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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-28- 0.65% |
$3.58K - $3.87K
|
4.29K
$732K
|
|
Jul 20, 2023
Q2 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-29- 0.69% |
$3.71K - $4.01K
|
4.19K
$716K
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-30- 1.91% |
$3.84K - $4.15K
|
1.54K
$263K
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-31- 0.2% |
$3.97K - $4.29K
|
15.5K
$2.64M
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-31- 15.58% |
$3.97K - $4.29K
|
168
$28.7K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-33- 86.84% |
$4.22K - $4.57K
|
5
$854
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-33- 0.13% |
$4.22K - $4.57K
|
25.3K
$4.32M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-34- 2.35% |
$4.35K - $4.7K
|
1.42K
$242K
|
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-35- 9.92% |
$4.48K - $4.84K
|
318
$54.3K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-37- 0.75% |
$4.73K - $5.12K
|
4.92K
$840K
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-39- 0.16% |
$4.99K - $5.4K
|
24.3K
$4.14M
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-39- 0.7% |
$4.99K - $5.4K
|
5.57K
$951K
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-40- 2.62% |
$5.12K - $5.54K
|
1.49K
$254K
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-44- 1.57% |
$5.63K - $6.09K
|
2.77K
$472K
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-44- 0.18% |
$5.63K - $6.09K
|
24.2K
$4.13M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-45- 34.09% |
$5.76K - $6.23K
|
87
$14.9K
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-45- 2.44% |
$5.76K - $6.23K
|
1.8K
$308K
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-46- 1.13% |
$5.88K - $6.37K
|
4.02K
$687K
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-47- 2.06% |
$6.01K - $6.5K
|
2.23K
$381K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-48- 1.29% |
$6.14K - $6.64K
|
3.69K
$629K
|
|
Aug 01, 2023
Q2 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-50- 0.53% |
$6.4K - $6.92K
|
9.38K
$1.6M
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-51- 0.3% |
$6.52K - $7.06K
|
16.8K
$2.88M
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-52- 0.55% |
$6.65K - $7.2K
|
9.44K
$1.61M
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-52- 2.58% |
$6.65K - $7.2K
|
1.96K
$335K
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-53- 0.61% |
$6.78K - $7.33K
|
8.59K
$1.47M
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-54- 84.38% |
$6.91K - $7.47K
|
10
$1.71K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-55- 5.64% |
$7.04K - $7.61K
|
920
$157K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-59- 1.89% |
$7.55K - $8.16K
|
3.06K
$522K
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-61- 2.33% |
$7.8K - $8.44K
|
2.55K
$436K
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-65- 0.36% |
$8.31K - $8.99K
|
18K
$3.08M
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-65- 2.74% |
$8.31K - $8.99K
|
2.31K
$394K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-75- 0.89% |
$9.59K - $10.4K
|
8.37K
$1.43M
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-79- 0.63% |
$10.1K - $10.9K
|
12.5K
$2.14M
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-80- 0.46% |
$10.2K - $11.1K
|
17.4K
$2.97M
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-80- 0.46% |
$10.2K - $11.1K
|
17.4K
$2.97M
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-80- 0.78% |
$10.2K - $11.1K
|
10.1K
$1.73M
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-80- 1.81% |
$10.2K - $11.1K
|
4.34K
$742K
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-81- 0.59% |
$10.4K - $11.2K
|
13.5K
$2.31M
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-81- 2.49% |
$10.4K - $11.2K
|
3.17K
$542K
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-84- 2.88% |
$10.7K - $11.6K
|
2.84K
$485K
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-87- 0.58% |
$11.1K - $12K
|
14.9K
$2.55M
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-88- 4.04% |
$11.3K - $12.2K
|
2.09K
$357K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-89- 6.09% |
$11.4K - $12.3K
|
1.37K
$234K
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-94- 5.89% |
$12K - $13K
|
1.5K
$257K
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-95- 2.26% |
$12.2K - $13.1K
|
4.11K
$701K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-99- 2.01% |
$12.7K - $13.7K
|
4.83K
$825K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-107- 3.19% |
$13.7K - $14.8K
|
3.25K
$554K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-107- 2.2% |
$13.7K - $14.8K
|
4.75K
$811K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-113- 0.45% |
$14.5K - $15.6K
|
25.1K
$4.29M
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-115- 6.09% |
$14.7K - $15.9K
|
1.77K
$303K
|