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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.15KNew |
$507K - $555K
|
3.15K
$533K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.36K+ 6820.0% |
$219K - $240K
|
1.38K
$234K
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-140- 1.54% |
$22.5K - $24.7K
|
8.97K
$1.52M
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
60.2KNew |
$9.68M - $10.6M
|
60.2K
$10.2M
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-79- 82.29% |
$12.7K - $13.9K
|
17
$2.88K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-46- 16.25% |
$7.4K - $8.1K
|
237
$40.1K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.33KNew |
$214K - $235K
|
1.33K
$226K
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$161 - $176
|
1.9K
$321K
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-7.02K- 26.41% |
$1.13M - $1.24M
|
19.6K
$3.31M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.59KNew |
$255K - $279K
|
1.59K
$268K
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
71New |
$11.4K - $12.5K
|
71
$12K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.48KNew |
$561K - $614K
|
3.48K
$590K
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
147+ 4.59% |
$23.7K - $25.9K
|
3.35K
$566K
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
1.32KNew |
$212K - $232K
|
1.32K
$223K
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-60- 1.51% |
$9.65K - $10.6K
|
3.91K
$661K
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-29- 1.13% |
$4.67K - $5.11K
|
2.54K
$430K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
1.18KNew |
$190K - $208K
|
1.18K
$200K
|
|
Jan 31, 2025
Q4 2024
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-124K- 24.05% |
$19.9M - $21.8M
|
391K
$66.1M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
483+ 0.89% |
$77.7K - $85.1K
|
54.6K
$9.24M
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-106- 6.38% |
$17.1K - $18.7K
|
1.56K
$263K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-16- 0.44% |
$2.57K - $2.82K
|
3.62K
$612K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
99New |
$15.9K - $17.4K
|
99
$16.8K
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-512- 18.1% |
$82.4K - $90.2K
|
2.32K
$392K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
378New |
$60.8K - $66.6K
|
378
$64K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
325+ 3.66% |
$52.3K - $57.3K
|
9.21K
$1.56M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-20- 7.43% |
$3.22K - $3.52K
|
249
$42.1K
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.71K- 60.21% |
$275K - $301K
|
1.13K
$191K
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
436New |
$70.1K - $76.8K
|
436
$73.8K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.23K+ 5.22% |
$198K - $216K
|
24.8K
$4.19M
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
4.23KNew |
$681K - $745K
|
4.23K
$716K
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
642+ 46.79% |
$103K - $113K
|
2.01K
$341K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
28New |
$4.5K - $4.93K
|
28
$4.74K
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
15.7KNew |
$2.52M - $2.76M
|
15.7K
$2.66M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-10- 0.74% |
$1.61K - $1.76K
|
1.34K
$227K
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.65KNew |
$265K - $290K
|
1.65K
$279K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
49+ 10.91% |
$7.88K - $8.63K
|
498
$84.3K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$32.2K - $35.2K
|
200
$33.8K
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-10- 0.72% |
$1.61K - $1.76K
|
1.39K
$235K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-58- 3.09% |
$9.33K - $10.2K
|
1.82K
$307K
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-12- 0.13% |
$1.93K - $2.11K
|
9.04K
$1.53M
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
4.73KNew |
$760K - $832K
|
4.73K
$800K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-593- 7.53% |
$95.4K - $104K
|
7.29K
$1.23M
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
SELL
|
- |
-120- 0.26% |
$19.3K - $21.1K
|
46.8K
$7.92M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-68- 1.26% |
$10.9K - $12K
|
5.34K
$903K
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-5.81K- 48.28% |
$934K - $1.02M
|
6.22K
$1.05M
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-98- 5.24% |
$15.8K - $17.3K
|
1.77K
$300K
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
1.41KNew |
$227K - $249K
|
1.41K
$239K
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1- 0.39% |
$161 - $176
|
256
$43.3K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
36New |
$5.79K - $6.34K
|
36
$6.09K
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
357New |
$57.4K - $62.9K
|
357
$60.4K
|