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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.28% |
$141 - $156
|
361
$60.3K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18New |
$2.54K - $2.81K
|
18
$3K
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
42+ 1.28% |
$5.92K - $6.55K
|
3.32K
$554K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.96K+ 2.84% |
$559K - $617K
|
143K
$23.9M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.9K+ 65.5% |
$1.96M - $2.17M
|
35.2K
$5.87M
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-660- 1.12% |
$93.1K - $103K
|
58K
$9.68M
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
74+ 47.13% |
$10.4K - $11.5K
|
231
$38.6K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
49.7KNew |
$7.02M - $7.75M
|
49.7K
$8.3M
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 25.0% |
$2.12K - $2.34K
|
45
$7.51K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-35- 51.47% |
$4.94K - $5.46K
|
33
$5.51K
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1Closed |
$141 - $156
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
375New |
$52.9K - $58.5K
|
375
$62.6K
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.49KNew |
$210K - $232K
|
1.49K
$248K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
22New |
$3.1K - $3.43K
|
22
$3.67K
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.12KNew |
$298K - $330K
|
2.12K
$353K
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.57KNew |
$221K - $244K
|
1.57K
$262K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-93- 6.23% |
$13.1K - $14.5K
|
1.4K
$234K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10+ 5.35% |
$1.41K - $1.56K
|
197
$32.9K
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43KNew |
$202K - $223K
|
1.43K
$239K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
32+ 78.05% |
$4.51K - $4.99K
|
73
$12.2K
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.04K- 58.87% |
$288K - $318K
|
1.43K
$238K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
894+ 55.56% |
$126K - $139K
|
2.5K
$418K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.32KNew |
$186K - $206K
|
1.32K
$220K
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
8.09KNew |
$1.14M - $1.26M
|
8.09K
$1.35M
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.47K- 19.36% |
$348K - $385K
|
10.3K
$1.72M
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
390New |
$55K - $60.8K
|
390
$65.1K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
6New |
$846 - $935
|
6
$1K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$2.54K - $2.81K
|
18
$3K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-391- 5.71% |
$55.2K - $61K
|
6.45K
$1.08M
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-22- 4.51% |
$3.1K - $3.43K
|
466
$77.8K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
860New |
$121K - $134K
|
860
$144K
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-9- 0.15% |
$1.27K - $1.4K
|
6.07K
$1.01M
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
98+ 6.3% |
$13.8K - $15.3K
|
1.65K
$276K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-55- 1.62% |
$7.76K - $8.58K
|
3.34K
$557K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.96KNew |
$699K - $773K
|
4.96K
$827K
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.17% |
$141 - $156
|
47
$7.85K
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-75- 3.71% |
$10.6K - $11.7K
|
1.95K
$325K
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-463- 26.32% |
$65.3K - $72.2K
|
1.3K
$216K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
120New |
$16.9K - $18.7K
|
120
$20K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
109New |
$15.4K - $17K
|
109
$18.2K
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2KNew |
$282K - $312K
|
2K
$334K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
751+ 47.99% |
$106K - $117K
|
2.32K
$387K
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-4- 0.1% |
$564 - $624
|
4.05K
$676K
|
|
Apr 24, 2024
Q1 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-18- 23.68% |
$2.54K - $2.81K
|
58
$9.68K
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.34K- 33.18% |
$189K - $209K
|
2.7K
$450K
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
194New |
$27.4K - $30.2K
|
194
$32.4K
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.31KNew |
$185K - $205K
|
1.31K
$219K
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-59- 3.97% |
$8.32K - $9.2K
|
1.43K
$238K
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.79KNew |
$252K - $279K
|
1.79K
$298K
|