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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
13.8K+ 223.67% |
$1.86M - $2.02M
|
20K
$3.27M
|
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
13.3K+ 15.03% |
$1.8M - $1.95M
|
102K
$16.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.2KNew |
$1.79M - $1.94M
|
13.2K
$2.17M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.2K+ 9.9% |
$1.79M - $1.94M
|
147K
$24M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12.3K+ 1912.64% |
$1.66M - $1.8M
|
12.9K
$2.11M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
12.1K+ 17.76% |
$1.64M - $1.78M
|
80.3K
$13.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
10.6K+ 1.23% |
$1.44M - $1.56M
|
874K
$143M
|
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
9.62K+ 4.94% |
$1.3M - $1.41M
|
205K
$33.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.58K+ 6.39% |
$1.3M - $1.41M
|
160K
$26.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.37KNew |
$1.27M - $1.37M
|
9.37K
$1.53M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
9.35K+ 22.17% |
$1.26M - $1.37M
|
51.5K
$8.43M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
9.26K+ 13.7% |
$1.25M - $1.36M
|
76.8K
$12.6M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
9.21K+ 102.57% |
$1.25M - $1.35M
|
18.2K
$2.98M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.92K+ 20.43% |
$1.21M - $1.31M
|
52.6K
$8.6M
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
8.34K+ 25269.7% |
$1.13M - $1.22M
|
8.37K
$1.37M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8.31K+ 43.62% |
$1.12M - $1.22M
|
27.4K
$4.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.21K+ 203.12% |
$1.11M - $1.2M
|
12.3K
$2.01M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.95KNew |
$1.07M - $1.17M
|
7.95K
$1.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.85K+ 30.53% |
$1.06M - $1.15M
|
33.6K
$5.49M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7.75K+ 18.68% |
$1.05M - $1.14M
|
49.3K
$8.06M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
7.54KNew |
$1.02M - $1.11M
|
7.54K
$1.23M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.38K+ 2.59% |
$997K - $1.08M
|
292K
$47.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.82K+ 474.58% |
$921K - $999K
|
8.25K
$1.35M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.69K+ 6.5% |
$905K - $981K
|
110K
$17.9M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
6.64K+ 8.24% |
$898K - $974K
|
87.3K
$14.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6.51K+ 15.28% |
$880K - $954K
|
49.1K
$8.04M
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
6.21K+ 10.6% |
$840K - $911K
|
64.9K
$10.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.11K+ 1.89% |
$825K - $895K
|
328K
$53.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
6.1K+ 5.29% |
$825K - $895K
|
122K
$19.9M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.1K+ 17.37% |
$824K - $894K
|
41.2K
$6.74M
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
6.05K+ 145.94% |
$818K - $887K
|
10.2K
$1.67M
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
6.04K+ 4.66% |
$817K - $886K
|
136K
$22.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
6.01KNew |
$812K - $881K
|
6.01K
$983K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.98K+ 3.3% |
$809K - $877K
|
187K
$30.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
5.89K+ 6.55% |
$796K - $864K
|
95.9K
$15.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
5.81K+ 5.69% |
$785K - $852K
|
108K
$17.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
5.77K+ 26.33% |
$780K - $846K
|
27.7K
$4.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
5.68K+ 0.29% |
$768K - $833K
|
2M
$327M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.61KNew |
$624K - $677K
|
4.61K
$755K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
4.58K+ 1.91% |
$618K - $671K
|
244K
$40M
|
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
4.56K+ 13.68% |
$617K - $669K
|
37.9K
$6.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.37K+ 71.47% |
$591K - $641K
|
10.5K
$1.72M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.16K+ 12.29% |
$562K - $609K
|
38K
$6.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.92K+ 8.73% |
$529K - $574K
|
48.8K
$7.98M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
3.84K+ 6.92% |
$519K - $563K
|
59.4K
$9.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.78K+ 57.4% |
$510K - $554K
|
10.4K
$1.69M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
3.62K+ 6.08% |
$490K - $531K
|
63.2K
$10.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
3.59K+ 2.63% |
$486K - $527K
|
140K
$22.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.58K+ 8.56% |
$484K - $525K
|
45.4K
$7.42M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
3.57KNew |
$482K - $523K
|
3.57K
$584K
|