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 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
702+ 15.44% |
$86K - $100K
|
5.25K
$859K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
702+ 0.89% |
$86K - $100K
|
79.6K
$13M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
700+ 1.12% |
$85.8K - $99.9K
|
63.3K
$10.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
698+ 21.76% |
$85.5K - $99.6K
|
3.91K
$639K
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
687+ 1.3% |
$84.2K - $98.1K
|
53.7K
$8.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
682+ 33.5% |
$83.6K - $97.4K
|
2.72K
$445K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
681+ 0.44% |
$83.4K - $97.2K
|
155K
$25.4M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
654+ 29.09% |
$80.1K - $93.4K
|
2.9K
$475K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
641+ 18.92% |
$78.5K - $91.5K
|
4.03K
$659K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
635+ 7.18% |
$77.8K - $90.6K
|
9.48K
$1.55M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
587New |
$71.9K - $83.8K
|
587
$96K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
586+ 11.92% |
$71.8K - $83.7K
|
5.5K
$900K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
565New |
$69.2K - $80.7K
|
565
$92.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
540+ 0.82% |
$66.2K - $77.1K
|
66.8K
$10.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
539+ 19.71% |
$66K - $76.9K
|
3.27K
$536K
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
537+ 1.7% |
$65.8K - $76.7K
|
32.1K
$5.25M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
531+ 13.35% |
$65.1K - $75.8K
|
4.51K
$738K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
531+ 1.2% |
$65.1K - $75.8K
|
44.8K
$7.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
514+ 4.5% |
$63K - $73.4K
|
11.9K
$1.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
505+ 1.14% |
$61.9K - $72.1K
|
44.7K
$7.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
486+ 2.9% |
$59.5K - $69.4K
|
17.3K
$2.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
472+ 2.11% |
$57.8K - $67.4K
|
22.8K
$3.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
457+ 7.42% |
$56K - $65.2K
|
6.62K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
438+ 5.93% |
$53.7K - $62.5K
|
7.82K
$1.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
414+ 5.49% |
$50.7K - $59.1K
|
7.96K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
411+ 4.43% |
$50.4K - $58.7K
|
9.7K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
405+ 21.51% |
$49.6K - $57.8K
|
2.29K
$374K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
400New |
$49K - $57.1K
|
400
$65.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
400+ 6.36% |
$49K - $57.1K
|
6.69K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
391+ 6.08% |
$47.9K - $55.8K
|
6.82K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
382+ 23.89% |
$46.8K - $54.5K
|
1.98K
$324K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
369+ 1.88% |
$45.2K - $52.7K
|
20K
$3.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
350+ 1000.0% |
$42.9K - $50K
|
385
$63K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
347+ 0.67% |
$42.5K - $49.5K
|
51.9K
$8.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
333+ 102.46% |
$40.8K - $47.5K
|
658
$108K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
330+ 6.43% |
$40.4K - $47.1K
|
5.46K
$894K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
322+ 4.09% |
$39.4K - $46K
|
8.19K
$1.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
305+ 10.87% |
$37.4K - $43.5K
|
3.11K
$509K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
291+ 14.57% |
$35.7K - $41.5K
|
2.29K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
290+ 107.81% |
$35.5K - $41.4K
|
559
$91.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
285+ 78.95% |
$34.9K - $40.7K
|
646
$106K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
272+ 468.97% |
$33.3K - $38.8K
|
330
$54K
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
265+ 2.92% |
$32.5K - $37.8K
|
9.33K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
250+ 3.84% |
$30.6K - $35.7K
|
6.75K
$1.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
249+ 1.89% |
$30.5K - $35.5K
|
13.4K
$2.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
245New |
$30K - $35K
|
245
$40.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
242New |
$29.6K - $34.5K
|
242
$39.6K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
237+ 45.49% |
$29K - $33.8K
|
758
$124K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
237+ 21.24% |
$29K - $33.8K
|
1.35K
$221K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
234+ 6.84% |
$28.7K - $33.4K
|
3.65K
$598K
|