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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
237+ 21.24% |
$29K - $33.8K
|
1.35K
$211K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
234+ 6.84% |
$28.7K - $33.4K
|
3.65K
$569K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
233+ 13.31% |
$28.5K - $33.3K
|
1.98K
$309K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
222New |
$27.2K - $31.7K
|
222
$34.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
219+ 2.69% |
$26.8K - $31.3K
|
8.36K
$1.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
219New |
$26.8K - $31.3K
|
219
$34.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
218+ 5.9% |
$26.7K - $31.1K
|
3.92K
$609K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
217New |
$26.6K - $31K
|
217
$33.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
217New |
$26.6K - $31K
|
217
$33.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
215+ 7.29% |
$26.3K - $30.7K
|
3.17K
$493K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
212+ 3.2% |
$26K - $30.3K
|
6.84K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
188+ 2.71% |
$23K - $26.8K
|
7.13K
$1.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
168+ 4.14% |
$20.6K - $24K
|
4.22K
$657K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
167+ 7.91% |
$20.5K - $23.8K
|
2.28K
$355K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
166+ 3.52% |
$20.3K - $23.7K
|
4.88K
$760K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
157+ 0.11% |
$19.2K - $22.4K
|
143K
$22.3M
|
|
|
Feb 13, 2025
Q4 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
154+ 6.06% |
$18.9K - $22K
|
2.69K
$419K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
150+ 6.98% |
$18.4K - $21.4K
|
2.3K
$358K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
147+ 4.18% |
$18K - $21K
|
3.66K
$570K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
145New |
$17.8K - $20.7K
|
145
$22.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
144+ 22.26% |
$17.6K - $20.6K
|
791
$123K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
140+ 0.89% |
$17.2K - $20K
|
15.9K
$2.48M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
139+ 3.26% |
$17K - $19.8K
|
4.41K
$686K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
138+ 3.22% |
$16.9K - $19.7K
|
4.42K
$689K
|
|
|
Feb 03, 2023
Q4 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
133+ 0.56% |
$16.3K - $19K
|
24K
$3.74M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
133+ 1.2% |
$16.3K - $19K
|
11.3K
$1.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
126+ 3.1% |
$15.4K - $18K
|
4.2K
$653K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
122+ 0.9% |
$14.9K - $17.4K
|
13.7K
$2.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
120+ 0.11% |
$14.7K - $17.1K
|
107K
$16.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
117+ 201.72% |
$14.3K - $16.7K
|
175
$27.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
114New |
$14K - $16.3K
|
114
$17.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
112+ 0.15% |
$13.7K - $16K
|
76.9K
$12M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
105+ 0.95% |
$12.9K - $15K
|
11.2K
$1.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
104+ 18.25% |
$12.7K - $14.8K
|
674
$105K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
103New |
$12.6K - $14.7K
|
103
$16K
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
100+ 0.1% |
$12.3K - $14.3K
|
96.4K
$15M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100+ 20.62% |
$12.3K - $14.3K
|
585
$91.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
98+ 1.24% |
$12K - $14K
|
8.01K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
97+ 2.03% |
$11.9K - $13.8K
|
4.87K
$758K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
95+ 4.77% |
$11.6K - $13.6K
|
2.09K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
93+ 0.45% |
$11.4K - $13.3K
|
21K
$3.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
88+ 0.48% |
$10.8K - $12.6K
|
18.5K
$2.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
87+ 8.29% |
$10.7K - $12.4K
|
1.14K
$177K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
81+ 1.54% |
$9.92K - $11.6K
|
5.34K
$831K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
79+ 1.89% |
$9.68K - $11.3K
|
4.27K
$664K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
74New |
$9.07K - $10.6K
|
74
$11.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
73+ 1.17% |
$8.94K - $10.4K
|
6.29K
$980K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
71+ 0.88% |
$8.7K - $10.1K
|
8.1K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
69+ 1.65% |
$8.45K - $9.85K
|
4.25K
$662K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
67+ 1.54% |
$8.21K - $9.56K
|
4.42K
$689K
|