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 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.67K- 9.97% |
$589K - $715K
|
42.1K
$6.71M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.68K- 1.56% |
$591K - $717K
|
295K
$47M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.76K- 0.73% |
$601K - $729K
|
651K
$104M
|
|
Aug 08, 2022
Q2 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-4.83K- 16.42% |
$609K - $739K
|
24.6K
$3.91M
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-4.97K- 65.57% |
$627K - $760K
|
2.61K
$415K
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-4.97K- 69.7% |
$627K - $761K
|
2.16K
$344K
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-4.98K- 50.67% |
$628K - $762K
|
4.85K
$771K
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-5.33KClosed |
$673K - $817K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-5.33K- 13.68% |
$673K - $817K
|
33.6K
$5.35M
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.48K- 98.23% |
$692K - $840K
|
99
$15.8K
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-5.77KClosed |
$728K - $884K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.93K- 3.37% |
$748K - $908K
|
170K
$27.1M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-6.62KClosed |
$835K - $1.01M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.66KClosed |
$840K - $1.02M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-6.7K- 8.8% |
$845K - $1.03M
|
69.4K
$11M
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-6.87K- 98.16% |
$866K - $1.05M
|
129
$20.5K
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.12KClosed |
$899K - $1.09M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7.54K- 12.17% |
$951K - $1.15M
|
54.4K
$8.66M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.8K- 81.25% |
$984K - $1.19M
|
1.8K
$286K
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-8.28K- 31.98% |
$1.05M - $1.27M
|
17.6K
$2.8M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-8.28K- 49.79% |
$1.05M - $1.27M
|
8.36K
$1.33M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.73K- 84.17% |
$1.1M - $1.34M
|
1.64K
$261K
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-8.82K- 70.76% |
$1.11M - $1.35M
|
3.65K
$580K
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8.86K- 3.14% |
$1.12M - $1.36M
|
273K
$43.5M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-8.89K- 25.05% |
$1.12M - $1.36M
|
26.6K
$4.23M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.95K- 7.62% |
$1.13M - $1.37M
|
109K
$17.3M
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-9.16K- 34.81% |
$1.16M - $1.4M
|
17.2K
$2.73M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-9.3K- 92.17% |
$1.17M - $1.42M
|
790
$126K
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-9.8K- 17.85% |
$1.24M - $1.5M
|
45.1K
$7.18M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 10.77% |
$1.28M - $1.56M
|
84.4K
$13.4M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-11.4K- 3.87% |
$1.44M - $1.75M
|
284K
$45.1M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.8K- 19.32% |
$1.49M - $1.81M
|
49.4K
$7.86M
|
|
Jul 29, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-12.5K- 78.26% |
$1.58M - $1.91M
|
3.47K
$553K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.1K- 13.83% |
$1.77M - $2.15M
|
87.6K
$13.9M
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14.4K- 1.75% |
$1.81M - $2.2M
|
808K
$129M
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-15.9K- 8.36% |
$2.01M - $2.44M
|
174K
$27.8M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16K- 19.32% |
$2.01M - $2.44M
|
66.7K
$10.6M
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-16.2K- 12.16% |
$2.04M - $2.48M
|
117K
$18.6M
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-17.3K- 50.22% |
$2.18M - $2.65M
|
17.1K
$2.72M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-17.4K- 72.13% |
$2.2M - $2.67M
|
6.74K
$1.07M
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-17.5K- 24.5% |
$2.21M - $2.69M
|
54.1K
$8.6M
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-18.7KClosed |
$2.36M - $2.87M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-20.8K- 1.94% |
$2.62M - $3.18M
|
1.05M
$167M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-21.7K- 88.57% |
$2.74M - $3.33M
|
2.8K
$446K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-23.6K- 8.32% |
$2.97M - $3.61M
|
260K
$41.3M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.5K- 8.57% |
$3.1M - $3.76M
|
262K
$41.7M
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-25K- 44.47% |
$3.16M - $3.83M
|
31.2K
$4.97M
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-26.5KClosed |
$3.34M - $4.05M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.9K- 0.83% |
$3.4M - $4.12M
|
3.22M
$512M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-28.4KClosed |
$3.58M - $4.35M
|
0
$0
|