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 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
33+ 0.57% |
$4.02K - $4.81K
|
5.85K
$957K
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
33+ 0.42% |
$4.02K - $4.81K
|
7.91K
$1.29M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
29+ 12.39% |
$3.53K - $4.23K
|
263
$43K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
29+ 0.99% |
$3.53K - $4.23K
|
2.96K
$484K
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
28New |
$3.41K - $4.08K
|
28
$4.58K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
26New |
$3.17K - $3.79K
|
26
$4.25K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
25+ 3.7% |
$3.04K - $3.65K
|
701
$115K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
22+ 0.43% |
$2.68K - $3.21K
|
5.13K
$840K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 2.38% |
$2.68K - $3.21K
|
945
$155K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22+ 0.78% |
$2.68K - $3.21K
|
2.84K
$465K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
21+ 0.66% |
$2.56K - $3.06K
|
3.18K
$521K
|
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
20+ 0.17% |
$2.44K - $2.92K
|
12K
$1.97M
|
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
20+ 0.58% |
$2.44K - $2.92K
|
3.48K
$570K
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
18+ 0.3% |
$2.19K - $2.62K
|
5.98K
$979K
|
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
18+ 0.99% |
$2.19K - $2.62K
|
1.83K
$299K
|
|
|
Feb 14, 2023
Q3 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
15+ 0.57% |
$1.83K - $2.19K
|
2.63K
$431K
|
|
|
Nov 14, 2022
Q3 2022
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
14+ 0.1% |
$1.7K - $2.04K
|
13.7K
$2.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
13+ 0.68% |
$1.58K - $1.9K
|
1.93K
$316K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
12+ 0.28% |
$1.46K - $1.75K
|
4.36K
$713K
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
12+ 0.09% |
$1.46K - $1.75K
|
13.5K
$2.22M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
11+ 0.19% |
$1.34K - $1.6K
|
5.72K
$937K
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9+ 0.36% |
$1.1K - $1.31K
|
2.53K
$415K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9+ 0.09% |
$1.1K - $1.31K
|
9.51K
$1.56M
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.34% |
$974 - $1.17K
|
2.39K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
8+ 1.06% |
$974 - $1.17K
|
764
$125K
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
8+ 0.19% |
$974 - $1.17K
|
4.24K
$694K
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
7+ 0.35% |
$852 - $1.02K
|
2.02K
$330K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7+ 0.34% |
$852 - $1.02K
|
2.04K
$334K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
6+ 0.26% |
$731 - $875
|
2.32K
$379K
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
6+ 0.24% |
$731 - $875
|
2.48K
$406K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
6+ 0.12% |
$731 - $875
|
4.98K
$815K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 0.52% |
$609 - $729
|
975
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.5% |
$609 - $729
|
996
$163K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.09% |
$609 - $729
|
5.45K
$891K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5+ 0.01% |
$609 - $729
|
59.2K
$9.69M
|
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
BUY
|
- |
5+ 0.15% |
$609 - $729
|
3.37K
$551K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.56% |
$487 - $583
|
716
$117K
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4+ 0.2% |
$487 - $583
|
2.05K
$336K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.15% |
$365 - $437
|
1.98K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3New |
$365 - $437
|
3
$491
|
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3+ 0.03% |
$365 - $437
|
9.06K
$1.48M
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
3+ 5.45% |
$365 - $437
|
58
$9.49K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3+ 0.01% |
$365 - $437
|
54.3K
$8.88M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
3+ 0.08% |
$365 - $437
|
3.92K
$641K
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
1+ 0.04% |
$122 - $146
|
2.23K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
1New |
$122 - $146
|
1
$164
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1+ 0.02% |
$122 - $146
|
6.58K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.2% |
$122 - $146
|
511
$83.6K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1+ 0.01% |
$122 - $146
|
10.3K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
1+ 0.01% |
$122 - $146
|
8.37K
$1.37M
|