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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
18New |
$2.35K - $2.6K
|
18
$2.89K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.54K- 1.72% |
$725K - $799K
|
316K
$50.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
454New |
$59.4K - $65.5K
|
454
$72.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-96- 3.67% |
$12.6K - $13.8K
|
2.52K
$405K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
72New |
$9.42K - $10.4K
|
72
$11.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-29- 69.05% |
$3.79K - $4.18K
|
13
$2.09K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14New |
$1.83K - $2.02K
|
14
$2.25K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-882KClosed |
$115M - $127M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
44New |
$5.75K - $6.35K
|
44
$7.07K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-55- 32.74% |
$7.19K - $7.93K
|
113
$18.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-3- 0.15% |
$392 - $433
|
1.96K
$315K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
386+ 1.03% |
$50.5K - $55.7K
|
37.9K
$6.08M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22.1K- 9.94% |
$2.89M - $3.18M
|
200K
$32.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-184- 8.09% |
$24.1K - $26.5K
|
2.09K
$336K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-57- 86.36% |
$7.45K - $8.22K
|
9
$1.45K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
114New |
$14.9K - $16.4K
|
114
$18.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 1.63% |
$262 - $288
|
121
$19.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-129- 3.01% |
$16.9K - $18.6K
|
4.16K
$668K
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-6.43K- 74.87% |
$841K - $928K
|
2.16K
$347K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
6.4KNew |
$837K - $923K
|
6.4K
$1.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-13.6K- 88.32% |
$1.78M - $1.97M
|
1.8K
$289K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-802- 31.67% |
$105K - $116K
|
1.73K
$278K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
90+ 24.0% |
$11.8K - $13K
|
465
$74.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.51K- 6.58% |
$197K - $217K
|
21.4K
$3.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-375- 11.57% |
$49K - $54.1K
|
2.87K
$460K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
2.68K+ 15.49% |
$350K - $386K
|
20K
$3.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
73+ 2.12% |
$9.55K - $10.5K
|
3.52K
$566K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
400+ 10.83% |
$52.3K - $57.7K
|
4.09K
$658K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
90New |
$11.8K - $13K
|
90
$14.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-170- 11.39% |
$22.2K - $24.5K
|
1.32K
$213K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.77KNew |
$232K - $256K
|
1.77K
$285K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-129- 1.26% |
$16.9K - $18.6K
|
10.1K
$1.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
5New |
$654 - $721
|
5
$803
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-51- 1.35% |
$6.67K - $7.36K
|
3.74K
$601K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-7- 11.67% |
$915 - $1.01K
|
53
$8.52K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.69KClosed |
$345K - $373K
|
0
$0
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.43KClosed |
$439K - $475K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-11- 28.95% |
$1.41K - $1.52K
|
27
$4.34K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.41K- 29.62% |
$948K - $1.03M
|
17.6K
$2.83M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-3.5K- 24.96% |
$448K - $484K
|
10.5K
$1.69M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
298New |
$38.1K - $41.2K
|
298
$47.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-13- 24.07% |
$1.66K - $1.8K
|
41
$6.59K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
16.4KNew |
$2.1M - $2.27M
|
16.4K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.76KNew |
$224K - $243K
|
1.76K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10+ 0.01% |
$1.28K - $1.38K
|
103K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-124- 6.72% |
$15.9K - $17.2K
|
1.72K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.12K+ 6.6% |
$143K - $155K
|
18K
$2.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.7K- 44.79% |
$218K - $236K
|
2.1K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
61.5KNew |
$7.87M - $8.51M
|
61.5K
$9.89M
|
|