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 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-83- 71.55% |
$12.2K - $12.9K
|
33
$5.51K
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-133- 5.99% |
$19.5K - $20.7K
|
2.09K
$348K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
986New |
$145K - $154K
|
986
$165K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-200- 11.17% |
$29.4K - $31.2K
|
1.59K
$265K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
519+ 8.57% |
$76.2K - $80.8K
|
6.57K
$1.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4.14KNew |
$608K - $645K
|
4.14K
$691K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
265+ 4.84% |
$38.9K - $41.3K
|
5.75K
$959K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
37New |
$5.43K - $5.76K
|
37
$6.18K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-40- 11.94% |
$5.87K - $6.23K
|
295
$49.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
69New |
$10.1K - $10.7K
|
69
$11.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-11- 0.66% |
$1.62K - $1.71K
|
1.66K
$277K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-46- 1.45% |
$6.75K - $7.17K
|
3.13K
$522K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
20New |
$2.94K - $3.12K
|
20
$3.34K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
19New |
$2.79K - $2.96K
|
19
$3.17K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-27- 1.17% |
$3.96K - $4.21K
|
2.28K
$381K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-32- 10.06% |
$4.7K - $4.98K
|
286
$47.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
22+ 0.42% |
$3.23K - $3.43K
|
5.3K
$885K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-790- 29.92% |
$116K - $123K
|
1.85K
$309K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2New |
$294 - $312
|
2
$334
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-71- 3.41% |
$10.4K - $11.1K
|
2.01K
$336K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-109- 10.75% |
$16K - $17K
|
905
$151K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
76+ 262.07% |
$11.2K - $11.8K
|
105
$17.5K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
40+ 0.99% |
$5.87K - $6.23K
|
4.07K
$679K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.55K- 64.33% |
$374K - $396K
|
1.41K
$236K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-5.67K- 51.58% |
$832K - $882K
|
5.32K
$888K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-200- 50.0% |
$29.4K - $31.2K
|
200
$33.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.13K- 11.81% |
$165K - $176K
|
8.41K
$1.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9New |
$1.32K - $1.4K
|
9
$1.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-460- 13.22% |
$67.5K - $71.7K
|
3.02K
$504K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-81- 5.73% |
$11.9K - $12.6K
|
1.33K
$223K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.41KNew |
$354K - $375K
|
2.41K
$402K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-189- 22.96% |
$27.7K - $29.4K
|
634
$106K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
177KNew |
$26M - $27.6M
|
177K
$29.6M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-105- 2.93% |
$15.4K - $16.4K
|
3.48K
$581K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
95New |
$13.9K - $14.8K
|
95
$15.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
430New |
$63.1K - $67K
|
430
$71.8K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-112- 13.54% |
$16.4K - $17.4K
|
715
$119K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-51- 32.28% |
$7.49K - $7.94K
|
107
$17.9K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 0.9% |
$282 - $312
|
224
$37.4K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.26KNew |
$460K - $508K
|
3.26K
$544K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.47KNew |
$208K - $229K
|
1.47K
$246K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
67+ 4.69% |
$9.45K - $10.4K
|
1.5K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
11.1KNew |
$1.57M - $1.73M
|
11.1K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$335K - $371K
|
2.38K
$397K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
48+ 12.5% |
$6.77K - $7.48K
|
432
$72.1K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-34- 6.77% |
$4.8K - $5.3K
|
468
$78.1K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-798- 17.18% |
$113K - $124K
|
3.85K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
606+ 5.3% |
$85.5K - $94.5K
|
12K
$2.01M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-250Closed |
$35.3K - $39K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.35KNew |
$190K - $210K
|
1.35K
$225K
|
|