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 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9.57K+ 12.83% |
$1.17M - $1.4M
|
84.1K
$13.8M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.49K+ 12.27% |
$1.16M - $1.38M
|
86.8K
$14.2M
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
BUY
|
- |
9.34K+ 4.03% |
$1.14M - $1.36M
|
241K
$39.4M
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
9.12K+ 17.46% |
$1.11M - $1.33M
|
61.3K
$10M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.6K+ 523.81% |
$1.05M - $1.25M
|
10.2K
$1.68M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
8.13K+ 11.99% |
$990K - $1.19M
|
75.9K
$12.4M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.62K+ 109.04% |
$928K - $1.11M
|
14.6K
$2.39M
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
7.19K+ 22.66% |
$876K - $1.05M
|
38.9K
$6.37M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
7.18K+ 3.46% |
$874K - $1.05M
|
215K
$35.1M
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
7.15K+ 8.81% |
$871K - $1.04M
|
88.4K
$14.5M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.08K+ 97.04% |
$862K - $1.03M
|
14.4K
$2.35M
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
6.95K+ 3.93% |
$846K - $1.01M
|
184K
$30.1M
|
|
Nov 09, 2022
Q3 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
6.73KNew |
$819K - $981K
|
6.73K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6.66KNew |
$811K - $971K
|
6.66K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.48KNew |
$789K - $944K
|
6.48K
$1.06M
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
6.09K+ 126.2% |
$741K - $888K
|
10.9K
$1.79M
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
6.09KNew |
$741K - $888K
|
6.09K
$996K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
6KNew |
$731K - $875K
|
6K
$982K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.97K+ 6.23% |
$727K - $871K
|
102K
$16.7M
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5.94K+ 13.53% |
$723K - $866K
|
49.9K
$8.16M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.77K+ 13.79% |
$702K - $841K
|
47.6K
$7.79M
|
|
Oct 28, 2022
Q3 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
5.66K+ 4.12% |
$689K - $825K
|
143K
$23.4M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.64K+ 14.58% |
$687K - $823K
|
44.4K
$7.26M
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.64KNew |
$687K - $823K
|
5.64K
$923K
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.6K+ 2.01% |
$682K - $817K
|
284K
$46.4M
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
5.49K+ 21.04% |
$668K - $800K
|
31.6K
$5.16M
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
5.45K+ 18.26% |
$664K - $794K
|
35.3K
$5.78M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.22K+ 41.02% |
$636K - $761K
|
17.9K
$2.94M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.97KNew |
$606K - $725K
|
4.97K
$814K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.88K+ 62.29% |
$594K - $712K
|
12.7K
$2.08M
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.77K+ 4.85% |
$580K - $695K
|
103K
$16.8M
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.74K+ 92.4% |
$578K - $692K
|
9.88K
$1.62M
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.63K+ 11.0% |
$564K - $675K
|
46.8K
$7.65M
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
4.61KNew |
$562K - $672K
|
4.61K
$755K
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
4.51K+ 3.01% |
$549K - $658K
|
154K
$25.3M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.45K+ 2.55% |
$542K - $649K
|
179K
$29.3M
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
4.43KNew |
$539K - $645K
|
4.43K
$724K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.25K+ 21.39% |
$518K - $620K
|
24.1K
$3.95M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.02K+ 67.32% |
$489K - $586K
|
9.99K
$1.63M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.94K+ 5.4% |
$479K - $574K
|
76.8K
$12.6M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.84K+ 14.43% |
$467K - $559K
|
30.4K
$4.98M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
3.76KNew |
$458K - $549K
|
3.76K
$616K
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
BUY
|
- |
3.69K+ 6.77% |
$449K - $538K
|
58.2K
$9.52M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.6KNew |
$438K - $525K
|
3.6K
$589K
|
|
Oct 20, 2022
Q3 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.52KNew |
$429K - $513K
|
3.52K
$576K
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.47K+ 8.51% |
$422K - $505K
|
44.2K
$7.23M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
3.35K+ 3.43% |
$408K - $489K
|
101K
$16.6M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
3.35K+ 8.71% |
$408K - $488K
|
41.8K
$6.84M
|
|
Nov 02, 2022
Q3 2022
|
Navalign, LLC
|
BUY
|
- |
3.32K+ 11.06% |
$404K - $483K
|
33.3K
$5.45M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.29K+ 30.86% |
$400K - $479K
|
13.9K
$2.28M
|