Purchases and Sales Made in Q1 2023 in Vanguard Mid Cap Value Index F (VOE)

VOE Quotes by TradingView

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
Apr 24, 2023 Q1 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
952
+ 41.7%
$121K - $140K
3.24K $529K
May 05, 2023 Q1 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
935
+ 52.71%
$119K - $138K
2.71K $443K
May 09, 2023 Q1 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
925
+ 4.54%
$117K - $136K
21.3K $3.49M
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
883
+ 44.98%
$112K - $130K
2.85K $466K
May 11, 2023 Q1 2023
Essex Financial Services, Inc.

BUY
 -
870
+ 18.35%
$110K - $128K
5.61K $918K
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
847
+ 7.01%
$107K - $125K
12.9K $2.12M
Apr 06, 2023 Q1 2023
Willis Johnson & Associates, Inc.

BUY
 -
823
+ 6.45%
$104K - $121K
13.6K $2.22M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
822
+ 3.66%
$104K - $121K
23.3K $3.81M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
809
+ 19.2%
$103K - $119K
5.02K $822K
Apr 17, 2023 Q1 2023
Parsons Capital Management Inc

BUY
 -
801
+ 14.56%
$102K - $118K
6.3K $1.03M
May 08, 2023 Q1 2023
Baker Ellis Asset Management LLC

BUY
 -
790
+ 5.59%
$100K - $116K
14.9K $2.44M
Apr 21, 2023 Q1 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
787
+ 35.17%
$99.7K - $116K
3.03K $495K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
787
+ 6.37%
$99.7K - $116K
13.1K $2.15M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
778
New
$98.6K - $114K
778 $127K
May 15, 2023 Q1 2023
Arlington Capital Management, Inc.

Arlington Heights, IL
BUY
 -
775
+ 44.8%
$98.2K - $114K
2.51K $410K
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
730
+ 1.14%
$92.5K - $107K
64.8K $10.6M
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
717
+ 2.77%
$90.9K - $105K
26.6K $4.36M
May 15, 2023 Q1 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
690
+ 5.36%
$87.5K - $102K
13.6K $2.22M
May 11, 2023 Q1 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
680
+ 3.76%
$86.2K - $100K
18.7K $3.07M
May 12, 2023 Q1 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
632
+ 9.39%
$80.1K - $93K
7.36K $1.2M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
632
+ 3.94%
$80.1K - $93K
16.7K $2.73M
May 04, 2023 Q1 2023
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
625
+ 1.32%
$79.2K - $92K
47.9K $7.83M
Apr 14, 2023 Q1 2023
Ledge Wealth Management, Inc.

BUY
 -
610
+ 1.25%
$77.3K - $89.7K
49.6K $8.11M
May 01, 2023 Q1 2023
Tenret CO LLC

BUY
 -
607
+ 2.2%
$76.9K - $89.3K
28.1K $4.61M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
576
+ 0.39%
$73K - $84.7K
147K $24M
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
564
+ 18.47%
$71.5K - $83K
3.62K $592K
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
562
+ 20.01%
$71.2K - $82.7K
3.37K $552K
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
556
+ 29.39%
$70.5K - $81.8K
2.45K $401K
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
549
+ 0.19%
$69.6K - $80.8K
293K $47.9M
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
529
+ 5.38%
$67K - $77.8K
10.4K $1.7M
Apr 13, 2023 Q1 2023
Allspring Global Investments Holdings, LLC

BUY
 -
506
+ 6.38%
$64.1K - $74.4K
8.43K $1.38M
May 15, 2023 Q1 2023
Aimz Investment Advisors, LLC

BUY
 -
493
+ 3.68%
$62.5K - $72.5K
13.9K $2.27M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
489
+ 0.44%
$62K - $71.9K
112K $18.3M
May 08, 2023 Q1 2023
Stokes Family Office, LLC

BUY
 -
488
+ 1.78%
$61.8K - $71.8K
27.8K $4.55M
Apr 19, 2023 Q1 2023
Maltin Wealth Management, Inc.

BUY
 -
482
+ 2.41%
$61.1K - $70.9K
20.5K $3.36M
May 01, 2023 Q1 2023
Windham Capital Management, LLC

BUY
 -
482
+ 6.43%
$61.1K - $70.9K
7.98K $1.31M
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
475
+ 1.24%
$60.2K - $69.9K
38.7K $6.34M
May 09, 2023 Q1 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
474
+ 33.66%
$60.1K - $69.7K
1.88K $308K
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

BUY
 -
473
+ 1.49%
$59.9K - $69.6K
32.3K $5.29M
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
451
+ 11.52%
$57.2K - $66.4K
4.37K $714K
May 18, 2023 Q1 2023
Courier Capital LLC

BUY
 -
445
+ 4.66%
$56.4K - $65.5K
9.99K $1.64M
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
438
New
$55.5K - $64.4K
438 $71.7K
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
428
+ 13.7%
$54.2K - $63K
3.55K $581K
May 10, 2023 Q1 2023
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
425
+ 20.27%
$53.9K - $62.5K
2.52K $413K
May 03, 2023 Q1 2023
Intergy Private Wealth, LLC

BUY
 -
406
+ 7.73%
$51.5K - $59.7K
5.66K $925K
May 11, 2023 Q1 2023
Tag Stone Capital, Inc.

BUY
 -
386
+ 1.84%
$48.9K - $56.8K
21.3K $3.49M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
380
+ 13.41%
$48.2K - $55.9K
3.21K $526K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
377
+ 3.89%
$47.8K - $55.5K
10.1K $1.65M
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
373
+ 4.12%
$47.3K - $54.9K
9.43K $1.54M

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