Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-6.82K- 42.76% |
$872K - $944K
|
9.13K
$1.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-6.91K- 13.61% |
$883K - $956K
|
43.8K
$7.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
SELL
|
- |
-7.02K- 8.51% |
$897K - $971K
|
75.4K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-7.15K- 4.54% |
$915K - $990K
|
150K
$25M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.16K- 26.24% |
$916K - $991K
|
20.1K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.16K- 26.24% |
$916K - $991K
|
20.1K
$3.34M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.41K- 29.62% |
$948K - $1.03M
|
17.6K
$2.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-7.44K- 6.69% |
$952K - $1.03M
|
104K
$17.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.85K- 2.45% |
$1M - $1.09M
|
312K
$51.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-8.11K- 25.28% |
$1.04M - $1.12M
|
24K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.26K- 11.74% |
$1.06M - $1.14M
|
62.1K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.43K- 55.21% |
$1.08M - $1.17M
|
6.84K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.95K- 1.11% |
$1.14M - $1.24M
|
798K
$133M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.28K- 12.01% |
$1.19M - $1.28M
|
68K
$11.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.43K- 67.14% |
$1.21M - $1.31M
|
4.62K
$768K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-9.88K- 25.52% |
$1.26M - $1.37M
|
28.8K
$4.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.9K- 2.74% |
$1.39M - $1.5M
|
386K
$64.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-11.3K- 37.31% |
$1.45M - $1.57M
|
19K
$3.16M
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-12.1K- 11.96% |
$1.54M - $1.67M
|
88.8K
$14.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.2K- 8.32% |
$1.56M - $1.69M
|
134K
$22.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12.6K- 57.87% |
$1.61M - $1.74M
|
9.16K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 17.75% |
$1.71M - $1.85M
|
62.1K
$10.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-14.9K- 19.32% |
$1.9M - $2.06M
|
62K
$10.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-15.3K- 91.0% |
$1.95M - $2.11M
|
1.51K
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.8K- 49.66% |
$2.02M - $2.19M
|
16K
$2.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.5K- 14.75% |
$2.11M - $2.29M
|
95.5K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.6K- 3.02% |
$2.13M - $2.3M
|
534K
$88.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.7K- 8.44% |
$2.14M - $2.32M
|
182K
$30.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-17.6K- 17.02% |
$2.25M - $2.43M
|
85.7K
$14.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-17.6K- 43.5% |
$2.25M - $2.44M
|
22.9K
$3.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.6K- 43.44% |
$2.39M - $2.58M
|
24.3K
$4.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-19.9K- 48.95% |
$2.55M - $2.76M
|
20.8K
$3.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-21.5K- 23.04% |
$2.74M - $2.97M
|
71.6K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25.3K- 34.01% |
$3.23M - $3.49M
|
49K
$8.15M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-25.5K- 70.96% |
$3.26M - $3.53M
|
10.4K
$1.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-28.4K- 26.2% |
$3.64M - $3.93M
|
80.1K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-33.1K- 52.49% |
$4.23M - $4.58M
|
29.9K
$4.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-34.5K- 99.96% |
$4.42M - $4.78M
|
13
$2.16K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-37.5K- 38.14% |
$4.8M - $5.19M
|
60.8K
$10.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-48.6K- 13.96% |
$6.21M - $6.72M
|
299K
$49.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-50.9K- 11.65% |
$6.51M - $7.05M
|
386K
$64.2M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-61K- 94.63% |
$7.81M - $8.44M
|
3.47K
$576K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-76.3K- 61.99% |
$9.77M - $10.6M
|
46.8K
$7.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-82.7K- 7.26% |
$10.6M - $11.4M
|
1.06M
$176M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-99.2K- 2.91% |
$12.7M - $13.7M
|
3.31M
$550M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-99.4K- 29.54% |
$12.7M - $13.7M
|
237K
$39.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-103K- 62.86% |
$13.2M - $14.3M
|
61K
$10.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-122K- 5.0% |
$15.6M - $16.9M
|
2.32M
$385M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-169K- 8.36% |
$21.6M - $23.4M
|
1.85M
$308M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-282K- 37.03% |
$36.1M - $39.1M
|
480K
$79.9M
|