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 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
293+ 33.3% |
$39.6K - $43K
|
1.17K
$192K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
291+ 10.4% |
$39.3K - $42.7K
|
3.09K
$505K
|
|
Oct 19, 2021
Q3 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
277+ 4.02% |
$37.4K - $40.6K
|
7.17K
$1.17M
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
273+ 2.4% |
$36.9K - $40K
|
11.7K
$1.91M
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
270+ 8.14% |
$36.5K - $39.6K
|
3.59K
$587K
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
267+ 1.55% |
$36.1K - $39.1K
|
17.5K
$2.86M
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
264+ 4.19% |
$35.7K - $38.7K
|
6.56K
$1.07M
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
263+ 2.02% |
$35.5K - $38.6K
|
13.3K
$2.17M
|
|
Nov 12, 2021
Q3 2021
|
Zeit Capital LLC
|
BUY
|
- |
241+ 0.77% |
$32.6K - $35.3K
|
31.5K
$5.16M
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
240+ 8.59% |
$32.4K - $35.2K
|
3.03K
$496K
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
240+ 5.64% |
$32.4K - $35.2K
|
4.49K
$735K
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
239+ 0.5% |
$32.3K - $35K
|
47.8K
$7.82M
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
234+ 2.21% |
$31.6K - $34.3K
|
10.8K
$1.77M
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
227+ 0.76% |
$30.7K - $33.3K
|
30.2K
$4.94M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
223+ 7.59% |
$30.1K - $32.7K
|
3.16K
$517K
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
210New |
$28.4K - $30.8K
|
210
$34.4K
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
206+ 11.89% |
$27.8K - $30.2K
|
1.94K
$317K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
205+ 0.55% |
$27.7K - $30.1K
|
37.4K
$6.12M
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
205+ 4.38% |
$27.7K - $30.1K
|
4.89K
$800K
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
200+ 11.36% |
$27K - $29.3K
|
1.96K
$321K
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
194New |
$26.2K - $28.4K
|
194
$31.7K
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
192+ 8.11% |
$26K - $28.2K
|
2.56K
$419K
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
186+ 0.81% |
$25.1K - $27.3K
|
23.2K
$3.8M
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
179+ 8.38% |
$24.2K - $26.2K
|
2.32K
$379K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
176+ 45.24% |
$23.8K - $25.8K
|
565
$92.4K
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
175+ 12.34% |
$23.7K - $25.7K
|
1.59K
$261K
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
162New |
$21.9K - $23.8K
|
162
$26.5K
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
161+ 2.87% |
$21.8K - $23.6K
|
5.77K
$945K
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
160+ 134.45% |
$21.6K - $23.5K
|
279
$45.6K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
157+ 3.51% |
$21.2K - $23K
|
4.63K
$758K
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
155+ 7.6% |
$21K - $22.7K
|
2.19K
$359K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
153+ 1.04% |
$20.7K - $22.4K
|
14.8K
$2.43M
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
152+ 2.65% |
$20.5K - $22.3K
|
5.89K
$964K
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
144New |
$19.5K - $21.1K
|
144
$23.6K
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
134+ 8.76% |
$18.1K - $19.6K
|
1.66K
$272K
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
132+ 0.92% |
$17.8K - $19.4K
|
14.5K
$2.37M
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
132+ 6.11% |
$17.8K - $19.4K
|
2.29K
$375K
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
131+ 0.25% |
$17.7K - $19.2K
|
52.9K
$8.66M
|
|
Oct 29, 2021
Q3 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
131+ 4.18% |
$17.7K - $19.2K
|
3.26K
$534K
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
126+ 1.62% |
$17K - $18.5K
|
7.89K
$1.29M
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
119+ 2.16% |
$16.1K - $17.4K
|
5.62K
$919K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
118+ 1180.0% |
$16K - $17.3K
|
128
$20.9K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
117+ 5.67% |
$15.8K - $17.2K
|
2.18K
$357K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
116+ 28.93% |
$15.7K - $17K
|
517
$84.6K
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
106+ 0.49% |
$14.3K - $15.5K
|
21.7K
$3.55M
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
103+ 3.48% |
$13.9K - $15.1K
|
3.06K
$501K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
103+ 22.06% |
$13.9K - $15.1K
|
570
$93.3K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
100+ 3.41% |
$13.5K - $14.7K
|
3.03K
$496K
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
100+ 2.99% |
$13.5K - $14.7K
|
3.44K
$563K
|
|
Nov 15, 2021
Q3 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
100+ 1.12% |
$13.5K - $14.7K
|
9K
$1.47M
|