Purchases and Sales Made in Q3 2023 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 2023. 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 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2MNew |
$262M - $289M
|
2M
$342M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
702KNew |
$91.8M - $101M
|
702K
$120M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
548K+ 5985.44% |
$71.7M - $79.1M
|
557K
$95.2M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
261KNew |
$34.1M - $37.6M
|
261K
$44.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
229K+ 2.18% |
$29.9M - $33M
|
10.7M
$1.83B
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
209KNew |
$27.3M - $30.1M
|
209K
$35.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
172KNew |
$22.5M - $24.8M
|
172K
$29.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
119K+ 243.63% |
$15.6M - $17.2M
|
168K
$28.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
92.8K+ 3.32% |
$12.1M - $13.4M
|
2.88M
$493M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
89.9K+ 1314.2% |
$11.8M - $13M
|
96.7K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
70.5K+ 113.64% |
$9.22M - $10.2M
|
133K
$22.6M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
60.5K+ 1746.35% |
$7.91M - $8.73M
|
64K
$10.9M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
57.6KNew |
$7.53M - $8.3M
|
57.6K
$9.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
56.1KNew |
$7.33M - $8.09M
|
56.1K
$9.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
54.3K+ 9.47% |
$7.1M - $7.84M
|
628K
$107M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
52.8K+ 13.68% |
$6.9M - $7.61M
|
438K
$74.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
44.1K+ 11.62% |
$5.76M - $6.35M
|
423K
$72.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
43.4KNew |
$5.67M - $6.25M
|
43.4K
$7.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41.4K+ 9.5% |
$5.41M - $5.97M
|
477K
$81.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
33K+ 37.17% |
$4.32M - $4.76M
|
122K
$20.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
30.1K+ 12.71% |
$3.94M - $4.34M
|
267K
$45.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
29K+ 30.92% |
$3.79M - $4.18M
|
123K
$21M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
28.1K+ 14.65% |
$3.68M - $4.06M
|
220K
$37.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
27.7K+ 45.45% |
$3.63M - $4M
|
88.8K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.6K+ 2.78% |
$3.61M - $3.98M
|
1.02M
$175M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
25.8K+ 75.96% |
$3.38M - $3.72M
|
59.8K
$10.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
23.4KNew |
$3.06M - $3.37M
|
23.4K
$3.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.1K+ 18.59% |
$2.89M - $3.19M
|
141K
$24.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.6K+ 3.48% |
$2.43M - $2.68M
|
553K
$94.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.7K+ 4.19% |
$2.19M - $2.41M
|
416K
$71M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
16.3K+ 5.62% |
$2.14M - $2.36M
|
307K
$52.4M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.8K+ 13.14% |
$1.93M - $2.13M
|
127K
$21.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.7K+ 294780.0% |
$1.93M - $2.13M
|
14.7K
$2.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.7K+ 828.68% |
$1.92M - $2.12M
|
16.5K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
14.6KNew |
$1.9M - $2.1M
|
14.6K
$2.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
14K+ 83.82% |
$1.83M - $2.01M
|
30.6K
$5.23M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
13.5K+ 7.16% |
$1.76M - $1.95M
|
202K
$34.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.4K+ 3.45% |
$1.76M - $1.94M
|
402K
$68.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
13.4K+ 39.82% |
$1.75M - $1.93M
|
46.9K
$8.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
11.3K+ 23.0% |
$1.48M - $1.63M
|
60.5K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.1K+ 181.75% |
$1.46M - $1.61M
|
17.3K
$2.95M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
11KNew |
$1.43M - $1.58M
|
11K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.79KNew |
$1.28M - $1.41M
|
9.79K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.51K+ 0.54% |
$1.24M - $1.37M
|
1.78M
$305M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
9.5K+ 2.1% |
$1.24M - $1.37M
|
462K
$78.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
9.33K+ 2.76% |
$1.22M - $1.35M
|
347K
$59.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.31K+ 0.35% |
$1.22M - $1.34M
|
2.66M
$454M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9K+ 12.4% |
$1.18M - $1.3M
|
81.6K
$13.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
8.83K+ 14.52% |
$1.16M - $1.27M
|
69.7K
$11.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.67KNew |
$1.13M - $1.25M
|
8.67K
$1.48M
|