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
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-870- 7.53% |
$106K - $127K
|
10.7K
$1.75M
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-904- 8.13% |
$110K - $132K
|
10.2K
$1.67M
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-910- 26.51% |
$111K - $133K
|
2.52K
$413K
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-953- 29.05% |
$116K - $139K
|
2.33K
$381K
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-961- 7.04% |
$117K - $140K
|
12.7K
$2.08M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-992- 19.6% |
$121K - $145K
|
4.07K
$666K
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-995- 26.68% |
$121K - $145K
|
2.73K
$447K
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
SELL
|
- |
-1.01K- 36.75% |
$123K - $147K
|
1.74K
$284K
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.02K- 2.3% |
$124K - $148K
|
43.2K
$7.06M
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.04K- 1.21% |
$127K - $151K
|
85.2K
$13.9M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.06K- 3.31% |
$129K - $155K
|
31K
$5.08M
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.07K- 23.02% |
$130K - $156K
|
3.57K
$584K
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-1.08K- 8.39% |
$132K - $158K
|
11.8K
$1.93M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.09K- 4.33% |
$132K - $158K
|
24K
$3.92M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.12K- 1.26% |
$137K - $164K
|
87.9K
$14.4M
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.16K- 6.36% |
$141K - $169K
|
17K
$2.79M
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.18K- 19.77% |
$144K - $172K
|
4.79K
$784K
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.21K- 24.12% |
$148K - $177K
|
3.82K
$625K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.22K- 18.19% |
$149K - $178K
|
5.49K
$898K
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-1.23K- 2.66% |
$149K - $179K
|
44.8K
$7.33M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.24K- 20.76% |
$150K - $180K
|
4.71K
$771K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.24K- 20.76% |
$150K - $180K
|
4.71K
$771K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.25K- 60.84% |
$152K - $182K
|
802
$131K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.26K- 0.03% |
$153K - $183K
|
4.5M
$736M
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.26K- 18.91% |
$154K - $184K
|
5.41K
$885K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.28K- 17.4% |
$156K - $186K
|
6.07K
$994K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.31K- 30.93% |
$160K - $191K
|
2.93K
$480K
|
|
Nov 14, 2022
Q3 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.32K- 4.33% |
$160K - $192K
|
29.1K
$4.76M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.34K- 16.78% |
$163K - $195K
|
6.62K
$1.08M
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.4K- 3.32% |
$170K - $204K
|
40.8K
$6.67M
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.41K- 19.44% |
$171K - $205K
|
5.83K
$954K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.43K- 24.2% |
$174K - $208K
|
4.46K
$730K
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
SELL
|
- |
-1.43K- 1.65% |
$174K - $208K
|
85.2K
$13.9M
|
|
Oct 18, 2022
Q3 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-1.51K- 3.23% |
$184K - $220K
|
45.3K
$7.42M
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.56KClosed |
$189K - $227K
|
0
$0
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.62K- 1.93% |
$197K - $236K
|
82.3K
$13.5M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.69K- 1.3% |
$205K - $246K
|
128K
$21M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 5.65% |
$213K - $255K
|
29.2K
$4.78M
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.8KClosed |
$219K - $263K
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.84K- 10.7% |
$224K - $268K
|
15.3K
$2.51M
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-1.84K- 87.84% |
$224K - $269K
|
255
$41.7K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.89K- 4.91% |
$230K - $276K
|
36.6K
$5.99M
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.95K- 16.76% |
$237K - $284K
|
9.68K
$1.58M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.96K- 20.08% |
$238K - $285K
|
7.79K
$1.27M
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.96K- 9.6% |
$239K - $286K
|
18.4K
$3.02M
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.05K- 9.72% |
$249K - $298K
|
19K
$3.11M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.05K- 9.72% |
$249K - $298K
|
19K
$3.11M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.1K- 20.31% |
$255K - $305K
|
8.22K
$1.34M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.1K- 5.96% |
$256K - $307K
|
33.2K
$5.43M
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
SELL
|
- |
-2.15K- 35.58% |
$261K - $313K
|
3.89K
$636K
|