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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.38KNew |
$194K - $208K
|
1.38K
$225K
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.38KNew |
$194K - $208K
|
1.38K
$225K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.37K+ 10.24% |
$192K - $206K
|
14.7K
$2.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.37KNew |
$192K - $206K
|
1.37K
$224K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.37KNew |
$192K - $206K
|
1.37K
$224K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.36K+ 30.87% |
$191K - $205K
|
5.76K
$943K
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.36KNew |
$190K - $204K
|
1.36K
$222K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.34KNew |
$189K - $203K
|
1.34K
$220K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.34K+ 7.85% |
$189K - $202K
|
18.5K
$3.02M
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.34KNew |
$188K - $201K
|
1.34K
$218K
|
|
|
Feb 14, 2022
Q4 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.33KNew |
$187K - $201K
|
1.33K
$218K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
1.33KNew |
$187K - $200K
|
1.33K
$217K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.32K+ 18.63% |
$185K - $198K
|
8.37K
$1.37M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.29K+ 9.01% |
$181K - $195K
|
15.6K
$2.56M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.27K+ 22.91% |
$178K - $191K
|
6.81K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.25K+ 19.04% |
$175K - $188K
|
7.81K
$1.28M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.23KNew |
$173K - $186K
|
1.23K
$202K
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.23K+ 11.6% |
$172K - $185K
|
11.8K
$1.93M
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
1.21K+ 1.18% |
$170K - $182K
|
104K
$17M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
1.08K+ 2.03% |
$151K - $162K
|
54K
$8.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.06K+ 30.64% |
$148K - $159K
|
4.5K
$737K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.05K+ 2.16% |
$148K - $158K
|
49.8K
$8.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 11.09% |
$146K - $157K
|
10.4K
$1.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.03K+ 3.25% |
$145K - $155K
|
32.7K
$5.35M
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
1.02K+ 3.31% |
$143K - $153K
|
31.7K
$5.19M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.01K+ 37.63% |
$142K - $153K
|
3.71K
$606K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.01K+ 10.01% |
$142K - $153K
|
11.1K
$1.82M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
995+ 22.15% |
$140K - $150K
|
5.49K
$898K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
985+ 11.94% |
$138K - $148K
|
9.24K
$1.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
982+ 7.38% |
$138K - $148K
|
14.3K
$2.34M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
963+ 2.68% |
$135K - $145K
|
36.9K
$6.03M
|
|
|
Jan 13, 2022
Q4 2021
|
Northern Capital Management, Inc.
|
BUY
|
- |
956+ 7.52% |
$134K - $144K
|
13.7K
$2.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
949+ 14.44% |
$133K - $143K
|
7.52K
$1.23M
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
917+ 11.73% |
$129K - $138K
|
8.74K
$1.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
917+ 2.82% |
$129K - $138K
|
33.4K
$5.47M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
889+ 30.28% |
$125K - $134K
|
3.83K
$626K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
869+ 1.89% |
$122K - $131K
|
46.9K
$7.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
860+ 26.32% |
$121K - $130K
|
4.13K
$675K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
856+ 17.51% |
$120K - $129K
|
5.74K
$940K
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
855+ 8.54% |
$120K - $129K
|
10.9K
$1.78M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
799New |
$112K - $120K
|
799
$131K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
762+ 1.71% |
$107K - $115K
|
45.2K
$7.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
746+ 12.31% |
$105K - $112K
|
6.81K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
744+ 8.58% |
$105K - $112K
|
9.41K
$1.54M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
744+ 8.35% |
$105K - $112K
|
9.66K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
727+ 6.71% |
$102K - $110K
|
11.6K
$1.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
721+ 18.52% |
$101K - $109K
|
4.62K
$755K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
720+ 76.68% |
$101K - $108K
|
1.66K
$271K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
699+ 1.87% |
$98.2K - $105K
|
38.1K
$6.23M
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
669+ 6.07% |
$94K - $101K
|
11.7K
$1.91M
|