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 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
664+ 0.5% |
$93.3K - $100K
|
135K
$22M
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
658+ 4.01% |
$92.4K - $99.2K
|
17.1K
$2.79M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
641+ 4.3% |
$90K - $96.6K
|
15.5K
$2.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
630+ 3.84% |
$88.5K - $94.9K
|
17K
$2.79M
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
625+ 1.52% |
$87.8K - $94.2K
|
41.9K
$6.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
613+ 60.81% |
$86.1K - $92.4K
|
1.62K
$265K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
609+ 0.9% |
$85.5K - $91.8K
|
68.6K
$11.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
594+ 6.47% |
$83.4K - $89.5K
|
9.78K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
590+ 5.7% |
$82.9K - $88.9K
|
10.9K
$1.79M
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
590+ 2.93% |
$82.9K - $88.9K
|
20.7K
$3.39M
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
572+ 10.14% |
$80.3K - $86.2K
|
6.22K
$1.02M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
572+ 1.12% |
$80.3K - $86.2K
|
51.8K
$8.47M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
562+ 14.74% |
$78.9K - $84.7K
|
4.38K
$716K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
535+ 3.64% |
$75.2K - $80.6K
|
15.2K
$2.49M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
530New |
$74.4K - $79.9K
|
530
$86.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
529+ 3.17% |
$74.3K - $79.7K
|
17.2K
$2.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
509+ 34.05% |
$71.5K - $76.7K
|
2K
$328K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
496+ 2.88% |
$69.7K - $74.7K
|
17.7K
$2.9M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
491New |
$69K - $74K
|
491
$80.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
475+ 2.6% |
$66.7K - $71.6K
|
18.7K
$3.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
474+ 1.04% |
$66.6K - $71.4K
|
46.1K
$7.55M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
468+ 1.58% |
$65.7K - $70.5K
|
30.1K
$4.92M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
467New |
$65.6K - $70.4K
|
467
$76.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
466+ 28.43% |
$65.5K - $70.2K
|
2.11K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
460+ 26.67% |
$64.6K - $69.3K
|
2.19K
$358K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
450New |
$63.2K - $67.8K
|
450
$73.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
449+ 22.23% |
$63.1K - $67.7K
|
2.47K
$404K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
446+ 91.58% |
$62.6K - $67.2K
|
933
$153K
|
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
435+ 4.81% |
$61.1K - $65.6K
|
9.47K
$1.55M
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
434+ 2.99% |
$61K - $65.4K
|
14.9K
$2.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
433+ 6.8% |
$60.8K - $65.2K
|
6.8K
$1.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
426+ 14.07% |
$59.8K - $64.2K
|
3.45K
$565K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
426+ 10.65% |
$59.8K - $64.2K
|
4.43K
$724K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
426+ 10.65% |
$59.8K - $64.2K
|
4.43K
$724K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
422+ 16.06% |
$59.3K - $63.6K
|
3.05K
$499K
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
407+ 2.11% |
$57.2K - $61.3K
|
19.7K
$3.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
400+ 28.59% |
$56.2K - $60.3K
|
1.8K
$294K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
400New |
$56.2K - $60.3K
|
400
$65.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
400+ 258.06% |
$56.2K - $60.3K
|
555
$90.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
388+ 10.48% |
$54.5K - $58.5K
|
4.09K
$669K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
386+ 23.21% |
$54.2K - $58.2K
|
2.05K
$335K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
385+ 17.99% |
$54.1K - $58K
|
2.53K
$413K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
384New |
$53.9K - $57.9K
|
384
$62.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
381New |
$53.5K - $57.4K
|
381
$62.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
352+ 2.86% |
$49.4K - $53K
|
12.7K
$2.07M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
345New |
$48.5K - $52K
|
345
$56.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
344+ 0.65% |
$48.3K - $51.8K
|
53.6K
$8.78M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
341+ 2.3% |
$47.9K - $51.4K
|
15.2K
$2.48M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
341+ 1.32% |
$47.9K - $51.4K
|
26.1K
$4.27M
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
330New |
$46.4K - $49.7K
|
330
$54K
|