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 14, 2023
Q4 2022
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
3+ 0.04% |
$368 - $428
|
8.37K
$1.37M
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 5.88% |
$368 - $428
|
54
$8.84K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
3+ 0.69% |
$368 - $428
|
439
$71.8K
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$245 - $286
|
4.34K
$710K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1New |
$123 - $143
|
1
$164
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 2.44% |
$123 - $143
|
42
$6.87K
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.04% |
$123 - $143
|
2.3K
$376K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.23% |
$123 - $143
|
436
$71.3K
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.05% |
$123 - $143
|
2.01K
$329K
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 6.67% |
$123 - $143
|
16
$2.62K
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1+ 0.02% |
$123 - $143
|
4.79K
$783K
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$123 - $143
|
1.89K
$310K
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1+ 3.85% |
$123 - $143
|
27
$4.42K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$123 - $143
|
3.47K
$567K
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$123 - $143
|
1
$164
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.11% |
$123 - $143
|
946
$155K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1New |
$123 - $143
|
1
$164
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1- 33.33% |
$123 - $143
|
2
$327
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1- 0.02% |
$123 - $143
|
6.48K
$1.06M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2- 0.43% |
$245 - $286
|
463
$75.8K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2- 0.02% |
$245 - $286
|
10.2K
$1.67M
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2- 0.02% |
$245 - $286
|
8.22K
$1.34M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4- 0.08% |
$490 - $571
|
5.01K
$820K
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-5- 0.14% |
$613 - $714
|
3.46K
$565K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7- 0.22% |
$858 - $999
|
3.2K
$523K
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-8- 0.11% |
$980 - $1.14K
|
7.28K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-10- 38.46% |
$1.23K - $1.43K
|
16
$2.62K
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-10- 0.19% |
$1.23K - $1.43K
|
5.27K
$862K
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-12- 0.35% |
$1.47K - $1.71K
|
3.46K
$565K
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-14- 0.03% |
$1.72K - $2K
|
48K
$7.85M
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-14- 0.15% |
$1.72K - $2K
|
9.61K
$1.57M
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-15- 0.1% |
$1.84K - $2.14K
|
15.6K
$2.55M
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-15- 0.73% |
$1.84K - $2.14K
|
2.04K
$334K
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-16- 0.11% |
$1.96K - $2.28K
|
14.6K
$2.39M
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-17- 0.91% |
$2.08K - $2.43K
|
1.85K
$302K
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-18- 0.69% |
$2.21K - $2.57K
|
2.59K
$423K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-19- 16.96% |
$2.33K - $2.71K
|
93
$15.2K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-20- 14.49% |
$2.45K - $2.86K
|
118
$19.3K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-21- 0.29% |
$2.57K - $3K
|
7.28K
$1.19M
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-22- 0.14% |
$2.7K - $3.14K
|
15.2K
$2.48M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-24- 0.48% |
$2.94K - $3.43K
|
4.95K
$810K
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-24- 0.07% |
$2.94K - $3.43K
|
35.3K
$5.78M
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-24- 0.77% |
$2.94K - $3.43K
|
3.11K
$509K
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-25- 0.9% |
$3.06K - $3.57K
|
2.76K
$451K
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-25- 4.76% |
$3.06K - $3.57K
|
500
$81.8K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-26- 4.11% |
$3.19K - $3.71K
|
607
$99.3K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-27- 6.14% |
$3.31K - $3.85K
|
413
$67.6K
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-28- 2.9% |
$3.43K - $4K
|
938
$153K
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-30- 36.14% |
$3.68K - $4.28K
|
53
$8.67K
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-30- 0.67% |
$3.68K - $4.28K
|
4.47K
$732K
|