Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.32M+ 27362.35% |
$186M - $201M
|
1.32M
$216M
|
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.04MNew |
$146M - $158M
|
1.04M
$169M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
602K+ 22.81% |
$84.7M - $91.9M
|
3.24M
$530M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
456K+ 17.62% |
$64.2M - $69.6M
|
3.05M
$498M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
362K+ 21.6% |
$50.9M - $55.2M
|
2.04M
$333M
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
342K+ 7832.0% |
$48.1M - $52.2M
|
346K
$56.5M
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
282KNew |
$39.7M - $43M
|
282K
$46.1M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
278K+ 33.82% |
$39.1M - $42.5M
|
1.1M
$180M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
271KNew |
$38.1M - $41.3M
|
271K
$44.2M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
235K+ 5.81% |
$33M - $35.8M
|
4.28M
$698M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
155K+ 4403.29% |
$21.8M - $23.7M
|
159K
$25.9M
|
|
|
May 16, 2022
Q1 2022
|
Amtrust Financial Services, Inc.
New York, NY |
BUY
|
- |
147KNew |
$20.7M - $22.4M
|
147K
$24M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
115K+ 173.87% |
$16.2M - $17.6M
|
182K
$29.7M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
115K+ 5.26% |
$16.2M - $17.6M
|
2.31M
$377M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
107K+ 9.24% |
$15M - $16.3M
|
1.26M
$206M
|
|
|
May 16, 2022
Q1 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
101KNew |
$14.2M - $15.4M
|
101K
$16.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
97KNew |
$13.6M - $14.8M
|
97K
$15.8M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
94K+ 72.19% |
$13.2M - $14.3M
|
224K
$36.6M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
88.9K+ 30.2% |
$12.5M - $13.6M
|
383K
$62.6M
|
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
86.3KNew |
$12.1M - $13.2M
|
86.3K
$14.1M
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
86.3K+ 151368.42% |
$12.1M - $13.2M
|
86.3K
$14.1M
|
|
|
May 10, 2022
Q1 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
81.8KNew |
$11.5M - $12.5M
|
81.8K
$13.4M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
74.5K+ 59.27% |
$10.5M - $11.4M
|
200K
$32.7M
|
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
BUY
|
- |
66.7KNew |
$9.39M - $10.2M
|
66.7K
$10.9M
|
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
59.9K+ 124.03% |
$8.42M - $9.13M
|
108K
$17.7M
|
|
|
May 11, 2022
Q1 2022
|
Q3 Asset Management
|
BUY
|
- |
55.2KNew |
$7.77M - $8.42M
|
55.2K
$9.01M
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
52.6K+ 12.56% |
$7.4M - $8.03M
|
471K
$77M
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
51K+ 57.74% |
$7.18M - $7.78M
|
139K
$22.8M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
50.7K+ 22.37% |
$7.14M - $7.74M
|
277K
$45.3M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
50K+ 4.9% |
$7.03M - $7.62M
|
1.07M
$175M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.3K+ 6.25% |
$6.94M - $7.53M
|
839K
$137M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
47.5K+ 1601.05% |
$6.68M - $7.24M
|
50.4K
$8.24M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46K+ 13.75% |
$6.48M - $7.02M
|
381K
$62.2M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.5K+ 72.07% |
$6.4M - $6.94M
|
109K
$17.7M
|
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
44.6KNew |
$6.27M - $6.8M
|
44.6K
$7.28M
|
|
|
May 10, 2022
Q1 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
43.1KNew |
$6.07M - $6.58M
|
43.1K
$7.04M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.4K+ 3.24% |
$5.54M - $6.01M
|
1.25M
$205M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
39KNew |
$5.48M - $5.95M
|
39K
$6.37M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
37.9KNew |
$5.34M - $5.79M
|
37.9K
$6.19M
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
BUY
|
- |
37.4KNew |
$5.27M - $5.71M
|
37.4K
$6.11M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
37K+ 25.74% |
$5.21M - $5.65M
|
181K
$29.5M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
36.4K+ 10.89% |
$5.13M - $5.56M
|
371K
$60.6M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
36.4K+ 25.33% |
$5.12M - $5.56M
|
180K
$29.4M
|
|
|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
34.9K+ 55.28% |
$4.91M - $5.32M
|
97.9K
$16M
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
34.4K+ 92.27% |
$4.84M - $5.24M
|
71.6K
$11.7M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
33.9K+ 49.37% |
$4.77M - $5.17M
|
103K
$16.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
33.6KNew |
$4.73M - $5.13M
|
33.6K
$5.49M
|
|
|
Apr 22, 2022
Q1 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
32.3KNew |
$4.54M - $4.92M
|
32.3K
$5.27M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
32.2K+ 4.3% |
$4.53M - $4.91M
|
781K
$128M
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
31.9K+ 22.01% |
$4.5M - $4.88M
|
177K
$28.9M
|