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 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.69K+ 7.01% |
$1.08M - $1.16M
|
117K
$19.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
7.4K+ 6.09% |
$1.04M - $1.12M
|
129K
$21.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.13K+ 6.68% |
$1M - $1.07M
|
114K
$18.6M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.9KNew |
$969K - $1.04M
|
6.9K
$1.13M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6.9K+ 12.34% |
$969K - $1.04M
|
62.8K
$10.3M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
6.73KNew |
$945K - $1.01M
|
6.73K
$1.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.63KNew |
$931K - $999K
|
6.63K
$1.08M
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
6.59KNew |
$926K - $993K
|
6.59K
$1.08M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
6.51KNew |
$914K - $980K
|
6.51K
$1.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
6.43K+ 59.24% |
$903K - $968K
|
17.3K
$2.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.4K+ 65.98% |
$899K - $964K
|
16.1K
$2.63M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
6.19K+ 9.79% |
$869K - $932K
|
69.3K
$11.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.17KNew |
$867K - $930K
|
6.17K
$1.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
6.07KNew |
$853K - $915K
|
6.07K
$993K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.06KNew |
$852K - $914K
|
6.06K
$992K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.06K+ 1.85% |
$852K - $914K
|
335K
$54.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.91K+ 256.34% |
$830K - $890K
|
8.21K
$1.34M
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5.83KNew |
$819K - $878K
|
5.83K
$954K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.79K+ 5.97% |
$813K - $873K
|
103K
$16.8M
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
5.73K+ 5.58% |
$805K - $863K
|
108K
$17.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5.44K+ 11.07% |
$764K - $819K
|
54.5K
$8.92M
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.36KNew |
$752K - $807K
|
5.36K
$877K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
5.35K+ 8.77% |
$752K - $807K
|
66.4K
$10.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.19K+ 158.57% |
$729K - $782K
|
8.46K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
5.18KNew |
$727K - $780K
|
5.18K
$847K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.1K+ 8.8% |
$717K - $769K
|
63.1K
$10.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
4.88K+ 85.18% |
$686K - $736K
|
10.6K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
4.83KNew |
$678K - $728K
|
4.83K
$790K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.82KNew |
$677K - $727K
|
4.82K
$789K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.76KNew |
$669K - $717K
|
4.76K
$779K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
4.76K+ 1.6% |
$668K - $717K
|
303K
$49.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.51K+ 3.37% |
$634K - $680K
|
139K
$22.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
4.32KNew |
$606K - $650K
|
4.32K
$706K
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
4.28K+ 3.04% |
$602K - $645K
|
145K
$23.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
4.2KNew |
$590K - $633K
|
4.2K
$688K
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4.15K+ 10.25% |
$584K - $626K
|
44.7K
$7.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.15K+ 31.69% |
$584K - $626K
|
17.3K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.1K+ 15.04% |
$576K - $618K
|
31.4K
$5.13M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.06K+ 68.84% |
$570K - $611K
|
9.95K
$1.63M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
4.03K+ 7.82% |
$566K - $608K
|
55.6K
$9.09M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
4K+ 4.58% |
$562K - $603K
|
91.3K
$14.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
3.98K+ 23.85% |
$559K - $600K
|
20.7K
$3.38M
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.95K+ 10.41% |
$555K - $595K
|
41.9K
$6.85M
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.9K+ 8.06% |
$547K - $587K
|
52.2K
$8.54M
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.78K+ 40.35% |
$531K - $570K
|
13.2K
$2.15M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.77K+ 12.28% |
$530K - $568K
|
34.5K
$5.64M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.75K+ 62.96% |
$527K - $566K
|
9.71K
$1.59M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.75KNew |
$527K - $565K
|
3.75K
$614K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
3.74K+ 4.59% |
$525K - $563K
|
85.1K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.64K+ 1.91% |
$511K - $549K
|
194K
$31.7M
|