Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-13- 0.1% |
$1.83K - $1.98K
|
13.1K
$2.08M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-18Closed |
$2.53K - $2.75K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-19- 0.1% |
$2.67K - $2.9K
|
19K
$3.02M
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-19- 0.2% |
$2.67K - $2.9K
|
9.27K
$1.47M
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-20- 2.14% |
$2.81K - $3.05K
|
913
$145K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-22- 7.94% |
$3.1K - $3.36K
|
255
$40.6K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-22- 0.56% |
$3.1K - $3.36K
|
3.94K
$626K
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-22- 0.2% |
$3.1K - $3.36K
|
10.8K
$1.72M
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-24- 0.94% |
$3.38K - $3.66K
|
2.54K
$405K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-25- 0.75% |
$3.52K - $3.82K
|
3.31K
$527K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-25- 3.6% |
$3.52K - $3.82K
|
670
$107K
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-27- 30.34% |
$3.8K - $4.12K
|
62
$9.87K
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-27- 1.91% |
$3.8K - $4.12K
|
1.38K
$220K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-29- 2.12% |
$4.08K - $4.43K
|
1.34K
$213K
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-29- 5.91% |
$4.08K - $4.43K
|
462
$73.5K
|
|
May 12, 2022
Q1 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-31- 1.5% |
$4.36K - $4.73K
|
2.03K
$323K
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-32- 1.59% |
$4.5K - $4.88K
|
1.98K
$316K
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-33- 0.76% |
$4.64K - $5.04K
|
4.28K
$682K
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
SELL
|
- |
-34- 0.48% |
$4.78K - $5.19K
|
7.06K
$1.12M
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-34- 0.26% |
$4.78K - $5.19K
|
13.2K
$2.1M
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-35- 58.33% |
$4.93K - $5.34K
|
25
$3.98K
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-41Closed |
$5.77K - $6.26K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-43- 0.78% |
$6.05K - $6.56K
|
5.44K
$866K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-46- 3.73% |
$6.47K - $7.02K
|
1.19K
$189K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-46- 0.47% |
$6.47K - $7.02K
|
9.8K
$1.56M
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-47Closed |
$6.61K - $7.17K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-50- 0.42% |
$7.04K - $7.63K
|
11.8K
$1.87M
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-51- 1.61% |
$7.18K - $7.78K
|
3.12K
$496K
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-53- 1.11% |
$7.46K - $8.09K
|
4.73K
$753K
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-57Closed |
$8.02K - $8.7K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-60- 3.07% |
$8.44K - $9.16K
|
1.9K
$302K
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-62- 0.14% |
$8.72K - $9.46K
|
43.2K
$6.87M
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-64- 3.04% |
$9.01K - $9.77K
|
2.04K
$325K
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-65- 52.85% |
$9.15K - $9.92K
|
58
$9.23K
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-66- 3.06% |
$9.29K - $10.1K
|
2.09K
$333K
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-66Closed |
$9.29K - $10.1K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-68- 1.0% |
$9.57K - $10.4K
|
6.74K
$1.07M
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-68- 2.14% |
$9.57K - $10.4K
|
3.11K
$495K
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
SELL
|
- |
-69- 0.85% |
$9.71K - $10.5K
|
8K
$1.27M
|
|
May 16, 2022
Q1 2022
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-70- 0.83% |
$9.85K - $10.7K
|
8.38K
$1.33M
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-70- 18.37% |
$9.85K - $10.7K
|
311
$49.5K
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-73- 0.89% |
$10.3K - $11.1K
|
8.16K
$1.3M
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-74- 1.66% |
$10.4K - $11.3K
|
4.4K
$700K
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-75- 4.52% |
$10.6K - $11.4K
|
1.58K
$252K
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-79Closed |
$11.1K - $12.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-80- 16.43% |
$11.3K - $12.2K
|
407
$64.8K
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-80Closed |
$11.3K - $12.2K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-82- 2.79% |
$11.5K - $12.5K
|
2.86K
$454K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-88- 2.01% |
$12.4K - $13.4K
|
4.29K
$682K
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-89- 3.17% |
$12.5K - $13.6K
|
2.72K
$433K
|