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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-2.6K- 8.85% |
$387K - $436K
|
26.8K
$4.71M
|
|
Oct 29, 2024
Q3 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-405- 17.79% |
$60.4K - $67.9K
|
1.87K
$329K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-75- 2.02% |
$11.2K - $12.6K
|
3.63K
$639K
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-223- 0.21% |
$33.2K - $37.4K
|
108K
$19M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
217+ 50.94% |
$32.3K - $36.4K
|
643
$113K
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
482+ 26.94% |
$71.8K - $80.8K
|
2.27K
$399K
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
55+ 1.07% |
$8.2K - $9.22K
|
5.21K
$916K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-467- 6.03% |
$69.6K - $78.3K
|
7.27K
$1.28M
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-381- 0.77% |
$56.8K - $63.9K
|
49.3K
$8.66M
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.22K+ 1.66% |
$182K - $204K
|
74.6K
$13.1M
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.4KNew |
$209K - $235K
|
1.4K
$246K
|
|
Oct 29, 2024
Q3 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
917+ 2.61% |
$137K - $154K
|
36.1K
$6.35M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.84K+ 7.45% |
$870K - $979K
|
84.3K
$14.8M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-114- 0.38% |
$17K - $19.1K
|
30K
$5.27M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-99- 2.17% |
$14.8K - $16.6K
|
4.47K
$786K
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
179+ 3.19% |
$26.7K - $30K
|
5.79K
$1.02M
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.16K- 44.36% |
$173K - $194K
|
1.46K
$256K
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-497- 0.67% |
$74.1K - $83.3K
|
73.4K
$12.9M
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.23KNew |
$183K - $206K
|
1.23K
$216K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.48K+ 87.01% |
$221K - $248K
|
3.18K
$559K
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-125- 5.44% |
$18.6K - $21K
|
2.17K
$382K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.01K+ 1764.91% |
$150K - $169K
|
1.06K
$187K
|
|
Oct 28, 2024
Q3 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-8.58K- 1.64% |
$1.28M - $1.44M
|
514K
$90.4M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.4K+ 19.46% |
$3.64M - $4.1M
|
150K
$26.4M
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-76- 0.25% |
$11.3K - $12.7K
|
30.8K
$5.42M
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-719- 3.86% |
$107K - $121K
|
17.9K
$3.15M
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
346+ 8.37% |
$51.6K - $58K
|
4.48K
$788K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.54K- 1.82% |
$1.12M - $1.26M
|
406K
$71.4M
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
140+ 2.51% |
$20.9K - $23.5K
|
5.73K
$1.01M
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
96+ 2.0% |
$14.3K - $16.1K
|
4.89K
$859K
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.37KNew |
$204K - $230K
|
1.37K
$241K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
397+ 7.7% |
$59.2K - $66.6K
|
5.55K
$976K
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
10+ 0.72% |
$1.49K - $1.68K
|
1.4K
$246K
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.34KNew |
$199K - $224K
|
1.34K
$235K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 0.38% |
$894 - $1.01K
|
1.55K
$273K
|
|
Oct 28, 2024
Q3 2024
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.3KNew |
$193K - $217K
|
1.3K
$228K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-4.25K- 3.43% |
$633K - $712K
|
119K
$21M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
926+ 4.09% |
$138K - $155K
|
23.5K
$4.14M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.42K+ 58.23% |
$361K - $406K
|
6.58K
$1.16M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
347+ 0.43% |
$51.7K - $58.2K
|
81.9K
$14.4M
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-64- 3.86% |
$9.54K - $10.7K
|
1.6K
$281K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.09K+ 506.27% |
$758K - $853K
|
6.09K
$1.07M
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-193- 1.05% |
$28.8K - $32.4K
|
18.2K
$3.21M
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
418+ 3.09% |
$62.3K - $70.1K
|
14K
$2.46M
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.3KNew |
$193K - $217K
|
1.3K
$228K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
374+ 5.05% |
$55.7K - $62.7K
|
7.79K
$1.37M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
494+ 1.95% |
$73.6K - $82.8K
|
25.9K
$4.55M
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3+ 0.11% |
$447 - $503
|
2.86K
$502K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
13+ 0.66% |
$1.94K - $2.18K
|
1.99K
$351K
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.27K- 4.98% |
$488K - $549K
|
62.5K
$11M
|