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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.69% |
$3.84K - $4.15K
|
4.4K
$707K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
30+ 0.28% |
$3.84K - $4.15K
|
10.7K
$1.73M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30+ 0.97% |
$3.84K - $4.15K
|
3.11K
$500K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
28+ 1.56% |
$3.58K - $3.87K
|
1.82K
$292K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
25New |
$3.2K - $3.46K
|
25
$4.02K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
25+ 6.27% |
$3.2K - $3.46K
|
424
$68.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
25+ 0.49% |
$3.2K - $3.46K
|
5.09K
$817K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
25+ 0.43% |
$3.2K - $3.46K
|
5.82K
$935K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
24+ 92.31% |
$3.07K - $3.32K
|
50
$8.03K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
24New |
$3.07K - $3.32K
|
24
$3.86K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
24+ 0.26% |
$3.07K - $3.32K
|
9.35K
$1.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
22+ 0.76% |
$2.81K - $3.04K
|
2.92K
$470K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
22New |
$2.81K - $3.04K
|
22
$3.53K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
21+ 0.54% |
$2.69K - $2.91K
|
3.88K
$623K
|
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
20+ 0.1% |
$2.56K - $2.77K
|
21.1K
$3.38M
|
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
20+ 0.1% |
$2.56K - $2.77K
|
21.1K
$3.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
19+ 0.55% |
$2.43K - $2.63K
|
3.45K
$554K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19+ 0.22% |
$2.43K - $2.63K
|
8.59K
$1.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
17+ 0.2% |
$2.17K - $2.35K
|
8.45K
$1.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
17New |
$2.17K - $2.35K
|
17
$2.73K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
16+ 0.12% |
$2.05K - $2.21K
|
13.7K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
15+ 0.58% |
$1.92K - $2.08K
|
2.62K
$421K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15+ 15.46% |
$1.92K - $2.08K
|
112
$18K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.58% |
$1.79K - $1.94K
|
2.45K
$393K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 8.64% |
$1.79K - $1.94K
|
176
$28.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
13+ 0.11% |
$1.66K - $1.8K
|
12K
$1.93M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12+ 0.22% |
$1.54K - $1.66K
|
5.4K
$867K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12+ 4.58% |
$1.54K - $1.66K
|
274
$44K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
12+ 0.28% |
$1.54K - $1.66K
|
4.37K
$702K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
10+ 0.2% |
$1.28K - $1.38K
|
5.02K
$807K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10+ 0.01% |
$1.28K - $1.38K
|
103K
$16.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
10+ 0.48% |
$1.28K - $1.38K
|
2.08K
$334K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.55% |
$1.15K - $1.25K
|
1.63K
$262K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
8+ 0.18% |
$1.02K - $1.11K
|
4.35K
$699K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8+ 0.31% |
$1.02K - $1.11K
|
2.56K
$412K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.33% |
$1.02K - $1.11K
|
2.42K
$389K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
8+ 0.51% |
$1.02K - $1.11K
|
1.58K
$253K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
8+ 0.51% |
$1.02K - $1.11K
|
1.59K
$256K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
7+ 0.06% |
$895 - $969
|
12.1K
$1.94M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
7+ 0.12% |
$895 - $969
|
5.64K
$905K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7+ 0.35% |
$895 - $969
|
1.98K
$319K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.59% |
$768 - $830
|
1.03K
$165K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.21% |
$768 - $830
|
2.91K
$468K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.09% |
$768 - $830
|
6.56K
$1.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 0.57% |
$640 - $692
|
885
$142K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5+ 1.16% |
$640 - $692
|
436
$70.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.09% |
$512 - $554
|
4.51K
$725K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
4+ 0.04% |
$512 - $554
|
9.38K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.03% |
$384 - $415
|
10.6K
$1.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3+ 1.73% |
$384 - $415
|
176
$28.3K
|