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 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
200New |
$32.2K - $35.2K
|
200
$33K
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
918+ 0.58% |
$148K - $162K
|
160K
$26.4M
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-436- 10.75% |
$70.1K - $76.8K
|
3.62K
$597K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.29K- 6.13% |
$207K - $227K
|
19.7K
$3.25M
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
129+ 4.8% |
$20.8K - $22.7K
|
2.82K
$465K
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-63- 0.9% |
$10.1K - $11.1K
|
6.93K
$1.14M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.18K+ 3.52% |
$351K - $384K
|
64.2K
$10.6M
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-573- 1.35% |
$92.2K - $101K
|
41.8K
$6.89M
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
30+ 1.57% |
$4.83K - $5.29K
|
1.95K
$321K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.04% |
$161 - $176
|
2.41K
$398K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17+ 0.72% |
$2.74K - $3K
|
2.38K
$392K
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-21- 1.33% |
$3.38K - $3.7K
|
1.56K
$257K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.38K+ 17.84% |
$866K - $949K
|
35.6K
$5.87M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
3.66K+ 50.17% |
$589K - $645K
|
11K
$1.81M
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
572+ 4.28% |
$92K - $101K
|
13.9K
$2.3M
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-3.31K- 8.94% |
$532K - $583K
|
33.7K
$5.56M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.62K- 0.75% |
$260K - $285K
|
214K
$35.4M
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
35.8K+ 5.42% |
$5.76M - $6.31M
|
696K
$115M
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
103+ 2.9% |
$16.6K - $18.1K
|
3.66K
$604K
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6+ 0.14% |
$965 - $1.06K
|
4.35K
$718K
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-52- 0.29% |
$8.37K - $9.16K
|
17.9K
$2.96M
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-3.38K- 20.24% |
$543K - $595K
|
13.3K
$2.19M
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
249+ 1.18% |
$40.1K - $43.9K
|
21.4K
$3.53M
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-253- 2.71% |
$40.7K - $44.6K
|
9.09K
$1.5M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.04K+ 12.81% |
$1.13M - $1.24M
|
62K
$10.2M
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.41% |
$322 - $352
|
490
$80.8K
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.85K+ 5.2% |
$298K - $326K
|
37.5K
$6.18M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
15.8KNew |
$2.54M - $2.78M
|
15.8K
$2.6M
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.57K+ 2.65% |
$413K - $453K
|
99.5K
$16.4M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.31KNew |
$210K - $230K
|
1.31K
$215K
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
147KNew |
$23.7M - $25.9M
|
147K
$24.3M
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
4.72K+ 0.48% |
$760K - $832K
|
983K
$162M
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
238+ 5.1% |
$38.3K - $41.9K
|
4.91K
$810K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-63- 7.33% |
$10.1K - $11.1K
|
796
$131K
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-5.2K- 53.5% |
$837K - $916K
|
4.52K
$746K
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-2.77K- 17.84% |
$445K - $488K
|
12.7K
$2.1M
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-8- 18.6% |
$1.29K - $1.41K
|
35
$5.77K
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
958+ 4.01% |
$154K - $169K
|
24.8K
$4.1M
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
49New |
$7.88K - $8.63K
|
49
$8.08K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
3.26K+ 1.36% |
$524K - $574K
|
242K
$39.9M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-260- 4.38% |
$41.8K - $45.8K
|
5.68K
$937K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
24+ 0.42% |
$3.86K - $4.23K
|
5.74K
$947K
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
9.7K+ 3.53% |
$1.56M - $1.71M
|
284K
$46.9M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
116New |
$18.7K - $20.4K
|
116
$19.1K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.99K+ 51.79% |
$802K - $878K
|
14.6K
$2.41M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-254- 14.19% |
$40.9K - $44.7K
|
1.54K
$253K
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
12.1K+ 16.69% |
$1.95M - $2.14M
|
84.8K
$14M
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
23.2KNew |
$3.73M - $4.08M
|
23.2K
$3.82M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
281+ 1.56% |
$45.2K - $49.5K
|
18.3K
$3.03M
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
585+ 1.9% |
$94.1K - $103K
|
31.4K
$5.18M
|