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 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44+ 1.25% |
$5.55K - $6.74K
|
3.57K
$567K
|
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
44+ 1.54% |
$5.55K - $6.74K
|
2.9K
$461K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
43New |
$5.43K - $6.59K
|
43
$6.84K
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
43+ 1.27% |
$5.43K - $6.59K
|
3.43K
$546K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
41New |
$5.17K - $6.28K
|
41
$6.53K
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
BUY
|
- |
40+ 0.5% |
$5.05K - $6.13K
|
7.98K
$1.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
39New |
$4.92K - $5.97K
|
39
$6.21K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
38+ 7.8% |
$4.8K - $5.82K
|
525
$83.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
38+ 0.11% |
$4.8K - $5.82K
|
33.7K
$5.36M
|
|
|
Aug 04, 2022
Q2 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
36+ 1.16% |
$4.54K - $5.51K
|
3.14K
$500K
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
34New |
$4.29K - $5.21K
|
34
$5.41K
|
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
BUY
|
- |
33+ 12.74% |
$4.16K - $5.05K
|
292
$46.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
32+ 1.78% |
$4.04K - $4.9K
|
1.83K
$291K
|
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
31+ 1.23% |
$3.91K - $4.75K
|
2.56K
$407K
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
27+ 0.99% |
$3.41K - $4.14K
|
2.75K
$437K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
26+ 0.33% |
$3.28K - $3.98K
|
7.88K
$1.25M
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
26+ 0.45% |
$3.28K - $3.98K
|
5.82K
$926K
|
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
BUY
|
- |
23+ 0.08% |
$2.9K - $3.52K
|
28K
$4.45M
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
22New |
$2.78K - $3.37K
|
22
$3.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
22+ 0.75% |
$2.78K - $3.37K
|
2.94K
$468K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
21+ 5.04% |
$2.65K - $3.22K
|
438
$69.7K
|
|
|
Jul 06, 2022
Q2 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
20+ 0.91% |
$2.52K - $3.06K
|
2.23K
$354K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
20+ 5.26% |
$2.52K - $3.06K
|
400
$63.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
19+ 0.45% |
$2.4K - $2.91K
|
4.24K
$675K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
18New |
$2.27K - $2.76K
|
18
$2.86K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 1.43% |
$2.02K - $2.45K
|
1.13K
$180K
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
15+ 3.25% |
$1.89K - $2.3K
|
477
$75.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
14New |
$1.77K - $2.14K
|
14
$2.23K
|
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
14+ 0.67% |
$1.77K - $2.14K
|
2.1K
$335K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12New |
$1.51K - $1.84K
|
12
$1.91K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
12+ 0.53% |
$1.51K - $1.84K
|
2.29K
$365K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
12+ 2.88% |
$1.51K - $1.84K
|
428
$68.1K
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
12+ 0.36% |
$1.51K - $1.84K
|
3.32K
$529K
|
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
11+ 0.12% |
$1.39K - $1.68K
|
9.28K
$1.48M
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10+ 0.23% |
$1.26K - $1.53K
|
4.35K
$692K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9+ 300.0% |
$1.14K - $1.38K
|
12
$1.91K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9+ 0.11% |
$1.14K - $1.38K
|
7.96K
$1.27M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
9+ 0.24% |
$1.14K - $1.38K
|
3.76K
$598K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
8New |
$1.01K - $1.23K
|
8
$1.27K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
8+ 0.19% |
$1.01K - $1.23K
|
4.3K
$684K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
8+ 1.2% |
$1.01K - $1.23K
|
676
$108K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.45% |
$883 - $1.07K
|
1.55K
$247K
|
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
7+ 0.36% |
$883 - $1.07K
|
1.94K
$308K
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7+ 0.34% |
$883 - $1.07K
|
2.05K
$326K
|
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6+ 0.24% |
$757 - $919
|
2.53K
$402K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
6+ 0.45% |
$757 - $919
|
1.34K
$214K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 20.0% |
$631 - $766
|
30
$4.77K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.51% |
$631 - $766
|
991
$158K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 0.52% |
$631 - $766
|
970
$154K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
4New |
$505 - $613
|
4
$637
|