Purchases and Sales Made in Q3 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 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 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.7K- 9.9% |
$2.05M - $2.26M
|
143K
$24.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-15.8K- 0.71% |
$2.07M - $2.28M
|
2.2M
$380M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.9K- 91.69% |
$2.21M - $2.43M
|
1.53K
$264K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-18.7K- 8.71% |
$2.45M - $2.7M
|
196K
$33.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-18.9K- 8.31% |
$2.47M - $2.72M
|
208K
$35.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-19.6K- 72.84% |
$2.57M - $2.83M
|
7.33K
$1.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-20.9K- 88.65% |
$2.73M - $3.02M
|
2.68K
$463K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22.1K- 9.94% |
$2.89M - $3.18M
|
200K
$34.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-24.8K- 8.27% |
$3.24M - $3.57M
|
275K
$47.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27.8K- 1.32% |
$3.64M - $4.01M
|
2.08M
$359M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-28K- 40.87% |
$3.66M - $4.04M
|
40.5K
$6.99M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-33.3K- 36.93% |
$4.35M - $4.8M
|
56.9K
$9.83M
|
|
|
Feb 05, 2025
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-34.5K- 78.94% |
$4.52M - $4.98M
|
9.21K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-34.5K- 78.94% |
$4.52M - $4.98M
|
9.21K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-36.1K- 4.26% |
$4.72M - $5.21M
|
811K
$140M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.6K- 1.02% |
$5.7M - $6.29M
|
4.23M
$732M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-49K- 4.63% |
$6.4M - $7.06M
|
1.01M
$174M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-52.8K- 48.91% |
$6.9M - $7.61M
|
55.1K
$9.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-53.5K- 82.23% |
$6.99M - $7.71M
|
11.6K
$2M
|
|
|
Oct 06, 2023
Q3 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-84.3K- 8.31% |
$11M - $12.2M
|
931K
$161M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-129K- 17.38% |
$16.8M - $18.6M
|
612K
$106M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-160K- 44.86% |
$20.9M - $23.1M
|
197K
$34M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-242K- 13.06% |
$31.7M - $34.9M
|
1.61M
$279M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-296K- 25.49% |
$38.6M - $42.6M
|
864K
$149M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-311K- 13.41% |
$40.6M - $44.8M
|
2.01M
$347M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-882KClosed |
$115M - $127M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-2.1MClosed |
$274M - $303M
|
0
$0
|