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 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
244+ 4.8% |
$31.9K - $35.2K
|
5.33K
$910K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
237+ 1.89% |
$31K - $34.2K
|
12.8K
$2.18M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
228+ 0.61% |
$29.8K - $32.9K
|
37.4K
$6.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
221+ 0.9% |
$28.9K - $31.9K
|
24.9K
$4.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
218+ 1.21% |
$28.5K - $31.4K
|
18.3K
$3.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
218+ 1.74% |
$28.5K - $31.4K
|
12.7K
$2.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
210+ 10.21% |
$27.5K - $30.3K
|
2.27K
$387K
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
205+ 0.55% |
$26.8K - $29.6K
|
37.4K
$6.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
204+ 1.01% |
$26.7K - $29.4K
|
20.5K
$3.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
203+ 47.88% |
$26.5K - $29.3K
|
627
$107K
|
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
202+ 1.44% |
$26.4K - $29.1K
|
14.3K
$2.43M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200+ 186.92% |
$26.2K - $28.8K
|
307
$52.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
200+ 186.92% |
$26.2K - $28.8K
|
307
$52.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
195+ 9.04% |
$25.5K - $28.1K
|
2.35K
$402K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
194+ 3.03% |
$25.4K - $28K
|
6.61K
$1.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
182+ 8.7% |
$23.8K - $26.3K
|
2.27K
$388K
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
179+ 3.08% |
$23.4K - $25.8K
|
5.99K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
172New |
$22.5K - $24.8K
|
172
$29.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
165+ 6.02% |
$21.6K - $23.8K
|
2.91K
$496K
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
157New |
$20.5K - $22.6K
|
157
$26.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
155+ 0.78% |
$20.3K - $22.4K
|
20.1K
$3.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
150+ 2.6% |
$19.6K - $21.6K
|
5.92K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
145+ 0.49% |
$19K - $20.9K
|
29.7K
$5.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
144+ 1.42% |
$18.8K - $20.8K
|
10.3K
$1.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
142+ 5.44% |
$18.6K - $20.5K
|
2.75K
$470K
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
135+ 3.29% |
$17.7K - $19.5K
|
4.24K
$724K
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
130+ 0.36% |
$17K - $18.8K
|
35.7K
$6.1M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
129+ 5.02% |
$16.9K - $18.6K
|
2.7K
$461K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
123New |
$16.1K - $17.7K
|
123
$21K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
122+ 7.11% |
$16K - $17.6K
|
1.84K
$314K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
120+ 2.53% |
$15.7K - $17.3K
|
4.87K
$832K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
117+ 2.42% |
$15.3K - $16.9K
|
4.95K
$845K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
114New |
$14.9K - $16.4K
|
114
$19.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
112+ 0.31% |
$14.6K - $16.2K
|
36.6K
$6.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
111+ 4.6% |
$14.5K - $16K
|
2.52K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
108+ 0.2% |
$14.1K - $15.6K
|
55.5K
$9.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
106+ 0.88% |
$13.9K - $15.3K
|
12.1K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
106+ 0.21% |
$13.9K - $15.3K
|
49.7K
$8.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
105+ 0.6% |
$13.7K - $15.1K
|
17.7K
$3.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
105+ 30.97% |
$13.7K - $15.1K
|
444
$75.8K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
100+ 0.59% |
$13.1K - $14.4K
|
16.9K
$2.89M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
100+ 1428.57% |
$13.1K - $14.4K
|
107
$18.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
100+ 0.38% |
$13.1K - $14.4K
|
26.7K
$4.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
96New |
$12.6K - $13.8K
|
96
$16.4K
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
95New |
$12.4K - $13.7K
|
95
$16.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
90New |
$11.8K - $13K
|
90
$15.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
90+ 24.0% |
$11.8K - $13K
|
465
$79.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
88+ 1.76% |
$11.5K - $12.7K
|
5.09K
$870K
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
88+ 1.46% |
$11.5K - $12.7K
|
6.11K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
87+ 1.9% |
$11.4K - $12.5K
|
4.66K
$796K
|