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 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-70- 1.59% |
$9.83K - $10.5K
|
4.34K
$710K
|
|
Feb 15, 2022
Q4 2021
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-71- 3.07% |
$9.97K - $10.7K
|
2.24K
$367K
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-76- 0.57% |
$10.7K - $11.5K
|
13.2K
$2.16M
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-79- 1.25% |
$11.1K - $11.9K
|
6.22K
$1.02M
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-80Closed |
$11.2K - $12.1K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-93- 5.7% |
$13.1K - $14K
|
1.54K
$252K
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-96- 2.94% |
$13.5K - $14.5K
|
3.17K
$518K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-100- 6.35% |
$14K - $15.1K
|
1.48K
$241K
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-103- 19.81% |
$14.5K - $15.5K
|
417
$68.2K
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-105- 0.43% |
$14.7K - $15.8K
|
24.5K
$4M
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-108- 3.29% |
$15.2K - $16.3K
|
3.18K
$519K
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-113- 5.4% |
$15.9K - $17K
|
1.98K
$324K
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-114- 0.88% |
$16K - $17.2K
|
12.8K
$2.09M
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
SELL
|
- |
-115- 0.93% |
$16.2K - $17.3K
|
12.3K
$2.01M
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-116- 0.99% |
$16.3K - $17.5K
|
11.6K
$1.89M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-134- 0.4% |
$18.8K - $20.2K
|
33.4K
$5.47M
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-138Closed |
$19.4K - $20.8K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-142- 3.7% |
$19.9K - $21.4K
|
3.69K
$604K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-144- 4.75% |
$20.2K - $21.7K
|
2.89K
$473K
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-144- 0.72% |
$20.2K - $21.7K
|
19.8K
$3.24M
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-156- 7.53% |
$21.9K - $23.5K
|
1.92K
$314K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-156- 30.89% |
$21.9K - $23.5K
|
349
$57.1K
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-162Closed |
$22.8K - $24.4K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-169- 2.28% |
$23.7K - $25.5K
|
7.24K
$1.18M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-172- 1.41% |
$24.2K - $25.9K
|
12K
$1.96M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-175- 4.87% |
$24.6K - $26.4K
|
3.42K
$559K
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-175- 14.92% |
$24.6K - $26.4K
|
998
$163K
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-180- 1.69% |
$25.3K - $27.1K
|
10.5K
$1.71M
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-180Closed |
$25.3K - $27.1K
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
SELL
|
- |
-189- 5.49% |
$26.5K - $28.5K
|
3.25K
$532K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-189Closed |
$26.5K - $28.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-190- 9.3% |
$26.7K - $28.6K
|
1.85K
$303K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-192- 0.52% |
$27K - $28.9K
|
36.6K
$5.99M
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-197- 0.56% |
$27.7K - $29.7K
|
35.1K
$5.74M
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-200Closed |
$28.1K - $30.1K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-223- 7.05% |
$31.3K - $33.6K
|
2.94K
$481K
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-231- 3.19% |
$32.4K - $34.8K
|
7.01K
$1.15M
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-249- 0.41% |
$35K - $37.5K
|
60.8K
$9.95M
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-251- 11.24% |
$35.3K - $37.8K
|
1.98K
$324K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-268- 2.92% |
$37.6K - $40.4K
|
8.92K
$1.46M
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-271- 2.89% |
$38.1K - $40.8K
|
9.11K
$1.49M
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-280- 4.76% |
$39.3K - $42.2K
|
5.6K
$916K
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-296- 3.93% |
$41.6K - $44.6K
|
7.24K
$1.18M
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-299- 12.63% |
$42K - $45.1K
|
2.07K
$339K
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-309- 0.82% |
$43.4K - $46.6K
|
37.2K
$6.09M
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-332- 4.23% |
$46.6K - $50K
|
7.51K
$1.23M
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-347- 3.26% |
$48.7K - $52.3K
|
10.3K
$1.68M
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-350- 12.15% |
$49.2K - $52.7K
|
2.53K
$414K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-364Closed |
$51.1K - $54.9K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-400Closed |
$56.2K - $60.3K
|
0
$0
|