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
|
Pacifica Partners Inc.
|
BUY
|
- |
3New |
$384 - $415
|
3
$499
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2+ 0.48% |
$256 - $277
|
415
$69K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.02% |
$256 - $277
|
10.1K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
2+ 0.02% |
$256 - $277
|
8.33K
$1.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.05% |
$128 - $138
|
1.93K
$320K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.02% |
$128 - $138
|
4.57K
$761K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$128 - $138
|
2.51K
$417K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1+ 0.03% |
$128 - $138
|
3.39K
$563K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
1+ 2.86% |
$128 - $138
|
36
$5.99K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 1.04% |
$128 - $138
|
97
$16.1K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.34% |
$128 - $138
|
298
$49.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$128 - $138
|
3.47K
$577K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$128 - $138
|
1.9K
$315K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 8.33% |
$128 - $138
|
13
$2.16K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$128 - $138
|
7.15K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1+ 0.06% |
$128 - $138
|
1.75K
$291K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.78% |
$128 - $138
|
129
$21.4K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-1- 0.45% |
$128 - $138
|
219
$36.4K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 2.24% |
$384 - $415
|
131
$21.8K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-3- 0.01% |
$384 - $415
|
21.5K
$3.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4- 23.53% |
$512 - $554
|
13
$2.16K
|
|
|
Aug 08, 2023
Q2 2023
|
Zeit Capital LLC
|
SELL
|
- |
-5- 0.02% |
$640 - $692
|
28.8K
$4.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-6- 0.09% |
$768 - $830
|
6.41K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-6- 0.23% |
$768 - $830
|
2.59K
$431K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9- 1.51% |
$1.15K - $1.25K
|
588
$97.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-10- 1.31% |
$1.28K - $1.38K
|
755
$126K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-10- 2.9% |
$1.28K - $1.38K
|
335
$55.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-10- 0.39% |
$1.28K - $1.38K
|
2.54K
$422K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-10- 0.25% |
$1.28K - $1.38K
|
3.96K
$658K
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-11- 0.59% |
$1.41K - $1.52K
|
1.85K
$307K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-11- 0.15% |
$1.41K - $1.52K
|
7.28K
$1.21M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-11- 28.95% |
$1.41K - $1.52K
|
27
$4.49K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-13- 24.07% |
$1.66K - $1.8K
|
41
$6.82K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-13- 11.4% |
$1.66K - $1.8K
|
101
$16.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-13- 0.56% |
$1.66K - $1.8K
|
2.32K
$385K
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-14- 0.22% |
$1.79K - $1.94K
|
6.48K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-17- 0.8% |
$2.17K - $2.35K
|
2.12K
$352K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-18- 3.22% |
$2.3K - $2.49K
|
541
$90K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-18- 0.83% |
$2.3K - $2.49K
|
2.16K
$358K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-19- 0.48% |
$2.43K - $2.63K
|
3.97K
$659K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-19- 8.64% |
$2.43K - $2.63K
|
201
$33.4K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-20- 11.43% |
$2.56K - $2.77K
|
155
$25.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-20- 11.43% |
$2.56K - $2.77K
|
155
$25.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-22- 1.0% |
$2.81K - $3.04K
|
2.18K
$362K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-23- 0.57% |
$2.94K - $3.18K
|
4.04K
$671K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-23- 27.71% |
$2.94K - $3.18K
|
60
$9.98K
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-23- 0.63% |
$2.94K - $3.18K
|
3.64K
$605K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-25- 0.4% |
$3.2K - $3.46K
|
6.29K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-25- 0.23% |
$3.2K - $3.46K
|
11K
$1.83M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-26- 0.62% |
$3.33K - $3.6K
|
4.18K
$695K
|