Purchases and Sales Made in Q1 2023 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 2023. 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 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2K+ 40.95% |
$253K - $294K
|
6.87K
$1.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.96K+ 4.37% |
$248K - $288K
|
46.8K
$7.76M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.9K+ 0.17% |
$240K - $279K
|
1.13M
$187M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.85K+ 80.53% |
$234K - $271K
|
4.14K
$686K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.85K+ 8.52% |
$234K - $271K
|
23.5K
$3.9M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.8K+ 4.96% |
$227K - $264K
|
38K
$6.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.72KNew |
$218K - $253K
|
1.72K
$285K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.71K+ 84.86% |
$217K - $252K
|
3.73K
$618K
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.68K+ 11.89% |
$213K - $247K
|
15.8K
$2.62M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.66K+ 27.08% |
$211K - $245K
|
7.8K
$1.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.64KNew |
$207K - $241K
|
1.64K
$271K
|
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
1.6KNew |
$203K - $235K
|
1.6K
$265K
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.59KNew |
$202K - $234K
|
1.59K
$264K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.56K+ 12.87% |
$197K - $229K
|
13.6K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.55K+ 1.02% |
$196K - $228K
|
154K
$25.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.54K+ 2.2% |
$195K - $227K
|
71.5K
$11.9M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.53K+ 35.38% |
$193K - $225K
|
5.84K
$969K
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.51K+ 14.42% |
$191K - $222K
|
12K
$1.99M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$189K - $220K
|
1.5K
$248K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.49K+ 4.3% |
$188K - $218K
|
36K
$5.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.48K+ 5.06% |
$187K - $217K
|
30.7K
$5.09M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.47K+ 380.31% |
$186K - $216K
|
1.85K
$308K
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
1.46K+ 35.32% |
$185K - $215K
|
5.6K
$929K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.46K+ 12.15% |
$185K - $214K
|
13.4K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
1.41K+ 8.34% |
$179K - $208K
|
18.3K
$3.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.38K+ 13.12% |
$174K - $202K
|
11.9K
$1.97M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.38K+ 25.2% |
$174K - $202K
|
6.83K
$1.13M
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.34K+ 43.42% |
$170K - $197K
|
4.42K
$734K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1.33K+ 3.71% |
$168K - $195K
|
37.1K
$6.15M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.31K+ 4.75% |
$166K - $193K
|
28.9K
$4.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.3K+ 8.18% |
$164K - $191K
|
17.1K
$2.84M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.25K+ 28.3% |
$159K - $184K
|
5.68K
$942K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.23K+ 16.3% |
$155K - $180K
|
8.74K
$1.45M
|
|
|
May 01, 2023
Q1 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.21K+ 7.17% |
$153K - $178K
|
18.1K
$3M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.2K+ 6.05% |
$152K - $177K
|
21K
$3.49M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.18K+ 3.93% |
$149K - $173K
|
31.1K
$5.17M
|
|
|
Apr 20, 2023
Q1 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.15K+ 4.98% |
$146K - $170K
|
24.3K
$4.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.15K+ 7.06% |
$146K - $169K
|
17.5K
$2.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 8.23% |
$143K - $166K
|
14.8K
$2.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
1.13K+ 26.69% |
$143K - $166K
|
5.36K
$889K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.13K+ 3.12% |
$143K - $166K
|
37.1K
$6.16M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.12K+ 11.26% |
$141K - $164K
|
11K
$1.83M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.1K+ 251.15% |
$139K - $161K
|
1.53K
$254K
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.09K+ 47.63% |
$139K - $161K
|
3.39K
$562K
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.07K+ 43.97% |
$136K - $158K
|
3.51K
$582K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.07K+ 8.58% |
$136K - $157K
|
13.5K
$2.25M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.01K+ 18.99% |
$129K - $149K
|
6.35K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.01K+ 0.41% |
$128K - $148K
|
247K
$40.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
984+ 1.16% |
$125K - $145K
|
86K
$14.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
982+ 2.77% |
$124K - $144K
|
36.4K
$6.03M
|