Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.7K+ 55.78% |
$1.5M - $1.62M
|
32.8K
$5.46M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10.6K+ 27.96% |
$1.36M - $1.47M
|
48.6K
$8.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10K+ 2.88% |
$1.28M - $1.38M
|
357K
$59.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
9.32K+ 6.32% |
$1.19M - $1.29M
|
157K
$26.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
9.24K+ 3.28% |
$1.18M - $1.28M
|
291K
$48.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
8.81K+ 25.2% |
$1.13M - $1.22M
|
43.8K
$7.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
8.78K+ 16.91% |
$1.12M - $1.21M
|
60.7K
$10.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.5K+ 16.91% |
$1.09M - $1.18M
|
58.8K
$9.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8.45K+ 15.8% |
$1.08M - $1.17M
|
61.9K
$10.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
8.33K+ 3.58% |
$1.07M - $1.15M
|
241K
$40.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
7.97K+ 3.76% |
$1.02M - $1.1M
|
220K
$36.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
7.71KNew |
$987K - $1.07M
|
7.71K
$1.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.67K+ 22.59% |
$981K - $1.06M
|
41.6K
$6.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7.6K+ 6.29% |
$972K - $1.05M
|
128K
$21.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
7.01K+ 5.39% |
$897K - $970K
|
137K
$22.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
6.87K+ 4.72% |
$879K - $950K
|
152K
$25.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
6.85KNew |
$876K - $948K
|
6.85K
$1.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.84K+ 9.73% |
$874K - $946K
|
77.1K
$12.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
6.71K+ 4.39% |
$858K - $928K
|
159K
$26.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.31K+ 9.56% |
$807K - $873K
|
72.3K
$12M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6.09K+ 7.77% |
$779K - $843K
|
84.5K
$14.1M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.06K+ 9.42% |
$775K - $838K
|
70.4K
$11.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6.03KNew |
$771K - $834K
|
6.03K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.78K+ 42.65% |
$740K - $800K
|
19.3K
$3.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.69K+ 0.29% |
$728K - $787K
|
1.94M
$324M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.64KNew |
$721K - $780K
|
5.64K
$939K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.63K+ 7.22% |
$720K - $779K
|
83.6K
$13.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.55K+ 71.76% |
$710K - $768K
|
13.3K
$2.22M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.43K+ 15.7% |
$694K - $751K
|
40K
$6.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.36K+ 68.69% |
$685K - $741K
|
13.2K
$2.19M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.11K+ 4.04% |
$654K - $707K
|
132K
$22M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
5.07K+ 4.69% |
$648K - $701K
|
113K
$18.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
5.05K+ 288.35% |
$646K - $699K
|
6.8K
$1.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
5.04K+ 19.98% |
$645K - $698K
|
30.3K
$5.05M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.04KNew |
$644K - $697K
|
5.04K
$840K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.03K+ 6.58% |
$644K - $696K
|
81.5K
$13.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.96K+ 1.57% |
$634K - $686K
|
322K
$53.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4.94K+ 9.24% |
$632K - $684K
|
58.4K
$9.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.83K+ 5.85% |
$618K - $668K
|
87.3K
$14.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
4.32K+ 3.2% |
$552K - $598K
|
139K
$23.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.22K+ 6.6% |
$540K - $584K
|
68.2K
$11.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.05KNew |
$518K - $560K
|
4.05K
$675K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4KNew |
$512K - $554K
|
4K
$667K
|
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
3.83K+ 200.0% |
$490K - $530K
|
5.75K
$958K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.76KNew |
$481K - $521K
|
3.76K
$627K
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
3.6K+ 7.9% |
$460K - $498K
|
49.2K
$8.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.54K+ 5.69% |
$452K - $489K
|
65.6K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
3.53K+ 7.46% |
$451K - $488K
|
50.8K
$8.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.44KNew |
$440K - $476K
|
3.44K
$574K
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.43K+ 4.79% |
$438K - $474K
|
74.9K
$12.5M
|