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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
28New |
$3.66K - $4.04K
|
28
$4.55K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
27+ 65.85% |
$3.53K - $3.89K
|
68
$11.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
27+ 1.65% |
$3.53K - $3.89K
|
1.66K
$270K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
24+ 0.49% |
$3.14K - $3.46K
|
4.94K
$803K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
23+ 0.25% |
$3.01K - $3.32K
|
9.37K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
22+ 0.57% |
$2.88K - $3.17K
|
3.9K
$634K
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
21+ 0.54% |
$2.75K - $3.03K
|
3.91K
$636K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
21+ 0.31% |
$2.75K - $3.03K
|
6.82K
$1.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
20+ 1.01% |
$2.62K - $2.88K
|
2K
$326K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
20+ 1.21% |
$2.62K - $2.88K
|
1.67K
$271K
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
20+ 0.51% |
$2.62K - $2.88K
|
3.93K
$638K
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
19+ 0.57% |
$2.48K - $2.74K
|
3.37K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
19+ 0.93% |
$2.48K - $2.74K
|
2.06K
$334K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19+ 30.65% |
$2.48K - $2.74K
|
81
$13.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
19+ 0.45% |
$2.48K - $2.74K
|
4.21K
$684K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
18New |
$2.35K - $2.6K
|
18
$2.93K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
17+ 0.56% |
$2.22K - $2.45K
|
3.07K
$498K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
15+ 0.28% |
$1.96K - $2.16K
|
5.37K
$872K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15New |
$1.96K - $2.16K
|
15
$2.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14New |
$1.83K - $2.02K
|
14
$2.28K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
14+ 0.53% |
$1.83K - $2.02K
|
2.64K
$428K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
14+ 0.4% |
$1.83K - $2.02K
|
3.47K
$564K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14New |
$1.83K - $2.02K
|
14
$2.28K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
13+ 0.64% |
$1.7K - $1.88K
|
2.04K
$331K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.53% |
$1.7K - $1.88K
|
2.46K
$400K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12New |
$1.57K - $1.73K
|
12
$1.95K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
12+ 0.0% |
$1.57K - $1.73K
|
798K
$130M
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
12+ 0.42% |
$1.57K - $1.73K
|
2.9K
$471K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10+ 0.09% |
$1.31K - $1.44K
|
10.9K
$1.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9+ 0.35% |
$1.18K - $1.3K
|
2.57K
$418K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
9+ 0.15% |
$1.18K - $1.3K
|
5.96K
$968K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
9+ 0.57% |
$1.18K - $1.3K
|
1.6K
$260K
|
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
8+ 0.43% |
$1.05K - $1.15K
|
1.85K
$301K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
8+ 0.37% |
$1.05K - $1.15K
|
2.19K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
8+ 0.25% |
$1.05K - $1.15K
|
3.23K
$524K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$1.05K - $1.15K
|
5.55K
$902K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.33% |
$1.05K - $1.15K
|
2.43K
$395K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
7+ 0.41% |
$915 - $1.01K
|
1.73K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
7+ 0.15% |
$915 - $1.01K
|
4.59K
$746K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7+ 0.28% |
$915 - $1.01K
|
2.51K
$408K
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
7+ 0.27% |
$915 - $1.01K
|
2.6K
$423K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.22% |
$915 - $1.01K
|
3.2K
$520K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.49% |
$654 - $721
|
1.03K
$168K
|
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5+ 0.03% |
$654 - $721
|
17.4K
$2.83M
|
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5+ 0.03% |
$654 - $721
|
17.4K
$2.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
5New |
$654 - $721
|
5
$813
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
$523 - $577
|
4
$650
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4+ 0.06% |
$523 - $577
|
6.56K
$1.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4+ 0.01% |
$523 - $577
|
47.7K
$7.75M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
4+ 0.08% |
$523 - $577
|
5.16K
$838K
|