Purchases and Sales Made in Q4 2022 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 2022. 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 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
350M+ 130819.25% |
$42.9B - $49.9B
|
350M
$57.3B
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
411KNew |
$50.4M - $58.7M
|
411K
$67.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
398K+ 620.21% |
$48.8M - $56.8M
|
462K
$75.6M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
364K+ 1673.39% |
$44.6M - $51.9M
|
385K
$63.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
356K+ 11.26% |
$43.6M - $50.8M
|
3.52M
$575M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
306K+ 103.14% |
$37.5M - $43.7M
|
603K
$98.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
277K+ 13.52% |
$33.9M - $39.5M
|
2.32M
$380M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
269K+ 802.21% |
$32.9M - $38.4M
|
302K
$49.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
158KNew |
$19.4M - $22.6M
|
158K
$25.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
130K+ 5.18% |
$16M - $18.6M
|
2.65M
$434M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
122K+ 1.24% |
$15M - $17.5M
|
9.99M
$1.64B
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
119KNew |
$14.6M - $17M
|
119K
$19.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
92.4K+ 133.97% |
$11.3M - $13.2M
|
161K
$26.4M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
90.3KNew |
$11.1M - $12.9M
|
90.3K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
86.6K+ 911.27% |
$10.6M - $12.4M
|
96.1K
$15.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
85.4KNew |
$10.5M - $12.2M
|
85.4K
$14M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
81.3KNew |
$9.96M - $11.6M
|
81.3K
$13.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
80.3K+ 1034.94% |
$9.84M - $11.5M
|
88K
$14.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
76.3K+ 8.6% |
$9.35M - $10.9M
|
964K
$158M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
69.3KNew |
$8.49M - $9.89M
|
69.3K
$11.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
68.9K+ 155.35% |
$8.44M - $9.84M
|
113K
$18.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
67.5K+ 17.72% |
$8.26M - $9.63M
|
448K
$73.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
66.4K+ 23.59% |
$8.14M - $9.48M
|
348K
$56.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
63.2K+ 1689.86% |
$7.74M - $9.02M
|
66.9K
$10.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
62.6K+ 34.18% |
$7.66M - $8.93M
|
246K
$40.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.7K+ 7.24% |
$7.56M - $8.81M
|
914K
$149M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
60.6KNew |
$7.43M - $8.65M
|
60.6K
$9.92M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
51.3K+ 7.61% |
$6.28M - $7.32M
|
725K
$119M
|
|
|
Jan 25, 2023
Q4 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
47.6K+ 1352.57% |
$5.83M - $6.79M
|
51.1K
$8.36M
|
|
|
Feb 02, 2024
Q4 2022
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
46.1KNew |
$5.64M - $6.58M
|
46.1K
$7.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41.1K+ 9.98% |
$5.03M - $5.87M
|
453K
$74.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.7K+ 57.42% |
$4.99M - $5.81M
|
112K
$18.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
40.6KNew |
$4.98M - $5.8M
|
40.6K
$6.65M
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
38KNew |
$4.66M - $5.43M
|
38K
$6.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
36.5KNew |
$4.47M - $5.21M
|
36.5K
$5.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
36.1K+ 1.79% |
$4.43M - $5.16M
|
2.05M
$335M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
35.7K+ 1.71% |
$4.37M - $5.1M
|
2.12M
$346M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33.9KNew |
$4.16M - $4.85M
|
33.9K
$5.55M
|
|
|
Feb 09, 2023
Q4 2022
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
33.7KNew |
$4.13M - $4.81M
|
33.7K
$5.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
31.6KNew |
$3.87M - $4.51M
|
31.6K
$5.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.1K+ 2.13% |
$3.81M - $4.45M
|
1.5M
$245M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
30.8KNew |
$3.77M - $4.39M
|
30.8K
$5.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
27.3K+ 15.28% |
$3.35M - $3.9M
|
206K
$33.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
26.8K+ 128.73% |
$3.28M - $3.82M
|
47.6K
$7.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.6K+ 30.62% |
$3.26M - $3.79M
|
113K
$18.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.3K+ 7.7% |
$3.11M - $3.62M
|
354K
$58M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.8KNew |
$2.91M - $3.39M
|
23.8K
$3.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
23.5KNew |
$2.88M - $3.36M
|
23.5K
$3.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.5K+ 17.86% |
$2.88M - $3.35M
|
155K
$25.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
22.7K+ 127.44% |
$2.78M - $3.24M
|
40.6K
$6.64M
|