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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.18K- 3.65% |
$265K - $317K
|
57.5K
$9.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.18K- 3.76% |
$265K - $318K
|
55.8K
$9.14M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-2.46K- 2.71% |
$299K - $359K
|
88.1K
$14.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.48K- 3.72% |
$302K - $361K
|
64.2K
$10.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.49K- 26.8% |
$303K - $362K
|
6.79K
$1.11M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.49K- 31.07% |
$304K - $363K
|
5.53K
$905K
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.53K- 3.83% |
$308K - $368K
|
63.4K
$10.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-2.71K- 15.4% |
$330K - $396K
|
14.9K
$2.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.74K- 5.89% |
$334K - $400K
|
43.8K
$7.17M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-2.79K- 2.55% |
$339K - $406K
|
106K
$17.4M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.98K- 6.86% |
$363K - $435K
|
40.5K
$6.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.03KClosed |
$369K - $442K
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-3.16K- 19.24% |
$384K - $460K
|
13.2K
$2.17M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-3.19K- 9.88% |
$388K - $465K
|
29.1K
$4.76M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-3.19K- 2.83% |
$389K - $466K
|
109K
$17.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-3.29K- 16.4% |
$400K - $479K
|
16.7K
$2.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.29K- 1.22% |
$401K - $480K
|
267K
$43.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.37K- 40.63% |
$410K - $491K
|
4.93K
$806K
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.42K- 6.28% |
$416K - $498K
|
51K
$8.34M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-3.47K- 19.74% |
$422K - $506K
|
14.1K
$2.31M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.85K- 4.65% |
$468K - $561K
|
78.9K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.98K- 99.25% |
$484K - $580K
|
30
$4.91K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.03K- 0.2% |
$491K - $588K
|
2.01M
$329M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.21K- 8.95% |
$513K - $614K
|
42.8K
$7.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-4.23K- 5.22% |
$515K - $616K
|
76.8K
$12.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-4.52K- 15.92% |
$550K - $659K
|
23.9K
$3.91M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-4.92K- 29.28% |
$599K - $718K
|
11.9K
$1.95M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.09K- 10.31% |
$620K - $742K
|
44.3K
$7.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.59K- 6.63% |
$681K - $816K
|
78.8K
$12.9M
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-5.61K- 7.81% |
$683K - $818K
|
66.2K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.63K- 31.75% |
$685K - $820K
|
12.1K
$1.98M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.89K- 7.67% |
$717K - $858K
|
70.9K
$11.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-7.2K- 54.34% |
$877K - $1.05M
|
6.05K
$990K
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-7.59K- 39.16% |
$924K - $1.11M
|
11.8K
$1.93M
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-7.77K- 40.48% |
$946K - $1.13M
|
11.4K
$1.87M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-9.2K- 3.37% |
$1.12M - $1.34M
|
264K
$43.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-9.37K- 5.91% |
$1.14M - $1.37M
|
149K
$24.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.5K- 7.37% |
$1.28M - $1.54M
|
133K
$21.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-10.6K- 11.35% |
$1.29M - $1.55M
|
83K
$13.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-11.6K- 65.02% |
$1.41M - $1.68M
|
6.21K
$1.02M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.6K- 3.15% |
$1.42M - $1.69M
|
357K
$58.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-12.8K- 5.2% |
$1.56M - $1.86M
|
233K
$38.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.9K- 23.73% |
$1.58M - $1.89M
|
41.6K
$6.81M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12.9K- 23.73% |
$1.58M - $1.89M
|
41.6K
$6.81M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-14.3K- 83.84% |
$1.74M - $2.09M
|
2.76K
$451K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-17.4K- 72.78% |
$2.12M - $2.54M
|
6.51K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.5K- 10.64% |
$2.13M - $2.55M
|
147K
$24M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-17.7K- 6.29% |
$2.15M - $2.58M
|
264K
$43.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.8K- 11.93% |
$2.17M - $2.6M
|
132K
$21.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-19.1K- 55.52% |
$2.32M - $2.78M
|
15.3K
$2.5M
|