Purchases and Sales Made in Q2 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 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 04, 2023 Q2 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
117
+ 3.62%
$15K - $16.2K
3.35K $559K
Aug 11, 2023 Q2 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
115
+ 0.61%
$14.7K - $15.9K
18.9K $3.14M
Jul 28, 2023 Q2 2023
Calamos Wealth Management LLC

BUY
 -
111
+ 2.81%
$14.2K - $15.4K
4.07K $678K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
110
+ 500.0%
$14.1K - $15.2K
132 $22K
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
109
+ 5.6%
$13.9K - $15.1K
2.06K $343K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
106
+ 4.3%
$13.6K - $14.7K
2.57K $428K
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
105
+ 3.26%
$13.4K - $14.5K
3.33K $555K
Aug 04, 2023 Q2 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
101
+ 5.04%
$12.9K - $14K
2.11K $351K
Jul 06, 2023 Q2 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
98
+ 11.33%
$12.5K - $13.6K
963 $161K
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
96
+ 1.97%
$12.3K - $13.3K
4.96K $826K
Jul 26, 2023 Q2 2023
Diversified, LLC

BUY
 -
90
+ 4.54%
$11.5K - $12.5K
2.07K $346K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
90
New
$11.5K - $12.5K
90 $15K
Jul 31, 2023 Q2 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
88
+ 7.25%
$11.3K - $12.2K
1.3K $217K
Sep 06, 2023 Q2 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
83
+ 2.63%
$10.6K - $11.5K
3.24K $540K
Aug 10, 2023 Q2 2023
Index Fund Advisors, Inc.

BUY
 -
78
+ 0.6%
$9.98K - $10.8K
13.1K $2.18M
Aug 10, 2023 Q2 2023
Thompson Siegel & Walmsley LLC

BUY
 -
74
+ 79.57%
$9.47K - $10.2K
167 $27.8K
Aug 10, 2023 Q2 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
67
+ 59.29%
$8.57K - $9.27K
180 $30K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
66
New
$8.44K - $9.13K
66 $11K
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
62
New
$7.93K - $8.58K
62 $10.3K
Aug 08, 2023 Q2 2023
Rice Partnership, LLC

BUY
 -
60
New
$7.68K - $8.3K
60 $10K
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
58
+ 1.74%
$7.42K - $8.03K
3.39K $564K
Jul 05, 2023 Q2 2023
Waller Financial Planning Group, Inc

BUY
 -
58
+ 1.73%
$7.42K - $8.03K
3.42K $570K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
57
+ 0.68%
$7.29K - $7.89K
8.47K $1.41M
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
57
+ 1.09%
$7.29K - $7.89K
5.27K $878K
Aug 11, 2023 Q2 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
57
+ 211.11%
$7.29K - $7.89K
84 $14K
Jul 19, 2023 Q2 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
56
+ 2.31%
$7.16K - $7.75K
2.48K $413K
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
55
+ 2.33%
$7.04K - $7.61K
2.41K $402K
Jul 21, 2023 Q2 2023
Kovack Advisors, Inc.

BUY
 -
55
+ 1.06%
$7.04K - $7.61K
5.26K $876K
Jul 31, 2023 Q2 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
51
+ 1.57%
$6.52K - $7.06K
3.3K $550K
Aug 01, 2023 Q2 2023
First Ascent Asset Management, LLC

BUY
 -
47
+ 1.09%
$6.01K - $6.5K
4.37K $729K
Aug 10, 2023 Q2 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
46
New
$5.88K - $6.37K
46 $7.67K
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
46
+ 1.09%
$5.88K - $6.37K
4.27K $712K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
44
+ 314.29%
$5.63K - $6.09K
58 $9.67K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
44
New
$5.63K - $6.09K
44 $7.34K
Aug 14, 2023 Q2 2023
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
42
New
$5.37K - $5.81K
42 $7K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
41
New
$5.24K - $5.67K
41 $6.84K
Jul 18, 2023 Q2 2023
Pathway Financial Advisors LLC

BUY
 -
39
+ 0.33%
$4.99K - $5.4K
11.8K $1.97M
Aug 02, 2023 Q2 2023
Black Diamond Financial, LLC

BUY
 -
38
+ 0.18%
$4.86K - $5.26K
20.8K $3.47M
Jul 27, 2023 Q2 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
38
+ 1.26%
$4.86K - $5.26K
3.06K $509K
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
37
+ 0.46%
$4.73K - $5.12K
8.03K $1.34M
Jul 13, 2023 Q2 2023
Hb Wealth Management, LLC

BUY
 -
36
+ 0.12%
$4.61K - $4.98K
30.3K $5.05M
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
36
New
$4.61K - $4.98K
36 $6K
Jul 24, 2023 Q2 2023
Guidance Point Advisors, LLC

BUY
 -
34
+ 0.57%
$4.35K - $4.7K
5.96K $994K
Aug 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

BUY
 -
34
New
$4.35K - $4.7K
34 $5.67K
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
33
+ 0.91%
$4.22K - $4.57K
3.67K $611K
Aug 08, 2023 Q2 2023
Econ Financial Services Corp

BUY
 -
32
+ 0.17%
$4.09K - $4.43K
18.6K $3.11M
Oct 17, 2023 Q2 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
31
+ 0.46%
$3.97K - $4.29K
6.83K $1.14M
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
30
+ 0.97%
$3.84K - $4.15K
3.11K $519K
Jul 14, 2023 Q2 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
30
+ 0.69%
$3.84K - $4.15K
4.4K $733K

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