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 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.86KNew |
$226K - $271K
|
1.86K
$304K
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
1.84K+ 722.35% |
$224K - $269K
|
2.1K
$343K
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
1.75KNew |
$213K - $255K
|
1.75K
$286K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.72K+ 5.09% |
$210K - $251K
|
35.5K
$5.81M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.71KNew |
$209K - $250K
|
1.71K
$280K
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.71K+ 421.67% |
$208K - $250K
|
2.12K
$347K
|
|
Nov 14, 2022
Q3 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.71KNew |
$208K - $249K
|
1.71K
$279K
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.71K+ 1.15% |
$208K - $249K
|
150K
$24.5M
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.67KNew |
$203K - $243K
|
1.67K
$273K
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
1.65K+ 1.24% |
$201K - $241K
|
135K
$22M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.64K+ 2.64% |
$199K - $239K
|
63.5K
$10.4M
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.59K+ 5.48% |
$193K - $232K
|
30.6K
$5.01M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.51K+ 20.59% |
$184K - $220K
|
8.85K
$1.45M
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.48K+ 2.13% |
$180K - $215K
|
70.9K
$11.6M
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.39K+ 24.49% |
$169K - $202K
|
7.06K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.36K+ 16.3% |
$166K - $199K
|
9.72K
$1.59M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.34K+ 24.24% |
$163K - $196K
|
6.88K
$1.13M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.34K+ 4.05% |
$163K - $195K
|
34.5K
$5.64M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.3K+ 25.38% |
$159K - $190K
|
6.43K
$1.05M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.3K+ 8.68% |
$158K - $189K
|
16.2K
$2.66M
|
|
Oct 18, 2022
Q3 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
1.28K+ 9.52% |
$156K - $187K
|
14.8K
$2.42M
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.26K+ 2.12% |
$154K - $184K
|
61K
$9.98M
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.26K+ 59.99% |
$153K - $183K
|
3.36K
$549K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.24K+ 1.01% |
$151K - $180K
|
123K
$20.2M
|
|
Nov 07, 2022
Q3 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.2K+ 1.2% |
$146K - $175K
|
102K
$16.6M
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
1.19K+ 54.93% |
$145K - $173K
|
3.35K
$548K
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.18K+ 9.48% |
$143K - $172K
|
13.6K
$2.22M
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
1.14K+ 2.02% |
$138K - $166K
|
57.4K
$9.39M
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.11K+ 17.85% |
$135K - $161K
|
7.3K
$1.19M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 7.85% |
$130K - $156K
|
14.7K
$2.4M
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.06KNew |
$129K - $154K
|
1.06K
$173K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.03KNew |
$126K - $151K
|
1.03K
$169K
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.01K+ 0.45% |
$123K - $148K
|
224K
$36.6M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1K+ 9.85% |
$122K - $146K
|
11.2K
$1.83M
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1K+ 63.73% |
$122K - $146K
|
2.57K
$420K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
999+ 1.22% |
$122K - $146K
|
82.9K
$13.6M
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
982+ 2.92% |
$120K - $143K
|
34.6K
$5.67M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
885+ 78.32% |
$108K - $129K
|
2.02K
$330K
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
BUY
|
- |
879+ 10.04% |
$107K - $128K
|
9.63K
$1.58M
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
855+ 4.0% |
$104K - $125K
|
22.2K
$3.63M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
844+ 12.52% |
$103K - $123K
|
7.58K
$1.24M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
842+ 19.15% |
$103K - $123K
|
5.24K
$857K
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
817+ 28.04% |
$99.5K - $119K
|
3.73K
$610K
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
806+ 7.71% |
$98.1K - $118K
|
11.3K
$1.84M
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
803+ 12.35% |
$97.8K - $117K
|
7.3K
$1.19M
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
780+ 1.54% |
$95K - $114K
|
51.6K
$8.44M
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
769+ 23.37% |
$93.6K - $112K
|
4.06K
$664K
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
762+ 5.28% |
$92.8K - $111K
|
15.2K
$2.49M
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
762+ 1.38% |
$92.8K - $111K
|
56.1K
$9.19M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
759+ 61.31% |
$92.4K - $111K
|
2K
$327K
|