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 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-92- 12.28% |
$14.4K - $15.5K
|
657
$111K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.02KNew |
$473K - $508K
|
3.02K
$511K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.32K- 19.81% |
$520K - $557K
|
13.4K
$2.27M
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
725+ 10.38% |
$114K - $122K
|
7.71K
$1.3M
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-172- 1.68% |
$26.9K - $28.9K
|
10.1K
$1.71M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-474- 7.41% |
$74.2K - $79.6K
|
5.92K
$1M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-33- 0.78% |
$5.17K - $5.54K
|
4.18K
$707K
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 0.64% |
$470 - $504
|
472
$79.9K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.46K+ 2001.63% |
$386K - $414K
|
2.59K
$437K
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.12K+ 2.56% |
$488K - $524K
|
125K
$21.1M
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
443+ 3.35% |
$69.4K - $74.4K
|
13.7K
$2.32M
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-105- 16.83% |
$16.4K - $17.6K
|
519
$87.8K
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.54KNew |
$554K - $595K
|
3.54K
$599K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
473+ 19.15% |
$74.1K - $79.5K
|
2.94K
$498K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
3+ 0.21% |
$470 - $504
|
1.41K
$239K
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
566+ 29.9% |
$88.6K - $95.1K
|
2.46K
$416K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
18+ 0.17% |
$2.82K - $3.02K
|
10.5K
$1.78M
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-396- 17.49% |
$62K - $66.5K
|
1.87K
$316K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-765- 5.74% |
$120K - $129K
|
12.6K
$2.13M
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.12K+ 2.94% |
$175K - $188K
|
39.2K
$6.63M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-14- 1.93% |
$2.19K - $2.35K
|
712
$120K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.5% |
$783 - $840
|
1.01K
$171K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-358- 47.11% |
$56.1K - $60.2K
|
402
$68K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
19New |
$2.98K - $3.19K
|
19
$3.21K
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
12.2K+ 33.02% |
$1.9M - $2.04M
|
49K
$8.29M
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13K+ 21.76% |
$2.03M - $2.18M
|
72.5K
$12.3M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.09K- 28.12% |
$170K - $182K
|
2.77K
$469K
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
15+ 0.69% |
$2.35K - $2.52K
|
2.2K
$372K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
10+ 0.66% |
$1.57K - $1.68K
|
1.53K
$259K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.35K- 9.5% |
$212K - $227K
|
12.9K
$2.18M
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
985+ 68.93% |
$154K - $165K
|
2.41K
$408K
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-68- 4.57% |
$10.6K - $11.4K
|
1.42K
$240K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-264- 18.32% |
$41.3K - $44.4K
|
1.18K
$199K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-17- 3.85% |
$2.66K - $2.86K
|
424
$71.7K
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-8- 0.36% |
$1.25K - $1.34K
|
2.22K
$375K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
245+ 2.28% |
$38.4K - $41.2K
|
11K
$1.86M
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-276- 9.79% |
$43.2K - $46.4K
|
2.54K
$430K
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4+ 0.22% |
$626 - $672
|
1.79K
$302K
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.05% |
$157 - $168
|
2.11K
$358K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-75- 3.53% |
$11.7K - $12.6K
|
2.05K
$347K
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-55- 0.79% |
$8.61K - $9.24K
|
6.91K
$1.17M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
700+ 0.6% |
$110K - $118K
|
118K
$20M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.09K+ 3.36% |
$328K - $352K
|
64.5K
$10.9M
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1New |
$157 - $168
|
1
$169
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-675- 11.43% |
$106K - $113K
|
5.23K
$885K
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
389+ 5.6% |
$60.9K - $65.4K
|
7.33K
$1.24M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.05K- 6.84% |
$634K - $680K
|
55.1K
$9.33M
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-13.8K- 8.95% |
$2.16M - $2.32M
|
141K
$23.8M
|
|
May 01, 2025
Q1 2025
|
Zeit Capital LLC
|
BUY
|
- |
2.03K+ 6.12% |
$318K - $342K
|
35.2K
$5.96M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
463+ 2.5% |
$72.5K - $77.8K
|
19K
$3.22M
|