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 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-1.6K- 29.46% |
$205K - $222K
|
3.84K
$623K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.64K- 2.38% |
$210K - $227K
|
67.4K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.7K- 44.79% |
$218K - $236K
|
2.1K
$341K
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.75K- 31.07% |
$224K - $243K
|
3.89K
$632K
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.82K- 5.72% |
$233K - $252K
|
30K
$4.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.9K- 13.96% |
$242K - $262K
|
11.7K
$1.9M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.91K- 20.5% |
$245K - $265K
|
7.42K
$1.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.01K- 38.55% |
$257K - $278K
|
3.2K
$520K
|
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.02K- 5.5% |
$258K - $279K
|
34.7K
$5.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 25.65% |
$262K - $283K
|
5.94K
$965K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.06K- 73.58% |
$264K - $286K
|
741
$120K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.14K- 17.75% |
$273K - $295K
|
9.89K
$1.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.17K- 7.32% |
$277K - $300K
|
27.4K
$4.46M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.17K- 24.42% |
$277K - $300K
|
6.71K
$1.09M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-2.21K- 2.08% |
$283K - $306K
|
104K
$17M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.23K- 28.77% |
$285K - $308K
|
5.51K
$896K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.27K- 54.07% |
$290K - $314K
|
1.93K
$313K
|
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-2.31K- 1.47% |
$296K - $320K
|
155K
$25.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-2.36K- 12.03% |
$302K - $326K
|
17.2K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.45K- 1.59% |
$313K - $339K
|
151K
$24.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-2.45K- 3.35% |
$314K - $340K
|
70.8K
$11.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-2.55K- 95.9% |
$326K - $353K
|
109
$17.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.56K- 13.03% |
$327K - $354K
|
17.1K
$2.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.57K- 5.33% |
$329K - $356K
|
45.7K
$7.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.61K- 30.26% |
$334K - $361K
|
6.01K
$977K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.64K- 15.68% |
$338K - $366K
|
14.2K
$2.31M
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.69KClosed |
$345K - $373K
|
0
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-2.75K- 6.08% |
$352K - $380K
|
42.4K
$6.89M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.77K- 1.61% |
$354K - $383K
|
170K
$27.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.78K- 15.51% |
$355K - $384K
|
15.1K
$2.46M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
SELL
|
- |
-2.95K- 14.91% |
$377K - $408K
|
16.8K
$2.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.34K- 26.02% |
$427K - $462K
|
9.49K
$1.54M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.39K- 21.06% |
$434K - $470K
|
12.7K
$2.07M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.43KClosed |
$439K - $475K
|
0
$0
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-3.5K- 24.96% |
$448K - $484K
|
10.5K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.54K- 60.85% |
$452K - $489K
|
2.28K
$370K
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3.55K- 6.55% |
$454K - $492K
|
50.7K
$8.24M
|
|
|
Jul 21, 2023
Q2 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-3.58K- 8.78% |
$458K - $495K
|
37.2K
$6.04M
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-3.6K- 29.54% |
$461K - $498K
|
8.59K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.91K- 7.3% |
$500K - $540K
|
49.6K
$8.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.95K- 7.25% |
$505K - $546K
|
50.5K
$8.21M
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.02K- 5.44% |
$515K - $557K
|
69.9K
$11.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-4.27K- 5.4% |
$546K - $591K
|
74.8K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-4.53K- 18.87% |
$579K - $627K
|
19.5K
$3.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-4.67K- 46.7% |
$597K - $646K
|
5.33K
$866K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.7K- 14.01% |
$601K - $650K
|
28.8K
$4.69M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.98K- 40.3% |
$637K - $689K
|
7.38K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-5.22K- 12.74% |
$667K - $722K
|
35.7K
$5.81M
|
|
|
Jul 27, 2023
Q2 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-5.43K- 26.05% |
$695K - $752K
|
15.4K
$2.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.76K- 6.28% |
$736K - $797K
|
85.8K
$14M
|