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 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
3.18KNew |
$390K - $454K
|
3.18K
$521K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.15K+ 35.63% |
$386K - $450K
|
12K
$1.96M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.15K+ 35.36% |
$386K - $449K
|
12K
$1.97M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.08KNew |
$378K - $440K
|
3.08K
$505K
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.07KNew |
$376K - $439K
|
3.07K
$503K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
3.06KNew |
$375K - $437K
|
3.06K
$501K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
3.05K+ 4.81% |
$373K - $435K
|
66.4K
$10.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
3.04K+ 12.56% |
$372K - $433K
|
27.2K
$4.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.97KNew |
$364K - $424K
|
2.97K
$486K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.92KNew |
$357K - $416K
|
2.92K
$477K
|
|
|
Feb 09, 2023
Q4 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
2.92K+ 39.3% |
$357K - $416K
|
10.3K
$1.69M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2.9K+ 26.59% |
$356K - $414K
|
13.8K
$2.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
2.9KNew |
$355K - $413K
|
2.9K
$474K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.88K+ 29.12% |
$352K - $411K
|
12.8K
$2.09M
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
2.85K+ 1.55% |
$349K - $407K
|
187K
$30.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.82KNew |
$346K - $403K
|
2.82K
$462K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.79KNew |
$342K - $399K
|
2.79K
$457K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
2.74K+ 183.7% |
$336K - $391K
|
4.23K
$692K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.73K+ 3.09% |
$334K - $389K
|
91.1K
$14.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.71KNew |
$332K - $387K
|
2.71K
$444K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
2.69K+ 3.27% |
$330K - $384K
|
85K
$13.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.68KNew |
$328K - $383K
|
2.68K
$439K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2.67K+ 2.64% |
$327K - $381K
|
104K
$17M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.65KNew |
$325K - $379K
|
2.65K
$434K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.63K+ 9.61% |
$322K - $375K
|
30K
$4.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
2.57K+ 17.91% |
$315K - $367K
|
16.9K
$2.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.56K+ 4.92% |
$313K - $365K
|
54.5K
$8.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.55K+ 63.81% |
$313K - $364K
|
6.55K
$1.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.52KNew |
$309K - $360K
|
2.52K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.5K+ 20.0% |
$307K - $357K
|
15K
$2.46M
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
2.48K+ 1.03% |
$304K - $354K
|
243K
$39.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.47K+ 4.96% |
$303K - $353K
|
52.3K
$8.56M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.47K+ 17.83% |
$303K - $353K
|
16.3K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
2.45KNew |
$300K - $350K
|
2.45K
$401K
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.44KNew |
$298K - $348K
|
2.44K
$399K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.43KNew |
$298K - $347K
|
2.43K
$398K
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.42KNew |
$297K - $346K
|
2.42K
$396K
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
2.38KNew |
$292K - $340K
|
2.38K
$389K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
2.35K+ 7.1% |
$287K - $335K
|
35.4K
$5.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.33K+ 20.59% |
$285K - $332K
|
13.6K
$2.23M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.31KNew |
$283K - $330K
|
2.31K
$378K
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.28KNew |
$280K - $326K
|
2.28K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.25KNew |
$276K - $321K
|
2.25K
$368K
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.24KNew |
$274K - $319K
|
2.24K
$366K
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.2KNew |
$270K - $315K
|
2.2K
$361K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.18KNew |
$267K - $312K
|
2.18K
$357K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.17KNew |
$266K - $310K
|
2.17K
$356K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
2.15K+ 55.24% |
$263K - $306K
|
6.03K
$987K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.12K+ 27.22% |
$260K - $303K
|
9.91K
$1.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.11KNew |
$259K - $302K
|
2.11K
$346K
|