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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-40- 1.38% |
$5.23K - $5.77K
|
2.85K
$487K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-44- 0.04% |
$5.75K - $6.35K
|
108K
$18.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-45- 9.43% |
$5.88K - $6.49K
|
432
$73.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-47- 28.83% |
$6.15K - $6.78K
|
116
$19.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-51- 2.73% |
$6.67K - $7.36K
|
1.82K
$310K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-51- 1.35% |
$6.67K - $7.36K
|
3.74K
$638K
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-51- 0.09% |
$6.67K - $7.36K
|
54.3K
$9.28M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-52- 1.14% |
$6.8K - $7.5K
|
4.53K
$773K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-54- 1.43% |
$7.06K - $7.79K
|
3.71K
$634K
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-54- 2.18% |
$7.06K - $7.79K
|
2.42K
$414K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-55- 32.74% |
$7.19K - $7.93K
|
113
$19.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-56- 45.16% |
$7.32K - $8.08K
|
68
$11.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-56- 1.07% |
$7.32K - $8.08K
|
5.2K
$888K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-56- 1.03% |
$7.32K - $8.08K
|
5.4K
$923K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-57- 86.36% |
$7.45K - $8.22K
|
9
$1.54K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-58- 0.1% |
$7.58K - $8.37K
|
57.7K
$9.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-58- 1.44% |
$7.58K - $8.37K
|
3.98K
$680K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-58- 1.34% |
$7.58K - $8.37K
|
4.28K
$732K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-63- 2.21% |
$8.24K - $9.09K
|
2.79K
$476K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-66- 0.97% |
$8.63K - $9.52K
|
6.77K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-68- 3.78% |
$8.89K - $9.81K
|
1.73K
$296K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
SELL
|
- |
-70- 2.04% |
$9.15K - $10.1K
|
3.37K
$575K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-73- 0.49% |
$9.55K - $10.5K
|
14.8K
$2.53M
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-75- 0.83% |
$9.81K - $10.8K
|
8.99K
$1.54M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-77- 2.78% |
$10.1K - $11.1K
|
2.69K
$459K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-78- 2.26% |
$10.2K - $11.3K
|
3.37K
$575K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-78- 0.76% |
$10.2K - $11.3K
|
10.2K
$1.74M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-80- 1.55% |
$10.5K - $11.5K
|
5.07K
$866K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-83- 0.29% |
$10.9K - $12K
|
28.7K
$4.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-83- 76.15% |
$10.9K - $12K
|
26
$4.44K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-84- 2.66% |
$11K - $12.1K
|
3.07K
$524K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-86- 1.04% |
$11.2K - $12.4K
|
8.16K
$1.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-88- 5.44% |
$11.5K - $12.7K
|
1.53K
$261K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-93- 0.45% |
$12.2K - $13.4K
|
20.7K
$3.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-96- 3.67% |
$12.6K - $13.8K
|
2.52K
$430K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-97- 1.16% |
$12.7K - $14K
|
8.27K
$1.41M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-101- 1.36% |
$13.2K - $14.6K
|
7.32K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-108- 0.96% |
$14.1K - $15.6K
|
11.1K
$1.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-110- 3.25% |
$14.4K - $15.9K
|
3.28K
$559K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-110- 1.48% |
$14.4K - $15.9K
|
7.34K
$1.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-115- 12.64% |
$15K - $16.6K
|
795
$136K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-118- 4.71% |
$15.4K - $17K
|
2.39K
$408K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-125- 2.61% |
$16.3K - $18K
|
4.67K
$797K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-126- 0.71% |
$16.5K - $18.2K
|
17.7K
$3.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-129- 1.26% |
$16.9K - $18.6K
|
10.1K
$1.73M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-129- 3.01% |
$16.9K - $18.6K
|
4.16K
$710K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-129- 1.42% |
$16.9K - $18.6K
|
8.98K
$1.53M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-135- 3.76% |
$17.7K - $19.5K
|
3.46K
$591K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-140- 1.27% |
$18.3K - $20.2K
|
10.9K
$1.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-144- 0.57% |
$18.8K - $20.8K
|
25.1K
$4.29M
|