Purchases and Sales Made in Q2 2023 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 2023. 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 08, 2023
Q2 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
2.09M+ 15933.13% |
$267M - $289M
|
2.1M
$365M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.43M+ 126.99% |
$183M - $198M
|
2.56M
$446M
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
741KNew |
$94.7M - $102M
|
741K
$129M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
450K+ 364.87% |
$57.6M - $62.3M
|
574K
$99.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
280K+ 18.72% |
$35.8M - $38.7M
|
1.77M
$309M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
277K+ 2.71% |
$35.4M - $38.3M
|
10.5M
$1.82B
|
|
|
Jul 17, 2023
Q2 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
134K+ 15.14% |
$17.1M - $18.5M
|
1.02M
$177M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 4.17% |
$13.6M - $14.7M
|
2.65M
$462M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
103K+ 3.85% |
$13.2M - $14.3M
|
2.79M
$486M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
73.4K+ 86.26% |
$9.39M - $10.2M
|
159K
$27.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
72.6KNew |
$9.28M - $10M
|
72.6K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
65KNew |
$8.32M - $9M
|
65K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
61.5KNew |
$7.87M - $8.51M
|
61.5K
$10.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.6K+ 6.38% |
$7.63M - $8.25M
|
994K
$173M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
55.8K+ 107.14% |
$7.14M - $7.72M
|
108K
$18.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.1K+ 34.5% |
$6.67M - $7.21M
|
203K
$35.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
47.8K+ 2.32% |
$6.11M - $6.61M
|
2.1M
$367M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
45K+ 11.54% |
$5.76M - $6.23M
|
436K
$75.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
41.9K+ 80.64% |
$5.36M - $5.79M
|
93.8K
$16.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
40.4K+ 11.93% |
$5.17M - $5.59M
|
379K
$66M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
37.5KNew |
$4.79M - $5.19M
|
37.5K
$6.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.2K+ 0.76% |
$4.13M - $4.46M
|
4.28M
$745M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
28.2K+ 9.11% |
$3.61M - $3.9M
|
337K
$58.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
26K+ 15.64% |
$3.32M - $3.59M
|
192K
$33.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24.5K+ 6.8% |
$3.14M - $3.39M
|
385K
$67.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24K+ 6.39% |
$3.07M - $3.32M
|
399K
$69.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
23.6KNew |
$3.02M - $3.26M
|
23.6K
$4.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20.4K+ 21.91% |
$2.61M - $2.82M
|
113K
$19.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
20.3KNew |
$2.59M - $2.81M
|
20.3K
$3.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
19.7K+ 6.72% |
$2.52M - $2.72M
|
312K
$54.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
19.4K+ 105.7% |
$2.48M - $2.68M
|
37.7K
$6.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.3K+ 0.83% |
$2.34M - $2.53M
|
2.22M
$386M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
18.2K+ 25.24% |
$2.33M - $2.52M
|
90.3K
$15.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
17.4K+ 3.99% |
$2.22M - $2.4M
|
452K
$78.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.9K+ 90.66% |
$2.16M - $2.34M
|
35.5K
$6.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
16.7KNew |
$2.13M - $2.3M
|
16.7K
$2.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
16.4KNew |
$2.1M - $2.27M
|
16.4K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
15.2K+ 161.31% |
$1.95M - $2.1M
|
24.6K
$4.29M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15.1KNew |
$1.93M - $2.08M
|
15.1K
$2.62M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
BUY
|
- |
14.1K+ 5.79% |
$1.8M - $1.95M
|
257K
$44.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
14K+ 89.33% |
$1.79M - $1.94M
|
29.7K
$5.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
14K+ 8.0% |
$1.79M - $1.93M
|
188K
$32.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Kwmg, LLC
|
BUY
|
- |
13.2K+ 8.31% |
$1.68M - $1.82M
|
172K
$29.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1K+ 245.59% |
$1.67M - $1.81M
|
18.4K
$3.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
12.7K+ 13.57% |
$1.63M - $1.76M
|
107K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.6K+ 11.02% |
$1.61M - $1.74M
|
127K
$22.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.6K+ 4.59% |
$1.61M - $1.74M
|
286K
$49.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
12.5K+ 4.86% |
$1.6M - $1.73M
|
270K
$47M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.7K+ 5.77% |
$1.5M - $1.62M
|
215K
$37.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.7K+ 55.78% |
$1.5M - $1.62M
|
32.8K
$5.71M
|