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 |
---|---|---|---|---|---|---|---|
Jul 29, 2022
Q3 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-6.5K- 63.76% |
$879K - $953K
|
3.7K
$605K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.16K- 5.29% |
$968K - $1.05M
|
128K
$21M
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-7.4KClosed |
$1M - $1.08M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.89KClosed |
$1.07M - $1.16M
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.1K- 6.3% |
$1.09M - $1.19M
|
120K
$19.7M
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.13KClosed |
$1.1M - $1.19M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-8.4KClosed |
$1.14M - $1.23M
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-8.48KClosed |
$1.15M - $1.24M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.58K- 11.0% |
$1.16M - $1.26M
|
69.4K
$11.4M
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.69KClosed |
$1.18M - $1.27M
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.1K- 71.91% |
$1.23M - $1.33M
|
3.56K
$582K
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-9.76K- 14.87% |
$1.32M - $1.43M
|
55.9K
$9.14M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-10.6K- 2.83% |
$1.43M - $1.55M
|
364K
$59.5M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.1K- 96.87% |
$1.51M - $1.63M
|
360
$58.9K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.3K- 11.96% |
$1.53M - $1.66M
|
83.5K
$13.7M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.2K- 8.86% |
$1.65M - $1.78M
|
125K
$20.5M
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-13.5K- 45.93% |
$1.83M - $1.99M
|
15.9K
$2.61M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.7KClosed |
$1.86M - $2.02M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.8K- 13.64% |
$2.01M - $2.18M
|
94K
$15.4M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15K- 25.94% |
$2.03M - $2.2M
|
42.8K
$7M
|
|
Nov 15, 2021
Q3 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-15.5KClosed |
$2.1M - $2.28M
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Money Design Co.,Ltd.
|
SELL
|
- |
-15.5KClosed |
$2.1M - $2.28M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-17.1K- 99.89% |
$2.31M - $2.51M
|
18
$2.95K
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-18.7K- 45.81% |
$2.53M - $2.74M
|
22.1K
$3.62M
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-23.1K- 86.17% |
$3.12M - $3.38M
|
3.7K
$605K
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-24.1K- 54.23% |
$3.26M - $3.54M
|
20.4K
$3.33M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.2KClosed |
$3.54M - $3.84M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-26.9K- 71.73% |
$3.63M - $3.94M
|
10.6K
$1.73M
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-28.4K- 94.54% |
$3.83M - $4.16M
|
1.64K
$268K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.8K- 9.49% |
$4.03M - $4.37M
|
284K
$46.5M
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-35.6KClosed |
$4.82M - $5.22M
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
SELL
|
- |
-37.8K- 84.99% |
$5.1M - $5.54M
|
6.67K
$1.09M
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-40.3K- 51.06% |
$5.44M - $5.91M
|
38.6K
$6.32M
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-40.7KClosed |
$5.5M - $5.97M
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-40.8K- 52.1% |
$5.52M - $5.99M
|
37.6K
$6.14M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-41.6K- 91.54% |
$5.62M - $6.09M
|
3.84K
$628K
|
|
Oct 29, 2021
Q3 2021
|
Q3 Asset Management
|
SELL
|
- |
-41.6KClosed |
$5.63M - $6.1M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-43.5KClosed |
$5.88M - $6.37M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-44KClosed |
$5.94M - $6.45M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-45K- 5.79% |
$6.08M - $6.6M
|
733K
$120M
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-53.7KClosed |
$7.26M - $7.88M
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
SELL
|
- |
-63K- 81.51% |
$8.52M - $9.24M
|
14.3K
$2.34M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-69.9K- 4.06% |
$9.45M - $10.3M
|
1.65M
$271M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-75K- 13.62% |
$10.1M - $11M
|
475K
$77.8M
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-102K- 35.1% |
$13.8M - $15M
|
189K
$30.9M
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-117K- 90.22% |
$15.8M - $17.2M
|
12.7K
$2.08M
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-155K- 92.36% |
$20.9M - $22.7M
|
12.8K
$2.09M
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-880KClosed |
$119M - $129M
|
0
$0
|