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 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
114New |
$14.9K - $16.4K
|
114
$18.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2- 1.63% |
$262 - $288
|
121
$20K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-129- 3.01% |
$16.9K - $18.6K
|
4.16K
$686K
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-6.43K- 74.87% |
$841K - $928K
|
2.16K
$356K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
6.4KNew |
$837K - $923K
|
6.4K
$1.06M
|
|
|
Oct 27, 2023
Q3 2023
|
Northern Capital Management, Inc.
|
SELL
|
- |
-13.6K- 88.32% |
$1.78M - $1.97M
|
1.8K
$297K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-802- 31.67% |
$105K - $116K
|
1.73K
$285K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
90+ 24.0% |
$11.8K - $13K
|
465
$76.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.51K- 6.58% |
$197K - $217K
|
21.4K
$3.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-375- 11.57% |
$49K - $54.1K
|
2.87K
$473K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
2.68K+ 15.49% |
$350K - $386K
|
20K
$3.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
73+ 2.12% |
$9.55K - $10.5K
|
3.52K
$581K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
400+ 10.83% |
$52.3K - $57.7K
|
4.09K
$675K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
90New |
$11.8K - $13K
|
90
$14.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-170- 11.39% |
$22.2K - $24.5K
|
1.32K
$218K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.77KNew |
$232K - $256K
|
1.77K
$292K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-129- 1.26% |
$16.9K - $18.6K
|
10.1K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
5New |
$654 - $721
|
5
$825
|
|
|
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
$617K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-7- 11.67% |
$915 - $1.01K
|
53
$8.74K
|
|
| 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
$4.45K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.41K- 29.62% |
$948K - $1.03M
|
17.6K
$2.91M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-3.5K- 24.96% |
$448K - $484K
|
10.5K
$1.74M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
298New |
$38.1K - $41.2K
|
298
$49.2K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-13- 24.07% |
$1.66K - $1.8K
|
41
$6.76K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
16.4KNew |
$2.1M - $2.27M
|
16.4K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.76KNew |
$224K - $243K
|
1.76K
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10+ 0.01% |
$1.28K - $1.38K
|
103K
$17.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-124- 6.72% |
$15.9K - $17.2K
|
1.72K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
1.12K+ 6.6% |
$143K - $155K
|
18K
$2.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.7K- 44.79% |
$218K - $236K
|
2.1K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
61.5KNew |
$7.87M - $8.51M
|
61.5K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1+ 0.06% |
$128 - $138
|
1.75K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-17- 0.8% |
$2.17K - $2.35K
|
2.12K
$349K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-45- 34.09% |
$5.76K - $6.23K
|
87
$14.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
46New |
$5.88K - $6.37K
|
46
$7.59K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
36New |
$4.61K - $4.98K
|
36
$5.94K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
34New |
$4.35K - $4.7K
|
34
$5.61K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-11- 0.15% |
$1.41K - $1.52K
|
7.28K
$1.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-18- 3.22% |
$2.3K - $2.49K
|
541
$89.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
32+ 0.17% |
$4.09K - $4.43K
|
18.6K
$3.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-94- 5.89% |
$12K - $13K
|
1.5K
$248K
|
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
1.1K+ 1.37% |
$141K - $152K
|
81.5K
$13.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
300New |
$38.4K - $41.5K
|
300
$49.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
237New |
$30.3K - $32.8K
|
237
$39.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$328K - $355K
|
2.57K
$423K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-54- 84.38% |
$6.91K - $7.47K
|
10
$1.65K
|
|