Purchases and Sales Made in Q3 2022 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 2022. 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 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-75- 58.14% |
$9.13K - $10.9K
|
54
$8.84K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-78- 0.39% |
$9.5K - $11.4K
|
20.1K
$3.29M
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
SELL
|
- |
-78- 1.19% |
$9.5K - $11.4K
|
6.45K
$1.06M
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-78- 0.24% |
$9.5K - $11.4K
|
32.2K
$5.27M
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-79- 4.32% |
$9.62K - $11.5K
|
1.75K
$286K
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-82- 17.01% |
$9.99K - $12K
|
400
$65.4K
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-84- 0.44% |
$10.2K - $12.2K
|
19K
$3.1M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-88- 4.18% |
$10.7K - $12.8K
|
2.02K
$330K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-90- 1.14% |
$11K - $13.1K
|
7.82K
$1.28M
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
SELL
|
- |
-90- 1.79% |
$11K - $13.1K
|
4.93K
$806K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-96- 9.68% |
$11.7K - $14K
|
896
$147K
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-96- 4.62% |
$11.7K - $14K
|
1.98K
$324K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-98- 0.38% |
$11.9K - $14.3K
|
25.9K
$4.24M
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-100- 16.0% |
$12.2K - $14.6K
|
525
$85.9K
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-100- 0.07% |
$12.2K - $14.6K
|
140K
$22.9M
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-102- 2.45% |
$12.4K - $14.9K
|
4.05K
$663K
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-109- 1.32% |
$13.3K - $15.9K
|
8.14K
$1.33M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-110- 19.93% |
$13.4K - $16K
|
442
$72.3K
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-110- 1.47% |
$13.4K - $16K
|
7.38K
$1.21M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-114- 3.9% |
$13.9K - $16.6K
|
2.81K
$459K
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-117- 4.88% |
$14.2K - $17.1K
|
2.28K
$373K
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-132- 2.85% |
$16.1K - $19.2K
|
4.5K
$737K
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-133- 6.08% |
$16.2K - $19.4K
|
2.06K
$336K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-137- 3.54% |
$16.7K - $20K
|
3.74K
$612K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-141- 0.78% |
$17.2K - $20.6K
|
18K
$2.94M
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-145- 15.59% |
$17.7K - $21.1K
|
785
$128K
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-149- 1.64% |
$18.1K - $21.7K
|
8.96K
$1.47M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-159- 2.83% |
$19.4K - $23.2K
|
5.46K
$893K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-161- 0.85% |
$19.6K - $23.5K
|
18.8K
$3.07M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-162- 2.43% |
$19.7K - $23.6K
|
6.5K
$1.06M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-171- 1.73% |
$20.8K - $24.9K
|
9.73K
$1.59M
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-171- 1.36% |
$20.8K - $24.9K
|
12.4K
$2.03M
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-172- 3.79% |
$20.9K - $25.1K
|
4.37K
$714K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-177- 4.96% |
$21.6K - $25.8K
|
3.39K
$554K
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-186- 9.07% |
$22.6K - $27.1K
|
1.86K
$305K
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-189- 3.64% |
$23K - $27.6K
|
5K
$818K
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-194- 1.98% |
$23.6K - $28.3K
|
9.63K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-196- 5.76% |
$23.9K - $28.6K
|
3.2K
$524K
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-205- 0.19% |
$25K - $29.9K
|
105K
$17.2M
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
SELL
|
- |
-206- 1.2% |
$25.1K - $30K
|
16.9K
$2.77M
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-210- 11.79% |
$25.6K - $30.6K
|
1.57K
$257K
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-220- 0.42% |
$26.8K - $32.1K
|
51.9K
$8.49M
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-221- 7.58% |
$26.9K - $32.2K
|
2.7K
$441K
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-223- 4.07% |
$27.2K - $32.5K
|
5.26K
$860K
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-225- 3.45% |
$27.4K - $32.8K
|
6.29K
$1.03M
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-244- 1.31% |
$29.7K - $35.6K
|
18.4K
$3.01M
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
SELL
|
- |
-246- 0.51% |
$30K - $35.9K
|
48K
$7.86M
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-265- 2.31% |
$32.3K - $38.6K
|
11.2K
$1.83M
|
|
Oct 12, 2022
Q3 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-267- 0.52% |
$32.5K - $38.9K
|
50.6K
$8.28M
|
|
Nov 10, 2022
Q3 2022
|
Zeit Capital LLC
|
SELL
|
- |
-270- 0.88% |
$32.9K - $39.4K
|
30.4K
$4.97M
|