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 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
7.7K+ 127.32% |
$944K - $1.1M
|
13.8K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.39K+ 49.11% |
$905K - $1.05M
|
22.4K
$3.67M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
7.23KNew |
$885K - $1.03M
|
7.23K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
6.62K+ 5.95% |
$811K - $945K
|
118K
$19.3M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.55KNew |
$802K - $935K
|
6.55K
$1.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.44KNew |
$789K - $919K
|
6.44K
$1.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.42KNew |
$786K - $916K
|
6.42K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.13K+ 30.52% |
$751K - $875K
|
26.2K
$4.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
6.08KNew |
$745K - $868K
|
6.08K
$995K
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
5.99KNew |
$734K - $855K
|
5.99K
$980K
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
5.85K+ 49.63% |
$717K - $835K
|
17.6K
$2.89M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.85K+ 94.56% |
$716K - $834K
|
12K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.81K+ 11.58% |
$712K - $830K
|
56K
$9.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.75K+ 252.3% |
$704K - $821K
|
8.03K
$1.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.46KNew |
$669K - $779K
|
5.46K
$893K
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
BUY
|
- |
5.41K+ 13.23% |
$662K - $772K
|
46.3K
$7.57M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5.28KNew |
$646K - $753K
|
5.28K
$863K
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
5.27K+ 34.37% |
$645K - $752K
|
20.6K
$3.37M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
5.21K+ 32.06% |
$638K - $743K
|
21.4K
$3.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.21K+ 37.65% |
$638K - $743K
|
19K
$3.11M
|
|
|
Jan 25, 2023
Q4 2022
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
5.2KNew |
$637K - $742K
|
5.2K
$850K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5.12K+ 95.36% |
$627K - $731K
|
10.5K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
5.09KNew |
$624K - $727K
|
5.09K
$833K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.09K+ 122.35% |
$623K - $726K
|
9.24K
$1.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
4.98K+ 8.37% |
$610K - $711K
|
64.5K
$10.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.88K+ 15.85% |
$598K - $697K
|
35.7K
$5.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.85KNew |
$594K - $692K
|
4.85K
$793K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
4.78KNew |
$585K - $682K
|
4.78K
$782K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.62K+ 8.67% |
$566K - $660K
|
58K
$9.48M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.6K+ 25.48% |
$563K - $656K
|
22.6K
$3.7M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4.58KNew |
$561K - $654K
|
4.58K
$750K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.57K+ 7.94% |
$559K - $652K
|
62.1K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.46K+ 13.42% |
$546K - $636K
|
37.7K
$6.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.44K+ 16.22% |
$544K - $634K
|
31.8K
$5.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.22KNew |
$517K - $603K
|
4.22K
$691K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.12KNew |
$504K - $588K
|
4.12K
$674K
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
4.09KNew |
$501K - $584K
|
4.09K
$669K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4.05KNew |
$496K - $578K
|
4.05K
$662K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.99K+ 1.1% |
$489K - $570K
|
366K
$59.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
3.88KNew |
$475K - $554K
|
3.88K
$635K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.77KNew |
$461K - $537K
|
3.77K
$616K
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
3.71KNew |
$455K - $530K
|
3.71K
$607K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.67K+ 16.5% |
$450K - $524K
|
25.9K
$4.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
3.63K+ 8.01% |
$445K - $519K
|
49K
$8.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
3.63K+ 85.41% |
$445K - $518K
|
7.88K
$1.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.53K+ 25.35% |
$433K - $504K
|
17.5K
$2.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.44K+ 178.35% |
$422K - $492K
|
5.38K
$879K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.37K+ 1.51% |
$413K - $481K
|
227K
$37.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.3KNew |
$405K - $472K
|
3.3K
$541K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.2KNew |
$393K - $457K
|
3.2K
$524K
|