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 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.82K+ 51.28% |
$369K - $407K
|
8.33K
$1.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
2.8K+ 4.62% |
$367K - $404K
|
63.5K
$10.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
2.68K+ 15.49% |
$350K - $386K
|
20K
$3.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.66K+ 67.12% |
$348K - $384K
|
6.63K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
2.66K+ 23.86% |
$348K - $383K
|
13.8K
$2.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.53K+ 49.78% |
$331K - $365K
|
7.62K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.51K+ 15.67% |
$329K - $363K
|
18.6K
$3.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.51K+ 2.22% |
$328K - $362K
|
116K
$19.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2.51K+ 1.8% |
$328K - $362K
|
142K
$23.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.42K+ 74.7% |
$317K - $349K
|
5.66K
$933K
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.42KNew |
$316K - $348K
|
2.42K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
2.35K+ 0.49% |
$308K - $339K
|
483K
$79.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 15.62% |
$307K - $338K
|
17.4K
$2.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.33K+ 0.6% |
$305K - $336K
|
388K
$64M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.33K+ 9.27% |
$305K - $336K
|
27.5K
$4.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.24KNew |
$293K - $323K
|
2.24K
$369K
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
2.2KNew |
$288K - $318K
|
2.2K
$363K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.13K+ 40.04% |
$278K - $307K
|
7.44K
$1.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.11K+ 1.86% |
$276K - $304K
|
115K
$19M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.1K+ 52.5% |
$275K - $303K
|
6.1K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.05K+ 4.22% |
$268K - $296K
|
50.6K
$8.34M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.02K+ 19.4% |
$265K - $292K
|
12.5K
$2.05M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.02K+ 5.16% |
$264K - $291K
|
41.1K
$6.77M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2K+ 9.08% |
$262K - $289K
|
24.1K
$3.96M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.99K+ 1.63% |
$260K - $287K
|
124K
$20.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.88K+ 2.35% |
$246K - $272K
|
82K
$13.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.86K+ 6.28% |
$244K - $269K
|
31.6K
$5.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.86K+ 10.12% |
$243K - $268K
|
20.2K
$3.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.85KNew |
$242K - $267K
|
1.85K
$305K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.85K+ 1.62% |
$242K - $267K
|
116K
$19.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.85KNew |
$242K - $267K
|
1.85K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
1.84K+ 4.87% |
$240K - $265K
|
39.5K
$6.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.81K+ 10.73% |
$236K - $260K
|
18.6K
$3.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 1.12% |
$234K - $258K
|
161K
$26.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.77KNew |
$232K - $256K
|
1.77K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.77K+ 12.42% |
$231K - $255K
|
16K
$2.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
1.76KNew |
$231K - $254K
|
1.76K
$291K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.75K+ 5.9% |
$229K - $253K
|
31.5K
$5.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.71KNew |
$223K - $247K
|
1.71K
$282K
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.7KNew |
$222K - $245K
|
1.7K
$280K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.65K+ 7.23% |
$216K - $238K
|
24.5K
$4.04M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.61K+ 2.39% |
$210K - $232K
|
69K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.59K+ 31.53% |
$208K - $229K
|
6.63K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 0.95% |
$193K - $213K
|
156K
$25.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.44K+ 80.08% |
$189K - $208K
|
3.25K
$535K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.43K+ 8.53% |
$188K - $207K
|
18.3K
$3.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.41K+ 4.63% |
$185K - $204K
|
31.9K
$5.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.36K+ 46.21% |
$177K - $195K
|
4.29K
$706K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.35K+ 56.44% |
$176K - $194K
|
3.73K
$614K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.34K+ 4.23% |
$175K - $193K
|
32.9K
$5.42M
|