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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.05K+ 24.25% |
$133K - $161K
|
5.4K
$859K
|
|
Sep 15, 2023
Q2 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.05K+ 13.11% |
$133K - $161K
|
9.06K
$1.44M
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.01K+ 5.23% |
$128K - $155K
|
20.4K
$3.24M
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
997+ 0.45% |
$126K - $153K
|
223K
$35.4M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
994+ 5.84% |
$125K - $152K
|
18K
$2.86M
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
975+ 9.66% |
$123K - $149K
|
11.1K
$1.76M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
974+ 20.97% |
$123K - $149K
|
5.62K
$894K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
970New |
$122K - $149K
|
970
$154K
|
|
Jan 25, 2023
Q2 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
964+ 5.29% |
$122K - $148K
|
19.2K
$3.05M
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
923New |
$116K - $141K
|
923
$147K
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
921+ 29.59% |
$116K - $141K
|
4.03K
$642K
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
910+ 1.11% |
$115K - $139K
|
82.7K
$13.2M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
909+ 1.97% |
$115K - $139K
|
47K
$7.49M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
905+ 30.82% |
$114K - $139K
|
3.84K
$611K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
898+ 1.47% |
$113K - $138K
|
61.9K
$9.85M
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
897+ 20.91% |
$113K - $137K
|
5.19K
$826K
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
BUY
|
- |
887+ 3.05% |
$112K - $136K
|
30K
$4.77M
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
865+ 18.51% |
$109K - $132K
|
5.54K
$881K
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
852+ 10.78% |
$108K - $131K
|
8.75K
$1.39M
|
|
Aug 08, 2022
Q2 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
845+ 2.3% |
$107K - $129K
|
37.5K
$5.97M
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
808+ 5.16% |
$102K - $124K
|
16.5K
$2.62M
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
796+ 1.35% |
$100K - $122K
|
59.8K
$9.51M
|
|
Jul 21, 2022
Q2 2022
|
Darrow Company, Inc.
|
BUY
|
- |
784New |
$98.9K - $120K
|
784
$125K
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
779+ 1.34% |
$98.3K - $119K
|
59K
$9.4M
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
771+ 7.41% |
$97.3K - $118K
|
11.2K
$1.78M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
756+ 5.38% |
$95.4K - $116K
|
14.8K
$2.36M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
723+ 8.12% |
$91.2K - $111K
|
9.63K
$1.53M
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
710+ 251.77% |
$89.6K - $109K
|
992
$158K
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
689+ 18.29% |
$87K - $106K
|
4.46K
$709K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
679+ 31.76% |
$85.7K - $104K
|
2.82K
$448K
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
673+ 12.39% |
$84.9K - $103K
|
6.11K
$972K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
672+ 10.63% |
$84.8K - $103K
|
6.99K
$1.11M
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
649+ 0.97% |
$81.9K - $99.4K
|
67.8K
$10.8M
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
625+ 15.18% |
$78.9K - $95.7K
|
4.74K
$755K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
601+ 4.04% |
$75.8K - $92.1K
|
15.5K
$2.47M
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
580+ 2.79% |
$73.2K - $88.8K
|
21.4K
$3.4M
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
553+ 8.06% |
$69.8K - $84.7K
|
7.42K
$1.18M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
548+ 17.24% |
$69.2K - $83.9K
|
3.73K
$593K
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
BUY
|
- |
540+ 22.01% |
$68.1K - $82.7K
|
2.99K
$476K
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
535New |
$67.5K - $81.9K
|
535
$85.2K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
533+ 96.04% |
$67.3K - $81.6K
|
1.09K
$173K
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
530+ 1.63% |
$66.9K - $81.2K
|
33K
$5.25M
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
530+ 35.4% |
$66.9K - $81.2K
|
2.03K
$323K
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
521+ 16.24% |
$65.8K - $79.8K
|
3.73K
$594K
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
519+ 25.33% |
$65.5K - $79.5K
|
2.57K
$409K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
510+ 3400.0% |
$64.4K - $78.1K
|
525
$83.6K
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
510+ 25.12% |
$64.4K - $78.1K
|
2.54K
$404K
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
504+ 29.8% |
$63.6K - $77.2K
|
2.2K
$349K
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
495+ 14.72% |
$62.5K - $75.8K
|
3.86K
$614K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
488+ 0.89% |
$61.6K - $74.7K
|
55.4K
$8.81M
|