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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-334Closed |
$42.2K - $51.2K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-340- 14.21% |
$42.9K - $52.1K
|
2.05K
$327K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-351- 2.3% |
$44.3K - $53.8K
|
14.9K
$2.37M
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
SELL
|
- |
-364- 6.76% |
$45.9K - $55.8K
|
5.02K
$799K
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-370- 0.87% |
$46.7K - $56.7K
|
42.1K
$6.71M
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-370- 10.13% |
$46.7K - $56.7K
|
3.28K
$522K
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-372- 2.22% |
$46.9K - $57K
|
16.4K
$2.61M
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-386- 15.55% |
$48.7K - $59.1K
|
2.1K
$334K
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-417- 5.45% |
$52.6K - $63.9K
|
7.24K
$1.15M
|
|
Aug 02, 2022
Q2 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-421- 2.99% |
$53.1K - $64.5K
|
13.7K
$2.17M
|
|
Jul 29, 2022
Q2 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-426- 18.85% |
$53.8K - $65.3K
|
1.83K
$292K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-427- 10.09% |
$53.9K - $65.4K
|
3.8K
$605K
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-428- 2.56% |
$54K - $65.6K
|
16.3K
$2.6M
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-430Closed |
$54.3K - $65.9K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-434- 1.01% |
$54.8K - $66.5K
|
42.7K
$6.8M
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-441- 5.74% |
$55.7K - $67.5K
|
7.24K
$1.15M
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-444- 0.76% |
$56K - $68K
|
58K
$9.24M
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-445- 1.63% |
$56.2K - $68.2K
|
26.9K
$4.28M
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-460- 7.81% |
$58.1K - $70.5K
|
5.43K
$864K
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-461- 0.9% |
$58.2K - $70.6K
|
50.8K
$8.09M
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-475- 6.74% |
$59.9K - $72.8K
|
6.57K
$1.05M
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-479- 5.99% |
$60.4K - $73.4K
|
7.52K
$1.2M
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-492- 17.04% |
$62.1K - $75.4K
|
2.4K
$381K
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-500- 44.44% |
$63.1K - $76.6K
|
625
$99.5K
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-505- 1.54% |
$63.7K - $77.4K
|
32.3K
$5.13M
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
SELL
|
- |
-528- 7.48% |
$66.6K - $80.9K
|
6.53K
$1.04M
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-531- 49.26% |
$67K - $81.3K
|
547
$87.1K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-540- 0.86% |
$68.1K - $82.7K
|
61.9K
$9.85M
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-573- 7.29% |
$72.3K - $87.8K
|
7.29K
$1.16M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-573- 7.29% |
$72.3K - $87.8K
|
7.29K
$1.16M
|
|
Jul 08, 2022
Q2 2022
|
First Community Trust Na
|
SELL
|
- |
-578Closed |
$72.9K - $88.5K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-627- 4.5% |
$79.1K - $96K
|
13.3K
$2.12M
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-639- 5.24% |
$80.6K - $97.9K
|
11.5K
$1.84M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-640- 9.71% |
$80.8K - $98K
|
5.95K
$947K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-640- 9.71% |
$80.8K - $98K
|
5.95K
$947K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-643- 5.21% |
$81.1K - $98.5K
|
11.7K
$1.86M
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-644- 5.62% |
$81.3K - $98.6K
|
10.8K
$1.72M
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-681- 8.64% |
$85.9K - $104K
|
7.2K
$1.15M
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-700- 12.67% |
$88.3K - $107K
|
4.83K
$768K
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-708- 32.17% |
$89.3K - $108K
|
1.49K
$238K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-711- 8.1% |
$89.7K - $109K
|
8.07K
$1.28M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-713- 25.32% |
$90K - $109K
|
2.1K
$335K
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-731- 11.25% |
$92.3K - $112K
|
5.77K
$918K
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-780- 10.69% |
$98.4K - $119K
|
6.52K
$1.04M
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-782- 3.65% |
$98.7K - $120K
|
20.7K
$3.29M
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-805- 2.58% |
$102K - $123K
|
30.4K
$4.84M
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-806- 3.69% |
$102K - $123K
|
21K
$3.35M
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-806- 3.69% |
$102K - $123K
|
21K
$3.35M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-814Closed |
$103K - $125K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-826Closed |
$104K - $127K
|
0
$0
|