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 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
584+ 2.61% |
$76.4K - $84.2K
|
22.9K
$3.81M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
581+ 3.01% |
$76K - $83.8K
|
19.9K
$3.3M
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
576+ 15.71% |
$75.3K - $83.1K
|
4.24K
$704K
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
570+ 3.38% |
$74.5K - $82.2K
|
17.4K
$2.89M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
569+ 0.43% |
$74.4K - $82.1K
|
132K
$21.9M
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
562+ 6.55% |
$73.5K - $81.1K
|
9.15K
$1.52M
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
558+ 24.73% |
$73K - $80.5K
|
2.81K
$467K
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
556+ 3.67% |
$72.7K - $80.2K
|
15.7K
$2.6M
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
553New |
$72.3K - $79.8K
|
553
$91.8K
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
535+ 1.95% |
$70K - $77.2K
|
28K
$4.64M
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
534+ 4.57% |
$69.8K - $77K
|
12.2K
$2.03M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
527+ 6.09% |
$68.9K - $76K
|
9.17K
$1.52M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
520+ 32.81% |
$68K - $75K
|
2.11K
$349K
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
504+ 2.4% |
$65.9K - $72.7K
|
21.5K
$3.57M
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
501+ 0.47% |
$65.5K - $72.3K
|
107K
$17.7M
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
489+ 10.7% |
$63.9K - $70.5K
|
5.06K
$839K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
488New |
$63.8K - $70.4K
|
488
$81K
|
|
Nov 08, 2023
Q3 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
481+ 4.42% |
$62.9K - $69.4K
|
11.4K
$1.89M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
481+ 1.35% |
$62.9K - $69.4K
|
36K
$5.98M
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
463+ 11.03% |
$60.5K - $66.8K
|
4.66K
$773K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
458New |
$59.9K - $66.1K
|
458
$76K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
454New |
$59.4K - $65.5K
|
454
$75.3K
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
451+ 9.0% |
$59K - $65.1K
|
5.46K
$906K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
421+ 13.91% |
$55.1K - $60.7K
|
3.45K
$572K
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
421+ 4.16% |
$55.1K - $60.7K
|
10.5K
$1.75M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
419+ 4.06% |
$54.8K - $60.4K
|
10.7K
$1.78M
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
400+ 10.83% |
$52.3K - $57.7K
|
4.09K
$679K
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
390+ 16.53% |
$51K - $56.3K
|
2.75K
$456K
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
386+ 1.03% |
$50.5K - $55.7K
|
37.9K
$6.28M
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
375+ 8.21% |
$49K - $54.1K
|
4.94K
$820K
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
370+ 1.79% |
$48.4K - $53.4K
|
21.1K
$3.5M
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
363+ 0.59% |
$47.5K - $52.4K
|
62.3K
$10.3M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
362+ 0.15% |
$47.3K - $52.2K
|
249K
$41.4M
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
361+ 1.21% |
$47.2K - $52.1K
|
30.1K
$4.99M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
355+ 119.13% |
$46.4K - $51.2K
|
653
$108K
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
354+ 0.98% |
$46.3K - $51.1K
|
36.6K
$6.08M
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
344+ 4.45% |
$45K - $49.6K
|
8.08K
$1.34M
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
331+ 9.31% |
$43.3K - $47.7K
|
3.89K
$645K
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
321+ 8.65% |
$42K - $46.3K
|
4.03K
$669K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
317+ 1.27% |
$41.5K - $45.7K
|
25.2K
$4.18M
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
317+ 0.35% |
$41.5K - $45.7K
|
90.6K
$15M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
308+ 70.64% |
$40.3K - $44.4K
|
744
$123K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
302+ 8.31% |
$39.5K - $43.6K
|
3.94K
$653K
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
297+ 19.35% |
$38.8K - $42.8K
|
1.83K
$304K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
296+ 0.63% |
$38.7K - $42.7K
|
47.1K
$7.81M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
296New |
$38.7K - $42.7K
|
296
$49.1K
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
286+ 1.18% |
$37.4K - $41.3K
|
24.5K
$4.07M
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
284+ 2.5% |
$37.1K - $41K
|
11.6K
$1.93M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
267+ 2.08% |
$34.9K - $38.5K
|
13.1K
$2.18M
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
250+ 0.97% |
$32.7K - $36.1K
|
26.1K
$4.33M
|