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 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
1.46K+ 2.54% |
$179K - $208K
|
58.9K
$9.63M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.44KNew |
$177K - $206K
|
1.44K
$236K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.44K+ 2.22% |
$177K - $206K
|
66.4K
$10.9M
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.44K+ 1.45% |
$177K - $206K
|
101K
$16.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.38K+ 1.12% |
$169K - $197K
|
125K
$20.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.36K+ 236.41% |
$166K - $194K
|
1.93K
$316K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.34K+ 46.59% |
$164K - $191K
|
4.21K
$689K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.29K+ 5.71% |
$158K - $184K
|
23.9K
$3.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.28K+ 2.71% |
$157K - $183K
|
48.7K
$7.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.26KNew |
$155K - $180K
|
1.26K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 49.6% |
$154K - $179K
|
3.79K
$619K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.25KNew |
$153K - $178K
|
1.25K
$204K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.23K+ 6.13% |
$151K - $176K
|
21.3K
$3.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.23K+ 3.12% |
$151K - $176K
|
40.7K
$6.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
1.23K+ 2.73% |
$150K - $175K
|
46K
$7.53M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.22K+ 3.34% |
$150K - $175K
|
37.8K
$6.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.19K+ 18.3% |
$146K - $170K
|
7.71K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.19K+ 40.65% |
$146K - $170K
|
4.12K
$675K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.15K+ 125.9% |
$141K - $164K
|
2.07K
$338K
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.15K+ 2.68% |
$140K - $164K
|
43.9K
$7.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.14K+ 4.36% |
$140K - $163K
|
27.3K
$4.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.14K+ 3800.0% |
$140K - $163K
|
1.17K
$191K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.13K+ 30.15% |
$138K - $161K
|
4.87K
$797K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.13K+ 2.63% |
$138K - $161K
|
44K
$7.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.12K+ 15.87% |
$137K - $160K
|
8.18K
$1.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.12K+ 55.28% |
$137K - $160K
|
3.15K
$515K
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.11K+ 2.4% |
$136K - $158K
|
47.2K
$7.73M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.11K+ 337.2% |
$135K - $158K
|
1.43K
$235K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1.08K+ 3.13% |
$133K - $155K
|
35.7K
$5.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.04K+ 6.12% |
$128K - $149K
|
18.1K
$2.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.01K+ 31.53% |
$124K - $144K
|
4.21K
$689K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
957+ 4.83% |
$117K - $137K
|
20.8K
$3.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
925+ 1.46% |
$113K - $132K
|
64.5K
$10.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
909+ 30.74% |
$111K - $130K
|
3.87K
$633K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
881New |
$108K - $126K
|
881
$144K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
875New |
$107K - $125K
|
875
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
848New |
$104K - $121K
|
848
$139K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
833New |
$102K - $119K
|
833
$136K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
825+ 7.33% |
$101K - $118K
|
12.1K
$1.98M
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
808+ 1.77% |
$99K - $115K
|
46.4K
$7.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
784+ 1.88% |
$96K - $112K
|
42.6K
$6.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
783+ 4.36% |
$95.9K - $112K
|
18.8K
$3.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
781+ 5.29% |
$95.7K - $111K
|
15.5K
$2.54M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
767+ 5.15% |
$94K - $109K
|
15.7K
$2.56M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
767+ 2.17% |
$94K - $109K
|
36.1K
$5.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
764New |
$93.6K - $109K
|
764
$125K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
746+ 6.21% |
$91.4K - $106K
|
12.8K
$2.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
724+ 2.05% |
$88.7K - $103K
|
36K
$5.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
723+ 5.98% |
$88.6K - $103K
|
12.8K
$2.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
721+ 4.61% |
$88.3K - $103K
|
16.4K
$2.68M
|