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 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
30+ 0.28% |
$3.84K - $4.15K
|
10.7K
$1.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
28+ 1.56% |
$3.58K - $3.87K
|
1.82K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
25+ 6.27% |
$3.2K - $3.46K
|
424
$70.7K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
25+ 0.43% |
$3.2K - $3.46K
|
5.82K
$970K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
25+ 0.49% |
$3.2K - $3.46K
|
5.09K
$848K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
25New |
$3.2K - $3.46K
|
25
$4.17K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
24New |
$3.07K - $3.32K
|
24
$4K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
24+ 92.31% |
$3.07K - $3.32K
|
50
$8.34K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
24+ 0.26% |
$3.07K - $3.32K
|
9.35K
$1.56M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
22New |
$2.81K - $3.04K
|
22
$3.67K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
22+ 0.76% |
$2.81K - $3.04K
|
2.92K
$487K
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
21+ 0.54% |
$2.69K - $2.91K
|
3.88K
$647K
|
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
20+ 0.1% |
$2.56K - $2.77K
|
21.1K
$3.51M
|
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
20+ 0.1% |
$2.56K - $2.77K
|
21.1K
$3.51M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19+ 0.22% |
$2.43K - $2.63K
|
8.59K
$1.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
19+ 0.55% |
$2.43K - $2.63K
|
3.45K
$574K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
17+ 0.2% |
$2.17K - $2.35K
|
8.45K
$1.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
17New |
$2.17K - $2.35K
|
17
$2.83K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
16+ 0.12% |
$2.05K - $2.21K
|
13.7K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
15+ 15.46% |
$1.92K - $2.08K
|
112
$18.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
15+ 0.58% |
$1.92K - $2.08K
|
2.62K
$437K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
14+ 8.64% |
$1.79K - $1.94K
|
176
$29.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14+ 0.58% |
$1.79K - $1.94K
|
2.45K
$408K
|
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
13+ 0.11% |
$1.66K - $1.8K
|
12K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
12+ 0.28% |
$1.54K - $1.66K
|
4.37K
$729K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12+ 4.58% |
$1.54K - $1.66K
|
274
$45.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
12+ 0.22% |
$1.54K - $1.66K
|
5.4K
$900K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10+ 0.01% |
$1.28K - $1.38K
|
103K
$17.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
10+ 0.48% |
$1.28K - $1.38K
|
2.08K
$346K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
10+ 0.2% |
$1.28K - $1.38K
|
5.02K
$837K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.55% |
$1.15K - $1.25K
|
1.63K
$272K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
8+ 0.31% |
$1.02K - $1.11K
|
2.56K
$427K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
8+ 0.51% |
$1.02K - $1.11K
|
1.58K
$263K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.33% |
$1.02K - $1.11K
|
2.42K
$403K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
8+ 0.18% |
$1.02K - $1.11K
|
4.35K
$725K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
8+ 0.51% |
$1.02K - $1.11K
|
1.59K
$265K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
7+ 0.06% |
$895 - $969
|
12.1K
$2.02M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
7+ 0.12% |
$895 - $969
|
5.64K
$939K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7+ 0.35% |
$895 - $969
|
1.98K
$331K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.59% |
$768 - $830
|
1.03K
$171K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.09% |
$768 - $830
|
6.56K
$1.09M
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.21% |
$768 - $830
|
2.91K
$486K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5+ 1.16% |
$640 - $692
|
436
$72.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 0.57% |
$640 - $692
|
885
$148K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
4+ 0.04% |
$512 - $554
|
9.38K
$1.56M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.09% |
$512 - $554
|
4.51K
$752K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3+ 0.11% |
$384 - $415
|
2.85K
$475K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.41% |
$384 - $415
|
727
$121K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3+ 0.19% |
$384 - $415
|
1.59K
$264K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
3New |
$384 - $415
|
3
$500
|