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
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.33K- 4.26% |
$163K - $189K
|
29.8K
$4.88M
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.34K- 39.96% |
$164K - $191K
|
2.01K
$329K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.38K- 36.67% |
$170K - $198K
|
2.39K
$391K
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.4K- 21.44% |
$171K - $199K
|
5.11K
$837K
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-1.43K- 7.46% |
$175K - $203K
|
17.7K
$2.89M
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.43K- 8.89% |
$175K - $204K
|
14.6K
$2.39M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.43K- 42.13% |
$175K - $204K
|
1.96K
$321K
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.5K- 4.81% |
$184K - $214K
|
29.6K
$4.85M
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.51K- 24.24% |
$185K - $215K
|
4.71K
$770K
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.51K- 3.71% |
$185K - $216K
|
39.3K
$6.42M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.54K- 9.18% |
$188K - $219K
|
15.2K
$2.49M
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-1.54K- 13.03% |
$189K - $220K
|
10.3K
$1.68M
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-1.61K- 5.92% |
$197K - $230K
|
25.5K
$4.18M
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.63K- 27.11% |
$199K - $232K
|
4.37K
$715K
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.8K- 50.29% |
$220K - $256K
|
1.77K
$290K
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.85K- 4.28% |
$227K - $264K
|
41.3K
$6.76M
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.87K- 26.52% |
$229K - $266K
|
5.17K
$846K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.9K- 0.65% |
$233K - $271K
|
292K
$47.8M
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.93K- 40.32% |
$237K - $276K
|
2.86K
$468K
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.97K- 13.05% |
$241K - $281K
|
13.1K
$2.15M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.03K- 1.97% |
$249K - $290K
|
101K
$16.5M
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-2.06K- 10.85% |
$252K - $294K
|
16.9K
$2.76M
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.07K- 57.12% |
$254K - $295K
|
1.55K
$254K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.1K- 56.0% |
$257K - $300K
|
1.65K
$270K
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.2K- 23.45% |
$270K - $314K
|
7.18K
$1.18M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.22K- 5.48% |
$272K - $317K
|
38.3K
$6.26M
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.26K- 7.37% |
$276K - $322K
|
28.3K
$4.64M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.28K- 2.09% |
$280K - $326K
|
107K
$17.5M
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.29K- 22.39% |
$280K - $326K
|
7.93K
$1.3M
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-2.33K- 47.19% |
$285K - $332K
|
2.6K
$426K
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.39K- 51.8% |
$293K - $341K
|
2.22K
$364K
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-2.49K- 8.57% |
$306K - $356K
|
26.6K
$4.35M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.52K- 50.49% |
$308K - $359K
|
2.47K
$404K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.52K- 94.94% |
$308K - $359K
|
134
$21.9K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.52K- 94.94% |
$308K - $359K
|
134
$21.9K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.52K- 59.05% |
$309K - $360K
|
1.75K
$286K
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.55K- 34.92% |
$312K - $364K
|
4.75K
$778K
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.66K- 10.63% |
$326K - $380K
|
22.4K
$3.66M
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.71K- 5.16% |
$332K - $386K
|
49.8K
$8.15M
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.87K- 67.4% |
$352K - $410K
|
1.39K
$227K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.91K- 17.23% |
$357K - $416K
|
14K
$2.29M
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.98KClosed |
$365K - $426K
|
0
$0
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.13K- 8.14% |
$383K - $447K
|
35.3K
$5.78M
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.16K- 5.89% |
$387K - $451K
|
50.4K
$8.25M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-3.16K- 26.58% |
$387K - $451K
|
8.73K
$1.43M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.21K- 17.07% |
$393K - $458K
|
15.6K
$2.55M
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-3.25K- 1.23% |
$398K - $464K
|
260K
$42.6M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.26K- 22.32% |
$400K - $466K
|
11.4K
$1.86M
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.29K- 5.25% |
$403K - $469K
|
59.3K
$9.71M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.32K- 26.82% |
$407K - $474K
|
9.06K
$1.48M
|