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 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.39KNew |
$195K - $212K
|
1.39K
$227K
|
|
May 12, 2022
Q1 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.38KNew |
$194K - $211K
|
1.38K
$226K
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.36KNew |
$192K - $208K
|
1.36K
$223K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.35KNew |
$190K - $206K
|
1.35K
$220K
|
|
May 02, 2022
Q1 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.35K+ 54.49% |
$190K - $206K
|
3.82K
$624K
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.34KNew |
$189K - $205K
|
1.34K
$220K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.29K+ 4.26% |
$181K - $196K
|
31.5K
$5.14M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.26K+ 7.28% |
$177K - $192K
|
18.5K
$3.02M
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.25K+ 2.32% |
$175K - $190K
|
54.9K
$8.96M
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.24K+ 2.77% |
$174K - $189K
|
46K
$7.51M
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.22K+ 11.11% |
$172K - $187K
|
12.2K
$2M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.2K+ 60.39% |
$168K - $183K
|
3.18K
$519K
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.19K+ 10.86% |
$167K - $181K
|
12.1K
$1.98M
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 81.16% |
$166K - $180K
|
2.63K
$430K
|
|
Apr 26, 2022
Q1 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
1.15K+ 8.41% |
$162K - $175K
|
14.8K
$2.42M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.14K+ 33.34% |
$160K - $174K
|
4.55K
$743K
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.13KNew |
$158K - $172K
|
1.13K
$184K
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.1K+ 48.83% |
$155K - $168K
|
3.36K
$549K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 10.56% |
$155K - $168K
|
11.5K
$1.88M
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06K+ 7.48% |
$149K - $162K
|
15.2K
$2.49M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.04K+ 15.24% |
$146K - $158K
|
7.84K
$1.28M
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.03K+ 1245.78% |
$146K - $158K
|
1.12K
$182K
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
1.03K+ 8.92% |
$145K - $157K
|
12.6K
$2.06M
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
986New |
$139K - $150K
|
986
$161K
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
947+ 1.56% |
$133K - $145K
|
61.7K
$10.1M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
943+ 13.46% |
$133K - $144K
|
7.95K
$1.3M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
941+ 11.17% |
$132K - $144K
|
9.37K
$1.53M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
940+ 25.37% |
$132K - $143K
|
4.65K
$759K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
923+ 1.5% |
$130K - $141K
|
62.4K
$10.2M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
904+ 13.92% |
$127K - $138K
|
7.4K
$1.21M
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
895+ 1.66% |
$126K - $137K
|
54.9K
$8.97M
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
BUY
|
- |
874+ 29.34% |
$123K - $133K
|
3.85K
$629K
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
862+ 33.82% |
$121K - $132K
|
3.41K
$557K
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
838+ 2.31% |
$118K - $128K
|
37.1K
$6.06M
|
|
Apr 21, 2022
Q1 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
820+ 2.29% |
$115K - $125K
|
36.7K
$5.99M
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
799+ 16.57% |
$112K - $122K
|
5.62K
$918K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
792+ 29.02% |
$111K - $121K
|
3.52K
$575K
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
787+ 1.05% |
$111K - $120K
|
76.1K
$12.4M
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
778+ 1.4% |
$109K - $119K
|
56.2K
$9.17M
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
744+ 6.86% |
$105K - $114K
|
11.6K
$1.89M
|
|
Apr 26, 2022
Q1 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
742+ 4.02% |
$104K - $113K
|
19.2K
$3.14M
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
725+ 2.29% |
$102K - $111K
|
32.4K
$5.3M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
709New |
$99.8K - $108K
|
709
$116K
|
|
May 16, 2022
Q1 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
680+ 6.26% |
$95.7K - $104K
|
11.5K
$1.89M
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
670+ 12.68% |
$94.3K - $102K
|
5.95K
$972K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
659+ 0.83% |
$92.7K - $101K
|
79.7K
$13M
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
653+ 1.56% |
$91.9K - $99.6K
|
42.5K
$6.94M
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
645+ 6.17% |
$90.8K - $98.4K
|
11.1K
$1.81M
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
637+ 36.44% |
$89.6K - $97.2K
|
2.39K
$390K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
634New |
$89.2K - $96.7K
|
634
$104K
|