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 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.27K+ 28.71% |
$399K - $477K
|
14.7K
$2.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.17K+ 42.94% |
$385K - $461K
|
10.5K
$1.72M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
3.15KNew |
$384K - $459K
|
3.15K
$515K
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
3.15KNew |
$384K - $459K
|
3.15K
$515K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.12K+ 23.43% |
$379K - $454K
|
16.4K
$2.69M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.1K+ 32.93% |
$377K - $452K
|
12.5K
$2.05M
|
|
|
Oct 20, 2022
Q3 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.1K+ 6.27% |
$377K - $451K
|
52.5K
$8.59M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.98KNew |
$363K - $435K
|
2.98K
$488K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.95K+ 12.12% |
$359K - $430K
|
27.3K
$4.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.94KNew |
$358K - $429K
|
2.94K
$481K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.87K+ 6.8% |
$350K - $419K
|
45.2K
$7.39M
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
2.86K+ 21.61% |
$348K - $416K
|
16.1K
$2.63M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 18.69% |
$346K - $414K
|
18K
$2.95M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.83K+ 35.8% |
$345K - $413K
|
10.7K
$1.76M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.83K+ 35.8% |
$345K - $413K
|
10.7K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.81K+ 33.09% |
$343K - $410K
|
11.3K
$1.85M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.81K+ 63.69% |
$342K - $409K
|
7.21K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.8K+ 15.57% |
$341K - $409K
|
20.8K
$3.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.79K+ 26.18% |
$339K - $406K
|
13.4K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.76KNew |
$336K - $402K
|
2.76K
$451K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
BUY
|
- |
2.74K+ 2.59% |
$333K - $399K
|
108K
$17.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
2.73K+ 8.75% |
$333K - $399K
|
34K
$5.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.71KNew |
$330K - $395K
|
2.71K
$444K
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.68K+ 24.01% |
$327K - $391K
|
13.9K
$2.27M
|
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.61K+ 2.7% |
$318K - $381K
|
99.5K
$16.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
BUY
|
- |
2.55K+ 6.66% |
$311K - $372K
|
40.9K
$6.69M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
2.53KNew |
$308K - $369K
|
2.53K
$414K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
2.5KNew |
$305K - $365K
|
2.5K
$409K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2.5KNew |
$304K - $365K
|
2.5K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.36K+ 55.55% |
$287K - $344K
|
6.6K
$1.08M
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.34K+ 13.39% |
$285K - $341K
|
19.8K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.28K+ 4.77% |
$278K - $333K
|
50.2K
$8.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.26K+ 14.44% |
$276K - $330K
|
17.9K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.26K+ 11.09% |
$275K - $329K
|
22.6K
$3.7M
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
BUY
|
- |
2.23K+ 3.19% |
$271K - $325K
|
72K
$11.8M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.17KNew |
$264K - $316K
|
2.17K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.13K+ 1.51% |
$259K - $310K
|
143K
$23.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.07K+ 4.44% |
$252K - $301K
|
48.6K
$7.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.03K+ 10.01% |
$247K - $295K
|
22.3K
$3.64M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2KNew |
$244K - $292K
|
2K
$327K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.98K+ 6.86% |
$241K - $288K
|
30.8K
$5.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.96K+ 4.32% |
$239K - $286K
|
47.4K
$7.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.96K+ 1.79% |
$239K - $286K
|
111K
$18.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.94K+ 5.16% |
$236K - $282K
|
39.5K
$6.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.93K+ 0.15% |
$235K - $281K
|
1.33M
$218M
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.92K+ 13.57% |
$234K - $280K
|
16.1K
$2.63M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.89KNew |
$230K - $276K
|
1.89K
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
1.89KNew |
$230K - $276K
|
1.89K
$309K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.87K+ 4.5% |
$228K - $273K
|
43.5K
$7.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.86K+ 171.14% |
$227K - $271K
|
2.95K
$483K
|