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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-535- 5.6% |
$65.5K - $76.4K
|
9.02K
$1.48M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-543- 5.61% |
$66.5K - $77.5K
|
9.14K
$1.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-550- 11.14% |
$67.4K - $78.5K
|
4.39K
$717K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-567- 1.02% |
$69.5K - $80.9K
|
55.3K
$9.05M
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-569- 4.48% |
$69.7K - $81.2K
|
12.1K
$1.98M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-576- 0.2% |
$70.6K - $82.2K
|
283K
$46.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-579- 3.94% |
$70.9K - $82.7K
|
14.1K
$2.31M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-584- 10.64% |
$71.5K - $83.4K
|
4.9K
$802K
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-600- 5.62% |
$73.5K - $85.7K
|
10.1K
$1.65M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-609- 18.15% |
$74.6K - $86.9K
|
2.75K
$449K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-618- 2.78% |
$75.7K - $88.2K
|
21.6K
$3.53M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-619- 15.44% |
$75.8K - $88.4K
|
3.39K
$555K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-620- 5.41% |
$76K - $88.5K
|
10.8K
$1.77M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-621- 8.19% |
$76.1K - $88.6K
|
6.96K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-623- 5.91% |
$76.3K - $88.9K
|
9.91K
$1.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-643- 34.64% |
$78.8K - $91.8K
|
1.21K
$198K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-666- 4.55% |
$81.6K - $95.1K
|
14K
$2.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-689- 12.45% |
$84.4K - $98.4K
|
4.84K
$792K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-702- 1.99% |
$86K - $100K
|
34.6K
$5.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-704- 0.65% |
$86.2K - $100K
|
108K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-714- 0.51% |
$87.5K - $102K
|
139K
$22.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-732- 12.06% |
$89.7K - $104K
|
5.34K
$874K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-745- 2.08% |
$91.3K - $106K
|
35.1K
$5.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-747- 2.83% |
$91.5K - $107K
|
25.6K
$4.19M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-753- 1.34% |
$92.3K - $107K
|
55.4K
$9.06M
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-767- 9.84% |
$94K - $109K
|
7.03K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-768- 0.1% |
$94.1K - $110K
|
807K
$132M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-770- 1.03% |
$94.3K - $110K
|
73.7K
$12.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-778- 31.1% |
$95.3K - $111K
|
1.72K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-781- 6.99% |
$95.7K - $111K
|
10.4K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-788- 3.27% |
$96.5K - $112K
|
23.3K
$3.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-799- 2.73% |
$97.9K - $114K
|
28.4K
$4.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-860- 53.48% |
$105K - $123K
|
748
$122K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-885- 58.26% |
$108K - $126K
|
634
$104K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-893- 15.31% |
$109K - $127K
|
4.94K
$808K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-898- 4.07% |
$110K - $128K
|
21.2K
$3.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-908- 1.28% |
$111K - $130K
|
70K
$11.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-932- 2.06% |
$114K - $133K
|
44.2K
$7.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-964- 7.12% |
$118K - $138K
|
12.6K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-987- 1.16% |
$121K - $141K
|
84.3K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-988- 1.25% |
$121K - $141K
|
77.8K
$12.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-990- 3.28% |
$121K - $141K
|
29.2K
$4.78M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.01K- 0.7% |
$123K - $144K
|
142K
$23.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.03K- 26.81% |
$127K - $147K
|
2.82K
$461K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.07K- 7.95% |
$131K - $152K
|
12.3K
$2.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 10.78% |
$136K - $158K
|
9.19K
$1.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.14K- 3.68% |
$140K - $163K
|
29.9K
$4.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-1.2K- 11.34% |
$148K - $172K
|
9.42K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.23K- 17.85% |
$150K - $175K
|
5.65K
$925K
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.25K- 59.11% |
$153K - $179K
|
866
$142K
|