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 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.3K+ 0.86% |
$423K - $457K
|
389K
$66.4M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.19K+ 2.75% |
$407K - $441K
|
119K
$20.3M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.04K+ 60.45% |
$388K - $420K
|
8.06K
$1.38M
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3KNew |
$384K - $415K
|
3K
$512K
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
2.99K+ 20.94% |
$383K - $414K
|
17.3K
$2.95M
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.93KNew |
$375K - $406K
|
2.93K
$501K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.83K+ 27.21% |
$362K - $391K
|
13.2K
$2.26M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.83K+ 6.04% |
$361K - $391K
|
49.6K
$8.47M
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
2.82K+ 32.95% |
$360K - $390K
|
11.4K
$1.94M
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
2.81K+ 3.27% |
$359K - $389K
|
88.8K
$15.2M
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
2.74KNew |
$350K - $378K
|
2.74K
$467K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.61K+ 2.37% |
$334K - $361K
|
112K
$19.2M
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.59K+ 5.98% |
$331K - $358K
|
45.9K
$7.83M
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$328K - $355K
|
2.57K
$438K
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.5KNew |
$319K - $345K
|
2.5K
$426K
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.49K+ 6.69% |
$318K - $344K
|
39.6K
$6.77M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
2.47K+ 35.06% |
$316K - $342K
|
9.53K
$1.63M
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2.45K+ 15.56% |
$314K - $340K
|
18.2K
$3.11M
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.43K+ 8.95% |
$311K - $336K
|
29.6K
$5.05M
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.35KNew |
$300K - $325K
|
2.35K
$401K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.34K+ 17.8% |
$299K - $324K
|
15.5K
$2.64M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2.33K+ 5.28% |
$298K - $322K
|
46.5K
$7.94M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.33K+ 33.92% |
$298K - $322K
|
9.2K
$1.57M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.26K+ 0.92% |
$290K - $313K
|
249K
$42.5M
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.26K+ 0.87% |
$289K - $313K
|
263K
$45M
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2.26KNew |
$289K - $312K
|
2.26K
$385K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
2.19K+ 13.53% |
$280K - $303K
|
18.4K
$3.14M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.18K+ 38.24% |
$278K - $301K
|
7.87K
$1.34M
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.16K+ 4.32% |
$276K - $299K
|
52.1K
$8.9M
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.14K+ 12.47% |
$273K - $296K
|
19.3K
$3.29M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.07K+ 24.68% |
$264K - $286K
|
10.4K
$1.78M
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
2.05K+ 69.49% |
$263K - $284K
|
5.01K
$856K
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.02KNew |
$259K - $280K
|
2.02K
$345K
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
2.01K+ 13.51% |
$257K - $278K
|
16.9K
$2.88M
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.95KNew |
$250K - $270K
|
1.95K
$334K
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.95K+ 7.33% |
$250K - $270K
|
28.6K
$4.88M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.95K+ 19.55% |
$249K - $270K
|
11.9K
$2.04M
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.92K+ 4.62% |
$246K - $266K
|
43.5K
$7.43M
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.89KNew |
$242K - $261K
|
1.89K
$323K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.88K+ 18.43% |
$241K - $260K
|
12.1K
$2.06M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.86K+ 77.47% |
$238K - $258K
|
4.27K
$729K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.86K+ 21.7% |
$238K - $258K
|
10.4K
$1.78M
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.83KNew |
$234K - $253K
|
1.83K
$312K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.82K+ 7562.5% |
$232K - $251K
|
1.84K
$314K
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.79KNew |
$229K - $248K
|
1.79K
$306K
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.78KNew |
$227K - $246K
|
1.78K
$303K
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.76KNew |
$224K - $243K
|
1.76K
$300K
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.75KNew |
$224K - $243K
|
1.75K
$299K
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.71K+ 3.19% |
$219K - $237K
|
55.4K
$9.46M
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.71K+ 5.03% |
$218K - $236K
|
35.6K
$6.08M
|