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
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.64KNew |
$585K - $710K
|
4.64K
$738K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.52K+ 55.02% |
$570K - $692K
|
12.7K
$2.03M
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
4.35K+ 3.55% |
$549K - $667K
|
127K
$20.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
4.35K+ 49.1% |
$549K - $666K
|
13.2K
$2.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.32KNew |
$546K - $662K
|
4.32K
$688K
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.29K+ 3.96% |
$541K - $656K
|
112K
$17.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.18KNew |
$528K - $641K
|
4.18K
$666K
|
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
4.12K+ 75.78% |
$520K - $632K
|
9.56K
$1.52M
|
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
4.11K+ 140.58% |
$519K - $630K
|
7.04K
$1.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.05K+ 29.25% |
$510K - $620K
|
17.9K
$2.84M
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.04K+ 86.41% |
$510K - $619K
|
8.72K
$1.39M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.96K+ 32.65% |
$500K - $607K
|
16.1K
$2.56M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.92K+ 2.16% |
$495K - $601K
|
186K
$29.6M
|
|
|
Aug 04, 2022
Q2 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
3.9K+ 2.52% |
$492K - $597K
|
158K
$25.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
3.81K+ 25.71% |
$481K - $583K
|
18.6K
$2.96M
|
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
3.8K+ 2.84% |
$480K - $582K
|
137K
$21.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
3.73K+ 8.65% |
$471K - $571K
|
46.8K
$7.46M
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.61K+ 21.69% |
$455K - $552K
|
20.2K
$3.22M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.52K+ 59.77% |
$444K - $539K
|
9.41K
$1.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.42K+ 52.85% |
$432K - $524K
|
9.9K
$1.58M
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
3.37K+ 5.05% |
$425K - $516K
|
70.1K
$11.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.37KNew |
$425K - $516K
|
3.37K
$536K
|
|
|
Jul 22, 2022
Q2 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
3.37K+ 10.44% |
$425K - $516K
|
35.6K
$5.67M
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.24K+ 21.03% |
$409K - $496K
|
18.6K
$2.97M
|
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.12K+ 168.16% |
$393K - $477K
|
4.97K
$791K
|
|
|
Jul 08, 2022
Q2 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
3.11K+ 6.51% |
$392K - $476K
|
50.9K
$8.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.01K+ 32.17% |
$380K - $462K
|
12.4K
$1.97M
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
3K+ 85.93% |
$379K - $460K
|
6.5K
$1.03M
|
|
|
Jul 27, 2022
Q2 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
2.99K+ 28.44% |
$377K - $457K
|
13.5K
$2.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.96K+ 2.89% |
$374K - $454K
|
105K
$16.8M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.92KNew |
$369K - $447K
|
2.92K
$465K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.92KNew |
$368K - $447K
|
2.92K
$464K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.9K+ 81.79% |
$366K - $444K
|
6.45K
$1.03M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.89K+ 3.04% |
$364K - $442K
|
97.8K
$15.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.83K+ 2.23% |
$357K - $434K
|
130K
$20.7M
|
|
|
Jul 14, 2022
Q2 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.81K+ 1.94% |
$355K - $431K
|
148K
$23.5M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.77KNew |
$349K - $424K
|
2.77K
$441K
|
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.76K+ 90.45% |
$348K - $422K
|
5.8K
$924K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.74K+ 115.84% |
$346K - $420K
|
5.11K
$813K
|
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.73K+ 127.93% |
$344K - $417K
|
4.86K
$773K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.7K+ 20.79% |
$340K - $413K
|
15.7K
$2.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
2.67KNew |
$337K - $409K
|
2.67K
$424K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.62K+ 20.84% |
$331K - $402K
|
15.2K
$2.42M
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2.61K+ 1.37% |
$329K - $399K
|
193K
$30.8M
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.42KNew |
$306K - $371K
|
2.42K
$385K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.38K+ 7.44% |
$300K - $364K
|
34.3K
$5.47M
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.36K+ 10.97% |
$298K - $362K
|
23.9K
$3.81M
|
|
|
Jul 21, 2022
Q2 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
2.36K+ 1.8% |
$297K - $361K
|
133K
$21.2M
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
2.36K+ 32.7% |
$297K - $361K
|
9.56K
$1.52M
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.23KNew |
$281K - $341K
|
2.23K
$354K
|