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 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-116- 0.23% |
$14.8K - $16.1K
|
51.4K
$8.78M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-118- 5.35% |
$15.1K - $16.3K
|
2.09K
$356K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-119- 2.26% |
$15.2K - $16.5K
|
5.15K
$880K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-120- 3.92% |
$15.4K - $16.6K
|
2.94K
$502K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-122- 1.32% |
$15.6K - $16.9K
|
9.11K
$1.56M
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-123- 0.97% |
$15.7K - $17K
|
12.6K
$2.14M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-124- 1.02% |
$15.9K - $17.2K
|
12K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-124- 6.72% |
$15.9K - $17.2K
|
1.72K
$294K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-135- 5.23% |
$17.3K - $18.7K
|
2.45K
$418K
|
|
|
Aug 03, 2023
Q2 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-141- 8.62% |
$18K - $19.5K
|
1.49K
$255K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-149- 2.04% |
$19.1K - $20.6K
|
7.15K
$1.22M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-155- 1.68% |
$19.8K - $21.4K
|
9.07K
$1.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-156- 8.1% |
$20K - $21.6K
|
1.77K
$302K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-165- 1.1% |
$21.1K - $22.8K
|
14.8K
$2.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-166- 5.63% |
$21.2K - $23K
|
2.78K
$475K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-168- 14.24% |
$21.5K - $23.2K
|
1.01K
$173K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-169- 3.87% |
$21.6K - $23.4K
|
4.2K
$717K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-170- 5.55% |
$21.7K - $23.5K
|
2.9K
$494K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-172- 3.61% |
$22K - $23.8K
|
4.59K
$784K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-174- 6.45% |
$22.3K - $24.1K
|
2.52K
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-176- 94.62% |
$22.5K - $24.4K
|
10
$1.71K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-178- 0.42% |
$22.8K - $24.6K
|
42.6K
$7.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-179- 0.37% |
$22.9K - $24.8K
|
47.7K
$8.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-181- 0.54% |
$23.2K - $25K
|
33.5K
$5.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-188- 0.82% |
$24K - $26K
|
22.9K
$3.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-188- 8.44% |
$24K - $26K
|
2.04K
$348K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-190- 1.75% |
$24.3K - $26.3K
|
10.7K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-195- 4.0% |
$24.9K - $27K
|
4.69K
$800K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-198- 1.53% |
$25.3K - $27.4K
|
12.7K
$2.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-199- 1.8% |
$25.5K - $27.5K
|
10.8K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-200- 1.8% |
$25.6K - $27.7K
|
10.9K
$1.86M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-206- 2.01% |
$26.4K - $28.5K
|
10.1K
$1.72M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-212- 1.01% |
$27.1K - $29.3K
|
20.7K
$3.53M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-219- 1.86% |
$28K - $30.3K
|
11.5K
$1.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-220- 7.08% |
$28.1K - $30.4K
|
2.89K
$493K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-223- 0.25% |
$28.5K - $30.9K
|
88.5K
$15.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-231- 0.62% |
$29.5K - $32K
|
36.9K
$6.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-233- 3.88% |
$29.8K - $32.2K
|
5.77K
$986K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-235- 0.34% |
$30.1K - $32.5K
|
68.4K
$11.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-243- 3.56% |
$31.1K - $33.6K
|
6.59K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-245- 6.9% |
$31.3K - $33.9K
|
3.31K
$565K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-259- 4.91% |
$33.1K - $35.8K
|
5.01K
$856K
|
|
|
Jul 10, 2024
Q2 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-263- 4.86% |
$33.6K - $36.4K
|
5.15K
$880K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-289- 9.71% |
$37K - $40K
|
2.69K
$459K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-292- 3.64% |
$37.4K - $40.4K
|
7.74K
$1.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-300- 7.64% |
$38.4K - $41.5K
|
3.63K
$619K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-302- 6.19% |
$38.6K - $41.8K
|
4.58K
$782K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-312- 1.4% |
$39.9K - $43.2K
|
22.1K
$3.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-313- 1.47% |
$40K - $43.3K
|
21K
$3.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-315- 0.54% |
$40.3K - $43.6K
|
57.8K
$9.87M
|