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 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
60+ 0.37% |
$7.35K - $8.57K
|
16.1K
$2.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
60+ 0.65% |
$7.35K - $8.57K
|
9.3K
$1.52M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
58+ 0.17% |
$7.11K - $8.28K
|
34.5K
$5.65M
|
|
|
Feb 06, 2023
Q4 2022
|
Tenret CO LLC
|
BUY
|
- |
53+ 0.19% |
$6.49K - $7.57K
|
27.5K
$4.51M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
53+ 15.92% |
$6.49K - $7.57K
|
386
$63.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
53+ 0.8% |
$6.49K - $7.57K
|
6.65K
$1.09M
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
49+ 1.92% |
$6K - $6.99K
|
2.6K
$426K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
48+ 0.82% |
$5.88K - $6.85K
|
5.9K
$965K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
45+ 1.75% |
$5.51K - $6.42K
|
2.61K
$428K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
42+ 0.58% |
$5.15K - $6K
|
7.22K
$1.18M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
32New |
$3.92K - $4.57K
|
32
$5.24K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
31+ 0.81% |
$3.8K - $4.43K
|
3.84K
$628K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
29+ 29.29% |
$3.55K - $4.14K
|
128
$20.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
29+ 0.63% |
$3.55K - $4.14K
|
4.65K
$761K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
29New |
$3.55K - $4.14K
|
29
$4.74K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.46% |
$3.55K - $4.14K
|
2.01K
$329K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
27+ 0.11% |
$3.31K - $3.85K
|
24.9K
$4.08M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
23New |
$2.82K - $3.28K
|
23
$3.76K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
21+ 0.76% |
$2.57K - $3K
|
2.78K
$455K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
21+ 0.76% |
$2.57K - $3K
|
2.78K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
21+ 0.8% |
$2.57K - $3K
|
2.65K
$434K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
20+ 0.2% |
$2.45K - $2.86K
|
10K
$1.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
20+ 0.21% |
$2.45K - $2.86K
|
9.55K
$1.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
20+ 0.13% |
$2.45K - $2.86K
|
15.2K
$2.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
19+ 0.54% |
$2.33K - $2.71K
|
3.57K
$584K
|
|
|
Feb 07, 2023
Q4 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
18+ 0.1% |
$2.21K - $2.57K
|
18.5K
$3.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
18+ 0.15% |
$2.21K - $2.57K
|
12.3K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
17+ 0.33% |
$2.08K - $2.43K
|
5.09K
$833K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
16+ 0.76% |
$1.96K - $2.28K
|
2.11K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
16+ 0.63% |
$1.96K - $2.28K
|
2.57K
$421K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15New |
$1.84K - $2.14K
|
15
$2.45K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15New |
$1.84K - $2.14K
|
15
$2.45K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
15+ 1.2% |
$1.84K - $2.14K
|
1.26K
$206K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
13+ 0.51% |
$1.59K - $1.86K
|
2.55K
$417K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
13+ 0.75% |
$1.59K - $1.86K
|
1.75K
$286K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
11+ 17.74% |
$1.35K - $1.57K
|
73
$11.9K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
11+ 8.94% |
$1.35K - $1.57K
|
134
$21.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
11+ 0.46% |
$1.35K - $1.57K
|
2.41K
$394K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
9+ 0.85% |
$1.1K - $1.28K
|
1.07K
$174K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.8% |
$980 - $1.14K
|
1K
$164K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7New |
$858 - $999
|
7
$1.15K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
7+ 0.16% |
$858 - $999
|
4.43K
$725K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 1.45% |
$613 - $714
|
349
$57.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5New |
$613 - $714
|
5
$818
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.7% |
$613 - $714
|
721
$118K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5+ 0.19% |
$613 - $714
|
2.65K
$433K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4+ 0.12% |
$490 - $571
|
3.21K
$525K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4+ 0.8% |
$490 - $571
|
507
$83K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3+ 0.14% |
$368 - $428
|
2.18K
$357K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3+ 0.01% |
$368 - $428
|
54.3K
$8.88M
|