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 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
86+ 1.54% |
$11.2K - $12.4K
|
5.66K
$985K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
85+ 3.97% |
$11.1K - $12.3K
|
2.22K
$387K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
85+ 3.51% |
$11.1K - $12.3K
|
2.51K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
84+ 0.34% |
$11K - $12.1K
|
25K
$4.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
81+ 1.9% |
$10.6K - $11.7K
|
4.35K
$758K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
81+ 0.61% |
$10.6K - $11.7K
|
13.4K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
80+ 615.38% |
$10.5K - $11.5K
|
93
$16.2K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
79+ 2.71% |
$10.3K - $11.4K
|
2.99K
$521K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
73+ 4.66% |
$9.55K - $10.5K
|
1.64K
$285K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
73+ 2.12% |
$9.55K - $10.5K
|
3.52K
$614K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
73+ 1.62% |
$9.55K - $10.5K
|
4.59K
$799K
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
72+ 3.5% |
$9.42K - $10.4K
|
2.13K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
72New |
$9.42K - $10.4K
|
72
$12.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
71+ 3.4% |
$9.28K - $10.2K
|
2.16K
$376K
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
70+ 3.84% |
$9.15K - $10.1K
|
1.89K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69+ 8.94% |
$9.02K - $9.95K
|
841
$146K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
69+ 16.16% |
$9.02K - $9.95K
|
496
$86.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
65New |
$8.5K - $9.38K
|
65
$11.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
63+ 4.0% |
$8.24K - $9.09K
|
1.64K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
61+ 1.28% |
$7.98K - $8.8K
|
4.84K
$843K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
57+ 1.06% |
$7.45K - $8.22K
|
5.46K
$950K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
56+ 1.06% |
$7.32K - $8.08K
|
5.32K
$927K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
55+ 35.48% |
$7.19K - $7.93K
|
210
$36.6K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
55+ 35.48% |
$7.19K - $7.93K
|
210
$36.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
50+ 2.82% |
$6.54K - $7.21K
|
1.82K
$318K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
50+ 0.57% |
$6.54K - $7.21K
|
8.76K
$1.53M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
50+ 0.89% |
$6.54K - $7.21K
|
5.69K
$990K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
49+ 0.14% |
$6.41K - $7.07K
|
35.5K
$6.18M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
45+ 1.12% |
$5.88K - $6.49K
|
4.07K
$708K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
44New |
$5.75K - $6.35K
|
44
$7.66K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
43+ 0.54% |
$5.62K - $6.2K
|
8.03K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Zeit Capital LLC
|
BUY
|
- |
42+ 0.15% |
$5.49K - $6.06K
|
28.8K
$5.02M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
42+ 1.35% |
$5.49K - $6.06K
|
3.15K
$549K
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
41+ 2.74% |
$5.36K - $5.91K
|
1.54K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
40+ 10.31% |
$5.23K - $5.77K
|
428
$74.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
38+ 380.0% |
$4.97K - $5.48K
|
48
$8.36K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
37+ 0.65% |
$4.84K - $5.34K
|
5.74K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
36+ 1.14% |
$4.71K - $5.19K
|
3.21K
$559K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
35+ 250.0% |
$4.58K - $5.05K
|
49
$8.53K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
35+ 0.52% |
$4.58K - $5.05K
|
6.73K
$1.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
34+ 0.89% |
$4.45K - $4.9K
|
3.84K
$669K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
33+ 0.36% |
$4.32K - $4.76K
|
9.08K
$1.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
32+ 0.54% |
$4.18K - $4.62K
|
5.99K
$1.04M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
31+ 23.66% |
$4.05K - $4.47K
|
162
$28.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
29+ 1.44% |
$3.79K - $4.18K
|
2.04K
$355K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
29+ 1.54% |
$3.79K - $4.18K
|
1.92K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
29+ 0.46% |
$3.79K - $4.18K
|
6.32K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
28New |
$3.66K - $4.04K
|
28
$4.88K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
27+ 65.85% |
$3.53K - $3.89K
|
68
$11.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
27+ 1.65% |
$3.53K - $3.89K
|
1.66K
$289K
|