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
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.17K+ 2.0% |
$305K - $331K
|
111K
$17.8M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.16K+ 48.81% |
$304K - $330K
|
6.59K
$1.06M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.16K+ 48.81% |
$304K - $330K
|
6.59K
$1.06M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
2.15K+ 677.92% |
$302K - $328K
|
2.47K
$396K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.14KNew |
$301K - $326K
|
2.14K
$344K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.12K+ 56.24% |
$298K - $323K
|
5.89K
$946K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.11K+ 16.81% |
$297K - $322K
|
14.7K
$2.35M
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2.09KNew |
$294K - $319K
|
2.09K
$336K
|
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.09KNew |
$294K - $319K
|
2.09K
$336K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.08K+ 12.06% |
$293K - $318K
|
19.3K
$3.11M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
2.05KNew |
$288K - $313K
|
2.05K
$329K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.05K+ 34.23% |
$288K - $312K
|
8.03K
$1.29M
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
2.04KNew |
$287K - $311K
|
2.04K
$328K
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
2.03K+ 3.19% |
$285K - $309K
|
65.6K
$10.5M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.02K+ 44.84% |
$284K - $308K
|
6.52K
$1.05M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.01K+ 33.15% |
$283K - $307K
|
8.07K
$1.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
BUY
|
- |
2.01K+ 1.93% |
$283K - $306K
|
106K
$17M
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2.01K+ 13.61% |
$282K - $306K
|
16.7K
$2.69M
|
|
|
Apr 29, 2022
Q1 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
2K+ 3.56% |
$282K - $306K
|
58.3K
$9.36M
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2K+ 71.68% |
$281K - $305K
|
4.79K
$770K
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
2K+ 56.74% |
$281K - $305K
|
5.53K
$888K
|
|
|
Mar 04, 2025
Q1 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.97K+ 6.12% |
$277K - $301K
|
34.2K
$5.49M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.96K+ 46.54% |
$276K - $300K
|
6.18K
$993K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.94K+ 5.63% |
$273K - $296K
|
36.4K
$5.85M
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.91K+ 6.34% |
$268K - $291K
|
32K
$5.13M
|
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
BUY
|
- |
1.9K+ 57.35% |
$268K - $290K
|
5.22K
$838K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.86KNew |
$261K - $283K
|
1.86K
$298K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.85KNew |
$260K - $282K
|
1.85K
$297K
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.82K+ 136.89% |
$256K - $278K
|
3.15K
$507K
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.8K+ 2.77% |
$254K - $275K
|
66.8K
$10.7M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.78KNew |
$251K - $272K
|
1.78K
$286K
|
|
|
May 12, 2022
Q1 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
1.71KNew |
$240K - $260K
|
1.71K
$274K
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
1.7K+ 4.43% |
$240K - $260K
|
40.2K
$6.45M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.69K+ 25.27% |
$237K - $257K
|
8.36K
$1.34M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.67K+ 17.21% |
$235K - $255K
|
11.4K
$1.83M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.67K+ 26.82% |
$235K - $254K
|
7.88K
$1.27M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.62KNew |
$228K - $247K
|
1.62K
$260K
|
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.61KNew |
$226K - $245K
|
1.61K
$258K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.58KNew |
$222K - $241K
|
1.58K
$254K
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.57KNew |
$221K - $239K
|
1.57K
$252K
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.54KNew |
$217K - $235K
|
1.54K
$247K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.53K+ 19.62% |
$216K - $234K
|
9.34K
$1.5M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.53K+ 7.52% |
$215K - $233K
|
21.8K
$3.51M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.53K+ 7.52% |
$215K - $233K
|
21.8K
$3.51M
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.52K+ 84.98% |
$214K - $232K
|
3.31K
$532K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.51K+ 12.04% |
$212K - $230K
|
14.1K
$2.26M
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.51KNew |
$212K - $230K
|
1.51K
$243K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.5KNew |
$211K - $228K
|
1.5K
$241K
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.49K+ 7.41% |
$209K - $227K
|
21.6K
$3.46M
|
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.43KNew |
$201K - $218K
|
1.43K
$230K
|