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 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-151- 2.03% |
$18.5K - $21.6K
|
7.3K
$1.19M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-155- 4.83% |
$19K - $22.1K
|
3.05K
$500K
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-162- 8.17% |
$19.8K - $23.1K
|
1.82K
$298K
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-169- 3.08% |
$20.7K - $24.1K
|
5.32K
$870K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-176- 3.22% |
$21.6K - $25.1K
|
5.28K
$865K
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-176- 1.57% |
$21.6K - $25.1K
|
11.1K
$1.81M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-192- 1.89% |
$23.5K - $27.4K
|
9.95K
$1.63M
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-195- 59.09% |
$23.9K - $27.8K
|
135
$22.1K
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-197- 4.03% |
$24.1K - $28.1K
|
4.69K
$767K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-202- 3.38% |
$24.7K - $28.8K
|
5.77K
$944K
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
SELL
|
- |
-204- 4.81% |
$25K - $29.1K
|
4.04K
$661K
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-207- 2.56% |
$25.4K - $29.5K
|
7.87K
$1.29M
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-219- 2.71% |
$26.8K - $31.3K
|
7.85K
$1.28M
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-222- 69.59% |
$27.2K - $31.7K
|
97
$15.9K
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-227- 1.25% |
$27.8K - $32.4K
|
17.9K
$2.93M
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-228- 9.79% |
$27.9K - $32.5K
|
2.1K
$344K
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-245- 2.73% |
$30K - $35K
|
8.71K
$1.43M
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-253- 1.57% |
$31K - $36.1K
|
15.8K
$2.59M
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-265- 9.25% |
$32.5K - $37.8K
|
2.6K
$425K
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-266- 12.14% |
$32.6K - $38K
|
1.93K
$315K
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-270- 2.26% |
$33.1K - $38.5K
|
11.7K
$1.91M
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-283- 4.39% |
$34.7K - $40.4K
|
6.17K
$1.01M
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-286- 8.39% |
$35K - $40.8K
|
3.12K
$511K
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-293- 8.54% |
$35.9K - $41.8K
|
3.14K
$513K
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-294- 2.15% |
$36K - $42K
|
13.4K
$2.19M
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-300- 11.11% |
$36.8K - $42.8K
|
2.4K
$393K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-310- 2.77% |
$38K - $44.3K
|
10.9K
$1.78M
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-311- 4.73% |
$38.1K - $44.4K
|
6.26K
$1.02M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-317- 10.06% |
$38.8K - $45.3K
|
2.83K
$464K
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-320- 17.97% |
$39.2K - $45.7K
|
1.46K
$239K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-327- 1.07% |
$40.1K - $46.7K
|
30.1K
$4.92M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-328- 0.25% |
$40.2K - $46.8K
|
133K
$21.7M
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-329- 0.32% |
$40.3K - $47K
|
101K
$16.6M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-330- 0.87% |
$40.4K - $47.1K
|
37.7K
$6.16M
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-340- 0.66% |
$41.7K - $48.5K
|
51.2K
$8.39M
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-348- 0.17% |
$42.6K - $49.7K
|
208K
$34M
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-350- 0.35% |
$42.9K - $50K
|
100K
$16.4M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-383- 2.33% |
$46.9K - $54.7K
|
16K
$2.62M
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-400- 3.21% |
$49K - $57.1K
|
12.1K
$1.97M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-412- 4.02% |
$50.5K - $58.8K
|
9.83K
$1.61M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-430- 5.96% |
$52.7K - $61.4K
|
6.78K
$1.11M
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-439- 3.51% |
$53.8K - $62.7K
|
12.1K
$1.98M
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-443Closed |
$54.3K - $63.2K
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-475- 7.0% |
$58.2K - $67.8K
|
6.32K
$1.03M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-477- 12.5% |
$58.4K - $68.1K
|
3.34K
$546K
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-486- 3.61% |
$59.5K - $69.4K
|
13K
$2.12M
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-503- 24.52% |
$61.6K - $71.8K
|
1.55K
$253K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-509- 3.79% |
$62.4K - $72.7K
|
12.9K
$2.11M
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-525- 4.22% |
$64.3K - $74.9K
|
11.9K
$1.95M
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-531- 1.65% |
$65.1K - $75.8K
|
31.7K
$5.18M
|