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 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-295- 1.79% |
$38.6K - $42.6K
|
16.1K
$2.57M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-300- 8.62% |
$39.2K - $43.3K
|
3.18K
$506K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-313- 1.58% |
$40.9K - $45.1K
|
19.5K
$3.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-316- 12.67% |
$41.3K - $45.6K
|
2.18K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-316- 11.76% |
$41.3K - $45.6K
|
2.37K
$377K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-328- 0.37% |
$42.9K - $47.3K
|
88.2K
$14M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-338- 3.16% |
$44.2K - $48.8K
|
10.4K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-344- 6.86% |
$45K - $49.6K
|
4.67K
$743K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-365- 2.36% |
$47.7K - $52.6K
|
15.1K
$2.4M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-365- 1.4% |
$47.7K - $52.6K
|
25.7K
$4.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-375- 11.57% |
$49K - $54.1K
|
2.87K
$456K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-378- 1.13% |
$49.4K - $54.5K
|
33.1K
$5.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-384- 8.36% |
$50.2K - $55.4K
|
4.21K
$669K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-384- 4.07% |
$50.2K - $55.4K
|
9.05K
$1.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-401- 1.29% |
$52.4K - $57.8K
|
30.7K
$4.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-425- 3.93% |
$55.6K - $61.3K
|
10.4K
$1.65M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-429- 17.13% |
$56.1K - $61.9K
|
2.08K
$330K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-434- 3.47% |
$56.8K - $62.6K
|
12.1K
$1.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-440- 2.42% |
$57.5K - $63.5K
|
17.8K
$2.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-447- 2.61% |
$58.5K - $64.5K
|
16.7K
$2.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-473- 1.7% |
$61.9K - $68.2K
|
27.3K
$4.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-478- 6.34% |
$62.5K - $68.9K
|
7.06K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-479- 1.05% |
$62.6K - $69.1K
|
45.2K
$7.19M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-480- 42.67% |
$62.8K - $69.2K
|
645
$103K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-484- 2.51% |
$63.3K - $69.8K
|
18.8K
$2.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-500- 27.19% |
$65.4K - $72.1K
|
1.34K
$213K
|
|
|
Nov 01, 2023
Q3 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-500- 2.57% |
$65.4K - $72.1K
|
19K
$3.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-504- 0.23% |
$65.9K - $72.7K
|
219K
$34.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-516- 7.83% |
$67.5K - $74.4K
|
6.07K
$966K
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-544- 10.47% |
$71.1K - $78.5K
|
4.65K
$740K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-581- 17.56% |
$76K - $83.8K
|
2.73K
$434K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-584- 16.29% |
$76.4K - $84.2K
|
3K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-584- 16.29% |
$76.4K - $84.2K
|
3K
$477K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-585- 7.58% |
$76.5K - $84.4K
|
7.13K
$1.13M
|
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-594- 2.77% |
$77.7K - $85.7K
|
20.8K
$3.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-600- 6.07% |
$78.5K - $86.5K
|
9.29K
$1.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-615- 1.77% |
$80.4K - $88.7K
|
34.1K
$5.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-640- 0.42% |
$83.7K - $92.3K
|
151K
$24M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-645- 1.03% |
$84.3K - $93K
|
62K
$9.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-651- 18.92% |
$85.1K - $93.9K
|
2.79K
$444K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-659- 18.17% |
$86.2K - $95.1K
|
2.97K
$472K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-659- 8.4% |
$86.2K - $95.1K
|
7.19K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-664- 15.26% |
$86.8K - $95.8K
|
3.69K
$586K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-674- 11.22% |
$88.1K - $97.2K
|
5.33K
$848K
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-692- 20.9% |
$90.5K - $99.8K
|
2.62K
$417K
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-693- 5.12% |
$90.6K - $100K
|
12.8K
$2.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-699- 1.1% |
$91.4K - $101K
|
63.1K
$10M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-710- 3.76% |
$92.8K - $102K
|
18.2K
$2.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-714- 4.14% |
$93.4K - $103K
|
16.5K
$2.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-724- 1.58% |
$94.7K - $104K
|
45.1K
$7.18M
|