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 |
---|---|---|---|---|---|---|---|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
831+ 4.88% |
$130K - $140K
|
17.9K
$3.02M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-296- 17.75% |
$46.4K - $49.7K
|
1.37K
$232K
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-440- 1.45% |
$68.9K - $73.9K
|
29.9K
$5.06M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-55.1K- 32.02% |
$8.63M - $9.26M
|
117K
$19.8M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
337+ 18.22% |
$52.8K - $56.6K
|
2.19K
$370K
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.26K+ 42.86% |
$197K - $212K
|
4.2K
$711K
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-141- 2.99% |
$22.1K - $23.7K
|
4.58K
$775K
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.01% |
$2.98K - $3.19K
|
176K
$29.8M
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.09K- 4.7% |
$171K - $183K
|
22.1K
$3.74M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.4K- 9.13% |
$1.94M - $2.08M
|
123K
$20.9M
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
807+ 0.24% |
$126K - $136K
|
340K
$57.5M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$470 - $504
|
4.84K
$819K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
287+ 5.73% |
$44.9K - $48.2K
|
5.3K
$896K
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-850- 0.8% |
$133K - $143K
|
105K
$17.7M
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
4.11K+ 2.39% |
$643K - $690K
|
176K
$29.8M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-642- 27.66% |
$101K - $108K
|
1.68K
$284K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.91K+ 10.19% |
$299K - $320K
|
20.6K
$3.49M
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
950+ 1.5% |
$149K - $160K
|
64.3K
$10.9M
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
31+ 0.34% |
$4.85K - $5.21K
|
9.22K
$1.56M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5+ 0.14% |
$783 - $840
|
3.61K
$610K
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5- 0.24% |
$783 - $840
|
2.08K
$352K
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-113- 3.8% |
$17.7K - $19K
|
2.86K
$484K
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-28- 1.04% |
$4.39K - $4.7K
|
2.67K
$451K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-33- 50.0% |
$5.17K - $5.54K
|
33
$5.58K
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-607- 7.36% |
$95.1K - $102K
|
7.64K
$1.29M
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-32- 1.47% |
$5.01K - $5.38K
|
2.15K
$364K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-400- 4.76% |
$62.6K - $67.2K
|
8K
$1.35M
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
711+ 2.25% |
$111K - $119K
|
32.3K
$5.46M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.4K- 53.15% |
$846K - $908K
|
4.76K
$806K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-502- 19.11% |
$78.6K - $84.3K
|
2.13K
$360K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-201- 3.93% |
$31.5K - $33.8K
|
4.91K
$831K
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-714- 13.92% |
$112K - $120K
|
4.42K
$747K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17- 2.82% |
$2.66K - $2.86K
|
586
$99.2K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
127+ 23.22% |
$19.9K - $21.3K
|
674
$114K
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-142- 9.31% |
$22.2K - $23.9K
|
1.38K
$234K
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.53% |
$2.04K - $2.18K
|
2.48K
$420K
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
3+ 0.23% |
$470 - $504
|
1.33K
$225K
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-99- 76.15% |
$15.5K - $16.6K
|
31
$5.25K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.25% |
$626 - $672
|
1.6K
$271K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
72+ 0.44% |
$11.3K - $12.1K
|
16.3K
$2.75M
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-221- 11.43% |
$34.6K - $37.1K
|
1.71K
$290K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
86+ 5.56% |
$13.5K - $14.4K
|
1.63K
$276K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
204+ 2.31% |
$31.9K - $34.3K
|
9.04K
$1.53M
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-87- 2.66% |
$13.6K - $14.6K
|
3.19K
$539K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
14+ 0.28% |
$2.19K - $2.35K
|
5.06K
$856K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
151+ 0.76% |
$23.6K - $25.4K
|
20.1K
$3.4M
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-685- 7.54% |
$107K - $115K
|
8.4K
$1.42M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
496+ 25.09% |
$77.7K - $83.3K
|
2.47K
$418K
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
74+ 1.38% |
$11.6K - $12.4K
|
5.43K
$919K
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
58+ 1.8% |
$9.08K - $9.75K
|
3.28K
$554K
|