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 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$122 - $146
|
220
$36K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.93% |
$122 - $146
|
109
$17.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$122 - $146
|
1.19K
$195K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.17% |
$122 - $146
|
574
$93.9K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.16% |
$122 - $146
|
633
$104K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-2- 0.46% |
$244 - $292
|
436
$71.3K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3Closed |
$365 - $437
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-5- 3.6% |
$609 - $729
|
134
$21.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-7- 0.22% |
$852 - $1.02K
|
3.14K
$513K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7- 0.09% |
$852 - $1.02K
|
7.76K
$1.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-8- 0.25% |
$974 - $1.17K
|
3.23K
$528K
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8- 0.06% |
$974 - $1.17K
|
12.4K
$2.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9- 0.24% |
$1.1K - $1.31K
|
3.75K
$614K
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-10- 0.34% |
$1.22K - $1.46K
|
2.93K
$480K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-10- 0.29% |
$1.22K - $1.46K
|
3.46K
$566K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-14- 0.64% |
$1.7K - $2.04K
|
2.18K
$356K
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
SELL
|
- |
-15- 0.06% |
$1.83K - $2.19K
|
27.1K
$4.44M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-17- 10.3% |
$2.07K - $2.48K
|
148
$24.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-17- 1.5% |
$2.07K - $2.48K
|
1.12K
$183K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-17- 0.44% |
$2.07K - $2.48K
|
3.85K
$630K
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-18- 0.64% |
$2.19K - $2.62K
|
2.78K
$455K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20- 6.47% |
$2.44K - $2.92K
|
289
$47.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-21- 0.65% |
$2.56K - $3.06K
|
3.2K
$523K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-22- 4.19% |
$2.68K - $3.21K
|
503
$82.3K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-22- 16.42% |
$2.68K - $3.21K
|
112
$18.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
SELL
|
- |
-23- 7.88% |
$2.8K - $3.35K
|
269
$44K
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-27- 1.08% |
$3.29K - $3.94K
|
2.47K
$404K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-27- 2.72% |
$3.29K - $3.94K
|
966
$158K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-31- 0.72% |
$3.77K - $4.52K
|
4.26K
$698K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-32- 0.63% |
$3.9K - $4.67K
|
5.01K
$820K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-34- 0.67% |
$4.14K - $4.96K
|
5.08K
$830K
|
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-37- 1.76% |
$4.51K - $5.39K
|
2.07K
$338K
|
|
|
Oct 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-41- 1.18% |
$4.99K - $5.98K
|
3.43K
$561K
|
|
|
Nov 03, 2022
Q3 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-41- 0.31% |
$4.99K - $5.98K
|
13.2K
$2.16M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-43- 0.27% |
$5.24K - $6.27K
|
15.7K
$2.56M
|
|
|
Nov 03, 2022
Q3 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-45- 0.48% |
$5.48K - $6.56K
|
9.43K
$1.54M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-45- 0.3% |
$5.48K - $6.56K
|
15.2K
$2.49M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-46- 1.07% |
$5.6K - $6.71K
|
4.25K
$695K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-54- 35.76% |
$6.58K - $7.87K
|
97
$15.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-55- 45.83% |
$6.7K - $8.02K
|
65
$10.6K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-58- 1.07% |
$7.06K - $8.46K
|
5.37K
$878K
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-60- 0.13% |
$7.31K - $8.75K
|
46.1K
$7.55M
|
|
|
Nov 01, 2022
Q3 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-60- 1.12% |
$7.31K - $8.75K
|
5.28K
$863K
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-66- 0.69% |
$8.04K - $9.62K
|
9.56K
$1.56M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-67- 0.3% |
$8.16K - $9.77K
|
22.3K
$3.65M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-67- 15.65% |
$8.16K - $9.77K
|
361
$59.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-69- 0.62% |
$8.4K - $10.1K
|
11.1K
$1.81M
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-69- 0.14% |
$8.4K - $10.1K
|
49.4K
$8.09M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-71- 2.55% |
$8.65K - $10.4K
|
2.71K
$444K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-74- 0.45% |
$9.01K - $10.8K
|
16.2K
$2.66M
|