Purchases and Sales Made in Q3 2023 in Vanguard Mid Cap Value Index F (VOE)

VOE Quotes by TradingView

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 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
8.55K
+ 108.61%
$1.12M - $1.23M
16.4K $2.8M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
8.44K
+ 6.65%
$1.1M - $1.22M
135K $23.1M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
8.36K
+ 235.06%
$1.09M - $1.21M
11.9K $2.04M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
8.23K
+ 27.49%
$1.08M - $1.19M
38.2K $6.52M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
7.97K
+ 46.68%
$1.04M - $1.15M
25K $4.27M
Nov 14, 2023 Q3 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
7.78K
+ 40.2%
$1.02M - $1.12M
27.1K $4.63M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
7.67K
+ 3.77%
$1M - $1.11M
211K $36M
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
7.37K
+ 17.72%
$964K - $1.06M
49K $8.37M
Oct 16, 2023 Q3 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
7.33K
+ 9.79%
$959K - $1.06M
82.3K $14M
Oct 10, 2023 Q3 2023
Kwmg, LLC

BUY
 -
6.68K
+ 3.89%
$873K - $963K
178K $30.4M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
6.3K
+ 7.54%
$824K - $909K
89.9K $15.3M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
5.91K
+ 1.89%
$772K - $852K
318K $54.3M
Oct 13, 2023 Q3 2023
Inspirion Wealth Advisors, LLC

BUY
 -
5.9K
+ 2.44%
$771K - $851K
247K $42.2M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
5.85K
+ 8.91%
$764K - $843K
71.5K $12.2M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
5.71K
+ 5.19%
$746K - $823K
116K $19.8M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
5.64K
+ 14.1%
$737K - $813K
45.6K $7.79M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
5.42K
+ 1.18%
$708K - $781K
466K $79.6M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
5.38K
+ 11.58%
$704K - $776K
51.9K $8.86M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
5.38K
+ 5.63%
$703K - $776K
101K $17.2M
Nov 08, 2023 Q3 2023
Total Wealth Planning, LLC

BUY
 -
5.26K
+ 3.84%
$688K - $759K
142K $24.3M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
5.18K
+ 51.14%
$677K - $747K
15.3K $2.61M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
5.13K
+ 69.5%
$670K - $740K
12.5K $2.14M
Oct 20, 2023 Q3 2023
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
5.09K
New
$666K - $734K
5.09K $869K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
4.99K
New
$652K - $720K
4.99K $852K
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
4.72K
+ 39.04%
$617K - $681K
16.8K $2.87M
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
4.53K
New
$592K - $653K
4.53K $773K
Nov 08, 2023 Q3 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
4.43K
+ 6.29%
$580K - $639K
74.8K $12.8M
Oct 11, 2023 Q3 2023
Alpha Omega Wealth Management LLC

BUY
 -
4.33K
+ 11.72%
$566K - $624K
41.2K $7.04M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
4.2K
+ 9.25%
$549K - $606K
49.6K $8.46M
Oct 12, 2023 Q3 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
4.16K
+ 5.75%
$544K - $600K
76.4K $13.1M
Nov 02, 2023 Q3 2023
Estate Counselors, LLC

BUY
 -
3.98K
New
$520K - $574K
3.98K $680K
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
3.9K
+ 4.61%
$510K - $562K
88.4K $15.1M
Oct 30, 2023 Q3 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
3.62K
+ 154.2%
$473K - $522K
5.97K $1.02M
Nov 14, 2023 Q3 2023
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
3.62K
New
$473K - $521K
3.62K $617K
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
3.6K
+ 20.82%
$471K - $520K
20.9K $3.57M
Oct 24, 2023 Q3 2023
Prosperity Planning, Inc.

BUY
 -
3.48K
+ 5.11%
$455K - $502K
71.7K $12.2M
Oct 30, 2023 Q3 2023
Annapolis Financial Services, LLC

BUY
 -
3.41K
+ 5.83%
$445K - $491K
61.8K $10.6M
Nov 14, 2023 Q3 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
3.38K
+ 2.16%
$442K - $488K
160K $27.4M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
3.27K
+ 11.34%
$428K - $472K
32.1K $5.49M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
3.27K
+ 205.34%
$427K - $471K
4.86K $830K
Oct 30, 2023 Q3 2023
Safeguard Financial, LLC

BUY
 -
3.1K
+ 32.57%
$406K - $448K
12.6K $2.16M
Oct 17, 2023 Q3 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
3.07K
+ 15.58%
$402K - $443K
22.8K $3.89M
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
3.05K
+ 2.27%
$399K - $441K
138K $23.5M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
3.05K
+ 7.0%
$398K - $439K
46.6K $7.95M
Oct 31, 2023 Q3 2023
Jmg Financial Group, Ltd.

BUY
 -
2.97K
+ 5.08%
$388K - $428K
61.4K $10.5M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
2.93K
+ 12.09%
$383K - $422K
27.2K $4.64M
Oct 12, 2023 Q3 2023
Bcs Wealth Management

BUY
 -
2.87K
New
$375K - $414K
2.87K $490K
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
2.86K
New
$374K - $412K
2.86K $488K
Nov 14, 2023 Q3 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
2.85K
+ 3.03%
$372K - $411K
96.8K $16.5M

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