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 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.51K- 45.91% |
$204K - $221K
|
1.77K
$290K
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.52KClosed |
$205K - $223K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.57KClosed |
$212K - $229K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.6K- 32.76% |
$216K - $234K
|
3.27K
$536K
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.63K- 13.89% |
$220K - $239K
|
10.1K
$1.65M
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.66K- 42.36% |
$224K - $243K
|
2.26K
$370K
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-1.75K- 5.39% |
$237K - $257K
|
30.7K
$5.02M
|
|
Nov 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-1.81K- 1.7% |
$244K - $265K
|
105K
$17.1M
|
|
Nov 05, 2021
Q3 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.82KClosed |
$245K - $266K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.86KClosed |
$252K - $273K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.88K- 14.78% |
$255K - $276K
|
10.9K
$1.78M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.9K- 46.14% |
$257K - $279K
|
2.22K
$363K
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.92KClosed |
$260K - $282K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-1.98KClosed |
$268K - $290K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.01KClosed |
$272K - $295K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.02K- 17.11% |
$273K - $296K
|
9.79K
$1.6M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.02K- 34.09% |
$273K - $296K
|
3.91K
$639K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.04K- 7.64% |
$275K - $299K
|
24.6K
$4.03M
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
SELL
|
- |
-2.1K- 1.62% |
$284K - $308K
|
128K
$20.9M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.1K- 15.86% |
$284K - $308K
|
11.2K
$1.83M
|
|
Nov 12, 2021
Q3 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-2.21KClosed |
$299K - $324K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.34K- 1.78% |
$316K - $343K
|
129K
$21.1M
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-2.34KClosed |
$317K - $343K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.38K- 51.62% |
$322K - $349K
|
2.23K
$365K
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.4KClosed |
$324K - $351K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.46K- 3.26% |
$332K - $360K
|
72.8K
$11.9M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.63K- 0.8% |
$355K - $385K
|
325K
$53.1M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.8K- 45.92% |
$379K - $411K
|
3.3K
$540K
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.91K- 18.73% |
$393K - $426K
|
12.6K
$2.06M
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.96K- 15.17% |
$400K - $434K
|
16.5K
$2.71M
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-2.97KClosed |
$401K - $435K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-3.01K- 2.52% |
$406K - $441K
|
116K
$19M
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-3.02KClosed |
$408K - $442K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-3.18KClosed |
$430K - $467K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.33K- 0.16% |
$451K - $489K
|
2.12M
$348M
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.37KClosed |
$456K - $494K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-3.69KClosed |
$499K - $541K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.71K- 61.7% |
$502K - $544K
|
2.3K
$377K
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.8K- 28.15% |
$514K - $557K
|
9.7K
$1.59M
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-3.8K- 25.0% |
$514K - $557K
|
11.4K
$1.87M
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-3.94K- 4.59% |
$533K - $578K
|
82K
$13.4M
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-3.99K- 8.83% |
$539K - $585K
|
41.2K
$6.73M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.04K- 32.16% |
$546K - $592K
|
8.52K
$1.39M
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-4.42K- 8.94% |
$597K - $648K
|
45K
$7.36M
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-4.53KClosed |
$613K - $664K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.53KClosed |
$613K - $665K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-4.54KClosed |
$614K - $666K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.61KClosed |
$624K - $677K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
SELL
|
- |
-4.68K- 50.0% |
$632K - $685K
|
4.68K
$765K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.3K- 12.86% |
$716K - $777K
|
35.9K
$5.87M
|