Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.12K- 12.86% |
$408K - $450K
|
21.2K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.2K- 24.18% |
$418K - $461K
|
10K
$1.64M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.31K- 3.86% |
$433K - $477K
|
82.3K
$13.5M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-3.41K- 29.53% |
$445K - $491K
|
8.13K
$1.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.61K- 13.17% |
$472K - $521K
|
23.8K
$3.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-3.83K- 66.67% |
$501K - $553K
|
1.92K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.86K- 11.25% |
$505K - $557K
|
30.5K
$4.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.01K- 19.91% |
$524K - $578K
|
16.1K
$2.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.22K- 6.8% |
$551K - $608K
|
57.8K
$9.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.26K- 6.86% |
$556K - $614K
|
57.8K
$9.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.41K- 41.43% |
$576K - $636K
|
6.23K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.62K- 22.92% |
$604K - $666K
|
15.5K
$2.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-4.74K- 6.29% |
$620K - $684K
|
70.7K
$11.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.93K- 12.98% |
$645K - $711K
|
33.1K
$5.41M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.99K- 20.81% |
$652K - $719K
|
19K
$3.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.99K- 5.81% |
$652K - $720K
|
80.8K
$13.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Sierra Capital LLC
|
SELL
|
- |
-5.06K- 30.53% |
$661K - $729K
|
11.5K
$1.88M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5.3K- 10.33% |
$694K - $765K
|
46K
$7.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-5.45K- 3.63% |
$712K - $786K
|
145K
$23.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.54K- 1.72% |
$725K - $799K
|
316K
$51.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.72K- 71.03% |
$749K - $826K
|
2.33K
$382K
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-6.43K- 74.87% |
$841K - $928K
|
2.16K
$353K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.58K- 63.04% |
$860K - $949K
|
3.86K
$631K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.87K- 43.31% |
$898K - $991K
|
8.99K
$1.47M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-7.05K- 52.96% |
$921K - $1.02M
|
6.26K
$1.02M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-7.32K- 2.71% |
$957K - $1.06M
|
262K
$42.9M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-7.53K- 11.28% |
$985K - $1.09M
|
59.3K
$9.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-7.93K- 7.63% |
$1.04M - $1.14M
|
96K
$15.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.76K- 82.13% |
$1.15M - $1.26M
|
1.91K
$312K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.43K- 5.56% |
$1.23M - $1.36M
|
160K
$26.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-9.54K- 3.71% |
$1.25M - $1.38M
|
248K
$40.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-9.91K- 9.3% |
$1.3M - $1.43M
|
96.7K
$15.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-10.2K- 6.22% |
$1.34M - $1.47M
|
154K
$25.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.6K- 3.7% |
$1.38M - $1.53M
|
275K
$45.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.2K- 13.77% |
$1.47M - $1.62M
|
70.3K
$11.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-11.6K- 7.61% |
$1.52M - $1.67M
|
141K
$23M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-12K- 42.66% |
$1.57M - $1.73M
|
16.1K
$2.64M
|
|
|
Oct 27, 2023
Q3 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-13.6K- 88.32% |
$1.78M - $1.97M
|
1.8K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-14.4K- 11.04% |
$1.89M - $2.08M
|
116K
$19M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-14.9K- 19.33% |
$1.95M - $2.15M
|
62.2K
$10.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15.7K- 9.9% |
$2.05M - $2.26M
|
143K
$23.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-15.8K- 0.71% |
$2.07M - $2.28M
|
2.2M
$360M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.9K- 91.69% |
$2.21M - $2.43M
|
1.53K
$250K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-18.7K- 8.71% |
$2.45M - $2.7M
|
196K
$32.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-18.9K- 8.31% |
$2.47M - $2.72M
|
208K
$34M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-19.6K- 72.84% |
$2.57M - $2.83M
|
7.33K
$1.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-20.9K- 88.65% |
$2.73M - $3.02M
|
2.68K
$438K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22.1K- 9.94% |
$2.89M - $3.18M
|
200K
$32.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-24.8K- 8.27% |
$3.24M - $3.57M
|
275K
$44.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27.8K- 1.32% |
$3.64M - $4.01M
|
2.08M
$340M
|