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
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-842- 8.4% |
$106K - $129K
|
9.19K
$1.46M
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-845- 5.09% |
$107K - $129K
|
15.7K
$2.51M
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-855- 1.04% |
$108K - $131K
|
81K
$12.9M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-878- 2.89% |
$111K - $134K
|
29.5K
$4.7M
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-884- 0.62% |
$112K - $135K
|
141K
$22.5M
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-899- 1.35% |
$113K - $138K
|
65.9K
$10.5M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-953- 20.67% |
$120K - $146K
|
3.66K
$582K
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-954- 8.45% |
$120K - $146K
|
10.3K
$1.64M
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.04K- 6.15% |
$131K - $159K
|
15.9K
$2.53M
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.05K- 10.9% |
$132K - $160K
|
8.55K
$1.36M
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-1.07K- 4.47% |
$135K - $164K
|
22.8K
$3.63M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.09K- 12.93% |
$137K - $167K
|
7.34K
$1.17M
|
|
Aug 10, 2022
Q2 2022
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-1.09K- 5.68% |
$138K - $167K
|
18.1K
$2.88M
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-1.11K- 1.09% |
$140K - $170K
|
101K
$16.1M
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.11K- 15.91% |
$141K - $171K
|
5.89K
$937K
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.12K- 2.41% |
$141K - $172K
|
45.4K
$7.23M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.2K- 2.76% |
$151K - $183K
|
42.3K
$6.73M
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-1.31K- 1.18% |
$165K - $200K
|
109K
$17.4M
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.34KClosed |
$170K - $206K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.34KClosed |
$170K - $206K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.35KClosed |
$170K - $206K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.36KClosed |
$172K - $209K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.37K- 1.35% |
$173K - $210K
|
100K
$16M
|
|
Aug 10, 2022
Q2 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.38KClosed |
$174K - $212K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.38KClosed |
$175K - $212K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.39KClosed |
$175K - $213K
|
0
$0
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.39KClosed |
$176K - $213K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.39KClosed |
$176K - $213K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-1.39KClosed |
$176K - $213K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.41KClosed |
$177K - $215K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.41K- 17.44% |
$178K - $216K
|
6.67K
$1.06M
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.41K- 29.48% |
$178K - $216K
|
3.38K
$538K
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.42K- 9.09% |
$179K - $217K
|
14.2K
$2.25M
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.42KClosed |
$179K - $217K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.43KClosed |
$180K - $219K
|
0
$0
|
|
Aug 26, 2022
Q2 2022
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.43K- 2.6% |
$180K - $219K
|
53.6K
$8.52M
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-1.43KClosed |
$181K - $219K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.47K- 2.27% |
$185K - $225K
|
63.1K
$10M
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.47KClosed |
$185K - $225K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.49K- 7.27% |
$187K - $227K
|
18.9K
$3.01M
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.49KClosed |
$188K - $228K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.5KClosed |
$189K - $230K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.5KClosed |
$190K - $230K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.52KClosed |
$191K - $232K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.52K- 1.56% |
$192K - $233K
|
95.8K
$15.3M
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.53KClosed |
$193K - $234K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-1.53K- 2.62% |
$194K - $235K
|
57.1K
$9.09M
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.54KClosed |
$194K - $236K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.57KClosed |
$198K - $240K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 0.64% |
$199K - $241K
|
244K
$38.8M
|