Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9+ 0.24% |
$1.22K - $1.32K
|
3.7K
$622K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
8+ 1.0% |
$1.08K - $1.17K
|
806
$135K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
8New |
$1.08K - $1.17K
|
8
$1.34K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
7New |
$946 - $1.03K
|
7
$1.18K
|
|
|
Oct 15, 2021
Q3 2021
|
Keeler T Homas Management LLC
|
BUY
|
- |
7+ 0.18% |
$946 - $1.03K
|
3.81K
$640K
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
7+ 0.12% |
$946 - $1.03K
|
5.88K
$987K
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
7+ 0.46% |
$946 - $1.03K
|
1.53K
$257K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6+ 0.37% |
$811 - $880
|
1.61K
$271K
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
BUY
|
- |
6+ 0.41% |
$811 - $880
|
1.47K
$246K
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.23% |
$811 - $880
|
2.61K
$438K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
6+ 0.24% |
$811 - $880
|
2.5K
$420K
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
5+ 0.25% |
$676 - $733
|
1.97K
$332K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.19% |
$676 - $733
|
2.67K
$448K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
4New |
$541 - $586
|
4
$672
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4+ 0.06% |
$541 - $586
|
6.97K
$1.17M
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.41% |
$541 - $586
|
976
$164K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.32% |
$406 - $440
|
955
$160K
|
|
|
Oct 07, 2021
Q3 2021
|
Capital Advantage, Inc.
|
BUY
|
- |
3+ 0.0% |
$406 - $440
|
128K
$21.4M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.2% |
$270 - $293
|
1.01K
$169K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2+ 0.1% |
$270 - $293
|
2K
$336K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 4.26% |
$270 - $293
|
49
$8.23K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.31% |
$135 - $147
|
321
$53.9K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.15% |
$135 - $147
|
659
$111K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.44% |
$135 - $147
|
227
$38.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.29% |
$135 - $147
|
342
$57.4K
|
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
1+ 0.03% |
$135 - $147
|
3.97K
$667K
|
|
|
Nov 15, 2021
Q3 2021
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
1+ 0.01% |
$135 - $147
|
8.48K
$1.42M
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1New |
$135 - $147
|
1
$168
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
1+ 0.2% |
$135 - $147
|
505
$84.8K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-1- 0.02% |
$135 - $147
|
4.38K
$735K
|
|
|
Nov 02, 2021
Q3 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-2- -0.0% |
$270 - $293
|
54.5K
$9.15M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3- 0.71% |
$406 - $440
|
421
$70.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 0.15% |
$676 - $733
|
3.24K
$545K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-5- 22.73% |
$676 - $733
|
17
$2.86K
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-5- 0.35% |
$676 - $733
|
1.43K
$240K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6- 0.08% |
$811 - $880
|
7.68K
$1.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6- 14.63% |
$811 - $880
|
35
$5.88K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 7.29% |
$946 - $1.03K
|
89
$14.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Pecaut & Co.
|
SELL
|
- |
-7- 3.54% |
$946 - $1.03K
|
191
$32.1K
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-7- 0.11% |
$946 - $1.03K
|
6.37K
$1.07M
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10- 0.49% |
$1.35K - $1.47K
|
2.02K
$339K
|
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-10- 20.83% |
$1.35K - $1.47K
|
38
$6.38K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-13- 0.05% |
$1.76K - $1.91K
|
26.5K
$4.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-16- 0.7% |
$2.16K - $2.35K
|
2.27K
$382K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-18- 0.28% |
$2.43K - $2.64K
|
6.51K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-19- 0.67% |
$2.57K - $2.79K
|
2.84K
$477K
|
|
|
Nov 09, 2021
Q3 2021
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-20- 0.67% |
$2.7K - $2.93K
|
2.98K
$500K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
SELL
|
- |
-21- 1.48% |
$2.84K - $3.08K
|
1.4K
$235K
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-22- 0.77% |
$2.97K - $3.23K
|
2.84K
$477K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-26- 0.47% |
$3.51K - $3.81K
|
5.54K
$930K
|