Purchases and Sales Made in Q4 2022 in Vanguard Mid Cap Value Index F (VOE)

VOE Quotes by TradingView

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 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
67
+ 1.54%
$8.21K - $9.56K
4.42K $714K
Mar 15, 2023 Q4 2022
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
64
New
$7.84K - $9.14K
64 $10.3K
Jan 17, 2023 Q4 2022
Five Oceans Advisors

BUY
 -
61
+ 1.02%
$7.47K - $8.71K
6.04K $975K
Feb 10, 2023 Q4 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
60
+ 0.65%
$7.35K - $8.57K
9.3K $1.5M
Feb 06, 2023 Q4 2022
Wescott Financial Advisory Group, LLC

BUY
 -
60
+ 0.37%
$7.35K - $8.57K
16.1K $2.6M
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
60
New
$7.35K - $8.57K
60 $9.68K
Mar 01, 2023 Q4 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
58
+ 0.17%
$7.11K - $8.28K
34.5K $5.57M
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
53
+ 15.92%
$6.49K - $7.57K
386 $62.3K
Jan 25, 2023 Q4 2022
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
53
+ 0.8%
$6.49K - $7.57K
6.65K $1.07M
Feb 06, 2023 Q4 2022
Tenret CO LLC

BUY
 -
53
+ 0.19%
$6.49K - $7.57K
27.5K $4.44M
Jan 18, 2023 Q4 2022
Guidance Point Advisors, LLC

BUY
 -
48
+ 0.82%
$5.88K - $6.85K
5.9K $952K
Jan 25, 2023 Q4 2022
Lake Street Financial LLC

BUY
 -
45
+ 1.75%
$5.51K - $6.42K
2.61K $422K
Feb 06, 2023 Q4 2022
Wrapmanager Inc

BUY
 -
42
+ 0.58%
$5.15K - $6K
7.22K $1.17M
May 11, 2023 Q4 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
32
New
$3.92K - $4.57K
32 $5.17K
Feb 09, 2023 Q4 2022
Citizens Financial Group Inc

BUY
 -
31
+ 0.81%
$3.8K - $4.43K
3.84K $619K
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

BUY
 -
29
+ 1.46%
$3.55K - $4.14K
2.01K $325K
Feb 13, 2023 Q4 2022
Cadence Bank

Tupelo, MS
BUY
 -
29
+ 0.63%
$3.55K - $4.14K
4.65K $750K
Feb 14, 2023 Q4 2022
Global Trust Asset Management, LLC

BUY
 -
29
+ 29.29%
$3.55K - $4.14K
128 $20.7K
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
29
New
$3.55K - $4.14K
29 $4.68K
Jan 26, 2023 Q4 2022
Accel Wealth Management

BUY
 -
27
+ 0.11%
$3.31K - $3.85K
24.9K $4.02M
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
23
New
$2.82K - $3.28K
23 $3.71K
Feb 14, 2023 Q4 2022
Sja Financial Advisory, LLC

BUY
 -
21
+ 0.8%
$2.57K - $3K
2.65K $428K
Oct 23, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
21
+ 0.76%
$2.57K - $3K
2.78K $448K
Feb 13, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
21
+ 0.76%
$2.57K - $3K
2.78K $448K
Jan 24, 2023 Q4 2022
Courier Capital LLC

BUY
 -
20
+ 0.21%
$2.45K - $2.86K
9.55K $1.54M
Feb 09, 2023 Q4 2022
Capital Square, LLC

BUY
 -
20
+ 0.2%
$2.45K - $2.86K
10K $1.61M
Feb 09, 2023 Q4 2022
Pinnacle Financial Group, LLC

BUY
 -
20
+ 0.13%
$2.45K - $2.86K
15.2K $2.46M
Feb 10, 2023 Q4 2022
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
19
+ 0.54%
$2.33K - $2.71K
3.57K $576K
Feb 13, 2023 Q4 2022
Wealth Alliance

Mellville, NY
BUY
 -
18
+ 0.15%
$2.21K - $2.57K
12.3K $1.99M
Feb 07, 2023 Q4 2022
Axiom Advisory, LLC

San Diego, CA
BUY
 -
18
+ 0.1%
$2.21K - $2.57K
18.5K $2.98M
Feb 13, 2023 Q4 2022
Jacobi Capital Management LLC

BUY
 -
17
+ 0.33%
$2.08K - $2.43K
5.09K $822K
Feb 14, 2023 Q4 2022
Professional Financial Advisors, LLC

BUY
 -
16
+ 0.63%
$1.96K - $2.28K
2.57K $415K
Feb 08, 2023 Q4 2022
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
16
+ 0.76%
$1.96K - $2.28K
2.11K $341K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
15
New
$1.84K - $2.14K
15 $2.42K
Sep 12, 2023 Q4 2022
New Republic Capital, LLC

Charlotte, NC
BUY
 -
15
+ 1.2%
$1.84K - $2.14K
1.26K $203K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
15
New
$1.84K - $2.14K
15 $2.42K
Jan 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
13
+ 0.75%
$1.59K - $1.86K
1.75K $283K
Jan 20, 2023 Q4 2022
Newman Dignan & Sheerar, Inc.

BUY
 -
13
+ 0.51%
$1.59K - $1.86K
2.55K $411K
Jan 25, 2023 Q4 2022
Evanson Asset Management, LLC

BUY
 -
11
+ 0.46%
$1.35K - $1.57K
2.41K $388K
Feb 10, 2023 Q4 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
11
+ 17.74%
$1.35K - $1.57K
73 $11.8K
May 30, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
11
+ 8.94%
$1.35K - $1.57K
134 $21.6K
Feb 02, 2023 Q4 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
9
+ 0.85%
$1.1K - $1.28K
1.07K $172K
Jan 26, 2023 Q4 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
8
+ 0.8%
$980 - $1.14K
1K $162K
Jan 17, 2023 Q4 2022
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
7
New
$858 - $999
7 $1.13K
Feb 08, 2023 Q4 2022
Founders Financial Securities LLC

BUY
 -
7
+ 0.16%
$858 - $999
4.43K $715K
Jan 30, 2023 Q4 2022
Oliver Luxxe Assets LLC

Gladstone, NJ
BUY
 -
5
+ 0.19%
$613 - $714
2.65K $427K
Feb 14, 2023 Q4 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
5
New
$613 - $714
5 $807
Feb 14, 2023 Q4 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
5
+ 1.45%
$613 - $714
349 $56.3K
Jan 25, 2023 Q4 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
5
+ 0.7%
$613 - $714
721 $116K

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