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 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
311+ 3.0% |
$39.8K - $43K
|
10.7K
$1.82M
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
306+ 11.66% |
$39.1K - $42.3K
|
2.93K
$501K
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
303+ 1.62% |
$38.8K - $41.9K
|
19.1K
$3.25M
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
300New |
$38.4K - $41.5K
|
300
$51.2K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
298New |
$38.1K - $41.2K
|
298
$50.9K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
295New |
$37.7K - $40.8K
|
295
$50.4K
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
290+ 5.13% |
$37.1K - $40.1K
|
5.95K
$1.02M
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
285+ 6.66% |
$36.5K - $39.4K
|
4.57K
$780K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
279+ 3.95% |
$35.7K - $38.6K
|
7.34K
$1.25M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
279+ 3.95% |
$35.7K - $38.6K
|
7.34K
$1.25M
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
260+ 3.57% |
$33.3K - $36K
|
7.53K
$1.29M
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
240+ 0.86% |
$30.7K - $33.2K
|
28.1K
$4.79M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
237New |
$30.3K - $32.8K
|
237
$40.5K
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
237+ 1.83% |
$30.3K - $32.8K
|
13.2K
$2.25M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
233+ 11.67% |
$29.8K - $32.2K
|
2.23K
$381K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
230+ 12.64% |
$29.4K - $31.8K
|
2.05K
$350K
|
|
Aug 16, 2023
Q2 2023
|
Tenret CO LLC
|
BUY
|
- |
221+ 0.79% |
$28.3K - $30.6K
|
28.4K
$4.84M
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
220+ 154.93% |
$28.1K - $30.4K
|
362
$61.8K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
219New |
$28K - $30.3K
|
219
$37.4K
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
212+ 8.84% |
$27.1K - $29.3K
|
2.61K
$446K
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
212+ 3.79% |
$27.1K - $29.3K
|
5.81K
$992K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
211+ 2.5% |
$27K - $29.2K
|
8.65K
$1.48M
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
209+ 9.72% |
$26.7K - $28.9K
|
2.36K
$403K
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
208+ 31.61% |
$26.6K - $28.8K
|
866
$148K
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
203+ 0.7% |
$26K - $28.1K
|
29K
$4.96M
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
203+ 0.37% |
$26K - $28.1K
|
54.4K
$9.29M
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
196+ 0.61% |
$25.1K - $27.1K
|
32.5K
$5.55M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
195+ 33.8% |
$24.9K - $27K
|
772
$132K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
195+ 33.8% |
$24.9K - $27K
|
772
$132K
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
184+ 2.28% |
$23.5K - $25.5K
|
8.24K
$1.41M
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
183+ 1.1% |
$23.4K - $25.3K
|
16.8K
$2.88M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
179+ 358.0% |
$22.9K - $24.8K
|
229
$39.1K
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
178+ 5.21% |
$22.8K - $24.6K
|
3.59K
$614K
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
177+ 5.43% |
$22.6K - $24.5K
|
3.44K
$587K
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
175+ 0.14% |
$22.4K - $24.2K
|
122K
$20.9M
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
174+ 1.28% |
$22.3K - $24.1K
|
13.7K
$2.34M
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
173+ 1.25% |
$22.1K - $23.9K
|
14K
$2.4M
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
173+ 5.51% |
$22.1K - $23.9K
|
3.31K
$565K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
168+ 6.86% |
$21.5K - $23.2K
|
2.62K
$447K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
153+ 4.76% |
$19.6K - $21.2K
|
3.37K
$575K
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
148+ 0.9% |
$18.9K - $20.5K
|
16.6K
$2.83M
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
145+ 3.13% |
$18.5K - $20.1K
|
4.78K
$816K
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
144+ 6.43% |
$18.4K - $19.9K
|
2.38K
$407K
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
137+ 1.0% |
$17.5K - $19K
|
13.8K
$2.35M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
136+ 3.72% |
$17.4K - $18.8K
|
3.79K
$647K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
131+ 4.48% |
$16.8K - $18.1K
|
3.06K
$522K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
131+ 1.31% |
$16.8K - $18.1K
|
10.1K
$1.73M
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
127+ 5.65% |
$16.2K - $17.6K
|
2.37K
$405K
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
120New |
$15.4K - $16.6K
|
120
$20.5K
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
117+ 3.62% |
$15K - $16.2K
|
3.35K
$572K
|