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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-35- 2.54% |
$5.22K - $5.87K
|
1.35K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
553+ 10.76% |
$82.4K - $92.7K
|
5.69K
$951K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
128+ 24.76% |
$19.1K - $21.5K
|
645
$108K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
608+ 4.7% |
$90.6K - $102K
|
13.5K
$2.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.98K+ 160.76% |
$295K - $332K
|
3.21K
$536K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.77K- 20.27% |
$413K - $464K
|
10.9K
$1.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-90- 2.5% |
$13.4K - $15.1K
|
3.51K
$586K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
17KNew |
$2.53M - $2.84M
|
17K
$2.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
596+ 43.6% |
$88.8K - $99.9K
|
1.96K
$328K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-710- 60.94% |
$106K - $119K
|
455
$76K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
174New |
$25.9K - $29.2K
|
174
$29K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
24New |
$3.58K - $4.02K
|
24
$4.01K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.46KNew |
$218K - $245K
|
1.46K
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.32KNew |
$196K - $220K
|
1.32K
$220K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-148- 5.3% |
$22.1K - $24.8K
|
2.64K
$441K
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.21KNew |
$180K - $203K
|
1.21K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-20- 0.88% |
$2.98K - $3.35K
|
2.25K
$376K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
96+ 41.74% |
$14.3K - $16.1K
|
326
$54.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-329- 41.18% |
$49K - $55.2K
|
470
$78.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-67- 3.62% |
$9.98K - $11.2K
|
1.78K
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
67New |
$9.98K - $11.2K
|
67
$11.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
1.41KNew |
$210K - $236K
|
1.41K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.25K+ 200.64% |
$186K - $209K
|
1.87K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
94New |
$14K - $15.8K
|
94
$15.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
2.69KNew |
$401K - $452K
|
2.69K
$450K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-4- 0.18% |
$596 - $671
|
2.18K
$364K
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-624- 14.56% |
$93K - $105K
|
3.66K
$612K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
285+ 17.81% |
$42.5K - $47.8K
|
1.89K
$315K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
40New |
$5.96K - $6.71K
|
40
$6.68K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-25- 1.82% |
$3.73K - $4.19K
|
1.35K
$225K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.26KNew |
$188K - $211K
|
1.26K
$211K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-127- 2.92% |
$18.9K - $21.3K
|
4.22K
$705K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.24KNew |
$185K - $208K
|
1.24K
$207K
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
11.3KNew |
$1.68M - $1.9M
|
11.3K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
General American Investors CO Inc
|
BUY
|
- |
2.7K+ 24.55% |
$402K - $453K
|
13.7K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.33K- 15.91% |
$198K - $222K
|
7.01K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.94K+ 9.21% |
$1.18M - $1.33M
|
94.1K
$15.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.15K+ 11.24% |
$1.07M - $1.2M
|
70.8K
$11.8M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.87KNew |
$577K - $650K
|
3.87K
$647K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-99- 2.17% |
$14.8K - $16.6K
|
4.47K
$746K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.16K- 44.36% |
$173K - $194K
|
1.46K
$243K
|
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
1.23KNew |
$183K - $206K
|
1.23K
$205K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.37KNew |
$204K - $230K
|
1.37K
$229K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
26+ 1.17% |
$3.87K - $4.36K
|
2.24K
$374K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.34% |
$2.53K - $2.85K
|
5.01K
$837K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-33- 61.11% |
$4.92K - $5.53K
|
21
$3.51K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$149 - $168
|
1.58K
$264K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.32KNew |
$196K - $221K
|
1.32K
$220K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.97KNew |
$293K - $330K
|
1.97K
$328K
|
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
BUY
|
- |
3.61K+ 1.37% |
$538K - $605K
|
268K
$44.7M
|