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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
3.68K+ 4.03% |
$518K - $562K
|
94.9K
$15.5M
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.64K+ 8.25% |
$512K - $555K
|
47.7K
$7.79M
|
|
|
May 12, 2022
Q1 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3.64KNew |
$512K - $555K
|
3.64K
$594K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.62K+ 13.78% |
$509K - $552K
|
29.9K
$4.88M
|
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
3.61K+ 20.91% |
$508K - $551K
|
20.9K
$3.41M
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
3.54K+ 98.5% |
$498K - $540K
|
7.13K
$1.16M
|
|
|
Apr 18, 2022
Q1 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
3.51K+ 7.92% |
$493K - $535K
|
47.8K
$7.8M
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.5KNew |
$492K - $533K
|
3.5K
$571K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.41K+ 4.82% |
$480K - $521K
|
74.1K
$12.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
3.41K+ 7.89% |
$479K - $520K
|
46.5K
$7.6M
|
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
3.4K+ 6.58% |
$478K - $518K
|
55K
$8.98M
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
3.38KNew |
$475K - $515K
|
3.38K
$552K
|
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3.27K+ 1.35% |
$459K - $498K
|
245K
$40.1M
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.24K+ 37.49% |
$456K - $495K
|
11.9K
$1.94M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.24K+ 74.84% |
$455K - $494K
|
7.56K
$1.23M
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.2KNew |
$450K - $488K
|
3.2K
$522K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.19K+ 278.27% |
$449K - $487K
|
4.34K
$708K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.15K+ 7.22% |
$443K - $481K
|
46.8K
$7.64M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.15K+ 12.98% |
$443K - $481K
|
27.4K
$4.48M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.09K+ 6.58% |
$435K - $471K
|
50K
$8.17M
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.93KNew |
$413K - $448K
|
2.93K
$479K
|
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
2.93KNew |
$412K - $446K
|
2.93K
$478K
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.9KNew |
$409K - $443K
|
2.9K
$474K
|
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.83K+ 202.14% |
$399K - $432K
|
4.23K
$691K
|
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.82K+ 6.31% |
$397K - $430K
|
47.5K
$7.76M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.79K+ 89.97% |
$393K - $426K
|
5.89K
$962K
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.79KNew |
$392K - $426K
|
2.79K
$455K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.74K+ 190.22% |
$386K - $418K
|
4.18K
$683K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.68KNew |
$378K - $410K
|
2.68K
$438K
|
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
2.53KNew |
$355K - $385K
|
2.53K
$413K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.5K+ 19.55% |
$352K - $382K
|
15.3K
$2.5M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
2.47K+ 11.33% |
$348K - $377K
|
24.3K
$3.96M
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.42K+ 13.12% |
$341K - $370K
|
20.9K
$3.41M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
2.4K+ 11.61% |
$338K - $366K
|
23.1K
$3.77M
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.4K+ 23.8% |
$337K - $366K
|
12.5K
$2.04M
|
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
2.36KNew |
$332K - $360K
|
2.36K
$385K
|
|
|
May 16, 2022
Q1 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
2.35KNew |
$331K - $359K
|
2.35K
$384K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.33K+ 4.49% |
$327K - $355K
|
54.1K
$8.83M
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.31KNew |
$325K - $353K
|
2.31K
$378K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.29K+ 92.24% |
$323K - $350K
|
4.78K
$781K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.29KNew |
$322K - $349K
|
2.29K
$374K
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.28K+ 20.84% |
$321K - $349K
|
13.2K
$2.16M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.25K+ 145.03% |
$316K - $343K
|
3.8K
$620K
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.24K+ 91.84% |
$315K - $342K
|
4.68K
$764K
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
2.23KNew |
$313K - $340K
|
2.23K
$364K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
2.22K+ 20.92% |
$313K - $339K
|
12.8K
$2.1M
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
2.2KNew |
$310K - $336K
|
2.2K
$359K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.2K+ 35.65% |
$309K - $335K
|
8.36K
$1.37M
|
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2.18K+ 37.44% |
$307K - $333K
|
8.01K
$1.31M
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.17K+ 2.0% |
$305K - $331K
|
111K
$18.1M
|