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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-305- 13.92% |
$43.3K - $50.2K
|
1.89K
$313K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
31+ 2.96% |
$4.4K - $5.1K
|
1.08K
$179K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.41K- 12.53% |
$199K - $231K
|
9.81K
$1.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
5+ 0.15% |
$709 - $822
|
3.33K
$554K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8K+ 15.06% |
$1.14M - $1.32M
|
61.2K
$10.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 3.41% |
$156K - $181K
|
31.3K
$5.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-51- 0.68% |
$7.24K - $8.39K
|
7.5K
$1.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.22KNew |
$173K - $201K
|
1.22K
$203K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-184- 17.56% |
$26.1K - $30.3K
|
864
$144K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-500- 3.03% |
$70.9K - $82.2K
|
16K
$2.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.1K+ 4.84% |
$156K - $180K
|
23.8K
$3.95M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-153- 2.57% |
$21.7K - $25.2K
|
5.79K
$963K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
498+ 1.7% |
$70.7K - $81.9K
|
29.8K
$4.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7- 2.51% |
$993 - $1.15K
|
272
$45.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-11- 1.03% |
$1.56K - $1.81K
|
1.06K
$176K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.61K- 9.82% |
$370K - $429K
|
24K
$3.98M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-103- 2.55% |
$14.6K - $16.9K
|
3.94K
$655K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.03K+ 3.23% |
$146K - $169K
|
32.8K
$5.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
136+ 0.6% |
$19.3K - $22.4K
|
22.8K
$3.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.07K+ 75.81% |
$294K - $341K
|
4.81K
$799K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
98.5K+ 9.02% |
$14M - $16.2M
|
1.19M
$198M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.85K- 7.56% |
$404K - $468K
|
34.8K
$5.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.18K- 6.3% |
$735K - $853K
|
77.1K
$12.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.42KNew |
$202K - $234K
|
1.42K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
1.01K+ 3.9% |
$144K - $167K
|
27K
$4.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.95K- 42.99% |
$560K - $649K
|
5.23K
$870K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
441+ 1.61% |
$62.6K - $72.5K
|
27.9K
$4.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-310- 7.9% |
$44K - $51K
|
3.61K
$600K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-399- 8.06% |
$56.6K - $65.6K
|
4.55K
$756K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
213+ 4.12% |
$30.2K - $35K
|
5.38K
$894K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.21K- 4.61% |
$172K - $199K
|
25K
$4.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-1.29K- 3.89% |
$183K - $212K
|
31.9K
$5.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
14+ 0.52% |
$1.99K - $2.3K
|
2.71K
$451K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
249+ 7.55% |
$35.3K - $41K
|
3.55K
$589K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-3.48K- 2.36% |
$493K - $572K
|
144K
$23.9M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4+ 0.56% |
$567 - $658
|
719
$119K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-92- 1.05% |
$13.1K - $15.1K
|
8.65K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-44- 49.44% |
$6.24K - $7.24K
|
45
$7.48K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-24- 0.3% |
$3.4K - $3.95K
|
7.95K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
55+ 0.3% |
$7.8K - $9.05K
|
18.2K
$3.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-73- 0.27% |
$10.4K - $12K
|
27.2K
$4.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.53K+ 87.87% |
$359K - $416K
|
5.41K
$898K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
5.5KNew |
$780K - $905K
|
5.5K
$914K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
969+ 56.24% |
$137K - $159K
|
2.69K
$447K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-396- 14.54% |
$56.2K - $65.1K
|
2.33K
$387K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.27KNew |
$180K - $208K
|
1.27K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-9- 14.52% |
$1.28K - $1.48K
|
53
$8.81K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
15+ 1.27% |
$2.13K - $2.47K
|
1.2K
$199K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-146- 6.05% |
$20.7K - $24K
|
2.27K
$377K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.36K+ 0.62% |
$477K - $553K
|
541K
$90M
|