Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
323K+ 62.46% |
$45.3M - $48.6M
|
839K
$137M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
285K+ 12.08% |
$40M - $42.9M
|
2.64M
$432M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
281KNew |
$39.4M - $42.3M
|
281K
$45.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
187K+ 7.76% |
$26.2M - $28.1M
|
2.59M
$424M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
165KNew |
$23.2M - $24.9M
|
165K
$27M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
164K+ 8.11% |
$23.1M - $24.8M
|
2.19M
$359M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
150K+ 109.19% |
$21.1M - $22.6M
|
287K
$47M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
112K+ 86.84% |
$15.8M - $16.9M
|
241K
$39.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
102KNew |
$14.3M - $15.4M
|
102K
$16.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
102K+ 81.06% |
$14.3M - $15.3M
|
227K
$37.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
96.6K+ 1165.58% |
$13.6M - $14.6M
|
105K
$17.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
94.3K+ 0.93% |
$13.2M - $14.2M
|
10.2M
$1.67B
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
91.1K+ 2.31% |
$12.8M - $13.7M
|
4.04M
$661M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
91.1K+ 11.04% |
$12.8M - $13.7M
|
916K
$150M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
79KNew |
$11.1M - $11.9M
|
79K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
74.2K+ 7.85% |
$10.4M - $11.2M
|
1.02M
$167M
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
72.6KNew |
$10.2M - $10.9M
|
72.6K
$11.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
66.9KNew |
$9.4M - $10.1M
|
66.9K
$11M
|
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
63.1KNew |
$8.86M - $9.5M
|
63.1K
$10.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
62.8K+ 52.15% |
$8.82M - $9.46M
|
183K
$30M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
62K+ 17.38% |
$8.71M - $9.34M
|
419K
$68.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
57.1K+ 2.41% |
$8.03M - $8.61M
|
2.43M
$397M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
56.2K+ 11.82% |
$7.89M - $8.47M
|
532K
$87M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
52.9KNew |
$7.43M - $7.98M
|
52.9K
$8.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
51.1K+ 2637.46% |
$7.18M - $7.7M
|
53.1K
$8.68M
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
49.9K+ 130.07% |
$7.01M - $7.52M
|
88.3K
$14.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
47.3K+ 6.28% |
$6.64M - $7.12M
|
800K
$131M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
44.3KNew |
$6.22M - $6.67M
|
44.3K
$7.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
44.1KNew |
$6.19M - $6.64M
|
44.1K
$7.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
43.2KNew |
$6.07M - $6.51M
|
43.2K
$7.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
40.6K+ 662.4% |
$5.7M - $6.11M
|
46.7K
$7.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
39.1K+ 15.91% |
$5.5M - $5.9M
|
285K
$46.6M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
38.6KNew |
$5.42M - $5.81M
|
38.6K
$6.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
36.2KNew |
$5.09M - $5.46M
|
36.2K
$5.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
35.9KNew |
$5.04M - $5.41M
|
35.9K
$5.87M
|
|
|
Apr 05, 2022
Q4 2021
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
35.9KNew |
$5.04M - $5.4M
|
35.9K
$5.87M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.2K+ 63.23% |
$4.67M - $5.01M
|
85.8K
$14M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33.2KNew |
$4.66M - $5M
|
33.2K
$5.43M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
32.8K+ 29.6% |
$4.61M - $4.95M
|
144K
$23.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.5KNew |
$4.29M - $4.6M
|
30.5K
$4.99M
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
30K+ 237.54% |
$4.21M - $4.52M
|
42.6K
$6.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
28.8K+ 100.16% |
$4.04M - $4.33M
|
57.5K
$9.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
27.3KNew |
$3.83M - $4.11M
|
27.3K
$4.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.9K+ 2.29% |
$3.64M - $3.9M
|
1.15M
$189M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
25.4K+ 116.74% |
$3.57M - $3.83M
|
47.2K
$7.72M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
24.3KNew |
$3.41M - $3.66M
|
24.3K
$3.97M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
23.4KNew |
$3.29M - $3.53M
|
23.4K
$3.84M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
23K+ 75.51% |
$3.23M - $3.46M
|
53.4K
$8.74M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.6K+ 4.43% |
$3.17M - $3.4M
|
533K
$87.2M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
22.6K+ 28.11% |
$3.17M - $3.4M
|
103K
$16.8M
|