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 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
875New |
$107K - $125K
|
875
$148K
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-300- 11.11% |
$36.8K - $42.8K
|
2.4K
$406K
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
9.49KNew |
$1.16M - $1.36M
|
9.49K
$1.61M
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
1.61KNew |
$197K - $229K
|
1.61K
$272K
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
16+ 0.76% |
$1.96K - $2.28K
|
2.11K
$357K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
100+ 20.62% |
$12.3K - $14.3K
|
585
$99K
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-56- 34.36% |
$6.86K - $7.99K
|
107
$18.1K
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-33- 1.02% |
$4.04K - $4.71K
|
3.19K
$540K
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$123 - $143
|
1
$169
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
114New |
$14K - $16.3K
|
114
$19.3K
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
23New |
$2.82K - $3.28K
|
23
$3.89K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.52K- 59.05% |
$309K - $360K
|
1.75K
$296K
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
1.67KNew |
$204K - $238K
|
1.67K
$282K
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-265- 9.25% |
$32.5K - $37.8K
|
2.6K
$440K
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-600- 5.62% |
$73.5K - $85.7K
|
10.1K
$1.71M
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1.83KNew |
$224K - $261K
|
1.83K
$309K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
219+ 2.69% |
$26.8K - $31.3K
|
8.36K
$1.42M
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
767+ 2.17% |
$94K - $109K
|
36.1K
$6.11M
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
1.56KNew |
$191K - $223K
|
1.56K
$264K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.86KNew |
$228K - $265K
|
1.86K
$315K
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.79KNew |
$342K - $399K
|
2.79K
$473K
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-38- 1.07% |
$4.66K - $5.42K
|
3.51K
$594K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
272+ 468.97% |
$33.3K - $38.8K
|
330
$55.8K
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-503- 24.52% |
$61.6K - $71.8K
|
1.55K
$262K
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.71KNew |
$209K - $244K
|
1.71K
$289K
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.22KNew |
$517K - $603K
|
4.22K
$714K
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.89KNew |
$232K - $270K
|
1.89K
$320K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-27- 6.14% |
$3.31K - $3.85K
|
413
$69.9K
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.72KNew |
$1.07M - $1.24M
|
8.72K
$1.48M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
103New |
$12.6K - $14.7K
|
103
$17.4K
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
7.23KNew |
$885K - $1.03M
|
7.23K
$1.22M
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
219New |
$26.8K - $31.3K
|
219
$37.1K
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5.28KNew |
$646K - $753K
|
5.28K
$893K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
217New |
$26.6K - $31K
|
217
$36.7K
|
|
Q3 2022 | |||||||
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.8KClosed |
$219K - $263K
|
0
$0
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.05K- 9.72% |
$249K - $298K
|
19K
$3.21M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
32.8KNew |
$3.99M - $4.78M
|
32.8K
$5.55M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
99+ 47.83% |
$12.1K - $14.4K
|
306
$51.8K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
46New |
$5.6K - $6.71K
|
46
$7.78K
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
25+ 3.7% |
$3.04K - $3.65K
|
701
$119K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
500New |
$60.9K - $72.9K
|
500
$84.6K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
6+ 0.26% |
$731 - $875
|
2.32K
$392K
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
51New |
$6.21K - $7.44K
|
51
$8.63K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2KNew |
$244K - $292K
|
2K
$338K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.71KNew |
$330K - $395K
|
2.71K
$459K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6.66KNew |
$811K - $971K
|
6.66K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
50+ 142.86% |
$6.09K - $7.29K
|
85
$14.4K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.03KClosed |
$369K - $442K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
34+ 1.34% |
$4.14K - $4.96K
|
2.57K
$436K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.94KNew |
$358K - $429K
|
2.94K
$498K
|