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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 2.78% |
$149 - $168
|
37
$6.18K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-319- 3.61% |
$47.5K - $53.5K
|
8.51K
$1.42M
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
1.22KNew |
$182K - $205K
|
1.22K
$204K
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
14New |
$2.09K - $2.35K
|
14
$2.34K
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.87KNew |
$428K - $482K
|
2.87K
$480K
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.23KNew |
$183K - $206K
|
1.23K
$205K
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-101- 4.27% |
$15.1K - $16.9K
|
2.26K
$378K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
103New |
$15.3K - $17.3K
|
103
$17.2K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
262New |
$39K - $43.9K
|
262
$43.7K
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
7.5KNew |
$1.12M - $1.26M
|
7.5K
$1.25M
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-2- 66.67% |
$298 - $335
|
1
$167
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.5K+ 9.2% |
$1.86M - $2.09M
|
148K
$24.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 0.37% |
$223K - $251K
|
404K
$67.5M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6- 0.36% |
$894 - $1.01K
|
1.66K
$276K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.01% |
$149 - $168
|
100
$16.7K
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
15New |
$2.24K - $2.52K
|
15
$2.5K
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.93K+ 372.84% |
$585K - $658K
|
4.98K
$831K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
77+ 1.48% |
$11.5K - $12.9K
|
5.27K
$880K
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
300+ 4.32% |
$44.7K - $50.3K
|
7.25K
$1.21M
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-552- 26.99% |
$82.3K - $92.6K
|
1.49K
$249K
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.11% |
$149 - $168
|
951
$159K
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-295- 2.59% |
$44K - $49.5K
|
11.1K
$1.85M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.29KNew |
$192K - $216K
|
1.29K
$216K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
25+ 0.53% |
$3.73K - $4.19K
|
4.78K
$798K
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-36- 0.18% |
$5.36K - $6.04K
|
20.5K
$3.42M
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2New |
$298 - $335
|
2
$334
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.96K+ 5.09% |
$590K - $664K
|
81.8K
$13.7M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.25KNew |
$336K - $378K
|
2.25K
$376K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3New |
$447 - $503
|
3
$501
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
183+ 159.13% |
$27.3K - $30.7K
|
298
$49.7K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-200- 8.9% |
$29.8K - $33.5K
|
2.05K
$342K
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
300+ 4.71% |
$44.7K - $50.3K
|
6.67K
$1.11M
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
1.22KNew |
$182K - $205K
|
1.22K
$204K
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-12- 0.56% |
$1.79K - $2.01K
|
2.14K
$357K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
27+ 3.8% |
$4.02K - $4.53K
|
738
$123K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-51- 69.86% |
$7.6K - $8.55K
|
22
$3.67K
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1- 0.14% |
$149 - $168
|
736
$123K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-370- 1.71% |
$55.1K - $62K
|
21.3K
$3.56M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-167- 9.74% |
$24.9K - $28K
|
1.55K
$258K
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.83KNew |
$273K - $307K
|
1.83K
$306K
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.19KNew |
$178K - $200K
|
1.19K
$199K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.32KNew |
$197K - $222K
|
1.32K
$221K
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
58.8K+ 11.57% |
$8.77M - $9.87M
|
567K
$94.7M
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-13- 0.68% |
$1.94K - $2.18K
|
1.91K
$319K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
13New |
$1.94K - $2.18K
|
13
$2.17K
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-286- 9.59% |
$42.6K - $48K
|
2.7K
$450K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
100New |
$14.9K - $16.8K
|
100
$16.7K
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-29- 1.68% |
$4.32K - $4.86K
|
1.7K
$283K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-263- 9.57% |
$39.2K - $44.1K
|
2.49K
$415K
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
170K+ 13.62% |
$25.3M - $28.5M
|
1.42M
$237M
|