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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
491+ 21.62% |
$79K - $86.5K
|
2.76K
$447K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.14% |
$3.38K - $3.7K
|
14.7K
$2.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
293+ 2.98% |
$47.1K - $51.6K
|
10.1K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.45K- 9.57% |
$395K - $432K
|
23.2K
$3.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.13K+ 3.96% |
$664K - $728K
|
108K
$17.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.57% |
$965 - $1.06K
|
1.06K
$172K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-109- 0.3% |
$17.5K - $19.2K
|
35.7K
$5.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
3.18K+ 12.15% |
$512K - $560K
|
29.4K
$4.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-24- 0.24% |
$3.86K - $4.23K
|
10.1K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.52K+ 10.28% |
$888K - $972K
|
59.2K
$9.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-13- 0.54% |
$2.09K - $2.29K
|
2.38K
$385K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-593- 7.53% |
$95.4K - $104K
|
7.29K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
47+ 0.88% |
$7.56K - $8.28K
|
5.4K
$874K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
443+ 5.69% |
$71.3K - $78K
|
8.23K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
230+ 5.1% |
$37K - $40.5K
|
4.74K
$767K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-2.36K- 2.19% |
$380K - $416K
|
106K
$17.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-120- 0.26% |
$19.3K - $21.1K
|
46.8K
$7.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.51K+ 2.56% |
$243K - $266K
|
60.7K
$9.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
9+ 0.32% |
$1.45K - $1.59K
|
2.79K
$451K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-68- 1.26% |
$10.9K - $12K
|
5.34K
$863K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
45+ 0.25% |
$7.24K - $7.93K
|
18.3K
$2.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-196- 1.09% |
$31.5K - $34.5K
|
17.7K
$2.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.02K+ 1.42% |
$164K - $180K
|
72.9K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-39- 0.01% |
$6.27K - $6.87K
|
509K
$82.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
80+ 3.46% |
$12.9K - $14.1K
|
2.39K
$386K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
21+ 1.62% |
$3.38K - $3.7K
|
1.32K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
39+ 0.13% |
$6.27K - $6.87K
|
29.5K
$4.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
5.1K+ 7.16% |
$820K - $898K
|
76.4K
$12.3M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
642+ 23.31% |
$103K - $113K
|
3.4K
$549K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1.86K+ 11.29% |
$299K - $328K
|
18.4K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
586+ 3.76% |
$94.3K - $103K
|
16.2K
$2.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
10.9K+ 3.8% |
$1.75M - $1.92M
|
297K
$48M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-135- 21.0% |
$21.7K - $23.8K
|
508
$82.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1.35KNew |
$217K - $238K
|
1.35K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
75+ 119.05% |
$12.1K - $13.2K
|
138
$22.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-8- 0.36% |
$1.29K - $1.41K
|
2.21K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-907- 6.02% |
$146K - $160K
|
14.1K
$2.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.91KNew |
$307K - $336K
|
1.91K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
83+ 6.18% |
$13.4K - $14.6K
|
1.43K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-174- 0.55% |
$28K - $30.7K
|
31.6K
$5.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-5.81K- 48.28% |
$934K - $1.02M
|
6.22K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-219- 5.05% |
$35.2K - $38.6K
|
4.12K
$666K
|
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-98- 5.24% |
$15.8K - $17.3K
|
1.77K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
35+ 0.75% |
$5.63K - $6.17K
|
4.72K
$764K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
1.41KNew |
$227K - $249K
|
1.41K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-122- 1.15% |
$19.6K - $21.5K
|
10.5K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1- 0.39% |
$161 - $176
|
256
$41.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10+ 50.0% |
$1.61K - $1.76K
|
30
$4.85K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.16K+ 2.15% |
$186K - $204K
|
55K
$8.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
27.2KNew |
$4.38M - $4.8M
|
27.2K
$4.4M
|