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 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
99+ 0.58% |
$13.4K - $14.5K
|
17.2K
$2.82M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
96+ 3.63% |
$13K - $14.1K
|
2.74K
$448K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
96+ 3.63% |
$13K - $14.1K
|
2.74K
$448K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
94+ 0.55% |
$12.7K - $13.8K
|
17.2K
$2.81M
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
86+ 1.96% |
$11.6K - $12.6K
|
4.47K
$731K
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
81+ 0.67% |
$10.9K - $11.9K
|
12.2K
$2M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
80New |
$10.8K - $11.7K
|
80
$13.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
71+ 0.41% |
$9.6K - $10.4K
|
17.5K
$2.86M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
66+ 14.54% |
$8.92K - $9.68K
|
520
$85.1K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
62+ 2.61% |
$8.38K - $9.09K
|
2.44K
$399K
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
53+ 0.57% |
$7.16K - $7.77K
|
9.38K
$1.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
50+ 1.8% |
$6.76K - $7.33K
|
2.83K
$464K
|
|
|
Oct 29, 2021
Q3 2021
|
Northstar Asset Management LLC
|
BUY
|
- |
50+ 1.78% |
$6.76K - $7.33K
|
2.87K
$469K
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
49+ 0.41% |
$6.62K - $7.18K
|
12K
$1.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
46+ 3.01% |
$6.22K - $6.74K
|
1.58K
$258K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
46+ 8.6% |
$6.22K - $6.74K
|
581
$95.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
45+ 2.09% |
$6.08K - $6.6K
|
2.19K
$359K
|
|
|
Nov 01, 2021
Q3 2021
|
Tenret CO LLC
|
BUY
|
- |
42+ 0.15% |
$5.68K - $6.16K
|
27.8K
$4.55M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
42+ 1.3% |
$5.68K - $6.16K
|
3.26K
$534K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
39+ 0.37% |
$5.27K - $5.72K
|
10.6K
$1.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
31+ 0.07% |
$4.19K - $4.55K
|
42.9K
$7.02M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
30+ 0.48% |
$4.06K - $4.4K
|
6.3K
$1.03M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
30+ 0.3% |
$4.06K - $4.4K
|
10K
$1.64M
|
|
|
Oct 29, 2021
Q3 2021
|
Financial Life Advisors
|
BUY
|
- |
30+ 0.54% |
$4.06K - $4.4K
|
5.56K
$910K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28+ 0.93% |
$3.78K - $4.11K
|
3.05K
$499K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
28+ 1.39% |
$3.78K - $4.11K
|
2.04K
$333K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
27New |
$3.65K - $3.96K
|
27
$4.42K
|
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
BUY
|
- |
25+ 0.05% |
$3.38K - $3.67K
|
50.4K
$8.25M
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
24+ 0.31% |
$3.24K - $3.52K
|
7.79K
$1.27M
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
24New |
$3.24K - $3.52K
|
24
$3.93K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
23+ 0.4% |
$3.11K - $3.37K
|
5.73K
$938K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
23+ 0.24% |
$3.11K - $3.37K
|
9.78K
$1.6M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
22+ 20.95% |
$2.97K - $3.23K
|
127
$20.8K
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
22+ 0.2% |
$2.97K - $3.23K
|
10.8K
$1.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
21+ 0.19% |
$2.84K - $3.08K
|
10.8K
$1.77M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
21+ 35.0% |
$2.84K - $3.08K
|
81
$13.3K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
18+ 0.43% |
$2.43K - $2.64K
|
4.17K
$682K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
18New |
$2.43K - $2.64K
|
18
$2.95K
|
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
BUY
|
- |
17New |
$2.3K - $2.49K
|
17
$2.78K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 0.03% |
$2.16K - $2.35K
|
53.3K
$8.72M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
15+ 0.4% |
$2.03K - $2.2K
|
3.73K
$610K
|
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.63% |
$1.89K - $2.05K
|
2.25K
$368K
|
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
13+ 0.12% |
$1.76K - $1.91K
|
11K
$1.79M
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
12+ 0.43% |
$1.62K - $1.76K
|
2.82K
$462K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
12New |
$1.62K - $1.76K
|
12
$1.96K
|
|
|
Nov 04, 2021
Q3 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.25% |
$1.35K - $1.47K
|
3.97K
$649K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
10+ 0.48% |
$1.35K - $1.47K
|
2.07K
$339K
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
10+ 0.11% |
$1.35K - $1.47K
|
9.28K
$1.52M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9+ 0.24% |
$1.22K - $1.32K
|
3.7K
$606K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
8New |
$1.08K - $1.17K
|
8
$1.31K
|