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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
787+ 6.01% |
$123K - $132K
|
13.9K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.37K- 1.87% |
$214K - $230K
|
71.8K
$12.1M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
350+ 22.71% |
$54.8K - $58.8K
|
1.89K
$320K
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1+ 0.01% |
$157 - $168
|
9.44K
$1.6M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2+ 0.38% |
$313 - $336
|
534
$90.4K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-35- 2.81% |
$5.48K - $5.88K
|
1.21K
$205K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8+ 2.93% |
$1.25K - $1.34K
|
281
$47.5K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
854+ 58.61% |
$134K - $143K
|
2.31K
$391K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
670New |
$105K - $113K
|
670
$113K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-179- 4.28% |
$28K - $30.1K
|
4.01K
$678K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-584- 8.3% |
$91.5K - $98.1K
|
6.45K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-21- 0.82% |
$3.29K - $3.53K
|
2.53K
$428K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
2New |
$313 - $336
|
2
$338
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-45- 0.19% |
$7.05K - $7.56K
|
23.1K
$3.91M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-231- 12.12% |
$36.2K - $38.8K
|
1.68K
$283K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-217- 1.19% |
$34K - $36.5K
|
18.1K
$3.06M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
286+ 11.97% |
$44.8K - $48.1K
|
2.68K
$453K
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-4.43K- 3.08% |
$693K - $743K
|
139K
$23.6M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
11K+ 2.16% |
$1.72M - $1.85M
|
520K
$88M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.58K- 19.89% |
$1.5M - $1.61M
|
38.6K
$6.53M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-4.51K- 10.2% |
$706K - $758K
|
39.7K
$6.72M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-53- 1.18% |
$8.3K - $8.91K
|
4.43K
$749K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
350+ 20.61% |
$54.8K - $58.8K
|
2.05K
$347K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
451+ 8.49% |
$70.6K - $75.8K
|
5.77K
$976K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
11.3K+ 22.83% |
$1.77M - $1.9M
|
61K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.48% |
$157 - $168
|
209
$35.4K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.64K- 4.56% |
$256K - $275K
|
34.2K
$5.79M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.4K+ 11.04% |
$4.14M - $4.44M
|
266K
$45M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-1.44K- 16.52% |
$225K - $242K
|
7.27K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.97K- 7.81% |
$308K - $331K
|
23.2K
$3.93M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
172K+ 4.39% |
$27M - $29M
|
4.1M
$694M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.35KNew |
$212K - $227K
|
1.35K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9+ 0.63% |
$1.41K - $1.51K
|
1.44K
$243K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-20- 0.86% |
$3.13K - $3.36K
|
2.3K
$389K
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-82- 1.01% |
$12.8K - $13.8K
|
8.03K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
61+ 0.1% |
$9.55K - $10.2K
|
60.3K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2- 0.05% |
$313 - $336
|
3.86K
$653K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-778- 19.57% |
$122K - $131K
|
3.2K
$541K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 5.05% |
$2.01M - $2.15M
|
266K
$45.1M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-675- 5.93% |
$106K - $113K
|
10.7K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-134- 1.05% |
$21K - $22.5K
|
12.6K
$2.13M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.23K- 17.52% |
$192K - $206K
|
5.79K
$979K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
123+ 0.37% |
$19.3K - $20.7K
|
33.5K
$5.67M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1+ 0.04% |
$157 - $168
|
2.75K
$464K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
325+ 1.19% |
$50.9K - $54.6K
|
27.7K
$4.69M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.41% |
$1.1K - $1.18K
|
1.71K
$289K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.9K+ 55.98% |
$3.58M - $3.85M
|
63.8K
$10.8M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
92+ 2.62% |
$14.4K - $15.5K
|
3.6K
$609K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
18New |
$2.82K - $3.02K
|
18
$3.05K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-92- 12.28% |
$14.4K - $15.5K
|
657
$111K
|