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 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
192+ 0.52% |
$30.1K - $32.3K
|
37.5K
$5.96M
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-698- 2.07% |
$109K - $117K
|
33K
$5.25M
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.92K+ 24.68% |
$770K - $826K
|
24.8K
$3.95M
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-163- 1.14% |
$25.5K - $27.4K
|
14.1K
$2.24M
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
323+ 6.24% |
$50.6K - $54.3K
|
5.5K
$875K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
369+ 4.87% |
$57.8K - $62K
|
7.94K
$1.26M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
108K+ 15953.99% |
$16.9M - $18.1M
|
109K
$17.3M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63- 11.23% |
$9.87K - $10.6K
|
498
$79.2K
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-33- 1.8% |
$5.17K - $5.54K
|
1.8K
$286K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 69.92% |
$157K - $169K
|
2.44K
$388K
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.92K+ 18.05% |
$770K - $826K
|
32.1K
$5.11M
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-772- 2.98% |
$121K - $130K
|
25.1K
$4M
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-50- 46.73% |
$7.83K - $8.4K
|
57
$9.07K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-994- 21.15% |
$156K - $167K
|
3.71K
$589K
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
14.4K+ 6.47% |
$2.26M - $2.42M
|
237K
$37.7M
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-255- 8.47% |
$39.9K - $42.8K
|
2.76K
$438K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.07K+ 10.22% |
$951K - $1.02M
|
65.5K
$10.4M
|
|
Q4 2024 | |||||||
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.55KNew |
$250K - $273K
|
1.55K
$247K
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-762K- 98.28% |
$123M - $134M
|
13.3K
$2.12M
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-6.02K- 50.48% |
$969K - $1.06M
|
5.91K
$940K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
336New |
$54.1K - $59.2K
|
336
$53.4K
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
6.04KNew |
$971K - $1.06M
|
6.04K
$960K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.6K+ 8.93% |
$3.15M - $3.45M
|
239K
$38M
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
23.2KNew |
$3.73M - $4.09M
|
23.2K
$3.69M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-30- 0.94% |
$4.83K - $5.29K
|
3.18K
$505K
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
11.2KNew |
$1.8M - $1.97M
|
11.2K
$1.78M
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
6.68KNew |
$1.07M - $1.18M
|
6.68K
$1.06M
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
3.48KNew |
$560K - $613K
|
3.48K
$553K
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.37K+ 36.86% |
$864K - $946K
|
19.9K
$3.17M
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
2.12KNew |
$340K - $373K
|
2.12K
$336K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$161 - $176
|
1
$159
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-130K- 98.42% |
$21M - $23M
|
2.09K
$332K
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
8.24KNew |
$1.33M - $1.45M
|
8.24K
$1.31M
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
1.73KNew |
$279K - $305K
|
1.73K
$276K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-367- 4.31% |
$59K - $64.7K
|
8.15K
$1.3M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15+ 0.29% |
$2.41K - $2.64K
|
5.16K
$820K
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-6.13K- 19.18% |
$986K - $1.08M
|
25.8K
$4.11M
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.25K- 32.19% |
$201K - $220K
|
2.63K
$418K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
330New |
$53.1K - $58.1K
|
330
$52.5K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19.5K+ 125.13% |
$3.14M - $3.43M
|
35.1K
$5.58M
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-108- 2.5% |
$17.4K - $19K
|
4.21K
$670K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
161+ 0.7% |
$25.9K - $28.4K
|
23.2K
$3.69M
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-52- 1.24% |
$8.37K - $9.16K
|
4.13K
$657K
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
16.3KNew |
$2.62M - $2.87M
|
16.3K
$2.59M
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
11.5KNew |
$1.84M - $2.02M
|
11.5K
$1.82M
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.99KNew |
$321K - $351K
|
1.99K
$317K
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.08% |
$161 - $176
|
1.21K
$192K
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5K+ 231.45% |
$804K - $880K
|
7.16K
$1.14M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.63KNew |
$262K - $287K
|
1.63K
$259K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
493+ 17.05% |
$79.3K - $86.9K
|
3.39K
$538K
|