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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 20.0% |
$631 - $766
|
30
$5.23K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 0.52% |
$631 - $766
|
970
$169K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.51% |
$631 - $766
|
991
$173K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
4New |
$505 - $613
|
4
$697
|
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
BUY
|
- |
4+ 0.03% |
$505 - $613
|
12K
$2.09M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
4New |
$505 - $613
|
4
$697
|
|
|
Aug 08, 2022
Q2 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
3+ 0.15% |
$379 - $460
|
2.05K
$357K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.42% |
$379 - $460
|
712
$124K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
3+ 6.38% |
$379 - $460
|
50
$8.71K
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3+ 0.15% |
$379 - $460
|
2.05K
$357K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3New |
$379 - $460
|
3
$523
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2+ 0.03% |
$252 - $306
|
5.99K
$1.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2+ 0.0% |
$252 - $306
|
54.3K
$9.45M
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.06% |
$252 - $306
|
3.2K
$558K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
2+ 0.08% |
$252 - $306
|
2.65K
$462K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.08% |
$252 - $306
|
2.65K
$462K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.29% |
$126 - $153
|
351
$61.1K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.11% |
$126 - $153
|
923
$161K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 2.04% |
$126 - $153
|
50
$8.71K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$126 - $153
|
27.2K
$4.74M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1Closed |
$126 - $153
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-2- -0.0% |
$252 - $306
|
97K
$16.9M
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3Closed |
$379 - $460
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-3Closed |
$379 - $460
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3Closed |
$379 - $460
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3- 0.19% |
$379 - $460
|
1.58K
$275K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5- 0.1% |
$631 - $766
|
5.05K
$879K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5Closed |
$631 - $766
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5- 0.37% |
$631 - $766
|
1.35K
$235K
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6- 0.32% |
$757 - $919
|
1.89K
$330K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-7Closed |
$883 - $1.07K
|
0
$0
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-7- 1.5% |
$883 - $1.07K
|
460
$80.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7- 0.12% |
$883 - $1.07K
|
5.88K
$1.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-8- 23.53% |
$1.01K - $1.23K
|
26
$4.53K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-10- 62.5% |
$1.26K - $1.53K
|
6
$1.05K
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-12- 30.77% |
$1.51K - $1.84K
|
27
$4.7K
|
|
|
Aug 15, 2022
Q2 2022
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-12- 0.14% |
$1.51K - $1.84K
|
8.36K
$1.46M
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-15- 0.16% |
$1.89K - $2.3K
|
9.37K
$1.63M
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
SELL
|
- |
-17Closed |
$2.15K - $2.6K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-20- 0.37% |
$2.52K - $3.06K
|
5.34K
$930K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-20- 1.09% |
$2.52K - $3.06K
|
1.82K
$317K
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-20- 0.61% |
$2.52K - $3.06K
|
3.23K
$563K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-20- 0.51% |
$2.52K - $3.06K
|
3.92K
$682K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-22- 0.5% |
$2.78K - $3.37K
|
4.37K
$762K
|
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-23- 0.55% |
$2.9K - $3.52K
|
4.16K
$724K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-23- 1.25% |
$2.9K - $3.52K
|
1.82K
$316K
|
|
|
Oct 01, 2025
Q2 2022
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-23- 1.54% |
$2.9K - $3.52K
|
1.47K
$256K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-25Closed |
$3.16K - $3.83K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-25- 7.18% |
$3.16K - $3.83K
|
323
$56.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-27- 4.98% |
$3.41K - $4.14K
|
515
$89.7K
|