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 |
---|---|---|---|---|---|---|---|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.86KClosed |
$262K - $281K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-1.93K- 10.33% |
$271K - $291K
|
16.8K
$2.74M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.07K- 19.7% |
$290K - $311K
|
8.43K
$1.38M
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.1K- 4.66% |
$295K - $316K
|
42.9K
$7.02M
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.11K- 2.89% |
$296K - $317K
|
70.7K
$11.6M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.18KClosed |
$307K - $329K
|
0
$0
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
SELL
|
- |
-2.37K- 35.55% |
$333K - $357K
|
4.3K
$703K
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-2.43K- 2.09% |
$342K - $367K
|
114K
$18.6M
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.59K- 16.37% |
$364K - $390K
|
13.2K
$2.16M
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.6K- 0.95% |
$366K - $392K
|
270K
$44.2M
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.63K- 34.91% |
$369K - $396K
|
4.9K
$802K
|
|
Feb 04, 2022
Q4 2021
|
Titan Capital Management, LLC
|
SELL
|
- |
-2.66K- 3.61% |
$373K - $400K
|
70.9K
$11.6M
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-2.71K- 6.57% |
$380K - $408K
|
38.5K
$6.29M
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.82KClosed |
$396K - $424K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-3.06KClosed |
$430K - $461K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.07K- 6.42% |
$431K - $462K
|
44.7K
$7.32M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.28K- 30.72% |
$461K - $494K
|
7.4K
$1.21M
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-3.47K- 2.72% |
$487K - $523K
|
124K
$20.3M
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.57KClosed |
$501K - $538K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.67KClosed |
$515K - $553K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.8K- 4.04% |
$534K - $573K
|
90.2K
$14.8M
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.08KClosed |
$573K - $615K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.11K- 72.77% |
$577K - $619K
|
1.54K
$252K
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-4.6K- 5.69% |
$646K - $693K
|
76.2K
$12.5M
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.61KClosed |
$648K - $695K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-5.27K- 17.55% |
$740K - $794K
|
24.8K
$4.05M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.86K- 1.95% |
$823K - $883K
|
295K
$48.2M
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-6.87K- 39.47% |
$964K - $1.03M
|
10.5K
$1.72M
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.3K- 67.71% |
$1.17M - $1.25M
|
3.96K
$647K
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-8.34K- 99.61% |
$1.17M - $1.26M
|
33
$5.4K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.52K- 9.88% |
$1.34M - $1.43M
|
86.8K
$14.2M
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.58K- 6.01% |
$1.35M - $1.44M
|
150K
$24.5M
|
|
Jul 29, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-9.93K- 73.83% |
$1.39M - $1.5M
|
3.52K
$576K
|
|
Feb 08, 2022
Q4 2021
|
Nova Point Capital, LLC
|
SELL
|
- |
-10.3K- 21.57% |
$1.45M - $1.55M
|
37.5K
$6.14M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 12.59% |
$1.48M - $1.58M
|
73K
$11.9M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.4K- 1.42% |
$1.6M - $1.72M
|
790K
$129M
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-12K- 65.99% |
$1.69M - $1.81M
|
6.19K
$1.01M
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-12.2K- 42.19% |
$1.72M - $1.84M
|
16.7K
$2.74M
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-12.8KClosed |
$1.8M - $1.93M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.2KClosed |
$1.86M - $1.99M
|
0
$0
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
SELL
|
- |
-13.3K- 31.02% |
$1.86M - $2M
|
29.5K
$4.82M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.8K- 89.51% |
$2.08M - $2.23M
|
1.74K
$284K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16K- 0.86% |
$2.25M - $2.42M
|
1.85M
$303M
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16.5K- 2.37% |
$2.32M - $2.49M
|
681K
$111M
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-19.8K- 0.93% |
$2.78M - $2.98M
|
2.1M
$344M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-20.4K- 43.77% |
$2.87M - $3.08M
|
26.2K
$4.29M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25.8K- 60.34% |
$3.63M - $3.89M
|
17K
$2.78M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33K- 2.64% |
$4.63M - $4.97M
|
1.22M
$199M
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-34K- 13.89% |
$4.77M - $5.12M
|
210K
$34.4M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35.5K- 24.18% |
$4.98M - $5.34M
|
111K
$18.2M
|