Purchases and Sales Made in Q4 2022 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 2022. 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 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 10.78% |
$136K - $158K
|
9.19K
$1.43M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.14K- 3.68% |
$140K - $163K
|
29.9K
$4.65M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-1.2K- 11.34% |
$148K - $172K
|
9.42K
$1.47M
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.23K- 17.85% |
$150K - $175K
|
5.65K
$880K
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-1.25K- 59.11% |
$153K - $179K
|
866
$135K
|
|
Feb 13, 2025
Q4 2022
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.26K- 5.37% |
$154K - $180K
|
22.2K
$3.45M
|
|
Feb 06, 2023
Q4 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.33K- 4.26% |
$163K - $189K
|
29.8K
$4.64M
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.34K- 39.96% |
$164K - $191K
|
2.01K
$313K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.38K- 36.67% |
$170K - $198K
|
2.39K
$372K
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.4K- 21.44% |
$171K - $199K
|
5.11K
$796K
|
|
Feb 07, 2023
Q4 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-1.43K- 7.46% |
$175K - $203K
|
17.7K
$2.75M
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.43K- 8.89% |
$175K - $204K
|
14.6K
$2.28M
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.43K- 42.13% |
$175K - $204K
|
1.96K
$306K
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.5K- 4.81% |
$184K - $214K
|
29.6K
$4.61M
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.51K- 24.24% |
$185K - $215K
|
4.71K
$733K
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.51K- 3.71% |
$185K - $216K
|
39.3K
$6.11M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.54K- 9.18% |
$188K - $219K
|
15.2K
$2.37M
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-1.54K- 13.03% |
$189K - $220K
|
10.3K
$1.6M
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-1.61K- 5.92% |
$197K - $230K
|
25.5K
$3.97M
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.63K- 27.11% |
$199K - $232K
|
4.37K
$680K
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.8K- 50.29% |
$220K - $256K
|
1.77K
$276K
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.85K- 4.28% |
$227K - $264K
|
41.3K
$6.43M
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.87K- 26.52% |
$229K - $266K
|
5.17K
$805K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.9K- 0.65% |
$233K - $271K
|
292K
$45.5M
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.93K- 40.32% |
$237K - $276K
|
2.86K
$445K
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.97K- 13.05% |
$241K - $281K
|
13.1K
$2.04M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.03K- 1.97% |
$249K - $290K
|
101K
$15.7M
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-2.06K- 10.85% |
$252K - $294K
|
16.9K
$2.63M
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.07K- 57.12% |
$254K - $295K
|
1.55K
$242K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.1K- 56.0% |
$257K - $300K
|
1.65K
$257K
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.2K- 23.45% |
$270K - $314K
|
7.18K
$1.12M
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.22K- 5.48% |
$272K - $317K
|
38.3K
$5.96M
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.26K- 7.37% |
$276K - $322K
|
28.3K
$4.41M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-2.28K- 2.09% |
$280K - $326K
|
107K
$16.7M
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.29K- 22.39% |
$280K - $326K
|
7.93K
$1.23M
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-2.33K- 47.19% |
$285K - $332K
|
2.6K
$405K
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-2.39K- 51.8% |
$293K - $341K
|
2.22K
$346K
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-2.49K- 8.57% |
$306K - $356K
|
26.6K
$4.14M
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.52K- 94.94% |
$308K - $359K
|
134
$20.9K
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.52K- 50.49% |
$308K - $359K
|
2.47K
$384K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.52K- 94.94% |
$308K - $359K
|
134
$20.9K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.52K- 59.05% |
$309K - $360K
|
1.75K
$272K
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.55K- 34.92% |
$312K - $364K
|
4.75K
$740K
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-2.66K- 10.63% |
$326K - $380K
|
22.4K
$3.48M
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.71K- 5.16% |
$332K - $386K
|
49.8K
$7.75M
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.87K- 67.4% |
$352K - $410K
|
1.39K
$216K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.91K- 17.23% |
$357K - $416K
|
14K
$2.18M
|
|
Feb 04, 2025
Q4 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-2.92K- 6.41% |
$357K - $416K
|
42.6K
$6.63M
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.98KClosed |
$365K - $426K
|
0
$0
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.13K- 8.14% |
$383K - $447K
|
35.3K
$5.5M
|