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 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
22.5K+ 73.05% |
$3.16M - $3.39M
|
53.2K
$8.71M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
21.8KNew |
$3.06M - $3.28M
|
21.8K
$3.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.7K+ 1.31% |
$3.05M - $3.27M
|
1.68M
$274M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
21.6K+ 1391.75% |
$3.03M - $3.25M
|
23.1K
$3.79M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
21.3K+ 190.64% |
$2.99M - $3.21M
|
32.4K
$5.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
19.4KNew |
$2.72M - $2.92M
|
19.4K
$3.17M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
19KNew |
$2.67M - $2.86M
|
19K
$3.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
18.5KNew |
$2.59M - $2.78M
|
18.5K
$3.02M
|
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
18.2KNew |
$2.56M - $2.74M
|
18.2K
$2.98M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
17.7K+ 16.44% |
$2.49M - $2.67M
|
126K
$20.6M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
17.5KNew |
$2.46M - $2.64M
|
17.5K
$2.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.5K+ 13.82% |
$2.45M - $2.63M
|
144K
$23.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
17.2KNew |
$2.42M - $2.6M
|
17.2K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
16.7K+ 33.88% |
$2.34M - $2.51M
|
65.9K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.4K+ 2.23% |
$2.3M - $2.47M
|
749K
$123M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16.3K+ 80.12% |
$2.29M - $2.46M
|
36.7K
$6M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.1K+ 425.31% |
$2.12M - $2.28M
|
18.7K
$3.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
15.1K+ 0.76% |
$2.12M - $2.27M
|
2.01M
$329M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.6K+ 4.98% |
$2.04M - $2.19M
|
307K
$50.2M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
14.5KNew |
$2.04M - $2.19M
|
14.5K
$2.38M
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
13.8KNew |
$1.93M - $2.07M
|
13.8K
$2.25M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
13.3KNew |
$1.87M - $2.01M
|
13.3K
$2.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
13KNew |
$1.83M - $1.96M
|
13K
$2.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
12.9KNew |
$1.82M - $1.95M
|
12.9K
$2.12M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
12.6KNew |
$1.77M - $1.9M
|
12.6K
$2.06M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.5KNew |
$1.76M - $1.89M
|
12.5K
$2.05M
|
|
|
Jan 04, 2022
Q4 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
12.4K+ 1.42% |
$1.74M - $1.87M
|
887K
$145M
|
|
|
Jan 26, 2022
Q4 2021
|
Scott Capital Advisors, LLC
|
BUY
|
- |
11.9KNew |
$1.67M - $1.79M
|
11.9K
$1.95M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 29.3% |
$1.56M - $1.68M
|
49.1K
$8.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 15.96% |
$1.56M - $1.67M
|
80.5K
$13.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
11KNew |
$1.54M - $1.65M
|
11K
$1.79M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
10.9K+ 24.19% |
$1.53M - $1.64M
|
55.9K
$9.14M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.9K+ 329.02% |
$1.53M - $1.64M
|
14.2K
$2.32M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
10.8KNew |
$1.51M - $1.62M
|
10.8K
$1.76M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.5KNew |
$1.48M - $1.58M
|
10.5K
$1.72M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.4K+ 3.65% |
$1.46M - $1.56M
|
295K
$48.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.87K+ 3.04% |
$1.39M - $1.49M
|
335K
$54.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
9.75K+ 263.83% |
$1.37M - $1.47M
|
13.4K
$2.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
9.75KNew |
$1.37M - $1.47M
|
9.75K
$1.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8.78KNew |
$1.23M - $1.32M
|
8.78K
$1.44M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
8.65KNew |
$1.21M - $1.3M
|
8.65K
$1.41M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.58K+ 11.17% |
$1.21M - $1.29M
|
85.4K
$14M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8.42K+ 30.41% |
$1.18M - $1.27M
|
36.1K
$5.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.39KNew |
$1.18M - $1.26M
|
8.39K
$1.37M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
8.24K+ 18.16% |
$1.16M - $1.24M
|
53.6K
$8.77M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.23KNew |
$1.16M - $1.24M
|
8.23K
$1.35M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
8.06K+ 14931.48% |
$1.13M - $1.22M
|
8.12K
$1.33M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
7.96K+ 17.73% |
$1.12M - $1.2M
|
52.9K
$8.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
7.94K+ 94.4% |
$1.12M - $1.2M
|
16.4K
$2.68M
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
7.75K+ 7.61% |
$1.09M - $1.17M
|
110K
$17.9M
|