Latest Institutional Transactions on Vanguard Mid Cap Value Index F (VOE)
This table provides information on the latest institutional transactions involving Vanguard Mid Cap Value Index F (VOE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
265+ 4.85% |
$37.6K - $43.6K
|
5.73K
$970K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-136- 8.79% |
$19.3K - $22.4K
|
1.41K
$239K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.34K+ 35.64% |
$331K - $384K
|
8.89K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
3.1K+ 26.97% |
$439K - $509K
|
14.6K
$2.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-902- 25.24% |
$128K - $148K
|
2.67K
$452K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
348+ 32.19% |
$49.4K - $57.2K
|
1.43K
$242K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
155+ 2.22% |
$22K - $25.5K
|
7.15K
$1.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-992- 10.48% |
$141K - $163K
|
8.47K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.34K+ 5.19% |
$474K - $549K
|
67.6K
$11.4M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.3K+ 7.63% |
$467K - $542K
|
46.5K
$7.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
144+ 8.58% |
$20.4K - $23.7K
|
1.82K
$308K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-1- 2.86% |
$142 - $164
|
34
$5.75K
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-396- 4.88% |
$56.2K - $65.1K
|
7.72K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-575- 1.82% |
$81.6K - $94.6K
|
31.1K
$5.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-100- 0.19% |
$14.2K - $16.4K
|
53K
$8.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
46+ 0.29% |
$6.53K - $7.57K
|
16K
$2.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.15K+ 31.48% |
$872K - $1.01M
|
25.7K
$4.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
189+ 3.72% |
$26.8K - $31.1K
|
5.26K
$891K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.5K+ 17.94% |
$497K - $576K
|
23K
$3.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-1.88K- 2.08% |
$267K - $309K
|
88.5K
$15M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
6.66K+ 152.87% |
$944K - $1.09M
|
11K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.67K- 40.52% |
$521K - $604K
|
5.39K
$912K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
98+ 5.07% |
$13.9K - $16.1K
|
2.03K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-76- 0.4% |
$10.8K - $12.5K
|
18.9K
$3.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.11K+ 397.82% |
$725K - $840K
|
6.39K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
1.88K+ 4.29% |
$267K - $309K
|
45.7K
$7.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-926- 43.05% |
$131K - $152K
|
1.23K
$207K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-2.29K- 2.15% |
$325K - $377K
|
104K
$17.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.89K+ 2.95% |
$268K - $311K
|
65.9K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.13K+ 6.71% |
$727K - $843K
|
81.6K
$13.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
7.11K+ 9.13% |
$1.01M - $1.17M
|
85K
$14.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-683- 4.68% |
$96.9K - $112K
|
13.9K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.68K+ 23.63% |
$1.09M - $1.26M
|
40.2K
$6.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4K+ 16.1% |
$567K - $658K
|
28.8K
$4.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
38+ 1.25% |
$5.39K - $6.25K
|
3.07K
$520K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-124- 2.08% |
$17.6K - $20.4K
|
5.84K
$988K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.59K- 25.12% |
$509K - $590K
|
10.7K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-441- 1.04% |
$62.6K - $72.5K
|
41.8K
$7.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
5.04K+ 15.07% |
$716K - $830K
|
38.5K
$6.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-987- 16.94% |
$140K - $162K
|
4.84K
$819K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
960+ 27.1% |
$136K - $158K
|
4.5K
$762K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
23+ 46.0% |
$3.26K - $3.78K
|
73
$12.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
383+ 229.34% |
$54.3K - $63K
|
550
$93.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-151- 4.48% |
$21.4K - $24.8K
|
3.22K
$544K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-3.67K- 40.52% |
$521K - $604K
|
5.39K
$912K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-7.88K- 32.58% |
$1.12M - $1.3M
|
16.3K
$2.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
33+ 1.36% |
$4.68K - $5.43K
|
2.45K
$415K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.49K- 10.7% |
$212K - $245K
|
12.5K
$2.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.9K+ 8.5% |
$695K - $806K
|
62.6K
$10.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1.56K- 21.11% |
$221K - $256K
|
5.81K
$983K
|