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
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.22KNew |
$312K - $334K
|
2.22K
$363K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
2.22K+ 9.55% |
$312K - $334K
|
25.4K
$4.16M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
2.22K+ 5.84% |
$311K - $334K
|
40.2K
$6.58M
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
2.19K+ 1.07% |
$307K - $330K
|
207K
$33.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.16KNew |
$303K - $325K
|
2.16K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.16KNew |
$303K - $325K
|
2.16K
$353K
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
2.15KNew |
$302K - $324K
|
2.15K
$352K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.14K+ 3.6% |
$300K - $322K
|
61.5K
$10.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.13KNew |
$299K - $320K
|
2.13K
$348K
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.12K+ 11.64% |
$298K - $320K
|
20.3K
$3.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.11K+ 25.4% |
$296K - $317K
|
10.4K
$1.7M
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.05KNew |
$288K - $309K
|
2.05K
$336K
|
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2.05KNew |
$287K - $308K
|
2.05K
$335K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.04K+ 51.61% |
$286K - $307K
|
5.98K
$979K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.02KNew |
$283K - $304K
|
2.02K
$330K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
2.01K+ 9.26% |
$282K - $303K
|
23.7K
$3.88M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.96KNew |
$275K - $295K
|
1.96K
$320K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.96KNew |
$275K - $295K
|
1.96K
$320K
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.94KNew |
$272K - $292K
|
1.94K
$317K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.93K+ 1.51% |
$271K - $291K
|
130K
$21.3M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.93KNew |
$271K - $291K
|
1.93K
$316K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.86K+ 60.86% |
$261K - $280K
|
4.9K
$802K
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.85KNew |
$260K - $278K
|
1.85K
$302K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.84KNew |
$259K - $278K
|
1.84K
$301K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$253K - $271K
|
1.8K
$294K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.79K+ 19.47% |
$252K - $270K
|
11K
$1.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
1.77K+ 3.25% |
$249K - $267K
|
56.3K
$9.21M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.71KNew |
$240K - $258K
|
1.71K
$280K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.7KNew |
$239K - $256K
|
1.7K
$278K
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.69KNew |
$238K - $255K
|
1.69K
$277K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.69K+ 3.88% |
$237K - $254K
|
45.2K
$7.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
1.67KNew |
$234K - $252K
|
1.67K
$273K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.66K+ 56.77% |
$234K - $251K
|
4.6K
$752K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1.63K+ 1.32% |
$229K - $245K
|
125K
$20.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.62KNew |
$227K - $244K
|
1.62K
$265K
|
|
|
Feb 14, 2022
Q4 2021
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.57KNew |
$220K - $236K
|
1.57K
$256K
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.55K+ 2.1% |
$218K - $234K
|
75.3K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.55KNew |
$218K - $234K
|
1.55K
$254K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.52K+ 5.31% |
$213K - $228K
|
30.1K
$4.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.5KNew |
$211K - $226K
|
1.5K
$246K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.5K+ 17.93% |
$210K - $225K
|
9.83K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.44KNew |
$202K - $217K
|
1.44K
$236K
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
1.43K+ 1.02% |
$201K - $216K
|
141K
$23.1M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.42KNew |
$200K - $214K
|
1.42K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.41KNew |
$198K - $212K
|
1.41K
$231K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.41KNew |
$197K - $212K
|
1.41K
$230K
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.4KNew |
$197K - $211K
|
1.4K
$229K
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.4KNew |
$197K - $211K
|
1.4K
$229K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.39KNew |
$196K - $210K
|
1.39K
$228K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.39K+ 11.03% |
$195K - $209K
|
14K
$2.29M
|