 04, 2023 Q1 2023
Cadence Wealth Management LLC

Westborough, MA
BUY
 -
123
+ 1.19%
$15.6K - $18.1K
10.5K $1.71M
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
123
+ 1.59%
$15.6K - $18.1K
7.84K $1.28M
Apr 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
119
+ 5.92%
$15.1K - $17.5K
2.13K $349K
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
115
+ 10.8%
$14.6K - $16.9K
1.18K $193K
May 15, 2023 Q1 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
113
New
$14.3K - $16.6K
113 $18.5K
May 10, 2023 Q1 2023
Sepio Capital, LP

BUY
 -
113
+ 0.16%
$14.3K - $16.6K
72.1K $11.8M
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
113
+ 11300.0%
$14.3K - $16.6K
114 $18.7K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
108
+ 200.0%
$13.7K - $15.9K
162 $26.5K
Apr 11, 2023 Q1 2023
My Legacy Advisors, LLC

BUY
 -
108
+ 2.27%
$13.7K - $15.9K
4.86K $795K
Apr 24, 2023 Q1 2023
First Personal Financial Services

BUY
 -
107
New
$13.6K - $15.7K
107 $17.5K
May 12, 2023 Q1 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
100
+ 3.03%
$12.7K - $14.7K
3.4K $557K
Jul 10, 2024 Q1 2023
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
96
+ 1.8%
$12.2K - $14.1K
5.42K $886K
May 11, 2023 Q1 2023
Thompson Siegel & Walmsley LLC

BUY
 -
93
New
$11.8K - $13.7K
93 $15.2K
Apr 20, 2023 Q1 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
92
+ 3.38%
$11.7K - $13.5K
2.81K $460K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
87
+ 669.23%
$11K - $12.8K
100 $16.4K
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
87
+ 0.21%
$11K - $12.8K
40.7K $6.66M
Apr 20, 2023 Q1 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
72
+ 1.68%
$9.13K - $10.6K
4.37K $715K
May 04, 2023 Q1 2023
Levy Wealth Management Group, LLC

BUY
 -
68
+ 4.37%
$8.62K - $10K
1.62K $266K
May 05, 2023 Q1 2023
Wambolt & Associates, LLC

BUY
 -
68
+ 0.85%
$8.62K - $10K
8.03K $1.31M
May 02, 2023 Q1 2023
Berkeley Capital Partners, LLC

BUY
 -
67
+ 2.15%
$8.49K - $9.86K
3.18K $520K
May 15, 2023 Q1 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
66
New
$8.36K - $9.71K
66 $10.8K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
64
+ 18.34%
$8.11K - $9.42K
413 $67.6K
May 09, 2023 Q1 2023
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
54
+ 128.57%
$6.84K - $7.94K
96 $15.7K
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
54
+ 1.65%
$6.84K - $7.94K
3.33K $544K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
52
+ 0.15%
$6.59K - $7.65K
34.4K $5.62M
May 08, 2023 Q1 2023
Wrapmanager Inc

BUY
 -
51
+ 0.71%
$6.46K - $7.5K
7.27K $1.19M
Jan 24, 2024 Q1 2023
Cedrus LLC

Littleton, CO
BUY
 -
50
+ 0.43%
$6.34K - $7.36K
11.8K $1.92M
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
49
New
$6.21K - $7.21K
49 $8.02K
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
49
New
$6.21K - $7.21K
49 $8.02K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
48
+ 0.98%
$6.08K - $7.06K
4.93K $806K
May 08, 2023 Q1 2023
Truepoint, Inc.

BUY
 -
47
+ 0.58%
$5.96K - $6.91K
8.15K $1.33M
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
44
+ 0.44%
$5.58K - $6.47K
10K $1.64M
Apr 05, 2023 Q1 2023
Rise Advisors, LLC

BUY
 -
43
New
$5.45K - $6.33K
43 $7.04K
Apr 07, 2023 Q1 2023
180 Wealth Advisors, LLC

BUY
 -
43
+ 0.29%
$5.45K - $6.33K
15K $2.45M
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
38
+ 12.62%
$4.82K - $5.59K
339 $55.5K
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
38
+ 0.74%
$4.82K - $5.59K
5.21K $852K
May 05, 2023 Q1 2023
Prairie View Partners, LLC

BUY
 -
38
+ 8.66%
$4.82K - $5.59K
477 $78K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
37
New
$4.69K - $5.44K
37 $6.05K
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
33
+ 660.0%
$4.18K - $4.85K
38 $6.22K
Apr 11, 2023 Q1 2023
Acropolis Investment Management, LLC

BUY
 -
32
+ 0.4%
$4.06K - $4.71K
8.04K $1.32M
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
31
+ 1.07%
$3.93K - $4.56K
2.92K $478K

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