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 |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.28K- 15.75% |
$1.17M - $1.28M
|
38.9K
$6.19M
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
35New |
$5.63K - $6.17K
|
35
$5.57K
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
83.4KNew |
$13.4M - $14.7M
|
83.4K
$13.3M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.7K+ 2.44% |
$9.28M - $10.2M
|
2.42M
$385M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
217New |
$34.9K - $38.2K
|
217
$34.5K
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
454+ 17.41% |
$73K - $80K
|
3.06K
$487K
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.33K+ 5.58% |
$213K - $233K
|
25.1K
$3.99M
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
44+ 97.78% |
$7.08K - $7.75K
|
89
$14.2K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
432+ 6.22% |
$69.5K - $76.1K
|
7.37K
$1.17M
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
624New |
$100K - $110K
|
624
$99.3K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.04K+ 46.92% |
$329K - $360K
|
6.4K
$1.02M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
267+ 1.47% |
$43K - $47K
|
18.4K
$2.93M
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
345+ 1.83% |
$55.5K - $60.8K
|
19.2K
$3.06M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
196+ 0.32% |
$31.5K - $34.5K
|
62.4K
$9.92M
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$161 - $176
|
1.9K
$302K
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-7.02K- 26.41% |
$1.13M - $1.24M
|
19.6K
$3.11M
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
179+ 0.56% |
$28.8K - $31.5K
|
31.9K
$5.07M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.59KNew |
$255K - $279K
|
1.59K
$252K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
71New |
$11.4K - $12.5K
|
71
$11.3K
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
225+ 0.15% |
$36.2K - $39.6K
|
154K
$24.6M
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
2+ 0.09% |
$322 - $352
|
2.21K
$351K
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-69- 1.49% |
$11.1K - $12.2K
|
4.57K
$727K
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
4.17K+ 7.39% |
$670K - $734K
|
60.5K
$9.63M
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-646- 4.44% |
$104K - $114K
|
13.9K
$2.21M
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-54- 1.01% |
$8.69K - $9.51K
|
5.32K
$845K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
243+ 5.47% |
$39.1K - $42.8K
|
4.69K
$746K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.48K+ 8.58% |
$238K - $261K
|
18.7K
$2.98M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
64+ 1.69% |
$10.3K - $11.3K
|
3.86K
$614K
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.45K+ 32.58% |
$876K - $960K
|
22.2K
$3.53M
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-200- 0.88% |
$32.2K - $35.2K
|
22.6K
$3.6M
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
13+ 0.6% |
$2.09K - $2.29K
|
2.19K
$348K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
255+ 1.96% |
$41K - $44.9K
|
13.2K
$2.11M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.48KNew |
$561K - $614K
|
3.48K
$554K
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-1.36K- 13.7% |
$218K - $239K
|
8.55K
$1.36M
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.21% |
$3.22K - $3.52K
|
9.4K
$1.5M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.76K+ 7.2% |
$284K - $311K
|
26.3K
$4.18M
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-48- 0.08% |
$7.72K - $8.46K
|
60.2K
$9.58M
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-133- 1.87% |
$21.4K - $23.4K
|
6.97K
$1.11M
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
21+ 0.61% |
$3.38K - $3.7K
|
3.47K
$552K
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
636New |
$102K - $112K
|
636
$101K
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
758+ 49.77% |
$122K - $134K
|
2.28K
$363K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
28New |
$4.5K - $4.93K
|
28
$4.45K
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.13KNew |
$825K - $904K
|
5.13K
$816K
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
144KNew |
$23.1M - $25.3M
|
144K
$22.9M
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
147+ 4.59% |
$23.7K - $25.9K
|
3.35K
$532K
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
1.32KNew |
$212K - $232K
|
1.32K
$210K
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-60- 1.51% |
$9.65K - $10.6K
|
3.91K
$622K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
634+ 1.62% |
$102K - $112K
|
39.8K
$6.34M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-307- 1.63% |
$49.4K - $54.1K
|
18.6K
$2.95M
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-29- 1.13% |
$4.67K - $5.11K
|
2.54K
$404K
|