Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.95MNew |
$534M - $579M
|
3.95M
$646M
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
458K+ 787.22% |
$62M - $67.2M
|
517K
$84.5M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
439K+ 22.88% |
$59.3M - $64.3M
|
2.36M
$385M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
414K+ 18.46% |
$55.9M - $60.7M
|
2.66M
$435M
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
BUY
|
- |
278KNew |
$37.6M - $40.7M
|
278K
$45.5M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
193K+ 77.18% |
$26M - $28.3M
|
442K
$72.4M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
168K+ 9.03% |
$22.7M - $24.6M
|
2.03M
$332M
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
123K+ 17.44% |
$16.6M - $18M
|
825K
$135M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
115K+ 151.58% |
$15.5M - $16.8M
|
190K
$31.1M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
96.4KNew |
$13M - $14.1M
|
96.4K
$15.8M
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
93.6K+ 0.93% |
$12.7M - $13.7M
|
10.1M
$1.66B
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.9K+ 6.47% |
$10.3M - $11.1M
|
1.25M
$204M
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
72.3K+ 187.3% |
$9.77M - $10.6M
|
111K
$18.1M
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
66K+ 22.67% |
$8.92M - $9.67M
|
357K
$58.4M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59K+ 7.95% |
$7.97M - $8.65M
|
801K
$131M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50K+ 2.12% |
$6.76M - $7.33M
|
2.4M
$393M
|
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
49.4KNew |
$6.68M - $7.24M
|
49.4K
$8.08M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
46.7KNew |
$6.31M - $6.84M
|
46.7K
$7.64M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.1K+ 1265.27% |
$5.69M - $6.17M
|
45.4K
$7.43M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.6K+ 15.6% |
$5.48M - $5.95M
|
300K
$49.2M
|
|
Nov 12, 2021
Q3 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
39.2KNew |
$5.3M - $5.75M
|
39.2K
$6.42M
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
36.6K+ 5.11% |
$4.94M - $5.36M
|
753K
$123M
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
30.5K+ 1.3% |
$4.12M - $4.47M
|
2.37M
$388M
|
|
Nov 12, 2021
Q3 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
30.4KNew |
$4.1M - $4.45M
|
30.4K
$4.97M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.8K+ 3.76% |
$4.03M - $4.37M
|
823K
$135M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.4K+ 103.06% |
$3.98M - $4.31M
|
58K
$9.49M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
28.3K+ 1652.34% |
$3.82M - $4.15M
|
30K
$4.91M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27.2K+ 5.62% |
$3.67M - $3.98M
|
510K
$83.5M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
25.3K+ 2.75% |
$3.42M - $3.71M
|
945K
$155M
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
24.8K+ 93.96% |
$3.35M - $3.64M
|
51.2K
$8.38M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.6K+ 255.39% |
$3.33M - $3.61M
|
34.3K
$5.61M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.6KNew |
$3.32M - $3.6M
|
24.6K
$4.02M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
23.5K+ 10.55% |
$3.17M - $3.44M
|
246K
$40.2M
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
22.8K+ 616.27% |
$3.08M - $3.34M
|
26.5K
$4.34M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.6K+ 2.05% |
$3.06M - $3.32M
|
1.13M
$185M
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
22.5KNew |
$3.04M - $3.3M
|
22.5K
$3.68M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
22KNew |
$2.97M - $3.22M
|
22K
$3.59M
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
21.2K+ 20.21% |
$2.87M - $3.12M
|
126K
$20.7M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
21K+ 60.2% |
$2.84M - $3.08M
|
55.9K
$9.15M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
20.6K+ 67.87% |
$2.79M - $3.03M
|
51.1K
$8.36M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18.4K+ 2.72% |
$2.49M - $2.7M
|
697K
$114M
|
|
Nov 04, 2021
Q3 2021
|
Nova Point Capital, LLC
|
BUY
|
- |
17.8K+ 59.49% |
$2.41M - $2.61M
|
47.8K
$7.82M
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
17.4KNew |
$2.35M - $2.55M
|
17.4K
$2.85M
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
17.2K+ 61.9% |
$2.32M - $2.52M
|
44.9K
$7.35M
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
17.1K+ 144.5% |
$2.31M - $2.51M
|
28.9K
$4.74M
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
17.1K+ 80.21% |
$2.31M - $2.5M
|
38.4K
$6.28M
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
16.7KNew |
$2.25M - $2.44M
|
16.7K
$2.72M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
15.7K+ 12.91% |
$2.12M - $2.3M
|
137K
$22.5M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
14.4K+ 22.6% |
$1.94M - $2.11M
|
78K
$12.8M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
14.1K+ 4.96% |
$1.9M - $2.06M
|
298K
$48.8M
|