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 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.5K- 17.46% |
$429K - $499K
|
16.5K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.52K- 97.72% |
$431K - $502K
|
82
$13.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.61K- 1.01% |
$442K - $515K
|
354K
$57.9M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.66K- 34.12% |
$449K - $523K
|
7.07K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.66K- 34.12% |
$449K - $523K
|
7.07K
$1.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-3.67K- 12.62% |
$449K - $524K
|
25.4K
$4.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.71K- 13.03% |
$454K - $529K
|
24.7K
$4.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.05K- 0.67% |
$497K - $579K
|
602K
$98.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
SELL
|
- |
-4.13K- 12.41% |
$506K - $590K
|
29.2K
$4.77M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-4.16K- 1.38% |
$509K - $593K
|
298K
$48.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-4.16K- 1.38% |
$509K - $593K
|
298K
$48.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.31K- 3.44% |
$528K - $615K
|
121K
$19.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-4.99K- 74.13% |
$611K - $712K
|
1.74K
$285K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-5.04K- 48.6% |
$617K - $719K
|
5.33K
$872K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.05K- 4.57% |
$742K - $864K
|
127K
$20.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-6.33K- 80.78% |
$775K - $904K
|
1.51K
$246K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-6.47K- 33.47% |
$793K - $924K
|
12.9K
$2.11M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.95K- 22.62% |
$852K - $993K
|
23.8K
$3.89M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-6.96K- 2.64% |
$852K - $993K
|
257K
$42M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.68K- 8.93% |
$941K - $1.1M
|
78.3K
$12.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.77K- 0.69% |
$952K - $1.11M
|
1.13M
$184M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-7.98K- 13.71% |
$977K - $1.14M
|
50.2K
$8.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-8.12K- 50.51% |
$994K - $1.16M
|
7.95K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.27K- 35.84% |
$1.01M - $1.18M
|
14.8K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.4K- 59.57% |
$1.03M - $1.2M
|
5.7K
$933K
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-8.57K- 11.48% |
$1.05M - $1.22M
|
66.1K
$10.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.99K- 10.83% |
$1.1M - $1.28M
|
74K
$12.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-9.09K- 54.35% |
$1.11M - $1.3M
|
7.64K
$1.25M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-9.59K- 10.88% |
$1.17M - $1.37M
|
78.6K
$12.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-9.93K- 22.65% |
$1.22M - $1.42M
|
33.9K
$5.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10.4K- 13.52% |
$1.27M - $1.48M
|
66.4K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10.5K- 17.74% |
$1.29M - $1.5M
|
48.7K
$7.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.2K- 10.33% |
$1.37M - $1.6M
|
97.1K
$15.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-11.8K- 15.6% |
$1.45M - $1.69M
|
64.1K
$10.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-13.2K- 5.4% |
$1.61M - $1.88M
|
231K
$37.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-13.3K- 1.51% |
$1.62M - $1.89M
|
862K
$141M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.6K- 6.27% |
$1.67M - $1.95M
|
204K
$33.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-14.7K- 13.11% |
$1.8M - $2.1M
|
97.5K
$16M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-15K- 29.33% |
$1.83M - $2.14M
|
36K
$5.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-15.2K- 7.09% |
$1.86M - $2.17M
|
199K
$32.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15.4K- 3.61% |
$1.89M - $2.2M
|
412K
$67.3M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-17K- 47.81% |
$2.08M - $2.42M
|
18.5K
$3.03M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 12.77% |
$2.3M - $2.68M
|
128K
$20.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-19.1K- 27.54% |
$2.33M - $2.72M
|
50.1K
$8.2M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-19.6K- 23.69% |
$2.41M - $2.8M
|
63.2K
$10.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-19.9K- 23.81% |
$2.44M - $2.85M
|
63.8K
$10.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-20.3K- 33.32% |
$2.49M - $2.9M
|
40.7K
$6.66M
|
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-21.3K- 2.38% |
$2.61M - $3.04M
|
874K
$143M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.2K- 53.25% |
$2.71M - $3.16M
|
19.5K
$3.18M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.2K- 53.25% |
$2.71M - $3.16M
|
19.5K
$3.18M
|