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
|
Black Diamond Financial, LLC
|
BUY
|
- |
3.6K+ 28.58% |
$506K - $543K
|
16.2K
$2.65M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.52KNew |
$495K - $531K
|
3.52K
$576K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.49K+ 25.33% |
$490K - $525K
|
17.2K
$2.82M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.42K+ 14.58% |
$480K - $515K
|
26.8K
$4.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.41K+ 25.95% |
$480K - $514K
|
16.6K
$2.71M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.36K+ 13.64% |
$471K - $506K
|
28K
$4.57M
|
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.34KNew |
$469K - $503K
|
3.34K
$547K
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
3.3KNew |
$463K - $497K
|
3.3K
$540K
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.25K+ 1.49% |
$457K - $490K
|
222K
$36.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.2KNew |
$450K - $482K
|
3.2K
$524K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.1K+ 27.82% |
$436K - $467K
|
14.3K
$2.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.08K+ 28.7% |
$432K - $464K
|
13.8K
$2.26M
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.02K+ 1.27% |
$425K - $456K
|
242K
$39.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
2.98KNew |
$418K - $449K
|
2.98K
$487K
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.95KNew |
$414K - $444K
|
2.95K
$482K
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.92KNew |
$410K - $440K
|
2.92K
$478K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.9K+ 8.45% |
$407K - $437K
|
37.2K
$6.08M
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.89K+ 13.06% |
$406K - $436K
|
25K
$4.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
2.88K+ 231.3% |
$404K - $433K
|
4.12K
$674K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.83K+ 10.35% |
$398K - $427K
|
30.2K
$4.94M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.8K+ 4.73% |
$393K - $422K
|
62K
$10.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.79KNew |
$392K - $420K
|
2.79K
$456K
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.74KNew |
$385K - $413K
|
2.74K
$448K
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
2.71K+ 18.97% |
$381K - $409K
|
17K
$2.78M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.69K+ 1.44% |
$378K - $406K
|
190K
$31.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
2.69K+ 1.98% |
$378K - $405K
|
138K
$22.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
2.68K+ 3.44% |
$377K - $404K
|
80.7K
$13.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
2.68K+ 0.96% |
$376K - $404K
|
281K
$45.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.61K+ 14.94% |
$366K - $393K
|
20.1K
$3.28M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
2.6KNew |
$365K - $392K
|
2.6K
$425K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2.6K+ 1.37% |
$365K - $391K
|
191K
$31.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.57KNew |
$361K - $387K
|
2.57K
$420K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.57KNew |
$360K - $387K
|
2.57K
$420K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.55KNew |
$358K - $384K
|
2.55K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.53K+ 438.37% |
$355K - $380K
|
3.1K
$507K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.51K+ 108.2% |
$352K - $378K
|
4.82K
$789K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.48KNew |
$348K - $373K
|
2.48K
$405K
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.47KNew |
$347K - $373K
|
2.47K
$404K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.47KNew |
$347K - $372K
|
2.47K
$404K
|
|
|
Jan 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
BUY
|
- |
2.47K+ 1.93% |
$347K - $372K
|
130K
$21.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.46K+ 5.01% |
$346K - $371K
|
51.6K
$8.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.43KNew |
$342K - $366K
|
2.43K
$398K
|
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.41K+ 2.25% |
$339K - $363K
|
109K
$17.9M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
2.39KNew |
$336K - $360K
|
2.39K
$391K
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.37K+ 2.89% |
$333K - $357K
|
84.4K
$13.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.35K+ 2.29% |
$330K - $354K
|
105K
$17.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 25.01% |
$321K - $344K
|
11.4K
$1.87M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.28KNew |
$321K - $344K
|
2.28K
$373K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.28K+ 153.57% |
$321K - $344K
|
3.77K
$617K
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
2.26KNew |
$317K - $340K
|
2.26K
$370K
|