Purchases and Sales Made in Q4 2022 in Vanguard Mid Cap Value Index F (VOE)

VOE Quotes by TradingView

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 20, 2023 Q4 2022
Miracle Mile Advisors, LLC

BUY
 -
22.1K
+ 7.4%
$2.71M - $3.16M
321K $52.6M
Feb 03, 2023 Q4 2022
Fee Only Financial Planning, L.C.

Okatie, SC
BUY
 -
22.1K
New
$2.71M - $3.16M
22.1K $3.62M
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
21.6K
+ 2.86%
$2.65M - $3.08M
778K $127M
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
20.9K
+ 136.88%
$2.56M - $2.98M
36.2K $5.92M
Feb 14, 2023 Q4 2022
Tfb Advisors LLC

Overland Park, KS
BUY
 -
19.8K
New
$2.43M - $2.83M
19.8K $3.24M
Feb 15, 2023 Q4 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
19.5K
+ 41.77%
$2.39M - $2.79M
66.3K $10.8M
Jan 17, 2023 Q4 2022
Orgel Wealth Management, LLC

BUY
 -
19.2K
+ 6.18%
$2.35M - $2.74M
329K $53.9M
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
18.9K
+ 14.87%
$2.32M - $2.7M
146K $23.9M
Feb 14, 2023 Q4 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
18.6K
+ 21.12%
$2.28M - $2.65M
106K $17.4M
Feb 13, 2023 Q4 2022
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
18K
New
$2.21M - $2.57M
18K $2.95M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
17.6K
+ 17.29%
$2.16M - $2.51M
119K $19.5M
Jan 20, 2023 Q4 2022
Falcon Wealth Planning

BUY
 -
17.4K
+ 12.28%
$2.13M - $2.48M
159K $26M
Feb 09, 2023 Q4 2022
Lwmg, LLC

Lake Elmo, MN
BUY
 -
16.7K
New
$2.05M - $2.39M
16.7K $2.74M
May 01, 2023 Q4 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
16.2K
New
$1.98M - $2.31M
16.2K $2.65M
Feb 14, 2023 Q4 2022
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
14.9K
New
$1.83M - $2.13M
14.9K $2.44M
Sep 04, 2024 Q4 2022
Mas Advisors LLC

Miami, FL
BUY
 -
14.8K
+ 399.76%
$1.82M - $2.12M
18.5K $3.03M
Jan 27, 2023 Q4 2022
Columbia Advisory Partners LLC

BUY
 -
14.2K
+ 13.99%
$1.74M - $2.03M
116K $19M
Aug 29, 2023 Q4 2022
Sterling Financial Group, Inc.

Pasadena, CA
BUY
 -
14K
New
$1.72M - $2M
14K $2.29M
Mar 01, 2023 Q4 2022
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
13.9K
New
$1.71M - $1.99M
13.9K $2.28M
Jan 12, 2023 Q4 2022
Corundum Group, Inc.

BUY
 -
13.1K
New
$1.6M - $1.87M
13.1K $2.14M
Feb 14, 2023 Q4 2022
Jefferies Financial Group Inc.

New York, NY
BUY
 -
12.9K
New
$1.58M - $1.84M
12.9K $2.11M
Jan 31, 2023 Q4 2022
Kestra Private Wealth Services, LLC

BUY
 -
11.9K
+ 122.97%
$1.46M - $1.71M
21.7K $3.54M
Feb 14, 2023 Q4 2022
Clark Financial Services Group Inc

Chesterfield, MO
BUY
 -
11.4K
New
$1.39M - $1.62M
11.4K $1.86M
Feb 02, 2023 Q4 2022
Simplex Trading, LLC

BUY
 -
11.3K
+ 299.28%
$1.38M - $1.61M
15K $2.46M
Feb 13, 2023 Q4 2022
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
11.2K
+ 10.66%
$1.38M - $1.6M
117K $19.1M
Jan 12, 2023 Q4 2022
Valley National Advisers Inc

BUY
 -
11.1K
+ 443.84%
$1.36M - $1.58M
13.6K $2.22M
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
11.1K
+ 3.22%
$1.36M - $1.58M
354K $58M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
11.1K
+ 6.41%
$1.35M - $1.58M
184K $30M
Feb 14, 2023 Q4 2022
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
11K
New
$1.35M - $1.57M
11K $1.8M
Feb 09, 2023 Q4 2022
Atlantic Union Bankshares Corp

BUY
 -
10.9K
+ 218.37%
$1.34M - $1.56M
15.9K $2.6M
Feb 14, 2023 Q4 2022
Evergreen Wealth Management, LLC

Williamston, MI
BUY
 -
10.5K
New
$1.28M - $1.5M
10.5K $1.71M
Feb 03, 2023 Q4 2022
Cx Institutional

BUY
 -
10.1K
+ 29.73%
$1.24M - $1.44M
44.1K $7.21M
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
9.98K
+ 55.64%
$1.22M - $1.42M
27.9K $4.57M
Feb 08, 2023 Q4 2022
Tradewinds, Llc.

Raleigh, NC
BUY
 -
9.49K
New
$1.16M - $1.36M
9.49K $1.55M
Feb 02, 2023 Q4 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
9.47K
New
$1.16M - $1.35M
9.47K $1.55M
Jul 09, 2024 Q4 2022
Rockingstone Advisors LLC

Great Barrington, MA
BUY
 -
9.33K
New
$1.14M - $1.33M
9.33K $1.53M
Feb 13, 2023 Q4 2022
Rex Capital Advisors, LLC

Providence, RI
BUY
 -
9.32K
+ 173.44%
$1.14M - $1.33M
14.7K $2.4M
Feb 14, 2023 Q4 2022
Park Place Capital Corp

Birmingham, AL
BUY
 -
9.16K
New
$1.12M - $1.31M
9.16K $1.5M
Feb 14, 2023 Q4 2022
Alpha Q Advisors LLC

Orlando, FL
BUY
 -
9.1K
New
$1.11M - $1.3M
9.1K $1.49M
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
9.01K
+ 446.9%
$1.1M - $1.29M
11K $1.8M
Feb 09, 2023 Q4 2022
Baker Ellis Asset Management LLC

BUY
 -
9K
+ 175.44%
$1.1M - $1.28M
14.1K $2.31M
Jan 18, 2023 Q4 2022
Arlington Financial Advisors, LLC

BUY
 -
8.72K
New
$1.07M - $1.24M
8.72K $1.43M
Jan 19, 2023 Q4 2022
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
8.43K
+ 21.66%
$1.03M - $1.2M
47.4K $7.75M
Feb 08, 2023 Q4 2022
Glenview Trust CO

Louisville, KY
BUY
 -
8.41K
+ 59.64%
$1.03M - $1.2M
22.5K $3.69M
Jan 11, 2023 Q4 2022
Praetorian Wealth Management, Inc.

BUY
 -
8.34K
+ 5.57%
$1.02M - $1.19M
158K $25.9M
Feb 16, 2023 Q4 2022
American Trust

Lexington, KY
BUY
 -
8.15K
+ 109.0%
$998K - $1.16M
15.6K $2.56M
Jan 11, 2023 Q4 2022
Collective Family Office LLC

BUY
 -
7.89K
+ 72.26%
$966K - $1.13M
18.8K $3.08M
Jan 23, 2023 Q4 2022
Capital Advantage, Inc.

BUY
 -
7.86K
+ 5.83%
$963K - $1.12M
143K $23.3M
Dec 20, 2023 Q4 2022
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
7.83K
New
$959K - $1.12M
7.83K $1.28M

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