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 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-150- 4.91% |
$19.6K - $21.6K
|
2.91K
$497K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-153- 4.6% |
$20K - $22.1K
|
3.18K
$542K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-155- 3.13% |
$20.3K - $22.4K
|
4.8K
$820K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-155- 67.69% |
$20.3K - $22.4K
|
74
$12.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-157- 2.54% |
$20.5K - $22.6K
|
6.03K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-157- 9.21% |
$20.5K - $22.6K
|
1.55K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-158- 3.15% |
$20.7K - $22.8K
|
4.87K
$831K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-159- 1.15% |
$20.8K - $22.9K
|
13.6K
$2.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-167- 0.33% |
$21.8K - $24.1K
|
50.5K
$8.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-169- 1.44% |
$22.1K - $24.4K
|
11.6K
$1.98M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-170- 1.03% |
$22.2K - $24.5K
|
16.3K
$2.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-170- 11.39% |
$22.2K - $24.5K
|
1.32K
$226K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-173- 0.57% |
$22.6K - $25K
|
30.1K
$5.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-178- 2.42% |
$23.3K - $25.7K
|
7.16K
$1.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-180- 0.74% |
$23.5K - $26K
|
24K
$4.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-184- 8.09% |
$24.1K - $26.5K
|
2.09K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-185- 3.95% |
$24.2K - $26.7K
|
4.5K
$769K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-186- 7.86% |
$24.3K - $26.8K
|
2.18K
$372K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-188- 5.59% |
$24.6K - $27.1K
|
3.18K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-196- 5.3% |
$25.6K - $28.3K
|
3.5K
$598K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-197- 4.27% |
$25.8K - $28.4K
|
4.42K
$755K
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
SELL
|
- |
-199- 0.42% |
$26K - $28.7K
|
47.4K
$8.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-201- 4.6% |
$26.3K - $29K
|
4.17K
$712K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-208- 9.33% |
$27.2K - $30K
|
2.02K
$345K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-212- 0.73% |
$27.7K - $30.6K
|
28.8K
$4.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-213- 1.78% |
$27.9K - $30.7K
|
11.8K
$2.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-214- 0.71% |
$28K - $30.9K
|
29.8K
$5.09M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-216- 2.77% |
$28.2K - $31.2K
|
7.58K
$1.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-223- 1.07% |
$29.2K - $32.2K
|
20.6K
$3.51M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-233- 3.93% |
$30.5K - $33.6K
|
5.7K
$974K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-248- 4.26% |
$32.4K - $35.8K
|
5.57K
$952K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-252- 13.07% |
$33K - $36.3K
|
1.68K
$286K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-257- 14.52% |
$33.6K - $37.1K
|
1.51K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-259- 2.73% |
$33.9K - $37.4K
|
9.23K
$1.58M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-268- 2.05% |
$35K - $38.7K
|
12.8K
$2.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-270- 9.91% |
$35.3K - $38.9K
|
2.45K
$419K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-275- 93.22% |
$36K - $39.7K
|
20
$3.42K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-276- 5.01% |
$36.1K - $39.8K
|
5.24K
$894K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-276- 30.0% |
$36.1K - $39.8K
|
644
$110K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-279- 2.98% |
$36.5K - $40.2K
|
9.1K
$1.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-281- 1.91% |
$36.7K - $40.5K
|
14.5K
$2.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-283- 0.82% |
$37K - $40.8K
|
34.1K
$5.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-284- 8.56% |
$37.1K - $41K
|
3.04K
$518K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-291- 1.36% |
$38.1K - $42K
|
21.2K
$3.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-292- 5.06% |
$38.2K - $42.1K
|
5.48K
$936K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-294- 10.16% |
$38.4K - $42.4K
|
2.6K
$444K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-295- 1.79% |
$38.6K - $42.6K
|
16.1K
$2.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-300- 8.62% |
$39.2K - $43.3K
|
3.18K
$543K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-313- 1.58% |
$40.9K - $45.1K
|
19.5K
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-316- 11.76% |
$41.3K - $45.6K
|
2.37K
$405K
|