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
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-30- 1.06% |
$3.68K - $4.28K
|
2.81K
$460K
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-31- 0.72% |
$3.8K - $4.43K
|
4.28K
$699K
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-33- 1.02% |
$4.04K - $4.71K
|
3.19K
$522K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-35- 3.78% |
$4.29K - $5K
|
892
$146K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-37- 25.0% |
$4.53K - $5.28K
|
111
$18.2K
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-37- 0.93% |
$4.53K - $5.28K
|
3.95K
$646K
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-38- 0.37% |
$4.66K - $5.42K
|
10.3K
$1.68M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-38- 1.07% |
$4.66K - $5.42K
|
3.51K
$574K
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-39- 1.72% |
$4.78K - $5.57K
|
2.23K
$364K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-40- 1.02% |
$4.9K - $5.71K
|
3.88K
$635K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-42- 0.73% |
$5.15K - $6K
|
5.68K
$930K
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-42- 0.08% |
$5.15K - $6K
|
49.4K
$8.08M
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-44- 2.08% |
$5.39K - $6.28K
|
2.07K
$339K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-45- 23.81% |
$5.51K - $6.42K
|
144
$23.6K
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-54- 2.19% |
$6.62K - $7.71K
|
2.41K
$395K
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-56- 34.36% |
$6.86K - $7.99K
|
107
$17.5K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-58- 5.61% |
$7.11K - $8.28K
|
975
$160K
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-59- 3.28% |
$7.23K - $8.42K
|
1.74K
$285K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-60- 0.71% |
$7.35K - $8.57K
|
8.39K
$1.37M
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-62- 0.46% |
$7.6K - $8.85K
|
13.3K
$2.17M
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-68- 1.56% |
$8.33K - $9.71K
|
4.3K
$703K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-68- 3.13% |
$8.33K - $9.71K
|
2.1K
$344K
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-70- 3.23% |
$8.58K - $9.99K
|
2.1K
$343K
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-72- 2.07% |
$8.82K - $10.3K
|
3.41K
$558K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-74- 2.31% |
$9.07K - $10.6K
|
3.13K
$511K
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-75- 0.41% |
$9.19K - $10.7K
|
18.1K
$2.96M
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-80- 0.72% |
$9.8K - $11.4K
|
11.1K
$1.81M
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-84- 0.45% |
$10.3K - $12K
|
18.6K
$3.04M
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-85- 4.71% |
$10.4K - $12.1K
|
1.72K
$281K
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-86- 3.17% |
$10.5K - $12.3K
|
2.63K
$430K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-88- 2.0% |
$10.8K - $12.6K
|
4.31K
$706K
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-90- 19.57% |
$11K - $12.8K
|
370
$60.5K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-91- 10.16% |
$11.1K - $13K
|
805
$132K
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-93- 2.15% |
$11.4K - $13.3K
|
4.24K
$693K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-93- 1.71% |
$11.4K - $13.3K
|
5.35K
$876K
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-100Closed |
$12.3K - $14.3K
|
0
$0
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-100- 1.28% |
$12.3K - $14.3K
|
7.72K
$1.26M
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-101- 3.05% |
$12.4K - $14.4K
|
3.21K
$526K
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-103- 4.15% |
$12.6K - $14.7K
|
2.38K
$389K
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-105- 0.92% |
$12.9K - $15K
|
11.3K
$1.84M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-105- 23.76% |
$12.9K - $15K
|
337
$55.1K
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-106- 4.13% |
$13K - $15.1K
|
2.46K
$403K
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-106- 0.7% |
$13K - $15.1K
|
15K
$2.45M
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-110- 7.0% |
$13.5K - $15.7K
|
1.46K
$239K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-114- 0.79% |
$14K - $16.3K
|
14.3K
$2.35M
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-119- 0.24% |
$14.6K - $17K
|
50.5K
$8.26M
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-135- 1.99% |
$16.5K - $19.3K
|
6.66K
$1.09M
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
SELL
|
- |
-140- 0.46% |
$17.2K - $20K
|
30.2K
$4.94M
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-145- 1.61% |
$17.8K - $20.7K
|
8.88K
$1.45M
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-150- 0.35% |
$18.4K - $21.4K
|
42.7K
$6.99M
|