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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
183+ 1.58% |
$28.7K - $30.7K
|
11.7K
$1.95M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.58K- 1.62% |
$404K - $434K
|
157K
$26.1M
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.61K+ 1.6% |
$409K - $438K
|
165K
$27.5M
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-685- 0.09% |
$107K - $115K
|
787K
$131M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-103- 1.95% |
$16.1K - $17.3K
|
5.18K
$860K
|
|
May 15, 2025
Q1 2025
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
2+ 0.02% |
$313 - $336
|
8.35K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-20.2K- 3.2% |
$3.17M - $3.4M
|
612K
$102M
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-36- 2.24% |
$5.64K - $6.05K
|
1.57K
$261K
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-1.74K- 46.32% |
$273K - $293K
|
2.02K
$335K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.86K- 0.06% |
$291K - $312K
|
3.08M
$512M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-94.5K- 2.02% |
$14.8M - $15.9M
|
4.57M
$760M
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-15.3K- 88.57% |
$2.4M - $2.58M
|
1.98K
$329K
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.87KNew |
$762K - $818K
|
4.87K
$809K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.26K- 3.8% |
$354K - $380K
|
57.3K
$9.52M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.4K+ 8.27% |
$220K - $236K
|
18.4K
$3.05M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.66K- 24.29% |
$260K - $279K
|
5.18K
$861K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
147+ 4.75% |
$23K - $24.7K
|
3.24K
$538K
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.17% |
$313 - $336
|
1.21K
$201K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
78K+ 1567.2% |
$12.2M - $13.1M
|
83K
$13.8M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
412+ 5.95% |
$64.5K - $69.2K
|
7.34K
$1.22M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.6K+ 2.05% |
$10.3M - $11M
|
3.26M
$542M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
109K+ 23.71% |
$17M - $18.2M
|
567K
$94.2M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
37.1K+ 4.72% |
$5.81M - $6.24M
|
824K
$137M
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
53+ 0.56% |
$8.3K - $8.91K
|
9.44K
$1.57M
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.42K+ 35.85% |
$222K - $239K
|
5.38K
$894K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2- 0.31% |
$313 - $336
|
653
$109K
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.1K+ 53.02% |
$172K - $184K
|
3.17K
$527K
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
252+ 2.46% |
$39.5K - $42.3K
|
10.5K
$1.75M
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
351+ 27.08% |
$55K - $59K
|
1.65K
$274K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
144+ 4.67% |
$22.6K - $24.2K
|
3.23K
$536K
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-14- 0.6% |
$2.19K - $2.35K
|
2.33K
$387K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
239K+ 18.74% |
$37.5M - $40.2M
|
1.52M
$252M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-217K- 4.82% |
$34M - $36.5M
|
4.29M
$713M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.65K+ 3.75% |
$572K - $614K
|
101K
$16.8M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.91KNew |
$456K - $489K
|
2.91K
$484K
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-9- 0.08% |
$1.41K - $1.51K
|
11.9K
$1.98M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.63K+ 4.68% |
$255K - $274K
|
36.4K
$6.05M
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2New |
$313 - $336
|
2
$332
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
910+ 49.32% |
$143K - $153K
|
2.76K
$458K
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.08K+ 13.84% |
$169K - $182K
|
8.89K
$1.48M
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
308+ 8.87% |
$48.2K - $51.8K
|
3.78K
$628K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.31% |
$2.66K - $2.86K
|
5.56K
$923K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.27K- 36.93% |
$982K - $1.05M
|
10.7K
$1.78M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-300- 18.75% |
$47K - $50.4K
|
1.3K
$216K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.12K+ 0.25% |
$175K - $188K
|
448K
$74.4M
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.86K- 74.17% |
$291K - $312K
|
646
$107K
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
188+ 1.79% |
$29.4K - $31.6K
|
10.7K
$1.77M
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1.08KNew |
$169K - $182K
|
1.08K
$180K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.23K+ 23.46% |
$506K - $543K
|
17K
$2.83M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 39.71% |
$250K - $268K
|
2.43K
$403K
|