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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-1K- 66.67% |
$141K - $156K
|
500
$83.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-963- 66.46% |
$136K - $150K
|
486
$81.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
142+ 1.81% |
$20K - $22.1K
|
7.99K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.75KNew |
$247K - $273K
|
1.75K
$292K
|
|
|
Apr 16, 2024
Q1 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-124- 22.67% |
$17.5K - $19.3K
|
423
$70.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.75KNew |
$247K - $273K
|
1.75K
$292K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-38.5K- 95.56% |
$5.43M - $6M
|
1.79K
$298K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.5KNew |
$2.18M - $2.41M
|
15.5K
$2.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 8.33% |
$141 - $156
|
13
$2.17K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
19+ 135.71% |
$2.68K - $2.96K
|
33
$5.51K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
200+ 434.78% |
$28.2K - $31.2K
|
246
$41.1K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
104New |
$14.7K - $16.2K
|
104
$17.4K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
5.55KNew |
$689K - $809K
|
5.55K
$926K
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
250+ 2.05% |
$31.1K - $36.5K
|
12.5K
$2.08M
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 2.38% |
$621 - $729
|
215
$35.9K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-448- 6.62% |
$55.7K - $65.3K
|
6.32K
$1.05M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
48+ 4800.0% |
$5.96K - $7K
|
49
$8.18K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
338New |
$42K - $49.3K
|
338
$56.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
27New |
$3.36K - $3.94K
|
27
$4.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-425- 16.85% |
$52.8K - $62K
|
2.1K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
54+ 5.26% |
$6.71K - $7.87K
|
1.08K
$180K
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
15.1KNew |
$1.88M - $2.21M
|
15.1K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.36K- 31.61% |
$168K - $198K
|
2.93K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-16- 2.73% |
$1.99K - $2.33K
|
571
$95.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.17KNew |
$145K - $170K
|
1.17K
$195K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.7KNew |
$336K - $394K
|
2.7K
$451K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
28New |
$3.48K - $4.08K
|
28
$4.67K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-308- 93.9% |
$38.3K - $44.9K
|
20
$3.34K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.54KNew |
$192K - $225K
|
1.54K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.39KNew |
$173K - $203K
|
1.39K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.94KNew |
$490K - $575K
|
3.94K
$658K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
41+ 9.23% |
$5.1K - $5.98K
|
485
$81K
|
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.5KNew |
$186K - $219K
|
1.5K
$250K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.38K- 98.22% |
$171K - $201K
|
25
$4.17K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.61K- 98.8% |
$572K - $671K
|
56
$9.35K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$198K - $233K
|
1.6K
$267K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.92K+ 346.65% |
$238K - $279K
|
2.47K
$412K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.23KNew |
$152K - $179K
|
1.23K
$205K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.41KNew |
$175K - $205K
|
1.41K
$235K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-7- 10.77% |
$870 - $1.02K
|
58
$9.68K
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
SELL
|
- |
-20- 0.75% |
$2.49K - $2.92K
|
2.66K
$444K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
250New |
$31.1K - $36.5K
|
250
$41.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-171K- 24.36% |
$21.2M - $24.9M
|
531K
$88.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
10.9KNew |
$1.36M - $1.6M
|
10.9K
$1.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.38KNew |
$171K - $201K
|
1.38K
$230K
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.4KNew |
$174K - $204K
|
1.4K
$234K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
425New |
$52.8K - $62K
|
425
$70.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.49KNew |
$185K - $217K
|
1.49K
$248K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-30- 0.07% |
$3.73K - $4.37K
|
42.5K
$7.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-335- 18.99% |
$41.6K - $48.8K
|
1.43K
$239K
|
|