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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 38.1% |
$148K - $172K
|
1.89K
$320K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
1.33K+ 3.71% |
$168K - $195K
|
37.1K
$6.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-104- 15.43% |
$13.2K - $15.3K
|
570
$96.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.42K- 99.59% |
$307K - $356K
|
10
$1.69K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-809- 31.08% |
$103K - $119K
|
1.79K
$304K
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.56KNew |
$578K - $671K
|
4.56K
$771K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
49New |
$6.21K - $7.21K
|
49
$8.29K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-2.01K- 13.73% |
$254K - $295K
|
12.6K
$2.13M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
107New |
$13.6K - $15.7K
|
107
$18.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-143- 7.01% |
$18.1K - $21K
|
1.9K
$321K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
108+ 200.0% |
$13.7K - $15.9K
|
162
$27.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
23New |
$2.92K - $3.38K
|
23
$3.89K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
244New |
$30.9K - $35.9K
|
244
$41.3K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
244New |
$30.9K - $35.9K
|
244
$41.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
5.05KNew |
$640K - $743K
|
5.05K
$855K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
154New |
$19.5K - $22.7K
|
154
$26.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
174New |
$22.1K - $25.6K
|
174
$29.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
7.03KNew |
$891K - $1.03M
|
7.03K
$1.19M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-983- 1.92% |
$125K - $145K
|
50.1K
$8.48M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
43New |
$5.45K - $6.33K
|
43
$7.28K
|
|
| Q4 2022 | |||||||
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.01KNew |
$246K - $286K
|
2.01K
$339K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-443Closed |
$54.3K - $63.2K
|
0
$0
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 6.67% |
$123 - $143
|
16
$2.71K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
29New |
$3.55K - $4.14K
|
29
$4.91K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15New |
$1.84K - $2.14K
|
15
$2.54K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-110- 7.0% |
$13.5K - $15.7K
|
1.46K
$247K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.59KNew |
$195K - $227K
|
1.59K
$269K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1New |
$123 - $143
|
1
$169
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-20- 14.49% |
$2.45K - $2.86K
|
118
$20K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
391+ 6.08% |
$47.9K - $55.8K
|
6.82K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1- 33.33% |
$123 - $143
|
2
$338
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.57KNew |
$193K - $225K
|
1.57K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
119KNew |
$14.6M - $17M
|
119K
$20.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
350+ 1000.0% |
$42.9K - $50K
|
385
$65.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
9.16KNew |
$1.12M - $1.31M
|
9.16K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
23.5KNew |
$2.88M - $3.36M
|
23.5K
$3.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.94K+ 43.5% |
$238K - $277K
|
6.41K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
5New |
$613 - $714
|
5
$846
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
9.1KNew |
$1.11M - $1.3M
|
9.1K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.92KNew |
$235K - $274K
|
1.92K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-6.33K- 80.78% |
$775K - $904K
|
1.51K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.25KNew |
$153K - $178K
|
1.25K
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2- 0.43% |
$245 - $286
|
463
$78.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
9.32K+ 173.44% |
$1.14M - $1.33M
|
14.7K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.55KNew |
$190K - $221K
|
1.55K
$262K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.14K+ 3800.0% |
$140K - $163K
|
1.17K
$198K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-231K- 99.02% |
$28.3M - $32.9M
|
2.29K
$388K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-45- 23.81% |
$5.51K - $6.42K
|
144
$24.4K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-70- 3.23% |
$8.58K - $9.99K
|
2.1K
$355K
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1+ 3.85% |
$123 - $143
|
27
$4.57K
|
|