Purchases and Sales Made in Q3 2023 in Vanguard Mid Cap Value Index F (VOE)

VOE Quotes by TradingView

This table provides information about the institutional ownership of Vanguard Mid Cap Value Index F (VOE) during Q3 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
Nov 02, 2023 Q3 2023
Girard Partners Ltd.

SELL
 -
-879
- 6.74%
$115K - $127K
12.2K $2.01M
Oct 30, 2023 Q3 2023
Capital Advantage, Inc.

SELL
 -
-886
- 0.63%
$116K - $128K
139K $22.9M
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-921
- 3.66%
$120K - $133K
24.3K $4M
Oct 27, 2023 Q3 2023
Center For Asset Management LLC

SELL
 -
-931
- 7.06%
$122K - $134K
12.2K $2.02M
Nov 06, 2023 Q3 2023
Wrapmanager Inc

SELL
 -
-970
- 12.88%
$127K - $140K
6.56K $1.08M
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
SELL
 -
-982
- 22.14%
$128K - $142K
3.45K $569K
Oct 31, 2023 Q3 2023
American Institute For Advanced Investment Management, LLP

SELL
 -
-1.05K
- 13.72%
$137K - $151K
6.57K $1.08M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

SELL
 -
-1.09K
- 10.77%
$142K - $157K
8.99K $1.48M
Oct 30, 2023 Q3 2023
Joseph P. Lucia & Associates, LLC

SELL
 -
-1.09K
- 17.67%
$142K - $157K
5.06K $834K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

SELL
 -
-1.1K
- 2.63%
$144K - $159K
40.7K $6.7M
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-1.14K
- 24.93%
$149K - $164K
3.43K $564K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

SELL
 -
-1.16K
- 3.57%
$152K - $167K
31.3K $5.16M
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
SELL
 -
-1.19K
- 40.6%
$155K - $171K
1.74K $286K
Oct 23, 2023 Q3 2023
Hexagon Capital Partners LLC

SELL
 -
-1.21K
- 8.99%
$159K - $175K
12.3K $2.02M
Nov 03, 2023 Q3 2023
Lutz Financial Services LLC

SELL
 -
-1.21K
- 1.72%
$159K - $175K
69.6K $11.5M
Nov 02, 2023 Q3 2023
F Dx Advisors, Inc.

SELL
 -
-1.27K
- 17.69%
$165K - $182K
5.89K $970K
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

SELL
 -
-1.29K
- 14.01%
$169K - $186K
7.91K $1.3M
Nov 07, 2023 Q3 2023
Eagle Strategies LLC

New York, NY
SELL
 -
-1.3K
- 1.81%
$169K - $187K
70.3K $11.6M
Nov 01, 2023 Q3 2023
Facet Wealth, Inc.

SELL
 -
-1.3K
- 39.0%
$170K - $188K
2.04K $336K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

SELL
 -
-1.32K
- 71.2%
$173K - $190K
534 $88K
Oct 24, 2023 Q3 2023
Baker Ellis Asset Management LLC

SELL
 -
-1.5K
- 10.78%
$196K - $216K
12.4K $2.05M
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

SELL
 -
-1.51K
- 6.58%
$197K - $217K
21.4K $3.52M
Nov 13, 2023 Q3 2023
Trustmark National Bank Trust Department

Jackson, MS
SELL
 -
-1.55K
- 8.12%
$202K - $223K
17.5K $2.88M
Apr 12, 2024 Q3 2023
Lane & Associates LLC

Moorestown, NJ
SELL
 -
-1.56K
Closed
$203K - $224K
0 $0
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-1.58K
- 27.49%
$206K - $227K
4.16K $685K
Feb 04, 2025 Q3 2023
Weinberger Asset Management, Inc

Los Angeles, CA
SELL
 -
-1.6K
- 4.07%
$209K - $231K
37.7K $6.22M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-1.64K
- 16.02%
$214K - $236K
8.57K $1.41M
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

SELL
 -
-1.68K
- 1.93%
$220K - $242K
85.6K $14.1M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-1.89K
- 15.88%
$248K - $273K
10K $1.65M
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
SELL
 -
-1.91K
- 3.66%
$249K - $275K
50.2K $8.27M
Nov 14, 2023 Q3 2023
Highland Capital Management, LLC

SELL
 -
-1.95K
- 3.44%
$254K - $281K
54.6K $9M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-2K
- 89.46%
$261K - $288K
235 $38.7K
Nov 14, 2023 Q3 2023
My Purposeful Wealth Corp.

Omaha, NE
SELL
 -
-2.03K
- 6.54%
$265K - $292K
28.9K $4.77M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

SELL
 -
-2.03K
- 27.97%
$266K - $293K
5.23K $862K
Nov 02, 2023 Q3 2023
Cozad Asset Management Inc

Champaign, IL
SELL
 -
-2.06K
- 13.58%
$269K - $296K
13.1K $2.16M
Oct 16, 2023 Q3 2023
Columbia Advisory Partners LLC

SELL
 -
-2.1K
- 3.0%
$275K - $303K
67.8K $11.2M
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-2.13K
- 3.62%
$278K - $307K
56.6K $9.33M
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
SELL
 -
-2.19K
- 2.04%
$287K - $316K
105K $17.3M
Nov 14, 2023 Q3 2023
Mai Capital Management

SELL
 -
-2.26K
- 3.45%
$295K - $325K
63.2K $10.4M
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
SELL
 -
-2.27K
- 3.76%
$297K - $328K
58.2K $9.59M
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
SELL
 -
-2.47K
- 57.75%
$322K - $356K
1.8K $297K
Nov 02, 2023 Q3 2023
Lmcg Investments, LLC

Boston, MA
SELL
 -
-2.5K
- 3.35%
$327K - $361K
72.3K $11.9M
Oct 19, 2023 Q3 2023
Sol Capital Management CO

SELL
 -
-2.64K
- 7.02%
$345K - $381K
35K $5.76M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-2.72K
- 11.46%
$356K - $393K
21K $3.47M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

SELL
 -
-2.73K
- 5.5%
$356K - $393K
46.9K $7.72M
Oct 20, 2023 Q3 2023
Atlantic Union Bankshares Corp

SELL
 -
-2.79K
- 21.91%
$365K - $402K
9.94K $1.64M
Nov 14, 2023 Q3 2023
Mid West One Financial Group, Inc.

Iowa City, IA
SELL
 -
-2.81K
- 20.14%
$367K - $405K
11.1K $1.83M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-2.88K
- 21.85%
$376K - $415K
10.3K $1.69M
Oct 10, 2023 Q3 2023
Evensky & Katz LLC

SELL
 -
-2.94K
- 2.82%
$384K - $424K
101K $16.7M

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