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 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
908
+ 109.27%
$116K - $126K
1.74K $297K
Jul 18, 2023 Q2 2023
Diversified Trust CO

BUY
 -
900
+ 29.45%
$115K - $125K
3.96K $676K
Jul 14, 2023 Q2 2023
Eclectic Associates Inc

BUY
 -
869
+ 3.27%
$111K - $120K
27.5K $4.69M
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
842
+ 44.74%
$108K - $117K
2.72K $465K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
836
New
$107K - $116K
836 $143K
Jul 14, 2023 Q2 2023
Kmg Fiduciary Partners, LLC

BUY
 -
832
+ 15.34%
$106K - $115K
6.26K $1.07M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
831
+ 14.23%
$106K - $115K
6.67K $1.14M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
819
+ 2.27%
$105K - $113K
36.8K $6.29M
Jul 14, 2023 Q2 2023
Navalign, LLC

BUY
 -
787
+ 2.22%
$101K - $109K
36.3K $6.19M
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
761
+ 4.11%
$97.3K - $105K
19.3K $3.29M
Aug 10, 2023 Q2 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
751
+ 0.33%
$96.1K - $104K
227K $38.7M
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

BUY
 -
749
+ 15.63%
$95.8K - $104K
5.54K $946K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
742
+ 1.12%
$94.9K - $103K
66.8K $11.4M
Aug 04, 2023 Q2 2023
Parsons Capital Management Inc

BUY
 -
712
+ 11.29%
$91.1K - $98.5K
7.02K $1.2M
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
711
+ 3.02%
$91K - $98.4K
24.2K $4.14M
Jul 11, 2023 Q2 2023
Capital Advisors Wealth Management, LLC

BUY
 -
698
+ 2.66%
$89.3K - $96.6K
27K $4.61M
Aug 04, 2023 Q2 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
691
+ 4.39%
$88.4K - $95.6K
16.4K $2.81M
Aug 02, 2023 Q2 2023
Mai Capital Management

BUY
 -
642
+ 0.99%
$82.1K - $88.8K
65.4K $11.2M
Aug 14, 2023 Q2 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
640
+ 22.66%
$81.9K - $88.6K
3.46K $592K
Aug 09, 2023 Q2 2023
Ledyard National Bank

BUY
 -
640
+ 0.59%
$81.9K - $88.6K
108K $18.5M
Aug 03, 2023 Q2 2023
Dougherty Wealth Advisers LLC

BUY
 -
618
+ 0.98%
$79.1K - $85.5K
63.8K $10.9M
Jul 11, 2023 Q2 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
612
+ 5.22%
$78.3K - $84.7K
12.3K $2.11M
Jul 06, 2023 Q2 2023
Engrave Wealth Partners LLC

BUY
 -
603
+ 0.57%
$77.1K - $83.4K
106K $18.1M
Jul 12, 2023 Q2 2023
Professional Financial Advisors, LLC

BUY
 -
603
+ 26.38%
$77.1K - $83.4K
2.89K $493K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
594
+ 53.51%
$76K - $82.2K
1.7K $291K
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
579
+ 3.56%
$74.1K - $80.1K
16.8K $2.87M
Aug 08, 2023 Q2 2023
Truepoint, Inc.

BUY
 -
559
+ 6.86%
$71.5K - $77.4K
8.71K $1.49M
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
524
+ 0.49%
$67K - $72.5K
107K $18.3M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
504
+ 2.17%
$64.5K - $69.7K
23.8K $4.06M
Jul 25, 2023 Q2 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
473
+ 1.31%
$60.5K - $65.5K
36.5K $6.23M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
468
+ 8.89%
$59.9K - $64.8K
5.73K $979K
Aug 09, 2023 Q2 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
467
+ 2.91%
$59.7K - $64.6K
16.5K $2.82M
Jul 31, 2023 Q2 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
462
+ 6.3%
$59.1K - $63.9K
7.79K $1.33M
Aug 14, 2023 Q2 2023
Clark Financial Services Group Inc

Chesterfield, MO
BUY
 -
438
+ 4.06%
$56K - $60.6K
11.2K $1.92M
Aug 10, 2023 Q2 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
426
+ 1.37%
$54.5K - $58.9K
31.6K $5.39M
Aug 03, 2023 Q2 2023
Cadence Wealth Management LLC

Westborough, MA
BUY
 -
422
+ 4.03%
$54K - $58.4K
10.9K $1.86M
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
400
+ 0.69%
$51.2K - $55.4K
58.4K $9.97M
Aug 14, 2023 Q2 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
383
+ 2.82%
$49K - $53K
13.9K $2.38M
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
377
+ 15.47%
$48.2K - $52.2K
2.81K $481K
Jul 12, 2023 Q2 2023
Phocas Financial Corp.

Alameda, CA
BUY
 -
366
+ 7.01%
$46.8K - $50.6K
5.59K $954K
Jul 26, 2023 Q2 2023
Acas, LLC

BUY
 -
345
+ 6.44%
$44.1K - $47.7K
5.7K $974K
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
342
+ 2.64%
$43.7K - $47.3K
13.3K $2.27M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
338
+ 11.34%
$43.2K - $46.8K
3.32K $567K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
330
+ 0.88%
$42.2K - $45.7K
38K $6.49M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
326
+ 9.67%
$41.7K - $45.1K
3.7K $631K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
325
+ 0.84%
$41.6K - $45K
39.1K $6.67M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
323
+ 21.1%
$41.3K - $44.7K
1.85K $317K
Jul 24, 2023 Q2 2023
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
321
+ 1.05%
$41.1K - $44.4K
31K $5.29M
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
312
+ 9.61%
$39.9K - $43.2K
3.56K $607K

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