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 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.09K+ 119.19% |
$256K - $298K
|
3.84K
$628K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.07KNew |
$253K - $295K
|
2.07K
$338K
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.01KNew |
$246K - $286K
|
2.01K
$328K
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.99K+ 10.82% |
$244K - $284K
|
20.4K
$3.33M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.99K+ 19.92% |
$244K - $284K
|
12K
$1.96M
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.97KNew |
$241K - $281K
|
1.97K
$322K
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.97K+ 97.81% |
$241K - $281K
|
3.98K
$651K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.94K+ 43.5% |
$238K - $277K
|
6.41K
$1.05M
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.92KNew |
$235K - $274K
|
1.92K
$314K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.92K+ 1.82% |
$235K - $273K
|
107K
$17.5M
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.91K+ 7.01% |
$234K - $273K
|
29.2K
$4.78M
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.91K+ 7.95% |
$234K - $272K
|
25.9K
$4.24M
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.89K+ 34.97% |
$232K - $270K
|
7.3K
$1.19M
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.89KNew |
$232K - $270K
|
1.89K
$309K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.88K+ 4.33% |
$231K - $269K
|
45.4K
$7.42M
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.86KNew |
$228K - $265K
|
1.86K
$304K
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.85KNew |
$227K - $264K
|
1.85K
$303K
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
1.85K+ 13.95% |
$226K - $264K
|
15.1K
$2.47M
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
1.84K+ 19.1% |
$225K - $263K
|
11.5K
$1.88M
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.83KNew |
$224K - $261K
|
1.83K
$299K
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.8K+ 8.43% |
$220K - $257K
|
23.1K
$3.79M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.78K+ 33.95% |
$218K - $254K
|
7.02K
$1.15M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.78K+ 33.95% |
$218K - $254K
|
7.02K
$1.15M
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.74KNew |
$214K - $249K
|
1.74K
$285K
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.73KNew |
$212K - $247K
|
1.73K
$283K
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.71KNew |
$209K - $244K
|
1.71K
$280K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.69KNew |
$207K - $242K
|
1.69K
$277K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.67K+ 6.44% |
$205K - $239K
|
27.6K
$4.52M
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
1.67KNew |
$204K - $238K
|
1.67K
$273K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.62K+ 27.86% |
$198K - $231K
|
7.42K
$1.21M
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
1.61K+ 63.97% |
$198K - $230K
|
4.14K
$677K
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.61KNew |
$197K - $230K
|
1.61K
$263K
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
1.61KNew |
$197K - $229K
|
1.61K
$263K
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.6K+ 47.65% |
$197K - $229K
|
4.97K
$813K
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.6KNew |
$196K - $228K
|
1.6K
$262K
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.6KNew |
$196K - $228K
|
1.6K
$262K
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.59KNew |
$195K - $227K
|
1.59K
$260K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.58KNew |
$194K - $226K
|
1.58K
$259K
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.57KNew |
$193K - $225K
|
1.57K
$258K
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.57KNew |
$193K - $225K
|
1.57K
$257K
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 91.5% |
$191K - $223K
|
3.27K
$535K
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
1.56KNew |
$191K - $223K
|
1.56K
$255K
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1.56KNew |
$191K - $223K
|
1.56K
$255K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.56K+ 48.96% |
$191K - $222K
|
4.74K
$776K
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.56KNew |
$191K - $222K
|
1.56K
$255K
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.55KNew |
$190K - $221K
|
1.55K
$253K
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
1.54KNew |
$188K - $219K
|
1.54K
$251K
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
1.53KNew |
$187K - $218K
|
1.53K
$250K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.52K+ 25.27% |
$186K - $216K
|
7.52K
$1.23M
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.49KNew |
$183K - $213K
|
1.49K
$244K
|