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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$253 - $294
|
2
$332
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2+ 0.07% |
$253 - $294
|
2.92K
$484K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$127 - $147
|
4.34K
$720K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1+ 1.89% |
$127 - $147
|
54
$8.96K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1New |
$127 - $147
|
1
$166
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$127 - $147
|
1.19K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.13% |
$127 - $147
|
765
$127K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.01% |
$127 - $147
|
17.9K
$2.97M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.04% |
$127 - $147
|
2.61K
$434K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.11% |
$127 - $147
|
947
$157K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.2% |
$127 - $147
|
512
$85K
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$127 - $147
|
4.22K
$700K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3- 2.07% |
$380 - $441
|
142
$23.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4- 0.26% |
$507 - $588
|
1.55K
$257K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 0.26% |
$634 - $736
|
1.93K
$320K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-5- 0.24% |
$634 - $736
|
2.06K
$342K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-6- 0.25% |
$760 - $883
|
2.37K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-8- 0.26% |
$1.01K - $1.18K
|
3.07K
$509K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8- 0.08% |
$1.01K - $1.18K
|
10.2K
$1.69M
|
|
|
May 11, 2023
Q1 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-10- 0.04% |
$1.27K - $1.47K
|
24K
$3.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10- 1.65% |
$1.27K - $1.47K
|
597
$99.1K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10- 0.14% |
$1.27K - $1.47K
|
7.06K
$1.17M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10- 0.14% |
$1.27K - $1.47K
|
7.06K
$1.17M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 8.21% |
$1.39K - $1.62K
|
123
$20.4K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 8.21% |
$1.39K - $1.62K
|
123
$20.4K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-12- 0.57% |
$1.52K - $1.77K
|
2.08K
$344K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-14- 0.52% |
$1.77K - $2.06K
|
2.7K
$447K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15- 0.53% |
$1.9K - $2.21K
|
2.81K
$465K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-15Closed |
$1.9K - $2.21K
|
0
$0
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-16- 1.82% |
$2.03K - $2.35K
|
865
$144K
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-17- 0.52% |
$2.15K - $2.5K
|
3.25K
$539K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-24- 1.09% |
$3.04K - $3.53K
|
2.18K
$362K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-25- 6.76% |
$3.17K - $3.68K
|
345
$57.2K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-25- 1.56% |
$3.17K - $3.68K
|
1.58K
$261K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-26- 8.05% |
$3.3K - $3.83K
|
297
$49.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-26- 0.02% |
$3.3K - $3.83K
|
108K
$17.9M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-26- 1.06% |
$3.3K - $3.83K
|
2.44K
$404K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-27- 20.15% |
$3.42K - $3.97K
|
107
$17.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-27- 20.15% |
$3.42K - $3.97K
|
107
$17.8K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-28- 2.99% |
$3.55K - $4.12K
|
910
$151K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-28- 0.23% |
$3.55K - $4.12K
|
12.1K
$2.01M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-29- 0.28% |
$3.68K - $4.27K
|
10.3K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-35- 2.06% |
$4.44K - $5.15K
|
1.66K
$275K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-35- 16.67% |
$4.44K - $5.15K
|
175
$29K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-36- 0.85% |
$4.56K - $5.3K
|
4.2K
$697K
|
|
|
May 15, 2023
Q1 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-37- 0.44% |
$4.69K - $5.44K
|
8.33K
$1.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-38- 0.34% |
$4.82K - $5.59K
|
11K
$1.83M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-38- 0.63% |
$4.82K - $5.59K
|
6.01K
$996K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-38- 0.29% |
$4.82K - $5.59K
|
12.9K
$2.15M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-40- 1.76% |
$5.07K - $5.88K
|
2.23K
$370K
|