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 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
32+ 0.41% |
$4.5K - $4.82K
|
7.82K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
31+ 1.53% |
$4.35K - $4.67K
|
2.06K
$328K
|
|
|
Jan 31, 2022
Q4 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
30+ 0.28% |
$4.21K - $4.52K
|
10.9K
$1.73M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
25+ 3.73% |
$3.51K - $3.77K
|
695
$111K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23+ 7.08% |
$3.23K - $3.47K
|
348
$55.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
21+ 0.58% |
$2.95K - $3.16K
|
3.66K
$583K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
21+ 0.56% |
$2.95K - $3.16K
|
3.75K
$597K
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
21+ 0.73% |
$2.95K - $3.16K
|
2.89K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
21+ 0.45% |
$2.95K - $3.16K
|
4.66K
$740K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
20+ 0.31% |
$2.81K - $3.01K
|
6.39K
$1.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
19+ 1.02% |
$2.67K - $2.86K
|
1.89K
$300K
|
|
|
Jan 24, 2022
Q4 2021
|
Keeler T Homas Management LLC
|
BUY
|
- |
17+ 0.45% |
$2.39K - $2.56K
|
3.83K
$608K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
17+ 0.96% |
$2.39K - $2.56K
|
1.79K
$285K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17+ 1.06% |
$2.39K - $2.56K
|
1.62K
$257K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
15+ 0.25% |
$2.11K - $2.26K
|
6.02K
$958K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
15New |
$2.11K - $2.26K
|
15
$2.39K
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
15+ 5.38% |
$2.11K - $2.26K
|
294
$46.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
13+ 0.54% |
$1.83K - $1.96K
|
2.43K
$387K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13New |
$1.83K - $1.96K
|
13
$2.07K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
12New |
$1.69K - $1.81K
|
12
$1.91K
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
11+ 0.5% |
$1.55K - $1.66K
|
2.21K
$351K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
11+ 0.15% |
$1.55K - $1.66K
|
7.49K
$1.19M
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9+ 0.36% |
$1.26K - $1.36K
|
2.51K
$400K
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
9+ 0.1% |
$1.26K - $1.36K
|
9.28K
$1.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
9+ 0.32% |
$1.26K - $1.36K
|
2.85K
$454K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
9+ 0.56% |
$1.26K - $1.36K
|
1.62K
$258K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.41% |
$1.12K - $1.21K
|
1.98K
$315K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
8+ 0.52% |
$1.12K - $1.21K
|
1.54K
$245K
|
|
|
Feb 16, 2022
Q4 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
8+ 0.55% |
$1.12K - $1.21K
|
1.47K
$234K
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
8+ 0.46% |
$1.12K - $1.21K
|
1.73K
$276K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8+ 17.02% |
$1.12K - $1.21K
|
55
$8.75K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8New |
$1.12K - $1.21K
|
8
$1.27K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 17.14% |
$843 - $904
|
41
$6.52K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6+ 0.11% |
$843 - $904
|
5.24K
$834K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 0.63% |
$843 - $904
|
961
$153K
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
6+ 0.45% |
$843 - $904
|
1.35K
$214K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.1% |
$702 - $753
|
5.23K
$832K
|
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$702 - $753
|
33.2K
$5.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
5+ 0.97% |
$702 - $753
|
522
$83K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
3+ 0.04% |
$421 - $452
|
7.81K
$1.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.93% |
$421 - $452
|
324
$51.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.14% |
$281 - $301
|
1.41K
$224K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.58% |
$281 - $301
|
344
$54.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.17% |
$140 - $151
|
582
$92.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.6% |
$140 - $151
|
168
$26.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.04% |
$140 - $151
|
2.84K
$452K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.04% |
$140 - $151
|
2.44K
$388K
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.88% |
$140 - $151
|
114
$18.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.43% |
$140 - $151
|
234
$37.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.3% |
$140 - $151
|
333
$53K
|