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 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 4.93% |
$203K - $246K
|
31K
$4.93M
|
|
Aug 04, 2022
Q2 2022
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-1.61KClosed |
$203K - $246K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.62KClosed |
$204K - $248K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.64K- 5.91% |
$207K - $251K
|
26.1K
$4.15M
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.64KClosed |
$207K - $251K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.64K- 4.87% |
$207K - $252K
|
32.1K
$5.11M
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.68KClosed |
$212K - $257K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.71K- 4.62% |
$216K - $263K
|
35.4K
$5.63M
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.72K- 46.61% |
$217K - $263K
|
1.97K
$313K
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.73K- 9.43% |
$219K - $266K
|
16.7K
$2.65M
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.74KClosed |
$220K - $267K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.78K- 20.49% |
$225K - $272K
|
6.91K
$1.1M
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.82K- 14.57% |
$229K - $278K
|
10.6K
$1.69M
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.85KClosed |
$234K - $284K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.85KClosed |
$234K - $284K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-1.85K- 35.51% |
$234K - $284K
|
3.36K
$535K
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 14.72% |
$238K - $288K
|
10.9K
$1.74M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.9K- 36.62% |
$239K - $290K
|
3.28K
$522K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.96K- 9.72% |
$247K - $300K
|
18.2K
$2.9M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.08KClosed |
$262K - $318K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.09KClosed |
$264K - $320K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.15K- 0.58% |
$271K - $329K
|
369K
$58.7M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.2K- 17.13% |
$278K - $337K
|
10.6K
$1.69M
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.21K- 41.33% |
$279K - $339K
|
3.14K
$500K
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-2.25KClosed |
$284K - $344K
|
0
$0
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.27K- 22.44% |
$287K - $348K
|
7.86K
$1.25M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.29KClosed |
$289K - $350K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.43K- 5.45% |
$307K - $372K
|
42.2K
$6.71M
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-2.45K- 85.76% |
$309K - $375K
|
406
$64.6K
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-2.51K- 2.25% |
$317K - $385K
|
109K
$17.4M
|
|
Jul 18, 2022
Q2 2022
|
First United Bank & Trust
|
SELL
|
- |
-2.63K- 7.53% |
$332K - $403K
|
32.3K
$5.14M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.68KClosed |
$339K - $411K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.72K- 7.94% |
$343K - $416K
|
31.5K
$5.02M
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.81K- 12.23% |
$354K - $430K
|
20.2K
$3.21M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-2.9KClosed |
$366K - $445K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.08KClosed |
$389K - $472K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.15KClosed |
$398K - $483K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.2KClosed |
$403K - $490K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.33K- 67.05% |
$420K - $510K
|
1.64K
$260K
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.34KClosed |
$422K - $512K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.41KClosed |
$430K - $522K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-3.55K- 31.2% |
$448K - $544K
|
7.83K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.57K- 21.0% |
$450K - $546K
|
13.4K
$2.14M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.75K- 8.84% |
$474K - $575K
|
38.7K
$6.16M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.82K- 67.96% |
$482K - $585K
|
1.8K
$287K
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-4.12K- 2.28% |
$520K - $631K
|
177K
$28.1M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.18KClosed |
$528K - $641K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-4.23K- 17.44% |
$534K - $648K
|
20K
$3.19M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-4.28K- 3.27% |
$540K - $655K
|
127K
$20.1M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.37KClosed |
$552K - $670K
|
0
$0
|