Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-39- 1.75% |
$4.92K - $5.97K
|
2.19K
$348K
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-41Closed |
$5.17K - $6.28K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-43- 0.34% |
$5.43K - $6.59K
|
12.6K
$2M
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-43- 2.69% |
$5.43K - $6.59K
|
1.56K
$248K
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-47- 0.31% |
$5.93K - $7.2K
|
15.2K
$2.43M
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-48- 0.53% |
$6.06K - $7.35K
|
8.96K
$1.43M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-49- 0.43% |
$6.18K - $7.51K
|
11.3K
$1.8M
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-50- 19.46% |
$6.31K - $7.66K
|
207
$32.9K
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-54- 1.89% |
$6.81K - $8.27K
|
2.8K
$445K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-57- 0.22% |
$7.19K - $8.73K
|
26K
$4.14M
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-58- 2.78% |
$7.32K - $8.88K
|
2.03K
$323K
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-59- 1.98% |
$7.45K - $9.04K
|
2.93K
$466K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-61- 1.42% |
$7.7K - $9.34K
|
4.22K
$672K
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-61- 0.73% |
$7.7K - $9.34K
|
8.3K
$1.32M
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-67- 3.53% |
$8.46K - $10.3K
|
1.83K
$291K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-70- 1.04% |
$8.83K - $10.7K
|
6.67K
$1.06M
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-71- 0.67% |
$8.96K - $10.9K
|
10.5K
$1.66M
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-71- 0.32% |
$8.96K - $10.9K
|
22.4K
$3.56M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-72- 10.54% |
$9.09K - $11K
|
611
$97.2K
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-73- 3.06% |
$9.21K - $11.2K
|
2.31K
$368K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-75Closed |
$9.47K - $11.5K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-76Closed |
$9.59K - $11.6K
|
0
$0
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-79- 34.35% |
$9.97K - $12.1K
|
151
$24K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-79- 7.95% |
$9.97K - $12.1K
|
915
$146K
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-81- 1.72% |
$10.2K - $12.4K
|
4.64K
$738K
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-83- 2.03% |
$10.5K - $12.7K
|
4K
$636K
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-95- 4.53% |
$12K - $14.6K
|
2K
$318K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-99- 1.45% |
$12.5K - $15.2K
|
6.71K
$1.07M
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-100- 5.39% |
$12.6K - $15.3K
|
1.76K
$279K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-100Closed |
$12.6K - $15.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
$12.6K - $15.3K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-100- 0.92% |
$12.6K - $15.3K
|
10.8K
$1.71M
|
|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-101- 1.33% |
$12.7K - $15.5K
|
7.49K
$1.19M
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-101- 5.44% |
$12.7K - $15.5K
|
1.76K
$279K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-104- 3.32% |
$13.1K - $15.9K
|
3.03K
$482K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-107- 17.34% |
$13.5K - $16.4K
|
510
$81.2K
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-107- 1.86% |
$13.5K - $16.4K
|
5.64K
$898K
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-108- 1.25% |
$13.6K - $16.5K
|
8.5K
$1.35M
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-110- 1.32% |
$13.9K - $16.8K
|
8.25K
$1.31M
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-111- 96.52% |
$14K - $17K
|
4
$637
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-112- 5.28% |
$14.1K - $17.2K
|
2.01K
$320K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-112- 0.31% |
$14.1K - $17.2K
|
35.8K
$5.7M
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
SELL
|
- |
-113- 1.86% |
$14.3K - $17.3K
|
5.96K
$949K
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-113- 2.97% |
$14.3K - $17.3K
|
3.69K
$587K
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-114- 1.99% |
$14.4K - $17.5K
|
5.63K
$895K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-116- 1.21% |
$14.6K - $17.8K
|
9.44K
$1.5M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-116- 16.84% |
$14.6K - $17.8K
|
573
$91.2K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-118Closed |
$14.9K - $18.1K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Zeit Capital LLC
|
SELL
|
- |
-119- 0.39% |
$15K - $18.2K
|
30.6K
$4.87M
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-122- 6.61% |
$15.4K - $18.7K
|
1.73K
$275K
|