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 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.79K- 21.91% |
$365K - $402K
|
9.94K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.81K- 20.14% |
$367K - $405K
|
11.1K
$1.77M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.88K- 21.85% |
$376K - $415K
|
10.3K
$1.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-2.94K- 2.82% |
$384K - $424K
|
101K
$16.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.08K- 1.7% |
$403K - $445K
|
178K
$28.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.09K- 14.08% |
$404K - $446K
|
18.9K
$3M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.12K- 12.86% |
$408K - $450K
|
21.2K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.2K- 24.18% |
$418K - $461K
|
10K
$1.59M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.31K- 3.86% |
$433K - $477K
|
82.3K
$13.1M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-3.41K- 29.53% |
$445K - $491K
|
8.13K
$1.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.61K- 13.17% |
$472K - $521K
|
23.8K
$3.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-3.83K- 66.67% |
$501K - $553K
|
1.92K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.86K- 11.25% |
$505K - $557K
|
30.5K
$4.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.01K- 19.91% |
$524K - $578K
|
16.1K
$2.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.22K- 6.8% |
$551K - $608K
|
57.8K
$9.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.26K- 6.86% |
$556K - $614K
|
57.8K
$9.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.41K- 41.43% |
$576K - $636K
|
6.23K
$991K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.62K- 22.92% |
$604K - $666K
|
15.5K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-4.74K- 6.29% |
$620K - $684K
|
70.7K
$11.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.93K- 12.98% |
$645K - $711K
|
33.1K
$5.26M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.99K- 20.81% |
$652K - $719K
|
19K
$3.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.99K- 5.81% |
$652K - $720K
|
80.8K
$12.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
SELL
|
- |
-5.06K- 30.53% |
$661K - $729K
|
11.5K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.3K- 10.33% |
$694K - $765K
|
46K
$7.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-5.45K- 3.63% |
$712K - $786K
|
145K
$23M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.54K- 1.72% |
$725K - $799K
|
316K
$50.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.72K- 71.03% |
$749K - $826K
|
2.33K
$371K
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-6.43K- 74.87% |
$841K - $928K
|
2.16K
$343K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.58K- 63.04% |
$860K - $949K
|
3.86K
$614K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.87K- 43.31% |
$898K - $991K
|
8.99K
$1.43M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-7.05K- 52.96% |
$921K - $1.02M
|
6.26K
$996K
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-7.32K- 2.71% |
$957K - $1.06M
|
262K
$41.7M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.53K- 11.28% |
$985K - $1.09M
|
59.3K
$9.43M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-7.93K- 7.63% |
$1.04M - $1.14M
|
96K
$15.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.76K- 82.13% |
$1.15M - $1.26M
|
1.91K
$303K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.43K- 5.56% |
$1.23M - $1.36M
|
160K
$25.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-9.54K- 3.71% |
$1.25M - $1.38M
|
248K
$39.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-9.91K- 9.3% |
$1.3M - $1.43M
|
96.7K
$15.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-10.2K- 6.22% |
$1.34M - $1.47M
|
154K
$24.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.6K- 3.7% |
$1.38M - $1.53M
|
275K
$43.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.2K- 13.77% |
$1.47M - $1.62M
|
70.3K
$11.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-11.6K- 7.61% |
$1.52M - $1.67M
|
141K
$22.4M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12K- 42.66% |
$1.57M - $1.73M
|
16.1K
$2.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-13.6K- 88.32% |
$1.78M - $1.97M
|
1.8K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.4K- 11.04% |
$1.89M - $2.08M
|
116K
$18.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-14.9K- 19.33% |
$1.95M - $2.15M
|
62.2K
$9.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.7K- 9.9% |
$2.05M - $2.26M
|
143K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-15.8K- 0.71% |
$2.07M - $2.28M
|
2.2M
$350M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.9K- 91.69% |
$2.21M - $2.43M
|
1.53K
$243K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-18.7K- 8.71% |
$2.45M - $2.7M
|
196K
$31.2M
|