Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
108+ 3.94% |
$15.2K - $16.3K
|
2.85K
$458K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
103+ 5.79% |
$14.5K - $15.5K
|
1.88K
$302K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
102+ 3.6% |
$14.3K - $15.4K
|
2.94K
$472K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
102+ 3.31% |
$14.3K - $15.4K
|
3.19K
$512K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
101+ 2.82% |
$14.2K - $15.2K
|
3.69K
$592K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
101+ 4.44% |
$14.2K - $15.2K
|
2.37K
$381K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
100New |
$14K - $15.1K
|
100
$16.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
99+ 0.57% |
$13.9K - $14.9K
|
17.6K
$2.82M
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
95+ 0.86% |
$13.3K - $14.3K
|
11.1K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
95+ 0.35% |
$13.3K - $14.3K
|
27K
$4.33M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
94+ 0.22% |
$13.2K - $14.2K
|
43.7K
$7.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
92+ 3.38% |
$12.9K - $13.9K
|
2.81K
$452K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
91New |
$12.8K - $13.7K
|
91
$14.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
91+ 2.95% |
$12.8K - $13.7K
|
3.18K
$511K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
90New |
$12.6K - $13.6K
|
90
$14.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
89New |
$12.5K - $13.4K
|
89
$14.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
87+ 0.86% |
$12.2K - $13.1K
|
10.2K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
79New |
$11.1K - $11.9K
|
79
$12.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
74New |
$10.4K - $11.2K
|
74
$11.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
73+ 0.44% |
$10.3K - $11K
|
16.7K
$2.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
71+ 2.18% |
$9.97K - $10.7K
|
3.33K
$536K
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
68+ 0.57% |
$9.55K - $10.2K
|
12.1K
$1.94M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
66New |
$9.27K - $9.95K
|
66
$10.6K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
63+ 2.36% |
$8.85K - $9.49K
|
2.73K
$438K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
60New |
$8.43K - $9.04K
|
60
$9.64K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
57New |
$8.01K - $8.59K
|
57
$9.16K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
57New |
$8.01K - $8.59K
|
57
$9.16K
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
56+ 29.32% |
$7.87K - $8.44K
|
247
$39.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
56+ 1.31% |
$7.87K - $8.44K
|
4.33K
$696K
|
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
55+ 2.8% |
$7.73K - $8.29K
|
2.02K
$324K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
54+ 1.09% |
$7.59K - $8.14K
|
5.01K
$805K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
54+ 1.81% |
$7.59K - $8.14K
|
3.03K
$487K
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
53+ 0.18% |
$7.44K - $7.99K
|
30.3K
$4.86M
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
52+ 0.79% |
$7.3K - $7.84K
|
6.67K
$1.07M
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
BUY
|
- |
50+ 3.09% |
$7.02K - $7.53K
|
1.67K
$268K
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
47New |
$6.6K - $7.08K
|
47
$7.55K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
47+ 0.77% |
$6.6K - $7.08K
|
6.17K
$991K
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
47+ 0.6% |
$6.6K - $7.08K
|
7.93K
$1.27M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
43+ 0.43% |
$6.04K - $6.48K
|
10.1K
$1.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
42New |
$5.9K - $6.33K
|
42
$6.75K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
41New |
$5.76K - $6.18K
|
41
$6.59K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
41New |
$5.76K - $6.18K
|
41
$6.59K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
40New |
$5.62K - $6.03K
|
40
$6.43K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
38+ 46.91% |
$5.34K - $5.73K
|
119
$19.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
38+ 2.22% |
$5.34K - $5.73K
|
1.75K
$281K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
35+ 1.27% |
$4.92K - $5.27K
|
2.8K
$449K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
34+ 1.73% |
$4.78K - $5.12K
|
1.99K
$320K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
33+ 0.58% |
$4.64K - $4.97K
|
5.76K
$926K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
33+ 7.84% |
$4.64K - $4.97K
|
454
$72.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
32+ 0.41% |
$4.5K - $4.82K
|
7.82K
$1.26M
|