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 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
323New |
$45.4K - $48.7K
|
323
$52.8K
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
310+ 4.27% |
$43.5K - $46.7K
|
7.56K
$1.24M
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
308+ 0.56% |
$43.3K - $46.4K
|
55.4K
$9.06M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
301+ 7.68% |
$42.3K - $45.4K
|
4.22K
$690K
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
295+ 7.43% |
$41.4K - $44.5K
|
4.27K
$698K
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
286+ 6.86% |
$40.2K - $43.1K
|
4.46K
$729K
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
272+ 12.4% |
$38.2K - $41K
|
2.47K
$403K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
270+ 1.23% |
$37.9K - $40.7K
|
22.2K
$3.64M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
260+ 36.88% |
$36.5K - $39.2K
|
965
$158K
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
BUY
|
- |
257+ 11.01% |
$36.1K - $38.7K
|
2.59K
$424K
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
241+ 6.27% |
$33.9K - $36.3K
|
4.08K
$668K
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
233+ 12.78% |
$32.7K - $35.1K
|
2.06K
$336K
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
233New |
$32.7K - $35.1K
|
233
$38.1K
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
220New |
$30.9K - $33.2K
|
220
$36K
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
219+ 1.46% |
$30.8K - $33K
|
15.2K
$2.49M
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
215+ 6.96% |
$30.2K - $32.4K
|
3.3K
$540K
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
213+ 166.41% |
$29.9K - $32.1K
|
341
$55.8K
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
204+ 1.86% |
$28.7K - $30.7K
|
11.2K
$1.83M
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
191+ 3.37% |
$26.8K - $28.8K
|
5.87K
$960K
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
189+ 39.46% |
$26.5K - $28.5K
|
668
$109K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
189New |
$26.5K - $28.5K
|
189
$30.9K
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
188+ 3.47% |
$26.4K - $28.3K
|
5.6K
$916K
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
187+ 0.29% |
$26.3K - $28.2K
|
65K
$10.6M
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
BUY
|
- |
185+ 5.91% |
$26K - $27.9K
|
3.32K
$542K
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
178+ 0.33% |
$25K - $26.8K
|
54.1K
$8.85M
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
173New |
$24.3K - $26.1K
|
173
$28.3K
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
164+ 0.27% |
$23K - $24.7K
|
60.5K
$9.9M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
164+ 0.73% |
$23K - $24.7K
|
22.7K
$3.72M
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
154+ 7.56% |
$21.6K - $23.2K
|
2.19K
$359K
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
151+ 5.37% |
$21.2K - $22.8K
|
2.97K
$485K
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
151New |
$21.2K - $22.8K
|
151
$24.7K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
150+ 118.11% |
$21.1K - $22.6K
|
277
$45.3K
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
145+ 6.41% |
$20.4K - $21.9K
|
2.41K
$394K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
139+ 13.8% |
$19.5K - $20.9K
|
1.15K
$188K
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
139New |
$19.5K - $20.9K
|
139
$22.7K
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
138+ 2.39% |
$19.4K - $20.8K
|
5.91K
$967K
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
137New |
$19.2K - $20.6K
|
137
$22.4K
|
|
Jan 28, 2022
Q4 2021
|
Zeit Capital LLC
|
BUY
|
- |
137+ 0.43% |
$19.2K - $20.6K
|
31.7K
$5.18M
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
131+ 1.65% |
$18.4K - $19.7K
|
8.07K
$1.32M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
131New |
$18.4K - $19.7K
|
131
$21.4K
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
126+ 6.17% |
$17.7K - $19K
|
2.17K
$355K
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
125+ 86.81% |
$17.6K - $18.8K
|
269
$44K
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
116+ 20.53% |
$16.3K - $17.5K
|
681
$111K
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
113+ 0.95% |
$15.9K - $17K
|
12K
$1.96M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
111+ 1.63% |
$15.6K - $16.7K
|
6.93K
$1.13M
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
108+ 3.94% |
$15.2K - $16.3K
|
2.85K
$466K
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
108+ 4.14% |
$15.2K - $16.3K
|
2.71K
$444K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
103+ 5.79% |
$14.5K - $15.5K
|
1.88K
$308K
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
102+ 3.6% |
$14.3K - $15.4K
|
2.94K
$480K
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
102+ 3.31% |
$14.3K - $15.4K
|
3.19K
$521K
|