Purchases and Sales Made in Q1 2023 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 2023. 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 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.99K- 55.66% |
$252K - $292K
|
1.58K
$259K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-2.01K- 13.73% |
$254K - $295K
|
12.6K
$2.06M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.04K- 82.66% |
$258K - $300K
|
427
$69.9K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.06K- 0.45% |
$262K - $304K
|
460K
$75.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.09K- 54.38% |
$265K - $307K
|
1.75K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.11K- 52.04% |
$268K - $311K
|
1.95K
$319K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-2.2K- 28.8% |
$279K - $324K
|
5.44K
$890K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.35K- 3.02% |
$298K - $346K
|
75.5K
$12.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.42K- 99.59% |
$307K - $356K
|
10
$1.64K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.42K- 10.14% |
$307K - $357K
|
21.5K
$3.51M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.43K- 16.6% |
$307K - $357K
|
12.2K
$1.99M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.43K- 12.67% |
$307K - $357K
|
16.7K
$2.74M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.5K- 33.63% |
$316K - $367K
|
4.93K
$806K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-2.5K- 16.58% |
$317K - $368K
|
12.6K
$2.06M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-2.55K- 6.5% |
$323K - $375K
|
36.7K
$6M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-2.66K- 17.05% |
$338K - $392K
|
13K
$2.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.71K- 4.08% |
$343K - $399K
|
63.7K
$10.4M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.72K- 1.32% |
$345K - $401K
|
203K
$33.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.84K- 10.98% |
$360K - $418K
|
23.1K
$3.77M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.93K- 5.38% |
$371K - $431K
|
51.5K
$8.43M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.95K- 32.73% |
$374K - $434K
|
6.07K
$993K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.04K- 37.68% |
$385K - $447K
|
5.02K
$822K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.04K- 8.04% |
$385K - $447K
|
34.8K
$5.69M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-3.06K- 9.08% |
$388K - $450K
|
30.6K
$5.01M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-3.17K- 1.22% |
$402K - $467K
|
257K
$42.1M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-3.27K- 32.45% |
$414K - $481K
|
6.8K
$1.11M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.48K- 28.88% |
$441K - $512K
|
8.57K
$1.4M
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-3.51K- 9.92% |
$444K - $516K
|
31.8K
$5.21M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.53K- 8.68% |
$447K - $519K
|
37.2K
$6.08M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.55K- 23.33% |
$450K - $522K
|
11.7K
$1.91M
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-3.58K- 22.59% |
$453K - $526K
|
12.3K
$2.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.61K- 30.15% |
$458K - $531K
|
8.37K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-3.63K- 46.07% |
$460K - $534K
|
4.25K
$695K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.97K- 2.56% |
$503K - $583K
|
151K
$24.7M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-4.01K- 2.49% |
$508K - $590K
|
157K
$25.8M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.11K- 9.84% |
$521K - $605K
|
37.7K
$6.16M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.18K- 25.29% |
$530K - $615K
|
12.4K
$2.02M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-4.49K- 62.54% |
$569K - $661K
|
2.69K
$440K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-4.57K- 58.4% |
$579K - $672K
|
3.25K
$532K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.84K- 9.43% |
$613K - $711K
|
46.4K
$7.6M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.06K- 4.23% |
$641K - $744K
|
114K
$18.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.35K- 2.63% |
$678K - $787K
|
198K
$32.4M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5.75K- 71.62% |
$729K - $846K
|
2.28K
$373K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.92K- 6.07% |
$750K - $871K
|
91.6K
$15M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-5.96K- 11.89% |
$755K - $877K
|
44.2K
$7.23M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.27K- 0.65% |
$795K - $923K
|
958K
$157M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.44K- 34.89% |
$817K - $948K
|
12K
$1.97M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.61K- 46.05% |
$837K - $972K
|
7.74K
$1.27M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.83K- 9.27% |
$866K - $1.01M
|
66.8K
$10.9M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.9K- 63.77% |
$875K - $1.02M
|
3.92K
$642K
|