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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2- 0.54% |
$298 - $335
|
367
$63.9K
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
311+ 10.76% |
$46.3K - $52.1K
|
3.2K
$557K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-14- 11.38% |
$2.09K - $2.35K
|
109
$19K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.36% |
$149 - $168
|
281
$48.9K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-17- 1.27% |
$2.53K - $2.85K
|
1.33K
$231K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-179- 2.9% |
$26.7K - $30K
|
5.99K
$1.04M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-66- 3.73% |
$9.84K - $11.1K
|
1.7K
$296K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.06K+ 3.22% |
$1.05M - $1.18M
|
226K
$39.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
210+ 4.59% |
$31.3K - $35.2K
|
4.79K
$834K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-102- 2.38% |
$15.2K - $17.1K
|
4.18K
$729K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
471+ 15.53% |
$70.2K - $79K
|
3.5K
$610K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.07K+ 25.62% |
$159K - $179K
|
5.24K
$913K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
451New |
$67.2K - $75.6K
|
451
$78.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.25% |
$447 - $503
|
1.21K
$210K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9+ 0.32% |
$1.34K - $1.51K
|
2.8K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
260K+ 3377.32% |
$38.7M - $43.5M
|
267K
$46.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.57K- 52.11% |
$383K - $431K
|
2.36K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.52K+ 63.63% |
$1.12M - $1.26M
|
19.3K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
BUY
|
- |
1.19K+ 3.91% |
$178K - $200K
|
31.7K
$5.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.08K+ 59.87% |
$161K - $182K
|
2.89K
$504K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-172- 36.83% |
$25.6K - $28.8K
|
295
$51.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.3KNew |
$193K - $218K
|
1.3K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
986+ 2.82% |
$147K - $165K
|
36K
$6.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-30.4K- 4.43% |
$4.54M - $5.1M
|
657K
$114M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50+ 7.41% |
$7.45K - $8.38K
|
725
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-1.05K- 4.61% |
$156K - $176K
|
21.7K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9+ 0.09% |
$1.34K - $1.51K
|
9.49K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
27.1K+ 1.76% |
$4.03M - $4.54M
|
1.56M
$272M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-69.9K- 10.72% |
$10.4M - $11.7M
|
582K
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
57+ 1.11% |
$8.49K - $9.56K
|
5.17K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 25.6% |
$225K - $253K
|
7.4K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
21+ 1.28% |
$3.13K - $3.52K
|
1.67K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
94+ 1.02% |
$14K - $15.8K
|
9.34K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-20.4K- 48.28% |
$3.04M - $3.42M
|
21.8K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
282+ 1.07% |
$42K - $47.3K
|
26.6K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
1.38K+ 0.27% |
$206K - $232K
|
509K
$88.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
143+ 4.52% |
$21.3K - $24K
|
3.31K
$576K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-260- 0.38% |
$38.7K - $43.6K
|
67.6K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
76+ 0.09% |
$11.3K - $12.7K
|
89.2K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
89.5KNew |
$13.3M - $15M
|
89.5K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
490+ 2.62% |
$73K - $82.2K
|
19.2K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-814- 19.69% |
$121K - $136K
|
3.32K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.09K- 6.15% |
$312K - $351K
|
31.9K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.15K+ 3.58% |
$1.07M - $1.2M
|
207K
$36M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.56K+ 2.99% |
$679K - $764K
|
157K
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
11.9K+ 7.71% |
$1.77M - $2M
|
166K
$28.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-2- 0.08% |
$298 - $335
|
2.59K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.89K- 1.55% |
$282K - $318K
|
120K
$20.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.58K+ 67.14% |
$682K - $768K
|
11.4K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-162K- 3.34% |
$24.1M - $27.1M
|
4.68M
$815M
|