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 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
124+ 4.48% |
$15.1K - $18.1K
|
2.89K
$460K
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
123+ 2.94% |
$15K - $17.9K
|
4.31K
$685K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
122New |
$14.9K - $17.8K
|
122
$19.4K
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
121+ 5.97% |
$14.7K - $17.6K
|
2.15K
$342K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
120+ 3.09% |
$14.6K - $17.5K
|
4.01K
$638K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
114+ 1.01% |
$13.9K - $16.6K
|
11.5K
$1.82M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
113+ 3.09% |
$13.8K - $16.5K
|
3.77K
$600K
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
102+ 0.58% |
$12.4K - $14.9K
|
17.8K
$2.84M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
99+ 47.83% |
$12.1K - $14.4K
|
306
$48.7K
|
|
Oct 13, 2022
Q3 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
97+ 4.37% |
$11.8K - $14.1K
|
2.32K
$368K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
95+ 1.62% |
$11.6K - $13.9K
|
5.97K
$950K
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
94+ 0.87% |
$11.4K - $13.7K
|
10.9K
$1.74M
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
91+ 2.22% |
$11.1K - $13.3K
|
4.19K
$666K
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
90+ 5.02% |
$11K - $13.1K
|
1.88K
$300K
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
88+ 9.15% |
$10.7K - $12.8K
|
1.05K
$167K
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
83New |
$10.1K - $12.1K
|
83
$13.2K
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
78+ 1.85% |
$9.5K - $11.4K
|
4.29K
$682K
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
77+ 3.68% |
$9.38K - $11.2K
|
2.17K
$345K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
75+ 0.26% |
$9.13K - $10.9K
|
28.4K
$4.52M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75+ 28.52% |
$9.13K - $10.9K
|
338
$53.8K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
75+ 3.42% |
$9.13K - $10.9K
|
2.27K
$361K
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
70+ 0.21% |
$8.52K - $10.2K
|
33K
$5.26M
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
70+ 1.8% |
$8.52K - $10.2K
|
3.96K
$629K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
67+ 16.83% |
$8.16K - $9.77K
|
465
$74K
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
63+ 3.44% |
$7.67K - $9.19K
|
1.89K
$301K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
62New |
$7.55K - $9.04K
|
62
$9.86K
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
61+ 1.75% |
$7.43K - $8.89K
|
3.55K
$565K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
60+ 7.59% |
$7.31K - $8.75K
|
850
$135K
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
58+ 1.57% |
$7.06K - $8.46K
|
3.75K
$596K
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
57+ 1.25% |
$6.94K - $8.31K
|
4.62K
$735K
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
57+ 0.51% |
$6.94K - $8.31K
|
11.1K
$1.77M
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
54+ 0.41% |
$6.58K - $7.87K
|
13.3K
$2.12M
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.02% |
$6.33K - $7.58K
|
244K
$38.8M
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
52+ 34.67% |
$6.33K - $7.58K
|
202
$32.1K
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
51New |
$6.21K - $7.44K
|
51
$8.11K
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
51+ 0.64% |
$6.21K - $7.44K
|
8.03K
$1.28M
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
50+ 1.32% |
$6.09K - $7.29K
|
3.84K
$611K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
50+ 0.58% |
$6.09K - $7.29K
|
8.69K
$1.38M
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
50New |
$6.09K - $7.29K
|
50
$7.95K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
50+ 142.86% |
$6.09K - $7.29K
|
85
$13.5K
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
46+ 0.41% |
$5.6K - $6.71K
|
11.2K
$1.77M
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
46New |
$5.6K - $6.71K
|
46
$7.32K
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
46+ 0.49% |
$5.6K - $6.71K
|
9.38K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
46+ 0.01% |
$5.6K - $6.71K
|
808K
$129M
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
44+ 1.04% |
$5.36K - $6.42K
|
4.27K
$679K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
42+ 6.27% |
$5.11K - $6.12K
|
712
$113K
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
42+ 0.44% |
$5.11K - $6.12K
|
9.53K
$1.52M
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
41+ 0.1% |
$4.99K - $5.98K
|
42.8K
$6.8M
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
38+ 0.78% |
$4.63K - $5.54K
|
4.88K
$777K
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
37+ 0.14% |
$4.51K - $5.39K
|
27.3K
$4.35M
|