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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.49KNew |
$185K - $217K
|
1.49K
$251K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-30- 0.07% |
$3.73K - $4.37K
|
42.5K
$7.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.91KNew |
$361K - $424K
|
2.91K
$492K
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
284New |
$35.3K - $41.4K
|
284
$48.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
225New |
$28K - $32.8K
|
225
$38.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-3.37K- 58.74% |
$419K - $492K
|
2.37K
$401K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6New |
$746 - $875
|
6
$1.02K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
22New |
$2.73K - $3.21K
|
22
$3.72K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
62+ 0.77% |
$7.7K - $9.04K
|
8.09K
$1.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.41KNew |
$175K - $205K
|
1.41K
$238K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-20- 1.2% |
$2.49K - $2.92K
|
1.65K
$279K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.42KNew |
$301K - $353K
|
2.42K
$409K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
22New |
$2.73K - $3.21K
|
22
$3.72K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.16K- 2.0% |
$144K - $168K
|
56.6K
$9.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.78% |
$621 - $729
|
650
$110K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2New |
$249 - $292
|
2
$338
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.18% |
$1.74K - $2.04K
|
7.59K
$1.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.89KNew |
$235K - $275K
|
1.89K
$319K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-753- 5.53% |
$93.6K - $110K
|
12.9K
$2.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-2.43K- 52.16% |
$302K - $354K
|
2.23K
$377K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
294+ 0.59% |
$36.5K - $42.9K
|
49.9K
$8.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
12.5KNew |
$1.55M - $1.82M
|
12.5K
$2.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12.9KNew |
$1.61M - $1.88M
|
12.9K
$2.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12New |
$1.49K - $1.75K
|
12
$2.03K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-101K- 94.61% |
$12.5M - $14.7M
|
5.74K
$971K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
15.1KNew |
$1.88M - $2.21M
|
15.1K
$2.56M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-1- 0.46% |
$124 - $146
|
218
$36.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-297- 9.18% |
$36.9K - $43.3K
|
2.94K
$497K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
101+ 4.39% |
$12.6K - $14.7K
|
2.4K
$406K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
320+ 104.23% |
$39.8K - $46.7K
|
627
$106K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
425+ 5.8% |
$52.8K - $62K
|
7.75K
$1.31M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
35New |
$4.35K - $5.1K
|
35
$5.92K
|
|
| Q3 2023 | |||||||
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.56KClosed |
$203K - $224K
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
750New |
$98.1K - $108K
|
750
$127K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19+ 30.65% |
$2.48K - $2.74K
|
81
$13.7K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
296New |
$38.7K - $42.7K
|
296
$50.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
14+ 0.53% |
$1.83K - $2.02K
|
2.64K
$446K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.2% |
$131 - $144
|
513
$86.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5.54K- 1.72% |
$725K - $799K
|
316K
$53.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
454New |
$59.4K - $65.5K
|
454
$76.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-96- 3.67% |
$12.6K - $13.8K
|
2.52K
$426K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
72New |
$9.42K - $10.4K
|
72
$12.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-29- 69.05% |
$3.79K - $4.18K
|
13
$2.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14New |
$1.83K - $2.02K
|
14
$2.37K
|
|
|
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
$7.45K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-55- 32.74% |
$7.19K - $7.93K
|
113
$19.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-3- 0.15% |
$392 - $433
|
1.96K
$331K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
386+ 1.03% |
$50.5K - $55.7K
|
37.9K
$6.41M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22.1K- 9.94% |
$2.89M - $3.18M
|
200K
$33.8M
|
|