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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.71K+ 5.03% |
$218K - $236K
|
35.6K
$5.94M
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.7K+ 91.8% |
$218K - $236K
|
3.56K
$593K
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.7K+ 1.05% |
$217K - $235K
|
164K
$27.4M
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.63K+ 18.88% |
$208K - $225K
|
10.3K
$1.71M
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.61K+ 111.67% |
$206K - $223K
|
3.05K
$508K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.6K+ 5.54% |
$205K - $222K
|
30.5K
$5.09M
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.59KNew |
$204K - $220K
|
1.59K
$265K
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.58K+ 44.97% |
$202K - $218K
|
5.08K
$848K
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.56KNew |
$199K - $215K
|
1.56K
$259K
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
1.55KNew |
$198K - $214K
|
1.55K
$258K
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.55K+ 25.46% |
$198K - $214K
|
7.61K
$1.27M
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
1.54KNew |
$196K - $212K
|
1.54K
$256K
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.52K+ 49.93% |
$195K - $211K
|
4.57K
$762K
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
1.52K+ 35.72% |
$194K - $210K
|
5.77K
$962K
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.51K+ 40.16% |
$193K - $209K
|
5.28K
$880K
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.49K+ 8.93% |
$191K - $207K
|
18.2K
$3.04M
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
1.47K+ 2.66% |
$187K - $203K
|
56.6K
$9.43M
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.45KNew |
$185K - $201K
|
1.45K
$242K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
1.45KNew |
$185K - $201K
|
1.45K
$242K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.45KNew |
$185K - $201K
|
1.45K
$242K
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.45KNew |
$185K - $200K
|
1.45K
$241K
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.45KNew |
$185K - $200K
|
1.45K
$241K
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.44K+ 5.09% |
$184K - $199K
|
29.7K
$4.96M
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.42K+ 8.13% |
$182K - $197K
|
18.9K
$3.15M
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.4K+ 46.28% |
$179K - $194K
|
4.43K
$738K
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
1.39K+ 5.52% |
$178K - $192K
|
26.6K
$4.43M
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 38.26% |
$177K - $192K
|
5.01K
$834K
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.37K+ 15.65% |
$175K - $190K
|
10.1K
$1.69M
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.36K+ 311.42% |
$174K - $189K
|
1.8K
$300K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.33K+ 33.37% |
$170K - $184K
|
5.31K
$886K
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.32K+ 8.1% |
$169K - $183K
|
17.6K
$2.94M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.3K+ 55.86% |
$167K - $180K
|
3.63K
$606K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$159K - $172K
|
1.25K
$208K
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
1.24K+ 3.41% |
$159K - $172K
|
37.6K
$6.27M
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.14K+ 3.42% |
$145K - $157K
|
34.4K
$5.73M
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.13K+ 40.64% |
$144K - $156K
|
3.91K
$651K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.13KNew |
$144K - $156K
|
1.13K
$188K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.12K+ 18.29% |
$144K - $155K
|
7.26K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.12K+ 6.6% |
$143K - $155K
|
18K
$3.01M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.1K+ 6.62% |
$141K - $153K
|
17.8K
$2.96M
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
1.1K+ 1.37% |
$141K - $152K
|
81.5K
$13.6M
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.08K+ 4.34% |
$138K - $149K
|
25.8K
$4.31M
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.06K+ 16.38% |
$136K - $147K
|
7.54K
$1.26M
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.06K+ 0.99% |
$135K - $147K
|
108K
$18.1M
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.05K+ 4.92% |
$134K - $145K
|
22.4K
$3.73M
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.05K+ 5.61% |
$134K - $145K
|
19.7K
$3.29M
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.03KNew |
$131K - $142K
|
1.03K
$171K
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.01K+ 12.55% |
$129K - $140K
|
9.05K
$1.51M
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
965+ 100.52% |
$123K - $134K
|
1.93K
$321K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
944+ 6.65% |
$121K - $131K
|
15.1K
$2.52M
|