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 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-624- 2.42% |
$79.8K - $86.3K
|
25.2K
$4.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-629- 3.95% |
$80.5K - $87K
|
15.3K
$2.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-636- 4.37% |
$81.4K - $88K
|
13.9K
$2.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-647- 8.08% |
$82.8K - $89.5K
|
7.36K
$1.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-675- 16.81% |
$86.3K - $93.4K
|
3.34K
$582K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-676- 30.81% |
$86.5K - $93.5K
|
1.52K
$264K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-681- 16.49% |
$87.1K - $94.2K
|
3.45K
$601K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-691- 0.08% |
$88.4K - $95.6K
|
847K
$147M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-713- 6.47% |
$91.2K - $98.7K
|
10.3K
$1.8M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-720- 8.4% |
$92.1K - $99.6K
|
7.85K
$1.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-726- 18.54% |
$92.9K - $100K
|
3.19K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-727- 12.67% |
$93K - $101K
|
5.01K
$873K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-736- 25.22% |
$94.1K - $102K
|
2.18K
$380K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-741- 2.76% |
$94.8K - $103K
|
26.1K
$4.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-747- 21.42% |
$95.6K - $103K
|
2.74K
$477K
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-751- 1.85% |
$96.1K - $104K
|
39.9K
$6.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-760- 30.4% |
$97.2K - $105K
|
1.74K
$303K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-783- 8.15% |
$100K - $108K
|
8.83K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-809- 0.7% |
$103K - $112K
|
114K
$19.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-814- 25.61% |
$104K - $113K
|
2.37K
$412K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-821- 19.09% |
$105K - $114K
|
3.48K
$606K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-832- 20.54% |
$106K - $115K
|
3.22K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-910- 14.74% |
$116K - $126K
|
5.27K
$917K
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-919- 31.68% |
$118K - $127K
|
1.98K
$345K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-924- 2.16% |
$118K - $128K
|
41.8K
$7.27M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-927- 7.32% |
$119K - $128K
|
11.7K
$2.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-950- 4.55% |
$122K - $131K
|
19.9K
$3.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-965- 3.14% |
$123K - $134K
|
29.7K
$5.18M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-973- 2.55% |
$124K - $135K
|
37.2K
$6.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-983- 5.28% |
$126K - $136K
|
17.6K
$3.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-989- 1.99% |
$127K - $137K
|
48.6K
$8.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1K- 6.7% |
$128K - $138K
|
13.9K
$2.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1K- 7.14% |
$128K - $139K
|
13.1K
$2.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.05K- 19.11% |
$134K - $145K
|
4.44K
$772K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.06K- 2.16% |
$135K - $146K
|
47.8K
$8.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.07K- 36.35% |
$136K - $148K
|
1.87K
$325K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.07K- 1.67% |
$136K - $148K
|
62.6K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.08K- 6.8% |
$138K - $149K
|
14.7K
$2.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.08K- 16.56% |
$139K - $150K
|
5.46K
$951K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.14K- 24.41% |
$146K - $158K
|
3.53K
$616K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.16K- 2.21% |
$149K - $161K
|
51.3K
$8.94M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.22K- 75.93% |
$157K - $169K
|
388
$67.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.24K- 3.39% |
$159K - $172K
|
35.4K
$6.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.25K- 5.92% |
$159K - $172K
|
19.8K
$3.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.26K- 28.46% |
$161K - $174K
|
3.15K
$549K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.26K- 26.32% |
$161K - $175K
|
3.53K
$615K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-1.27K- 6.66% |
$163K - $176K
|
17.8K
$3.11M
|
|
|
Feb 04, 2025
Q2 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.29K- 3.17% |
$165K - $178K
|
39.3K
$6.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.33K- 6.2% |
$170K - $184K
|
20.2K
$3.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.39K- 22.54% |
$178K - $193K
|
4.79K
$834K
|