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 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.13K- 11.81% |
$165K - $176K
|
8.41K
$1.42M
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9New |
$1.32K - $1.4K
|
9
$1.52K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.41KNew |
$354K - $375K
|
2.41K
$408K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
177KNew |
$26M - $27.6M
|
177K
$30M
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
95New |
$13.9K - $14.8K
|
95
$16.1K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
430New |
$63.1K - $67K
|
430
$72.8K
|
|
Q1 2024 | |||||||
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-45- 6.72% |
$6.35K - $7.02K
|
625
$106K
|
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
605+ 255.27% |
$85.3K - $94.3K
|
842
$142K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 0.9% |
$282 - $312
|
224
$37.9K
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.26KNew |
$460K - $508K
|
3.26K
$552K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.47KNew |
$208K - $229K
|
1.47K
$249K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
48+ 12.5% |
$6.77K - $7.48K
|
432
$73.1K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-34- 6.77% |
$4.8K - $5.3K
|
468
$79.2K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-798- 17.18% |
$113K - $124K
|
3.85K
$651K
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
606+ 5.3% |
$85.5K - $94.5K
|
12K
$2.04M
|
|
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
$228K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.28% |
$141 - $156
|
361
$61.1K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18New |
$2.54K - $2.81K
|
18
$3.05K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.96K+ 2.84% |
$559K - $617K
|
143K
$24.3M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.9K+ 65.5% |
$1.96M - $2.17M
|
35.2K
$5.95M
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-660- 1.12% |
$93.1K - $103K
|
58K
$9.82M
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
74+ 47.13% |
$10.4K - $11.5K
|
231
$39.1K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
49.7KNew |
$7.02M - $7.75M
|
49.7K
$8.41M
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-35- 51.47% |
$4.94K - $5.46K
|
33
$5.58K
|
|
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
$63.5K
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.49KNew |
$210K - $232K
|
1.49K
$252K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
22New |
$3.1K - $3.43K
|
22
$3.72K
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.12KNew |
$298K - $330K
|
2.12K
$358K
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.57KNew |
$221K - $244K
|
1.57K
$265K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-93- 6.23% |
$13.1K - $14.5K
|
1.4K
$237K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10+ 5.35% |
$1.41K - $1.56K
|
197
$33.3K
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43KNew |
$202K - $223K
|
1.43K
$242K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
32+ 78.05% |
$4.51K - $4.99K
|
73
$12.4K
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.04K- 58.87% |
$288K - $318K
|
1.43K
$241K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
894+ 55.56% |
$126K - $139K
|
2.5K
$424K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.32KNew |
$186K - $206K
|
1.32K
$223K
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.47K- 19.36% |
$348K - $385K
|
10.3K
$1.74M
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
390New |
$55K - $60.8K
|
390
$66K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
6New |
$846 - $935
|
6
$1.02K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$2.54K - $2.81K
|
18
$3.05K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-391- 5.71% |
$55.2K - $61K
|
6.45K
$1.09M
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-22- 4.51% |
$3.1K - $3.43K
|
466
$78.9K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
860New |
$121K - $134K
|
860
$146K
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-9- 0.15% |
$1.27K - $1.4K
|
6.07K
$1.03M
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
98+ 6.3% |
$13.8K - $15.3K
|
1.65K
$280K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-55- 1.62% |
$7.76K - $8.58K
|
3.34K
$564K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.96KNew |
$699K - $773K
|
4.96K
$839K
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.17% |
$141 - $156
|
47
$7.95K
|