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
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.3K+ 54.0% |
$2.06M - $2.5M
|
46.6K
$7.41M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
16.3K+ 73.45% |
$2.06M - $2.5M
|
38.5K
$6.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.8K+ 4.57% |
$1.86M - $2.26M
|
338K
$53.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7K+ 3.59% |
$1.73M - $2.09M
|
394K
$62.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
13.3K+ 16.6% |
$1.68M - $2.04M
|
93.5K
$14.9M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
13.2KNew |
$1.67M - $2.02M
|
13.2K
$2.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.8K+ 9.79% |
$1.61M - $1.95M
|
143K
$22.8M
|
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
12.5K+ 355.2% |
$1.57M - $1.91M
|
16K
$2.54M
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12.4K+ 39.52% |
$1.57M - $1.91M
|
43.9K
$6.99M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 1.1% |
$1.53M - $1.86M
|
1.11M
$177M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.8K+ 201.65% |
$1.49M - $1.81M
|
17.7K
$2.82M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
11.5K+ 0.48% |
$1.45M - $1.76M
|
2.39M
$381M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11.4K+ 18.09% |
$1.44M - $1.75M
|
74.6K
$11.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.1K+ 2.89% |
$1.4M - $1.7M
|
395K
$62.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
11KNew |
$1.38M - $1.68M
|
11K
$1.74M
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
10.9K+ 28.38% |
$1.38M - $1.68M
|
49.5K
$7.88M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.3K+ 230.61% |
$1.3M - $1.58M
|
14.8K
$2.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.1K+ 20.49% |
$1.27M - $1.54M
|
59.2K
$9.43M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10K+ 32.6% |
$1.26M - $1.53M
|
40.7K
$6.48M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
9.54K+ 20.87% |
$1.2M - $1.46M
|
55.3K
$8.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
9.3KNew |
$1.17M - $1.43M
|
9.3K
$1.48M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9.15K+ 26.66% |
$1.15M - $1.4M
|
43.5K
$6.92M
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
8.99K+ 122.43% |
$1.13M - $1.38M
|
16.3K
$2.6M
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
8.97K+ 42.96% |
$1.13M - $1.37M
|
29.8K
$4.75M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
8.95K+ 12.12% |
$1.13M - $1.37M
|
82.8K
$13.2M
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
7.71K+ 2.82% |
$973K - $1.18M
|
281K
$44.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
7.52K+ 36.0% |
$949K - $1.15M
|
28.4K
$4.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.48K+ 6.54% |
$944K - $1.15M
|
122K
$19.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
7.18K+ 58.82% |
$906K - $1.1M
|
19.4K
$3.08M
|
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
7.08K+ 9.55% |
$893K - $1.08M
|
81.2K
$12.9M
|
|
|
Mar 24, 2023
Q2 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
7.02K+ 7.82% |
$886K - $1.08M
|
96.9K
$15.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.94K+ 12851.85% |
$876K - $1.06M
|
6.99K
$1.11M
|
|
|
Jul 15, 2022
Q2 2022
|
Olio Financial Planning
|
BUY
|
- |
6.79K+ 21.53% |
$857K - $1.04M
|
38.3K
$6.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
6.62KNew |
$835K - $1.01M
|
6.62K
$1.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.42K+ 18.12% |
$810K - $983K
|
41.8K
$6.66M
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
6.27K+ 9.57% |
$792K - $961K
|
71.8K
$11.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.21K+ 9.13% |
$784K - $952K
|
74.3K
$11.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.98K+ 16.38% |
$754K - $915K
|
42.5K
$6.76M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.96K+ 40.67% |
$752K - $913K
|
20.6K
$3.28M
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.66K+ 47.06% |
$714K - $866K
|
17.7K
$2.81M
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.63KNew |
$710K - $862K
|
5.63K
$895K
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.59K+ 61.7% |
$705K - $856K
|
14.6K
$2.33M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5.58KNew |
$705K - $855K
|
5.58K
$889K
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
5.55K+ 3.85% |
$701K - $851K
|
150K
$23.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.28K+ 17.71% |
$666K - $808K
|
35.1K
$5.58M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.19K+ 14.24% |
$655K - $794K
|
41.6K
$6.62M
|
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.13KNew |
$648K - $786K
|
5.13K
$817K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.97K+ 5.33% |
$627K - $761K
|
98.2K
$15.6M
|
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
4.85KNew |
$612K - $743K
|
4.85K
$772K
|
|
|
Aug 15, 2022
Q2 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
4.64K+ 197.24% |
$586K - $711K
|
7K
$1.11M
|