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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-317- 1.26% |
$40.6K - $43.9K
|
24.9K
$4.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-317- 10.82% |
$40.6K - $43.9K
|
2.61K
$446K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-319- 2.56% |
$40.8K - $44.1K
|
12.1K
$2.07M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-319- 3.03% |
$40.8K - $44.1K
|
10.2K
$1.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-321- 9.99% |
$41.1K - $44.4K
|
2.89K
$494K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-324- 1.03% |
$41.4K - $44.8K
|
31.1K
$5.32M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-325- 5.73% |
$41.6K - $45K
|
5.35K
$914K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-327- 2.37% |
$41.8K - $45.3K
|
13.5K
$2.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-340- 5.25% |
$43.5K - $47K
|
6.13K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-348- 5.48% |
$44.5K - $48.2K
|
6.01K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-365- 45.51% |
$46.7K - $50.5K
|
437
$74.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-366- 74.69% |
$46.8K - $50.6K
|
124
$21.2K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-379- 8.03% |
$48.5K - $52.4K
|
4.34K
$742K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-387- 1.38% |
$49.5K - $53.6K
|
27.7K
$4.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-388- 10.43% |
$49.6K - $53.7K
|
3.33K
$569K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-394- 11.57% |
$50.4K - $54.5K
|
3.01K
$514K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-400- 14.17% |
$51.2K - $55.4K
|
2.42K
$414K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-403- 14.91% |
$51.6K - $55.8K
|
2.3K
$393K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-420- 1.21% |
$53.7K - $58.1K
|
34.4K
$5.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-421- 5.91% |
$53.9K - $58.3K
|
6.7K
$1.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-422- 6.38% |
$54K - $58.4K
|
6.19K
$1.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-425- 12.7% |
$54.4K - $58.8K
|
2.92K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-428- 14.6% |
$54.7K - $59.2K
|
2.5K
$428K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-452- 0.48% |
$57.8K - $62.5K
|
94K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-455- 9.07% |
$58.2K - $63K
|
4.56K
$779K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-467- 16.14% |
$59.7K - $64.6K
|
2.43K
$414K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-477- 7.98% |
$61K - $66K
|
5.5K
$940K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-482- 1.39% |
$61.7K - $66.7K
|
34.3K
$5.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-490- 6.17% |
$62.7K - $67.8K
|
7.45K
$1.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-495- 3.81% |
$63.3K - $68.5K
|
12.5K
$2.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-507- 2.88% |
$64.9K - $70.2K
|
17.1K
$2.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-513- 24.08% |
$65.6K - $71K
|
1.62K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-521- 4.47% |
$66.6K - $72.1K
|
11.1K
$1.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-538- 8.05% |
$68.8K - $74.4K
|
6.15K
$1.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-551- 13.32% |
$70.5K - $76.2K
|
3.59K
$612K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-551- 13.32% |
$70.5K - $76.2K
|
3.59K
$612K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-580- 3.53% |
$74.2K - $80.3K
|
15.9K
$2.71M
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-581- 6.34% |
$74.3K - $80.4K
|
8.58K
$1.47M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-590- 16.31% |
$75.5K - $81.6K
|
3.03K
$517K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-602- 4.48% |
$77K - $83.3K
|
12.8K
$2.19M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-618- 7.76% |
$79.1K - $85.5K
|
7.34K
$1.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-624- 2.42% |
$79.8K - $86.3K
|
25.2K
$4.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-629- 3.95% |
$80.5K - $87K
|
15.3K
$2.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-636- 4.37% |
$81.4K - $88K
|
13.9K
$2.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-647- 8.08% |
$82.8K - $89.5K
|
7.36K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-675- 16.81% |
$86.3K - $93.4K
|
3.34K
$571K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-676- 30.81% |
$86.5K - $93.5K
|
1.52K
$259K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-681- 16.49% |
$87.1K - $94.2K
|
3.45K
$589K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-691- 0.08% |
$88.4K - $95.6K
|
847K
$145M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-713- 6.47% |
$91.2K - $98.7K
|
10.3K
$1.76M
|