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
|
Advisory Alpha, LLC
|
BUY
|
- |
944+ 6.65% |
$121K - $131K
|
15.1K
$2.41M
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
943+ 19.33% |
$121K - $130K
|
5.82K
$926K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
908+ 109.27% |
$116K - $126K
|
1.74K
$277K
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
900+ 29.45% |
$115K - $125K
|
3.96K
$629K
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
BUY
|
- |
869+ 3.27% |
$111K - $120K
|
27.5K
$4.37M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
842+ 44.74% |
$108K - $117K
|
2.72K
$433K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
836New |
$107K - $116K
|
836
$133K
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
832+ 15.34% |
$106K - $115K
|
6.26K
$995K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
831+ 14.23% |
$106K - $115K
|
6.67K
$1.06M
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
819+ 2.27% |
$105K - $113K
|
36.8K
$5.86M
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
787+ 2.22% |
$101K - $109K
|
36.3K
$5.77M
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
761+ 4.11% |
$97.3K - $105K
|
19.3K
$3.07M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
757+ 91.43% |
$96.8K - $105K
|
1.59K
$252K
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
751+ 0.33% |
$96.1K - $104K
|
227K
$36.1M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
749+ 15.63% |
$95.8K - $104K
|
5.54K
$882K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
742+ 1.12% |
$94.9K - $103K
|
66.8K
$10.6M
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
712+ 11.29% |
$91.1K - $98.5K
|
7.02K
$1.12M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
711+ 3.02% |
$91K - $98.4K
|
24.2K
$3.85M
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
698+ 2.66% |
$89.3K - $96.6K
|
27K
$4.29M
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
691+ 4.39% |
$88.4K - $95.6K
|
16.4K
$2.61M
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
642+ 0.99% |
$82.1K - $88.8K
|
65.4K
$10.4M
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
640+ 0.59% |
$81.9K - $88.6K
|
108K
$17.2M
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
640+ 22.66% |
$81.9K - $88.6K
|
3.46K
$551K
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
618+ 0.98% |
$79.1K - $85.5K
|
63.8K
$10.1M
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
612+ 5.22% |
$78.3K - $84.7K
|
12.3K
$1.96M
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
603+ 0.57% |
$77.1K - $83.4K
|
106K
$16.9M
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
603+ 26.38% |
$77.1K - $83.4K
|
2.89K
$460K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
594+ 53.51% |
$76K - $82.2K
|
1.7K
$271K
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
579+ 3.56% |
$74.1K - $80.1K
|
16.8K
$2.68M
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
559+ 6.86% |
$71.5K - $77.4K
|
8.71K
$1.38M
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
524+ 0.49% |
$67K - $72.5K
|
107K
$17.1M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
504+ 2.17% |
$64.5K - $69.7K
|
23.8K
$3.78M
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
502+ 2.4% |
$64.2K - $69.5K
|
21.4K
$3.41M
|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
473+ 1.31% |
$60.5K - $65.5K
|
36.5K
$5.8M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
468+ 8.89% |
$59.9K - $64.8K
|
5.73K
$912K
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
467+ 2.91% |
$59.7K - $64.6K
|
16.5K
$2.62M
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
462+ 6.3% |
$59.1K - $63.9K
|
7.79K
$1.24M
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
438+ 4.06% |
$56K - $60.6K
|
11.2K
$1.78M
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
426+ 1.37% |
$54.5K - $58.9K
|
31.6K
$5.02M
|
|
Aug 03, 2023
Q2 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
422+ 4.03% |
$54K - $58.4K
|
10.9K
$1.73M
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
400+ 0.69% |
$51.2K - $55.4K
|
58.4K
$9.29M
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
383+ 2.82% |
$49K - $53K
|
13.9K
$2.22M
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
377+ 15.47% |
$48.2K - $52.2K
|
2.81K
$448K
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
366+ 7.01% |
$46.8K - $50.6K
|
5.59K
$889K
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
BUY
|
- |
345+ 6.44% |
$44.1K - $47.7K
|
5.7K
$907K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
342+ 2.64% |
$43.7K - $47.3K
|
13.3K
$2.12M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
338+ 11.34% |
$43.2K - $46.8K
|
3.32K
$528K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
330+ 0.88% |
$42.2K - $45.7K
|
38K
$6.04M
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
326+ 9.67% |
$41.7K - $45.1K
|
3.7K
$588K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
325+ 0.84% |
$41.6K - $45K
|
39.1K
$6.22M
|