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 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-338- 15.47% |
$47.6K - $51.6K
|
1.85K
$294K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-340- 13.08% |
$47.8K - $51.9K
|
2.26K
$360K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-341- 2.69% |
$48K - $52K
|
12.3K
$1.96M
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-346- 2.27% |
$48.7K - $52.8K
|
14.9K
$2.37M
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-347- 2.52% |
$48.8K - $53K
|
13.4K
$2.13M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-350- 5.13% |
$49.3K - $53.4K
|
6.48K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-353- 14.51% |
$49.7K - $53.9K
|
2.08K
$331K
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-373- 10.18% |
$52.5K - $56.9K
|
3.29K
$524K
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-374- 15.15% |
$52.6K - $57.1K
|
2.1K
$333K
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-377- 1.36% |
$53.1K - $57.5K
|
27.4K
$4.36M
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-385- 2.92% |
$54.2K - $58.8K
|
12.8K
$2.04M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-399- 5.65% |
$56.1K - $60.9K
|
6.66K
$1.06M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-404- 18.31% |
$56.9K - $61.7K
|
1.8K
$287K
|
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-418- 3.32% |
$58.8K - $63.8K
|
12.2K
$1.94M
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-421- 6.32% |
$59.2K - $64.2K
|
6.24K
$994K
|
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
SELL
|
- |
-428- 0.88% |
$60.2K - $65.3K
|
48.4K
$7.7M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-440- 9.58% |
$61.9K - $67.1K
|
4.16K
$661K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-447- 0.84% |
$62.9K - $68.2K
|
52.5K
$8.35M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-450Closed |
$63.3K - $68.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-482- 1.79% |
$67.8K - $73.6K
|
26.5K
$4.21M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-493- 2.34% |
$69.4K - $75.2K
|
20.6K
$3.28M
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-503- 5.52% |
$70.8K - $76.8K
|
8.61K
$1.37M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-519- 6.9% |
$73K - $79.2K
|
7K
$1.11M
|
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-527- 4.46% |
$74.2K - $80.4K
|
11.3K
$1.8M
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-538- 27.88% |
$75.7K - $82.1K
|
1.39K
$222K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-543- 4.07% |
$76.4K - $82.9K
|
12.8K
$2.03M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-548- 2.41% |
$77.1K - $83.6K
|
22.2K
$3.53M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-563- 5.66% |
$79.2K - $85.9K
|
9.39K
$1.49M
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-570- 13.84% |
$80.2K - $87K
|
3.55K
$565K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-572- 17.76% |
$80.5K - $87.3K
|
2.65K
$421K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-572- 17.76% |
$80.5K - $87.3K
|
2.65K
$421K
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-578- 5.5% |
$81.3K - $88.2K
|
9.93K
$1.58M
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-579- 2.19% |
$81.5K - $88.4K
|
25.9K
$4.12M
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-599- 29.18% |
$84.3K - $91.4K
|
1.45K
$231K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-614- 5.12% |
$86.4K - $93.7K
|
11.4K
$1.81M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-636- 1.92% |
$89.5K - $97.1K
|
32.6K
$5.18M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-637- 18.45% |
$89.6K - $97.2K
|
2.82K
$448K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-644- 7.76% |
$90.6K - $98.3K
|
7.66K
$1.22M
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-656- 1.01% |
$92.3K - $100K
|
64.6K
$10.3M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-658- 1.32% |
$92.6K - $100K
|
49.2K
$7.82M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-681- 1.83% |
$95.8K - $104K
|
36.5K
$5.81M
|
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
SELL
|
- |
-694- 4.42% |
$97.7K - $106K
|
15K
$2.39M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-736- 33.96% |
$104K - $112K
|
1.43K
$228K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-739- 2.64% |
$104K - $113K
|
27.2K
$4.33M
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-740- 28.84% |
$104K - $113K
|
1.83K
$291K
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-757- 31.1% |
$107K - $116K
|
1.68K
$267K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-784- 8.79% |
$110K - $120K
|
8.13K
$1.29M
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-793- 0.41% |
$112K - $121K
|
191K
$30.3M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-830- 18.62% |
$117K - $127K
|
3.63K
$577K
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-862- 8.44% |
$121K - $132K
|
9.35K
$1.49M
|