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
|
9258 Wealth Management, LLC
|
SELL
|
- |
-720- 8.4% |
$92.1K - $99.6K
|
7.85K
$1.34M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-726- 18.54% |
$92.9K - $100K
|
3.19K
$545K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-727- 12.67% |
$93K - $101K
|
5.01K
$856K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-736- 25.22% |
$94.1K - $102K
|
2.18K
$373K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-741- 2.76% |
$94.8K - $103K
|
26.1K
$4.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-747- 21.42% |
$95.6K - $103K
|
2.74K
$468K
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-751- 1.85% |
$96.1K - $104K
|
39.9K
$6.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-760- 30.4% |
$97.2K - $105K
|
1.74K
$297K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-783- 8.15% |
$100K - $108K
|
8.83K
$1.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-809- 0.7% |
$103K - $112K
|
114K
$19.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-814- 25.61% |
$104K - $113K
|
2.37K
$404K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-821- 19.09% |
$105K - $114K
|
3.48K
$594K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-832- 20.54% |
$106K - $115K
|
3.22K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-910- 14.74% |
$116K - $126K
|
5.27K
$899K
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-919- 31.68% |
$118K - $127K
|
1.98K
$338K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-924- 2.16% |
$118K - $128K
|
41.8K
$7.13M
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-927- 7.32% |
$119K - $128K
|
11.7K
$2M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-950- 4.55% |
$122K - $131K
|
19.9K
$3.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-965- 3.14% |
$123K - $134K
|
29.7K
$5.08M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-973- 2.55% |
$124K - $135K
|
37.2K
$6.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-983- 5.28% |
$126K - $136K
|
17.6K
$3.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-989- 1.99% |
$127K - $137K
|
48.6K
$8.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1K- 6.7% |
$128K - $138K
|
13.9K
$2.38M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1K- 7.14% |
$128K - $139K
|
13.1K
$2.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.05K- 19.11% |
$134K - $145K
|
4.44K
$757K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.06K- 2.16% |
$135K - $146K
|
47.8K
$8.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.07K- 1.67% |
$136K - $148K
|
62.6K
$10.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.07K- 36.35% |
$136K - $148K
|
1.87K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.08K- 6.8% |
$138K - $149K
|
14.7K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.08K- 16.56% |
$139K - $150K
|
5.46K
$932K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.14K- 24.41% |
$146K - $158K
|
3.53K
$604K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.16K- 2.21% |
$149K - $161K
|
51.3K
$8.77M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.22K- 75.93% |
$157K - $169K
|
388
$66.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.24K- 3.39% |
$159K - $172K
|
35.4K
$6.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.25K- 5.92% |
$159K - $172K
|
19.8K
$3.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.26K- 28.46% |
$161K - $174K
|
3.15K
$539K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.26K- 26.32% |
$161K - $175K
|
3.53K
$603K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-1.27K- 6.66% |
$163K - $176K
|
17.8K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.33K- 6.2% |
$170K - $184K
|
20.2K
$3.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.39K- 22.54% |
$178K - $193K
|
4.79K
$818K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.4K- 1.53% |
$179K - $194K
|
90.2K
$15.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.44K- 4.07% |
$184K - $200K
|
34K
$5.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.46K- 7.78% |
$187K - $202K
|
17.3K
$2.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.47K- 29.79% |
$188K - $203K
|
3.46K
$591K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.51K- 1.07% |
$193K - $209K
|
140K
$23.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-1.6K- 29.46% |
$205K - $222K
|
3.84K
$655K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.64K- 2.38% |
$210K - $227K
|
67.4K
$11.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.7K- 44.79% |
$218K - $236K
|
2.1K
$358K
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.75K- 31.07% |
$224K - $243K
|
3.89K
$665K
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.82K- 5.72% |
$233K - $252K
|
30K
$5.13M
|