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 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-316- 12.67% |
$41.3K - $45.6K
|
2.18K
$372K
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-328- 0.37% |
$42.9K - $47.3K
|
88.2K
$15.1M
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-338- 3.16% |
$44.2K - $48.8K
|
10.4K
$1.77M
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-344- 6.86% |
$45K - $49.6K
|
4.67K
$797K
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-365- 1.4% |
$47.7K - $52.6K
|
25.7K
$4.39M
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-365- 2.36% |
$47.7K - $52.6K
|
15.1K
$2.58M
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-375- 11.57% |
$49K - $54.1K
|
2.87K
$489K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-378- 1.13% |
$49.4K - $54.5K
|
33.1K
$5.66M
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-384- 8.36% |
$50.2K - $55.4K
|
4.21K
$718K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-384- 4.07% |
$50.2K - $55.4K
|
9.05K
$1.55M
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-401- 1.29% |
$52.4K - $57.8K
|
30.7K
$5.25M
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-425- 3.93% |
$55.6K - $61.3K
|
10.4K
$1.77M
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-429- 17.13% |
$56.1K - $61.9K
|
2.08K
$354K
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-434- 3.47% |
$56.8K - $62.6K
|
12.1K
$2.06M
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-440- 2.42% |
$57.5K - $63.5K
|
17.8K
$3.03M
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-447- 2.61% |
$58.5K - $64.5K
|
16.7K
$2.85M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-473- 1.7% |
$61.9K - $68.2K
|
27.3K
$4.66M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-478- 6.34% |
$62.5K - $68.9K
|
7.06K
$1.21M
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-479- 1.05% |
$62.6K - $69.1K
|
45.2K
$7.72M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-480- 42.67% |
$62.8K - $69.2K
|
645
$110K
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-484- 2.51% |
$63.3K - $69.8K
|
18.8K
$3.21M
|
|
Nov 01, 2023
Q3 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-500- 2.57% |
$65.4K - $72.1K
|
19K
$3.24M
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-500- 27.19% |
$65.4K - $72.1K
|
1.34K
$229K
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-504- 0.23% |
$65.9K - $72.7K
|
219K
$37.4M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-516- 7.83% |
$67.5K - $74.4K
|
6.07K
$1.04M
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-544- 10.47% |
$71.1K - $78.5K
|
4.65K
$795K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-581- 17.56% |
$76K - $83.8K
|
2.73K
$466K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-584- 16.29% |
$76.4K - $84.2K
|
3K
$513K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-584- 16.29% |
$76.4K - $84.2K
|
3K
$513K
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-585- 7.58% |
$76.5K - $84.4K
|
7.13K
$1.22M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-600- 6.07% |
$78.5K - $86.5K
|
9.29K
$1.59M
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-615- 1.77% |
$80.4K - $88.7K
|
34.1K
$5.82M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-640- 0.42% |
$83.7K - $92.3K
|
151K
$25.8M
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-645- 1.03% |
$84.3K - $93K
|
62K
$10.6M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-651- 18.92% |
$85.1K - $93.9K
|
2.79K
$476K
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-659- 18.17% |
$86.2K - $95.1K
|
2.97K
$507K
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-659- 8.4% |
$86.2K - $95.1K
|
7.19K
$1.23M
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-664- 15.26% |
$86.8K - $95.8K
|
3.69K
$629K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-674- 11.22% |
$88.1K - $97.2K
|
5.33K
$911K
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-692- 20.9% |
$90.5K - $99.8K
|
2.62K
$447K
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-693- 5.12% |
$90.6K - $100K
|
12.8K
$2.19M
|
|
Oct 25, 2023
Q3 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-699- 1.1% |
$91.4K - $101K
|
63.1K
$10.8M
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-710- 3.76% |
$92.8K - $102K
|
18.2K
$3.11M
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-714- 4.14% |
$93.4K - $103K
|
16.5K
$2.82M
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-724- 1.58% |
$94.7K - $104K
|
45.1K
$7.71M
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-739- 5.8% |
$96.6K - $107K
|
12K
$2.05M
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-778- 1.77% |
$102K - $112K
|
43.1K
$7.35M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-800- 4.75% |
$105K - $115K
|
16K
$2.74M
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-802- 31.67% |
$105K - $116K
|
1.73K
$295K
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-879- 6.74% |
$115K - $127K
|
12.2K
$2.08M
|