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 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-778- 1.77% |
$102K - $112K
|
43.1K
$7M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-800- 4.75% |
$105K - $115K
|
16K
$2.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-802- 31.67% |
$105K - $116K
|
1.73K
$281K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-879- 6.74% |
$115K - $127K
|
12.2K
$1.98M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-886- 0.63% |
$116K - $128K
|
139K
$22.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-921- 3.66% |
$120K - $133K
|
24.3K
$3.94M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-931- 7.06% |
$122K - $134K
|
12.2K
$1.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-970- 12.88% |
$127K - $140K
|
6.56K
$1.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-982- 22.14% |
$128K - $142K
|
3.45K
$561K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.05K- 13.72% |
$137K - $151K
|
6.57K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.09K- 10.77% |
$142K - $157K
|
8.99K
$1.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.09K- 17.67% |
$142K - $157K
|
5.06K
$822K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.1K- 2.63% |
$144K - $159K
|
40.7K
$6.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-1.1K- 38.88% |
$144K - $159K
|
1.73K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.14K- 24.93% |
$149K - $164K
|
3.43K
$557K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.16K- 3.57% |
$152K - $167K
|
31.3K
$5.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.19K- 40.6% |
$155K - $171K
|
1.74K
$282K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.21K- 8.99% |
$159K - $175K
|
12.3K
$2M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.21K- 1.72% |
$159K - $175K
|
69.6K
$11.3M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.27K- 17.69% |
$165K - $182K
|
5.89K
$957K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.29K- 14.01% |
$169K - $186K
|
7.91K
$1.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.3K- 1.81% |
$169K - $187K
|
70.3K
$11.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.3K- 39.0% |
$170K - $188K
|
2.04K
$331K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.32K- 71.2% |
$173K - $190K
|
534
$86.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.5K- 10.78% |
$196K - $216K
|
12.4K
$2.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.51K- 6.58% |
$197K - $217K
|
21.4K
$3.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.55K- 8.12% |
$202K - $223K
|
17.5K
$2.85M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.56KClosed |
$203K - $224K
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.58K- 27.49% |
$206K - $227K
|
4.16K
$676K
|
|
|
Feb 04, 2025
Q3 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.6K- 4.07% |
$209K - $231K
|
37.7K
$6.13M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.64K- 16.02% |
$214K - $236K
|
8.57K
$1.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.68K- 1.93% |
$220K - $242K
|
85.6K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.89K- 15.88% |
$248K - $273K
|
10K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.91K- 3.66% |
$249K - $275K
|
50.2K
$8.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.95K- 3.44% |
$254K - $281K
|
54.6K
$8.88M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2K- 89.46% |
$261K - $288K
|
235
$38.2K
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-2.03K- 6.54% |
$265K - $292K
|
28.9K
$4.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.03K- 27.97% |
$266K - $293K
|
5.23K
$851K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.06K- 13.58% |
$269K - $296K
|
13.1K
$2.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.1K- 3.0% |
$275K - $303K
|
67.8K
$11M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.13K- 3.62% |
$278K - $307K
|
56.6K
$9.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.19K- 2.04% |
$287K - $316K
|
105K
$17.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-2.26K- 3.45% |
$295K - $325K
|
63.2K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.27K- 3.76% |
$297K - $328K
|
58.2K
$9.46M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.47K- 57.75% |
$322K - $356K
|
1.8K
$293K
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.5K- 3.35% |
$327K - $361K
|
72.3K
$11.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-2.64K- 7.02% |
$345K - $381K
|
35K
$5.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.72K- 11.46% |
$356K - $393K
|
21K
$3.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.73K- 5.5% |
$356K - $393K
|
46.9K
$7.62M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.79K- 21.91% |
$365K - $402K
|
9.94K
$1.62M
|