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 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.04% |
$157 - $168
|
2.41K
$408K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2+ 0.11% |
$313 - $336
|
1.75K
$296K
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
893+ 3.1% |
$140K - $150K
|
29.7K
$5.02M
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
5.94K+ 6.75% |
$931K - $998K
|
94K
$15.9M
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.01K- 7.56% |
$157K - $169K
|
12.3K
$2.08M
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.57KNew |
$246K - $264K
|
1.57K
$266K
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
58New |
$9.08K - $9.75K
|
58
$9.81K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
298New |
$46.7K - $50.1K
|
298
$50.4K
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.61% |
$157 - $168
|
165
$27.9K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-93- 2.93% |
$14.6K - $15.6K
|
3.08K
$520K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 0.37% |
$157 - $168
|
266
$45K
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-163- 1.14% |
$25.5K - $27.4K
|
14.1K
$2.39M
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
323+ 6.24% |
$50.6K - $54.3K
|
5.5K
$930K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63- 11.23% |
$9.87K - $10.6K
|
498
$84.3K
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-33- 1.8% |
$5.17K - $5.54K
|
1.8K
$304K
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-50- 46.73% |
$7.83K - $8.4K
|
57
$9.64K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-994- 21.15% |
$156K - $167K
|
3.71K
$627K
|
|
Q4 2024 | |||||||
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
4New |
$644 - $705
|
4
$677
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11- 0.66% |
$1.77K - $1.94K
|
1.65K
$279K
|
|
Jun 12, 2025
Q4 2024
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.35KNew |
$217K - $237K
|
1.35K
$228K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
104K+ 33.11% |
$16.7M - $18.3M
|
417K
$70.6M
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-291- 5.22% |
$46.8K - $51.3K
|
5.29K
$895K
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
36+ 1.35% |
$5.79K - $6.34K
|
2.71K
$458K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
336New |
$54.1K - $59.2K
|
336
$56.9K
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
11.2KNew |
$1.8M - $1.97M
|
11.2K
$1.89M
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3.48KNew |
$560K - $613K
|
3.48K
$589K
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
2.12KNew |
$340K - $373K
|
2.12K
$358K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$161 - $176
|
1
$169
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1.73KNew |
$279K - $305K
|
1.73K
$293K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15+ 0.29% |
$2.41K - $2.64K
|
5.16K
$872K
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
16.3KNew |
$2.62M - $2.87M
|
16.3K
$2.75M
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5K+ 231.45% |
$804K - $880K
|
7.16K
$1.21M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.44% |
$161 - $176
|
228
$38.6K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-110- 51.64% |
$17.7K - $19.4K
|
103
$17.4K
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.6% |
$1.93K - $2.11K
|
2.01K
$340K
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
300+ 6.76% |
$48.3K - $52.9K
|
4.74K
$801K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
102New |
$16.4K - $18K
|
102
$17.3K
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.74K- 56.12% |
$763K - $835K
|
3.71K
$627K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
163+ 7.88% |
$26.2K - $28.7K
|
2.23K
$378K
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-108- 5.32% |
$17.4K - $19K
|
1.92K
$325K
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.5K+ 77.52% |
$562K - $616K
|
8.01K
$1.35M
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
2.75KNew |
$443K - $485K
|
2.75K
$466K
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1.29KNew |
$208K - $228K
|
1.29K
$219K
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2New |
$322 - $352
|
2
$338
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
5+ 0.13% |
$804 - $881
|
3.77K
$638K
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-1.13K- 47.64% |
$182K - $199K
|
1.24K
$210K
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.33KNew |
$536K - $587K
|
3.33K
$563K
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-559- 7.83% |
$89.9K - $98.5K
|
6.58K
$1.11M
|
|
Feb 13, 2025
Q4 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
755+ 1.71% |
$121K - $133K
|
45K
$7.61M
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
535+ 38.49% |
$86.1K - $94.3K
|
1.93K
$326K
|