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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
300New |
$38.4K - $41.5K
|
300
$50.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
237New |
$30.3K - $32.8K
|
237
$40.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$328K - $355K
|
2.57K
$434K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-54- 84.38% |
$6.91K - $7.47K
|
10
$1.69K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
120New |
$15.4K - $16.6K
|
120
$20.3K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
47+ 1.09% |
$6.01K - $6.5K
|
4.37K
$740K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
57+ 0.68% |
$7.29K - $7.89K
|
8.47K
$1.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
44+ 314.29% |
$5.63K - $6.09K
|
58
$9.81K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.64KNew |
$721K - $780K
|
5.64K
$953K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.69K+ 0.29% |
$728K - $787K
|
1.94M
$328M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
88+ 7.25% |
$11.3K - $12.2K
|
1.3K
$220K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.14K- 24.41% |
$146K - $158K
|
3.53K
$598K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
6.85KNew |
$876K - $948K
|
6.85K
$1.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-199- 1.8% |
$25.5K - $27.5K
|
10.8K
$1.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
5+ 0.57% |
$640 - $692
|
885
$150K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-107- 3.19% |
$13.7K - $14.8K
|
3.25K
$549K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-10- 0.25% |
$1.28K - $1.38K
|
3.96K
$669K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
3KNew |
$384K - $415K
|
3K
$508K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-736- 25.22% |
$94.1K - $102K
|
2.18K
$369K
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-15.3K- 91.0% |
$1.95M - $2.11M
|
1.51K
$256K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
219New |
$28K - $30.3K
|
219
$37.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
28+ 1.56% |
$3.58K - $3.87K
|
1.82K
$308K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
3New |
$384 - $415
|
3
$508
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
366+ 7.01% |
$46.8K - $50.6K
|
5.59K
$945K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
965+ 100.52% |
$123K - $134K
|
1.93K
$326K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
22New |
$2.81K - $3.04K
|
22
$3.72K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
110+ 500.0% |
$14.1K - $15.2K
|
132
$22.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.06K- 73.58% |
$264K - $286K
|
741
$125K
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-30- 1.91% |
$3.84K - $4.15K
|
1.54K
$261K
|
|
| Q1 2023 | |||||||
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-46.1KClosed |
$5.84M - $6.78M
|
0
$0
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7.83KClosed |
$993K - $1.15M
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
4.18K+ 7.1% |
$530K - $615K
|
63K
$10.7M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
366+ 273.13% |
$46.4K - $53.8K
|
500
$84.6K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
87+ 669.23% |
$11K - $12.8K
|
100
$16.9K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
66New |
$8.36K - $9.71K
|
66
$11.2K
|
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
775+ 44.8% |
$98.2K - $114K
|
2.51K
$424K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
12New |
$1.52K - $1.77K
|
12
$2.03K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
9New |
$1.14K - $1.32K
|
9
$1.52K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-274- 0.36% |
$34.7K - $40.3K
|
76.6K
$13M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-500- 22.21% |
$63.4K - $73.6K
|
1.75K
$296K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-188- 25.13% |
$23.8K - $27.7K
|
560
$94.8K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.9K- 63.77% |
$875K - $1.02M
|
3.92K
$663K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-35- 2.06% |
$4.44K - $5.15K
|
1.66K
$281K
|
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-589- 26.26% |
$74.6K - $86.7K
|
1.65K
$280K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$189K - $220K
|
1.5K
$253K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-152- 8.84% |
$19.3K - $22.4K
|
1.57K
$265K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-14.9K- 89.13% |
$1.89M - $2.19M
|
1.82K
$307K
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
2.28KNew |
$289K - $336K
|
2.28K
$386K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
67.3KNew |
$8.53M - $9.9M
|
67.3K
$11.4M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-4.49K- 62.54% |
$569K - $661K
|
2.69K
$455K
|
|