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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.36K+ 4.78% |
$455K - $493K
|
73.8K
$12.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.31K+ 1.23% |
$448K - $486K
|
273K
$44.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.3K+ 7.72% |
$446K - $484K
|
46K
$7.53M
|
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.28K+ 1.53% |
$443K - $481K
|
218K
$35.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.25K+ 30.94% |
$439K - $477K
|
13.8K
$2.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.23K+ 32.67% |
$436K - $473K
|
13.1K
$2.15M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.13K+ 31.18% |
$423K - $458K
|
13.2K
$2.15M
|
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
3.12K+ 2.26% |
$421K - $457K
|
141K
$23.1M
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
3K+ 5.75% |
$405K - $439K
|
55.1K
$9.01M
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
2.97KNew |
$401K - $435K
|
2.97K
$486K
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.96KNew |
$400K - $434K
|
2.96K
$484K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.94K+ 207.18% |
$398K - $432K
|
4.37K
$714K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.86K+ 11420.0% |
$386K - $419K
|
2.88K
$471K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
2.84K+ 2.36% |
$384K - $417K
|
123K
$20.1M
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.82KNew |
$381K - $413K
|
2.82K
$461K
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.76K+ 2.1% |
$373K - $405K
|
134K
$22M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.76KNew |
$373K - $405K
|
2.76K
$452K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.74K+ 2.9% |
$370K - $401K
|
97K
$15.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.68K+ 2.58% |
$363K - $394K
|
107K
$17.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.62K+ 19.02% |
$354K - $384K
|
16.4K
$2.68M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.59K+ 8.66% |
$350K - $380K
|
32.5K
$5.32M
|
|
|
Oct 13, 2021
Q3 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
2.5K+ 24.52% |
$338K - $367K
|
12.7K
$2.08M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.35K+ 65.08% |
$318K - $345K
|
5.96K
$975K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.3K+ 9.19% |
$310K - $337K
|
27.3K
$4.46M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.27K+ 20.38% |
$307K - $333K
|
13.4K
$2.19M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.25K+ 111.21% |
$304K - $330K
|
4.28K
$700K
|
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.23K+ 8.47% |
$301K - $327K
|
28.5K
$4.67M
|
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
BUY
|
- |
2.15K+ 55.24% |
$290K - $315K
|
6.03K
$987K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.04KNew |
$276K - $300K
|
2.04K
$334K
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.03K+ 32.35% |
$274K - $297K
|
8.29K
$1.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.97KNew |
$267K - $289K
|
1.97K
$323K
|
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.9K+ 21.74% |
$257K - $279K
|
10.6K
$1.74M
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
1.88K+ 1.42% |
$254K - $275K
|
134K
$21.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.87KNew |
$252K - $274K
|
1.87K
$305K
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.86KNew |
$252K - $273K
|
1.86K
$305K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.82K+ 28.18% |
$246K - $267K
|
8.29K
$1.36M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.82K+ 87.57% |
$246K - $267K
|
3.89K
$637K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.8K+ 6.03% |
$243K - $264K
|
31.7K
$5.18M
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.75K+ 15.01% |
$236K - $256K
|
13.4K
$2.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.72K+ 14.88% |
$233K - $253K
|
13.3K
$2.18M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.71KNew |
$231K - $251K
|
1.71K
$280K
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.69K+ 1.6% |
$228K - $248K
|
107K
$17.5M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.63KNew |
$221K - $239K
|
1.63K
$267K
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.62K+ 3.47% |
$219K - $238K
|
48.3K
$7.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.61K+ 1.6% |
$218K - $236K
|
103K
$16.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.61K+ 1.59% |
$218K - $236K
|
103K
$16.8M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.58K+ 527.09% |
$213K - $231K
|
1.88K
$307K
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
1.55KNew |
$210K - $228K
|
1.55K
$254K
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.51K+ 5.55% |
$204K - $222K
|
28.7K
$4.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.49KNew |
$202K - $219K
|
1.49K
$244K
|