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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
1.33K+ 4.39% |
$174K - $192K
|
31.6K
$5.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.32K+ 1.03% |
$173K - $190K
|
130K
$21.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.26K+ 48.01% |
$164K - $181K
|
3.87K
$630K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.21K+ 4.23% |
$158K - $175K
|
29.8K
$4.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.2K+ 8.78% |
$157K - $173K
|
14.9K
$2.42M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.16K+ 7.5% |
$152K - $167K
|
16.6K
$2.7M
|
|
|
Jan 21, 2025
Q3 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.16K+ 3.58% |
$151K - $167K
|
33.5K
$5.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.13K+ 14.09% |
$148K - $163K
|
9.17K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.12K+ 2.2% |
$146K - $161K
|
51.9K
$8.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1.11K+ 5.26% |
$145K - $160K
|
22.2K
$3.6M
|
|
|
Apr 22, 2024
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
1.11K+ 5.26% |
$145K - $160K
|
22.2K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.1K+ 31.78% |
$144K - $159K
|
4.57K
$742K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.05K+ 0.34% |
$138K - $152K
|
313K
$51M
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.05K+ 3.05% |
$137K - $151K
|
35.4K
$5.76M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
1.05K+ 2.47% |
$137K - $151K
|
43.5K
$7.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.05K+ 33.75% |
$137K - $151K
|
4.15K
$675K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.05K+ 2.64% |
$137K - $151K
|
40.7K
$6.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 31.6% |
$136K - $150K
|
4.34K
$706K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.04K+ 5.83% |
$135K - $149K
|
18.8K
$3.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.03K+ 2.16% |
$135K - $149K
|
48.9K
$7.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.02K+ 118.13% |
$134K - $148K
|
1.89K
$307K
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 2.1% |
$133K - $147K
|
49.6K
$8.07M
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.01K+ 70.06% |
$132K - $146K
|
2.46K
$400K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
994+ 57.16% |
$130K - $143K
|
2.73K
$444K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
951+ 1.88% |
$124K - $137K
|
51.5K
$8.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
947+ 38.72% |
$124K - $137K
|
3.39K
$552K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
881+ 2.39% |
$115K - $127K
|
37.7K
$6.13M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
878+ 42.83% |
$115K - $127K
|
2.93K
$476K
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
867+ 7.03% |
$113K - $125K
|
13.2K
$2.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
860+ 36.23% |
$112K - $124K
|
3.23K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
851+ 58.73% |
$111K - $123K
|
2.3K
$374K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
842+ 8.07% |
$110K - $121K
|
11.3K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
842+ 4.62% |
$110K - $121K
|
19.1K
$3.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
838+ 8.34% |
$110K - $121K
|
10.9K
$1.77M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
837+ 14.38% |
$109K - $121K
|
6.66K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
831+ 12.46% |
$109K - $120K
|
7.5K
$1.22M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
799+ 1.18% |
$104K - $115K
|
68.8K
$11.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
784+ 0.72% |
$103K - $113K
|
109K
$17.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
784+ 469.46% |
$103K - $113K
|
951
$155K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
783+ 9.99% |
$102K - $113K
|
8.62K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
760+ 8.33% |
$99.4K - $110K
|
9.89K
$1.61M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
750New |
$98.1K - $108K
|
750
$122K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
724+ 2.58% |
$94.7K - $104K
|
28.8K
$4.68M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
710+ 4.03% |
$92.8K - $102K
|
18.3K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
693+ 0.78% |
$90.6K - $100K
|
89.5K
$14.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
677+ 0.07% |
$88.5K - $97.7K
|
953K
$155M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
668+ 4.36% |
$87.4K - $96.4K
|
16K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
666+ 1.86% |
$87.1K - $96.1K
|
36.4K
$5.92M
|
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
642+ 1.61% |
$84K - $92.6K
|
40.5K
$6.59M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
617+ 13.94% |
$80.7K - $89K
|
5.04K
$820K
|