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 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-28- 1.6% |
$3.78K - $4.11K
|
1.73K
$282K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-30- 4.29% |
$4.06K - $4.4K
|
670
$110K
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-30- 5.69% |
$4.06K - $4.4K
|
497
$81.3K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-33- 1.14% |
$4.46K - $4.84K
|
2.85K
$467K
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-35- 2.74% |
$4.73K - $5.13K
|
1.24K
$203K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-36- 6.88% |
$4.87K - $5.28K
|
487
$79.7K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-36- 12.04% |
$4.87K - $5.28K
|
263
$43K
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-37- 3.04% |
$5K - $5.42K
|
1.18K
$193K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-38- 26.39% |
$5.14K - $5.57K
|
106
$17.3K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-41- 1.13% |
$5.54K - $6.01K
|
3.59K
$587K
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
SELL
|
- |
-42- 0.11% |
$5.68K - $6.16K
|
38K
$6.21M
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-42- 4.79% |
$5.68K - $6.16K
|
835
$137K
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-50- 4.95% |
$6.76K - $7.33K
|
960
$157K
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-52- 0.47% |
$7.03K - $7.62K
|
11K
$1.8M
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-53- 0.36% |
$7.16K - $7.77K
|
14.7K
$2.41M
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-56- 0.57% |
$7.57K - $8.21K
|
9.82K
$1.61M
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-56- 1.06% |
$7.57K - $8.21K
|
5.24K
$857K
|
|
Jan 19, 2022
Q3 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-60- 0.66% |
$8.11K - $8.8K
|
9.04K
$1.48M
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-61Closed |
$8.25K - $8.94K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-62- 21.23% |
$8.38K - $9.09K
|
230
$37.6K
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-62Closed |
$8.38K - $9.09K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-64- 1.43% |
$8.65K - $9.38K
|
4.41K
$721K
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-72- 1.58% |
$9.73K - $10.6K
|
4.49K
$735K
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-74- 5.19% |
$10K - $10.8K
|
1.35K
$221K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-79- 2.54% |
$10.7K - $11.6K
|
3.03K
$495K
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-80- 3.32% |
$10.8K - $11.7K
|
2.33K
$382K
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-86- 1.32% |
$11.6K - $12.6K
|
6.41K
$1.05M
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-92- 3.66% |
$12.4K - $13.5K
|
2.42K
$396K
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-97- 0.95% |
$13.1K - $14.2K
|
10.1K
$1.66M
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
SELL
|
- |
-100- 0.86% |
$13.5K - $14.7K
|
11.6K
$1.9M
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-102- 1.85% |
$13.8K - $15K
|
5.41K
$885K
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-120- 5.04% |
$16.2K - $17.6K
|
2.26K
$370K
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-121- 1.43% |
$16.4K - $17.7K
|
8.34K
$1.36M
|
|
Nov 09, 2021
Q3 2021
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-125- 1.14% |
$16.9K - $18.3K
|
10.8K
$1.77M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-140- 7.3% |
$18.9K - $20.5K
|
1.78K
$291K
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-145- 2.7% |
$19.6K - $21.3K
|
5.23K
$855K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-148- 0.57% |
$20K - $21.7K
|
25.7K
$4.21M
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-150Closed |
$20.3K - $22K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-150- 1.48% |
$20.3K - $22K
|
10K
$1.64M
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-164- 4.76% |
$22.2K - $24K
|
3.28K
$537K
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-179- 2.32% |
$24.2K - $26.2K
|
7.53K
$1.23M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-179- 1.91% |
$24.2K - $26.2K
|
9.19K
$1.5M
|
|
Oct 22, 2021
Q3 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-180- 1.32% |
$24.3K - $26.4K
|
13.4K
$2.2M
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-187- 3.74% |
$25.3K - $27.4K
|
4.81K
$788K
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-192- 4.83% |
$26K - $28.2K
|
3.78K
$619K
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
SELL
|
- |
-193- 0.45% |
$26.1K - $28.3K
|
42.7K
$6.99M
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-193- 0.82% |
$26.1K - $28.3K
|
23.4K
$3.83M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-196- 2.6% |
$26.5K - $28.7K
|
7.36K
$1.2M
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-196- 0.65% |
$26.5K - $28.7K
|
30K
$4.91M
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-200- 9.43% |
$27K - $29.3K
|
1.92K
$314K
|