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 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
201+ 1.72% |
$25.4K - $30.8K
|
11.9K
$1.89M
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
200+ 3.35% |
$25.2K - $30.6K
|
6.17K
$982K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
196+ 4.1% |
$24.7K - $30K
|
4.98K
$792K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
193+ 6.5% |
$24.4K - $29.6K
|
3.16K
$503K
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
192+ 7.05% |
$24.2K - $29.4K
|
2.91K
$464K
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
188+ 1.54% |
$23.7K - $28.8K
|
12.4K
$1.98M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
186+ 4.42% |
$23.5K - $28.5K
|
4.4K
$700K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
184+ 9.63% |
$23.2K - $28.2K
|
2.09K
$333K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
173+ 0.53% |
$21.8K - $26.5K
|
33.1K
$5.27M
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
BUY
|
- |
171+ 5.2% |
$21.6K - $26.2K
|
3.46K
$551K
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
168New |
$21.2K - $25.7K
|
168
$26.7K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
168+ 73.04% |
$21.2K - $25.7K
|
398
$63.3K
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
167+ 0.96% |
$21.1K - $25.6K
|
17.6K
$2.8M
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
165+ 2.13% |
$20.8K - $25.3K
|
7.9K
$1.26M
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
165+ 2.13% |
$20.8K - $25.3K
|
7.9K
$1.26M
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
164+ 27.94% |
$20.7K - $25.1K
|
751
$120K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
163New |
$20.6K - $25K
|
163
$25.9K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
157+ 4.23% |
$19.8K - $24K
|
3.87K
$616K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
140New |
$17.7K - $21.4K
|
140
$22.3K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
140+ 33.98% |
$17.7K - $21.4K
|
552
$87.9K
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
133+ 5.82% |
$16.8K - $20.4K
|
2.42K
$385K
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
125+ 8.74% |
$15.8K - $19.1K
|
1.56K
$248K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
122+ 2.44% |
$15.4K - $18.7K
|
5.13K
$816K
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
BUY
|
- |
111+ 1.69% |
$14K - $17K
|
6.68K
$1.06M
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
111+ 1.7% |
$14K - $17K
|
6.63K
$1.06M
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
105+ 2.36% |
$13.3K - $16.1K
|
4.55K
$725K
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
100+ 12.05% |
$12.6K - $15.3K
|
930
$148K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
97+ 4.05% |
$12.2K - $14.9K
|
2.5K
$397K
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
97+ 14.72% |
$12.2K - $14.9K
|
756
$120K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
90+ 2.37% |
$11.4K - $13.8K
|
3.89K
$619K
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
89+ 0.16% |
$11.2K - $13.6K
|
56.3K
$8.96M
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
88New |
$11.1K - $13.5K
|
88
$14K
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
BUY
|
- |
84+ 4.21% |
$10.6K - $12.9K
|
2.08K
$331K
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
82+ 20.5% |
$10.3K - $12.6K
|
482
$76.7K
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
82+ 0.69% |
$10.3K - $12.6K
|
12K
$1.91M
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
80+ 94.12% |
$10.1K - $12.3K
|
165
$26.3K
|
|
Jul 19, 2022
Q2 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
79+ 0.45% |
$9.97K - $12.1K
|
17.7K
$2.82M
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
74+ 84.09% |
$9.34K - $11.3K
|
162
$25.8K
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
68+ 2.44% |
$8.58K - $10.4K
|
2.86K
$455K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
67+ 4.23% |
$8.46K - $10.3K
|
1.65K
$263K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
66+ 0.57% |
$8.33K - $10.1K
|
11.6K
$1.85M
|
|
Aug 15, 2022
Q2 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
60+ 0.53% |
$7.57K - $9.19K
|
11.4K
$1.82M
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
59+ 3.07% |
$7.45K - $9.04K
|
1.98K
$315K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
52+ 34.67% |
$6.56K - $7.96K
|
202
$32.2K
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
52+ 1.55% |
$6.56K - $7.96K
|
3.4K
$541K
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
50New |
$6.31K - $7.66K
|
50
$7.96K
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
50+ 0.44% |
$6.31K - $7.66K
|
11.5K
$1.82M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
49+ 5.37% |
$6.18K - $7.51K
|
962
$153K
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
46New |
$5.81K - $7.05K
|
46
$7.32K
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
44+ 0.33% |
$5.55K - $6.74K
|
13.3K
$2.12M
|