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
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4New |
$523 - $577
|
4
$636
|
|
|
Nov 14, 2023
Q3 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
2+ 0.02% |
$262 - $288
|
8.34K
$1.33M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.02% |
$131 - $144
|
6.48K
$1.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.35% |
$131 - $144
|
287
$45.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
1New |
$131 - $144
|
1
$159
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.04% |
$131 - $144
|
2.55K
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 1.19% |
$131 - $144
|
85
$13.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.02% |
$131 - $144
|
4.34K
$691K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$131 - $144
|
1.19K
$189K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.2% |
$131 - $144
|
513
$81.6K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.11% |
$131 - $144
|
948
$151K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.24% |
$131 - $144
|
416
$66.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 1.11% |
$131 - $144
|
91
$14.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.03% |
$131 - $144
|
3.39K
$539K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1- 0.1% |
$131 - $144
|
1.01K
$161K
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2- 0.13% |
$262 - $288
|
1.58K
$252K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 1.63% |
$262 - $288
|
121
$19.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2- 1.98% |
$262 - $288
|
99
$15.7K
|
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-2- 0.1% |
$262 - $288
|
1.98K
$315K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-3- 0.15% |
$392 - $433
|
1.96K
$312K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-5- 0.17% |
$654 - $721
|
2.93K
$467K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-7- 11.67% |
$915 - $1.01K
|
53
$8.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7- 0.1% |
$915 - $1.01K
|
7.33K
$1.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-8- 0.32% |
$1.05K - $1.15K
|
2.52K
$400K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10- 0.31% |
$1.31K - $1.44K
|
3.19K
$508K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-12- 0.06% |
$1.57K - $1.73K
|
18.8K
$3M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-12- 0.16% |
$1.57K - $1.73K
|
7.35K
$1.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13- 0.57% |
$1.7K - $1.88K
|
2.29K
$364K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-15- 0.42% |
$1.96K - $2.16K
|
3.52K
$560K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-15- 13.39% |
$1.96K - $2.16K
|
97
$15.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 20.0% |
$1.96K - $2.16K
|
60
$9.54K
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.36% |
$2.09K - $2.31K
|
4.38K
$697K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-17- 0.41% |
$2.22K - $2.45K
|
4.16K
$662K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-17- 0.34% |
$2.22K - $2.45K
|
5K
$795K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-18- 2.88% |
$2.35K - $2.6K
|
607
$96.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-19- 0.27% |
$2.48K - $2.74K
|
7K
$1.11M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-20- 0.71% |
$2.62K - $2.88K
|
2.79K
$444K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-22- 1.26% |
$2.88K - $3.17K
|
1.72K
$273K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-22- 0.72% |
$2.88K - $3.17K
|
3.03K
$482K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-24- 0.2% |
$3.14K - $3.46K
|
12.1K
$1.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-25- 1.2% |
$3.27K - $3.61K
|
2.05K
$326K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-26- 0.89% |
$3.4K - $3.75K
|
2.91K
$462K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-27- 0.31% |
$3.53K - $3.89K
|
8.56K
$1.36M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-27- 0.31% |
$3.53K - $3.89K
|
8.56K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-29- 69.05% |
$3.79K - $4.18K
|
13
$2.07K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-30- 1.1% |
$3.92K - $4.33K
|
2.71K
$430K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-30- 3.12% |
$3.92K - $4.33K
|
933
$148K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-32- 0.26% |
$4.18K - $4.62K
|
12.1K
$1.92M
|