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 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
31+ 0.53% |
$3.93K - $4.56K
|
5.93K
$923K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
31+ 1.07% |
$3.93K - $4.56K
|
2.92K
$455K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
31+ 0.77% |
$3.93K - $4.56K
|
4.07K
$633K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
30+ 0.05% |
$3.8K - $4.41K
|
58K
$9.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
29+ 0.41% |
$3.68K - $4.27K
|
7.06K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
28+ 0.39% |
$3.55K - $4.12K
|
7.15K
$1.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
28+ 0.38% |
$3.55K - $4.12K
|
7.33K
$1.14M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
27New |
$3.42K - $3.97K
|
27
$4.2K
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
26+ 0.0% |
$3.3K - $3.83K
|
807K
$126M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
26+ 0.9% |
$3.3K - $3.83K
|
2.92K
$455K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24New |
$3.04K - $3.53K
|
24
$3.74K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
23+ 2.86% |
$2.92K - $3.38K
|
828
$129K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
23New |
$2.92K - $3.38K
|
23
$3.58K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.4% |
$2.92K - $3.38K
|
5.8K
$902K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
23+ 0.27% |
$2.92K - $3.38K
|
8.42K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
22+ 0.24% |
$2.79K - $3.24K
|
9.33K
$1.45M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
21+ 0.32% |
$2.66K - $3.09K
|
6.68K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
21+ 0.55% |
$2.66K - $3.09K
|
3.86K
$600K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
BUY
|
- |
20+ 0.22% |
$2.53K - $2.94K
|
9.04K
$1.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
19+ 0.35% |
$2.41K - $2.8K
|
5.48K
$854K
|
|
|
Mar 28, 2025
Q1 2023
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
19+ 0.05% |
$2.41K - $2.8K
|
34.6K
$5.39M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
19+ 0.87% |
$2.41K - $2.8K
|
2.2K
$343K
|
|
|
Mar 04, 2025
Q1 2023
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
19+ 0.05% |
$2.41K - $2.8K
|
34.6K
$5.39M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
BUY
|
- |
18+ 0.53% |
$2.28K - $2.65K
|
3.43K
$533K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
17+ 1.69% |
$2.15K - $2.5K
|
1.02K
$159K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
17New |
$2.15K - $2.5K
|
17
$2.65K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
15+ 0.21% |
$1.9K - $2.21K
|
7.29K
$1.13M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
14New |
$1.77K - $2.06K
|
14
$2.18K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
14New |
$1.77K - $2.06K
|
14
$2.18K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
14+ 0.29% |
$1.77K - $2.06K
|
4.86K
$756K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
13New |
$1.65K - $1.91K
|
13
$2.02K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.32% |
$1.65K - $1.91K
|
4.06K
$632K
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
13+ 0.56% |
$1.65K - $1.91K
|
2.33K
$362K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12+ 1.53% |
$1.52K - $1.77K
|
797
$124K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12+ 2.12% |
$1.52K - $1.77K
|
577
$89.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12+ 0.76% |
$1.52K - $1.77K
|
1.6K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
12New |
$1.52K - $1.77K
|
12
$1.87K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
11+ 0.2% |
$1.39K - $1.62K
|
5.39K
$838K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
9New |
$1.14K - $1.32K
|
9
$1.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
9+ 0.57% |
$1.14K - $1.32K
|
1.58K
$246K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8+ 0.31% |
$1.01K - $1.18K
|
2.56K
$398K
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
8+ 0.43% |
$1.01K - $1.18K
|
1.86K
$289K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.29% |
$887 - $1.03K
|
2.41K
$375K
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
6+ 0.19% |
$760 - $883
|
3.22K
$501K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
6+ 0.19% |
$760 - $883
|
3.12K
$485K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.42% |
$760 - $883
|
1.44K
$224K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.21% |
$760 - $883
|
2.91K
$453K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6+ 0.3% |
$760 - $883
|
1.98K
$308K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.42% |
$380 - $441
|
724
$113K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.46% |
$380 - $441
|
649
$101K
|