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 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-412- 3.07% |
$57.9K - $62.1K
|
13K
$2.13M
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-421- 6.42% |
$59.1K - $63.4K
|
6.14K
$1M
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-426- 0.27% |
$59.8K - $64.2K
|
159K
$25.9M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-433Closed |
$60.8K - $65.2K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-450- 5.97% |
$63.2K - $67.8K
|
7.09K
$1.16M
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-450- 1.44% |
$63.2K - $67.8K
|
30.8K
$5.04M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-475- 5.57% |
$66.7K - $71.6K
|
8.05K
$1.32M
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-490- 3.37% |
$68.8K - $73.8K
|
14K
$2.3M
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-520Closed |
$73K - $78.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-525- 5.25% |
$73.7K - $79.1K
|
9.48K
$1.55M
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-561- 1.05% |
$78.8K - $84.5K
|
52.7K
$8.63M
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-571- 20.02% |
$80.2K - $86K
|
2.28K
$373K
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-585- 9.13% |
$82.2K - $88.2K
|
5.82K
$953K
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-590- 9.07% |
$82.9K - $88.9K
|
5.92K
$968K
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-606- 0.92% |
$85.1K - $91.3K
|
65.2K
$10.7M
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-647- 20.64% |
$90.9K - $97.5K
|
2.49K
$407K
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-652- 23.8% |
$91.6K - $98.2K
|
2.09K
$342K
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-652- 23.8% |
$91.6K - $98.2K
|
2.09K
$342K
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-659- 9.26% |
$92.6K - $99.3K
|
6.46K
$1.06M
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-672- 1.53% |
$94.4K - $101K
|
43.1K
$7.06M
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-736- 5.8% |
$103K - $111K
|
12K
$1.96M
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-750- 33.8% |
$105K - $113K
|
1.47K
$240K
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-804- 8.22% |
$113K - $121K
|
8.98K
$1.47M
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-835Closed |
$117K - $126K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-846- 11.02% |
$119K - $127K
|
6.83K
$1.12M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-869- 6.48% |
$122K - $131K
|
12.5K
$2.05M
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-891- 0.85% |
$125K - $134K
|
104K
$17M
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-900- 29.58% |
$126K - $136K
|
2.14K
$351K
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-976Closed |
$137K - $147K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.01K- 9.3% |
$142K - $152K
|
9.85K
$1.61M
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-1.15K- 24.6% |
$162K - $173K
|
3.53K
$577K
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.15K- 55.73% |
$162K - $174K
|
915
$150K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.17K- 5.45% |
$165K - $177K
|
20.3K
$3.32M
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.17K- 5.45% |
$165K - $177K
|
20.3K
$3.32M
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.17K- 27.57% |
$165K - $177K
|
3.08K
$505K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.18KClosed |
$166K - $178K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.2K- 30.65% |
$168K - $180K
|
2.71K
$443K
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-1.2K- 7.55% |
$169K - $181K
|
14.7K
$2.41M
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-1.26K- 46.84% |
$177K - $190K
|
1.43K
$234K
|
|
Jan 19, 2022
Q4 2021
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.32K- 2.04% |
$186K - $200K
|
63.5K
$10.4M
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-1.39K- 11.96% |
$195K - $209K
|
10.2K
$1.67M
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.39K- 6.18% |
$195K - $209K
|
21.1K
$3.45M
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.49KClosed |
$210K - $225K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-1.52K- 4.0% |
$214K - $229K
|
36.4K
$5.96M
|
|
Feb 07, 2022
Q4 2021
|
Gen Trust, LLC
|
SELL
|
- |
-1.55KClosed |
$218K - $234K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.59K- 84.59% |
$223K - $239K
|
289
$47.3K
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
SELL
|
- |
-1.6K- 3.18% |
$225K - $242K
|
48.8K
$7.99M
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.68K- 24.15% |
$236K - $253K
|
5.28K
$865K
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.79K- 17.71% |
$251K - $269K
|
8.3K
$1.36M
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.82KClosed |
$255K - $274K
|
0
$0
|