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 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
758+ 10.77% |
$92.3K - $111K
|
7.8K
$1.28M
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
755+ 0.75% |
$91.9K - $110K
|
102K
$16.7M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
749New |
$91.2K - $109K
|
749
$123K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
741+ 1.2% |
$90.2K - $108K
|
62.6K
$10.2M
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
715+ 3.77% |
$87.1K - $104K
|
19.7K
$3.22M
|
|
Nov 01, 2022
Q3 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
692+ 3.43% |
$84.3K - $101K
|
20.9K
$3.41M
|
|
Oct 18, 2022
Q3 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
691+ 17.92% |
$84.1K - $101K
|
4.55K
$744K
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
689+ 3.34% |
$83.9K - $100K
|
21.3K
$3.49M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
652+ 6.87% |
$79.4K - $95.1K
|
10.1K
$1.66M
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
645+ 6.74% |
$78.5K - $94K
|
10.2K
$1.67M
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
640+ 1.52% |
$77.9K - $93.3K
|
42.8K
$7M
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
626+ 17.17% |
$76.2K - $91.3K
|
4.27K
$699K
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
610+ 9.14% |
$74.3K - $88.9K
|
7.29K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
604+ 66.01% |
$73.5K - $88.1K
|
1.52K
$249K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
603New |
$73.4K - $87.9K
|
603
$98.7K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
597+ 15.69% |
$72.7K - $87K
|
4.4K
$720K
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
596+ 10.6% |
$72.6K - $86.9K
|
6.22K
$1.02M
|
|
Oct 14, 2022
Q3 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
585+ 1.3% |
$71.2K - $85.3K
|
45.6K
$7.46M
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
BUY
|
- |
580+ 2.46% |
$70.6K - $84.6K
|
24.2K
$3.95M
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
566+ 6.49% |
$68.9K - $82.5K
|
9.29K
$1.52M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
558+ 6.74% |
$67.9K - $81.4K
|
8.84K
$1.45M
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
507+ 5.8% |
$61.7K - $73.9K
|
9.24K
$1.51M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
500New |
$60.9K - $72.9K
|
500
$81.8K
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
495+ 3.24% |
$60.3K - $72.2K
|
15.8K
$2.58M
|
|
Oct 24, 2022
Q3 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
490+ 4.56% |
$59.7K - $71.4K
|
11.2K
$1.84M
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
485New |
$59.1K - $70.7K
|
485
$79.4K
|
|
Oct 24, 2022
Q3 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
480+ 2.58% |
$58.4K - $70K
|
19.1K
$3.13M
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
464+ 2.62% |
$56.5K - $67.7K
|
18.1K
$2.97M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
461+ 1.3% |
$56.1K - $67.2K
|
35.8K
$5.86M
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
454+ 20.74% |
$55.3K - $66.2K
|
2.64K
$432K
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
454+ 1.85% |
$55.3K - $66.2K
|
25K
$4.09M
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
446+ 7.4% |
$54.3K - $65K
|
6.47K
$1.06M
|
|
Oct 13, 2022
Q3 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
436+ 0.74% |
$53.1K - $63.6K
|
59.5K
$9.73M
|
|
Nov 14, 2022
Q3 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
423+ 6.05% |
$51.5K - $61.7K
|
7.42K
$1.21M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
419+ 3.52% |
$51K - $61.1K
|
12.3K
$2.01M
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
418+ 3.2% |
$50.9K - $60.9K
|
13.5K
$2.2M
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
416+ 13.9% |
$50.7K - $60.7K
|
3.41K
$558K
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
407+ 2.3% |
$49.6K - $59.3K
|
18.1K
$2.97M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
405+ 14.45% |
$49.3K - $59K
|
3.21K
$525K
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
404+ 15.8% |
$49.2K - $58.9K
|
2.96K
$484K
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
403+ 6.08% |
$49.1K - $58.8K
|
7.04K
$1.15M
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
402+ 76.57% |
$49K - $58.6K
|
927
$152K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
395+ 2.42% |
$48.1K - $57.6K
|
16.7K
$2.74M
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
377+ 754.0% |
$45.9K - $55K
|
427
$69.9K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
357+ 20.33% |
$43.5K - $52.1K
|
2.11K
$346K
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
357+ 20.33% |
$43.5K - $52.1K
|
2.11K
$346K
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
354+ 17.43% |
$43.1K - $51.6K
|
2.39K
$390K
|
|
Oct 14, 2022
Q3 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
351+ 1.94% |
$42.7K - $51.2K
|
18.5K
$3.02M
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
350+ 6.2% |
$42.6K - $51K
|
5.99K
$981K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
347+ 5.62% |
$42.3K - $50.6K
|
6.52K
$1.07M
|