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 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
344New |
$41.9K - $50.2K
|
344
$56.3K
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
333New |
$40.5K - $48.6K
|
333
$54.5K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
332+ 11.56% |
$40.4K - $48.4K
|
3.2K
$524K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
329+ 13.11% |
$40.1K - $48K
|
2.84K
$465K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
328New |
$39.9K - $47.8K
|
328
$53.7K
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
322+ 1.96% |
$39.2K - $46.9K
|
16.8K
$2.75M
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
318+ 2.02% |
$38.7K - $46.4K
|
16.1K
$2.63M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
315+ 11.03% |
$38.4K - $45.9K
|
3.17K
$519K
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
311+ 16.06% |
$37.9K - $45.3K
|
2.25K
$368K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
301+ 7525.0% |
$36.7K - $43.9K
|
305
$49.9K
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
297+ 7.36% |
$36.2K - $43.3K
|
4.33K
$709K
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
285+ 30.88% |
$34.7K - $41.6K
|
1.21K
$198K
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
284+ 7.65% |
$34.6K - $41.4K
|
4K
$654K
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
275+ 5.66% |
$33.5K - $40.1K
|
5.13K
$839K
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
265+ 10.19% |
$32.3K - $38.6K
|
2.87K
$469K
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
264+ 0.88% |
$32.1K - $38.5K
|
30.2K
$4.94M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
257+ 1.54% |
$31.3K - $37.5K
|
16.9K
$2.77M
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
253+ 1.03% |
$30.8K - $36.9K
|
24.9K
$4.07M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
249+ 0.71% |
$30.3K - $36.3K
|
35.3K
$5.78M
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
248+ 2.02% |
$30.2K - $36.2K
|
12.5K
$2.05M
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
246+ 7.28% |
$30K - $35.9K
|
3.62K
$593K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
243+ 1.64% |
$29.6K - $35.4K
|
15K
$2.46M
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
240+ 6.72% |
$29.2K - $35K
|
3.81K
$623K
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
232+ 14.18% |
$28.3K - $33.8K
|
1.87K
$306K
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
228+ 8.75% |
$27.8K - $33.2K
|
2.84K
$464K
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
224New |
$27.3K - $32.7K
|
224
$36.7K
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
216+ 2.99% |
$26.3K - $31.5K
|
7.45K
$1.22M
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
182New |
$22.2K - $26.5K
|
182
$29.8K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
182+ 6.01% |
$22.2K - $26.5K
|
3.21K
$525K
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
180+ 5.85% |
$21.9K - $26.2K
|
3.26K
$533K
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
175+ 3.69% |
$21.3K - $25.5K
|
4.92K
$805K
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
172+ 9.28% |
$20.9K - $25.1K
|
2.03K
$331K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
170+ 0.62% |
$20.7K - $24.8K
|
27.4K
$4.48M
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
170+ 5.03% |
$20.7K - $24.8K
|
3.55K
$581K
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
169+ 2.82% |
$20.6K - $24.6K
|
6.16K
$1.01M
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
165New |
$20.1K - $24.1K
|
165
$27K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
157+ 0.21% |
$19.1K - $22.9K
|
74.4K
$12.2M
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
146+ 1.48% |
$17.8K - $21.3K
|
9.98K
$1.63M
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
146+ 3.01% |
$17.8K - $21.3K
|
5K
$818K
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
145+ 0.55% |
$17.7K - $21.1K
|
26.4K
$4.32M
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
144+ 7.61% |
$17.5K - $21K
|
2.04K
$333K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
140+ 4.58% |
$17K - $20.4K
|
3.2K
$524K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
138New |
$16.8K - $20.1K
|
138
$22.6K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
137+ 2.96% |
$16.7K - $20K
|
4.77K
$781K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
137+ 5.66% |
$16.7K - $20K
|
2.56K
$418K
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
131+ 5.41% |
$16K - $19.1K
|
2.55K
$418K
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
129+ 1.74% |
$15.7K - $18.8K
|
7.55K
$1.23M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
128+ 2.1% |
$15.6K - $18.7K
|
6.23K
$1.02M
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
124+ 4.48% |
$15.1K - $18.1K
|
2.89K
$473K
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
123+ 2.94% |
$15K - $17.9K
|
4.31K
$705K
|