Purchases and Sales Made in Q2 2023 in Vanguard Mid Cap Value Index F (VOE)

VOE Quotes by TradingView

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 01, 2023 Q2 2023
Iron Horse Wealth Management, LLC

BUY
 -
10.6K
+ 27.96%
$1.36M - $1.47M
48.6K $8.3M
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

BUY
 -
10K
+ 2.88%
$1.28M - $1.38M
357K $61M
Aug 15, 2023 Q2 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
9.32K
+ 6.32%
$1.19M - $1.29M
157K $26.8M
Jul 19, 2023 Q2 2023
Rodgers & Associates, LTD

BUY
 -
9.24K
+ 3.28%
$1.18M - $1.28M
291K $49.6M
Aug 14, 2023 Q2 2023
Mma Asset Management LLC

New York, NY
BUY
 -
8.81K
+ 25.2%
$1.13M - $1.22M
43.8K $7.47M
Jul 13, 2023 Q2 2023
Olio Financial Planning

BUY
 -
8.78K
+ 16.91%
$1.12M - $1.21M
60.7K $10.4M
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
8.5K
+ 16.91%
$1.09M - $1.18M
58.8K $10M
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
8.45K
+ 15.8%
$1.08M - $1.17M
61.9K $10.6M
Jul 20, 2023 Q2 2023
Inspirion Wealth Advisors, LLC

BUY
 -
8.33K
+ 3.58%
$1.07M - $1.15M
241K $41.2M
Jul 19, 2023 Q2 2023
Krilogy Financial LLC

BUY
 -
7.97K
+ 3.76%
$1.02M - $1.1M
220K $37.5M
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
7.67K
+ 22.59%
$981K - $1.06M
41.6K $7.11M
Aug 11, 2023 Q2 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
7.6K
+ 6.29%
$972K - $1.05M
128K $21.9M
Jul 31, 2023 Q2 2023
Total Wealth Planning, LLC

BUY
 -
7.01K
+ 5.39%
$897K - $970K
137K $23.4M
Jul 28, 2023 Q2 2023
Wood Trust Financial Corp

BUY
 -
6.87K
+ 4.72%
$879K - $950K
152K $26M
Jul 27, 2023 Q2 2023
Carson Advisory Inc.

BUY
 -
6.85K
New
$876K - $948K
6.85K $1.17M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
6.84K
+ 9.73%
$874K - $946K
77.1K $13.2M
Jul 17, 2023 Q2 2023
Erts Wealth Advisors, LLC

BUY
 -
6.71K
+ 4.39%
$858K - $928K
159K $27.2M
Aug 14, 2023 Q2 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
6.31K
+ 9.56%
$807K - $873K
72.3K $12.3M
Jul 18, 2023 Q2 2023
Octavia Wealth Advisors, LLC

BUY
 -
6.09K
+ 7.77%
$779K - $843K
84.5K $14.4M
Aug 24, 2023 Q2 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
6.06K
+ 9.42%
$775K - $838K
70.4K $12M
Jul 14, 2023 Q2 2023
Next Level Private LLC

Harrison, NY
BUY
 -
6.03K
New
$771K - $834K
6.03K $1.03M
Aug 14, 2023 Q2 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
5.78K
+ 42.65%
$740K - $800K
19.3K $3.3M
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
5.69K
+ 0.29%
$728K - $787K
1.94M $331M
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
5.64K
New
$721K - $780K
5.64K $962K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
5.63K
+ 7.22%
$720K - $779K
83.6K $14.3M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
5.55K
+ 71.76%
$710K - $768K
13.3K $2.27M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
5.43K
+ 15.7%
$694K - $751K
40K $6.83M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
5.36K
+ 68.69%
$685K - $741K
13.2K $2.25M
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
5.11K
+ 4.04%
$654K - $707K
132K $22.5M
Aug 09, 2023 Q2 2023
Ellevest, Inc.

BUY
 -
5.07K
+ 4.69%
$648K - $701K
113K $19.3M
Jul 18, 2023 Q2 2023
Zhang Financial LLC

BUY
 -
5.05K
+ 288.35%
$646K - $699K
6.8K $1.16M
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
5.04K
+ 19.98%
$645K - $698K
30.3K $5.17M
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
5.04K
New
$644K - $697K
5.04K $860K
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
5.03K
+ 6.58%
$644K - $696K
81.5K $13.9M
Aug 15, 2023 Q2 2023
Colony Group LLC

Boston, MA
BUY
 -
4.96K
+ 1.57%
$634K - $686K
322K $54.9M
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
4.94K
+ 9.24%
$632K - $684K
58.4K $9.97M
Jul 17, 2023 Q2 2023
Avantax Planning Partners, Inc.

BUY
 -
4.83K
+ 5.85%
$618K - $668K
87.3K $14.9M
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
4.32K
+ 3.2%
$552K - $598K
139K $23.8M
Jul 13, 2023 Q2 2023
Prosperity Planning, Inc.

BUY
 -
4.22K
+ 6.6%
$540K - $584K
68.2K $11.6M
Aug 14, 2023 Q2 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
4.05K
New
$518K - $560K
4.05K $691K
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
4K
New
$512K - $554K
4K $683K
Aug 09, 2023 Q2 2023
Kennicott Capital Management LLC

BUY
 -
3.83K
+ 200.0%
$490K - $530K
5.75K $982K
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
3.76K
New
$481K - $521K
3.76K $643K
Jul 11, 2023 Q2 2023
Scott Capital Advisors, LLC

BUY
 -
3.6K
+ 7.9%
$460K - $498K
49.2K $8.4M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
3.54K
+ 5.69%
$452K - $489K
65.6K $11.2M
Aug 11, 2023 Q2 2023
Financial Planning & Information Services, Inc.

BUY
 -
3.53K
+ 7.46%
$451K - $488K
50.8K $8.68M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
3.44K
New
$440K - $476K
3.44K $588K
Jul 06, 2023 Q2 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
3.43K
+ 4.79%
$438K - $474K
74.9K $12.8M
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
3.37K
+ 7.26%
$431K - $466K
49.8K $8.51M

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