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 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
600+ 92.17% |
$81.1K - $88K
|
1.25K
$205K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
568+ 1.28% |
$76.8K - $83.3K
|
45K
$7.36M
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
564+ 0.42% |
$76.2K - $82.7K
|
134K
$21.9M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
560+ 6.91% |
$75.7K - $82.1K
|
8.67K
$1.42M
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
557+ 2931.58% |
$75.3K - $81.7K
|
576
$94.2K
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
555+ 19.15% |
$75K - $81.4K
|
3.45K
$565K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
540+ 1.49% |
$73K - $79.2K
|
36.8K
$6.03M
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
529+ 7.61% |
$71.5K - $77.6K
|
7.48K
$1.22M
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
526+ 1.74% |
$71.1K - $77.1K
|
30.7K
$5.03M
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
526+ 1.29% |
$71.1K - $77.1K
|
41.2K
$6.75M
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
520New |
$70.3K - $76.2K
|
520
$85.1K
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
496+ 31.0% |
$67K - $72.7K
|
2.1K
$343K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
490+ 4.14% |
$66.2K - $71.8K
|
12.3K
$2.02M
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
479New |
$64.7K - $70.2K
|
479
$78.4K
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
472+ 8.36% |
$63.8K - $69.2K
|
6.12K
$1M
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
463+ 7.53% |
$62.6K - $67.9K
|
6.61K
$1.08M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
450+ 18.14% |
$60.8K - $66K
|
2.93K
$480K
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
443New |
$59.9K - $65K
|
443
$72.5K
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
440+ 12.79% |
$59.5K - $64.5K
|
3.88K
$635K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
439+ 1.98% |
$59.3K - $64.4K
|
22.6K
$3.7M
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
435+ 22.5% |
$58.8K - $63.8K
|
2.37K
$387K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
433New |
$58.5K - $63.5K
|
433
$70.8K
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
430+ 5.82% |
$58.1K - $63K
|
7.82K
$1.28M
|
|
Nov 12, 2021
Q3 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
430+ 6.3% |
$58.1K - $63K
|
7.25K
$1.19M
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
428+ 3.99% |
$57.9K - $62.8K
|
11.2K
$1.82M
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
425+ 3.71% |
$57.4K - $62.3K
|
11.9K
$1.94M
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
423+ 42.94% |
$57.2K - $62K
|
1.41K
$230K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
418+ 11.67% |
$56.5K - $61.3K
|
4K
$655K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
418+ 11.67% |
$56.5K - $61.3K
|
4K
$655K
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
398+ 13.92% |
$53.8K - $58.4K
|
3.26K
$533K
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
394+ 6.38% |
$53.3K - $57.8K
|
6.57K
$1.08M
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
389+ 2.68% |
$52.6K - $57K
|
14.9K
$2.44M
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
389+ 7.28% |
$52.6K - $57K
|
5.73K
$938K
|
|
Oct 28, 2021
Q3 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
378+ 0.78% |
$51.1K - $55.4K
|
49.1K
$8.04M
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
368+ 20.77% |
$49.7K - $54K
|
2.14K
$350K
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
365+ 4.12% |
$49.3K - $53.5K
|
9.21K
$1.51M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
364New |
$49.2K - $53.4K
|
364
$59.6K
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
362+ 6.85% |
$48.9K - $53.1K
|
5.64K
$923K
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
351+ 4.71% |
$47.4K - $51.5K
|
7.81K
$1.28M
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
350+ 2.14% |
$47.3K - $51.3K
|
16.7K
$2.73M
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
348+ 5.19% |
$47K - $51K
|
7.06K
$1.15M
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
341+ 5.9% |
$46.1K - $50K
|
6.13K
$1M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
333+ 9.22% |
$45K - $48.8K
|
3.95K
$645K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
332New |
$44.9K - $48.7K
|
332
$54.3K
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
332+ 3.15% |
$44.9K - $48.7K
|
10.9K
$1.78M
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
329+ 11.93% |
$44.5K - $48.2K
|
3.09K
$505K
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
319New |
$43.1K - $46.8K
|
319
$52.2K
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
308+ 1.63% |
$41.6K - $45.2K
|
19.3K
$3.15M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
304+ 3.1% |
$41.1K - $44.6K
|
10.1K
$1.66M
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
294+ 8.72% |
$39.7K - $43.1K
|
3.67K
$600K
|