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 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
1.51KNew |
$243K - $266K
|
1.51K
$249K
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.37KNew |
$863K - $945K
|
5.37K
$885K
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
4.52K+ 51.19% |
$728K - $797K
|
13.4K
$2.2M
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
850+ 3.2% |
$137K - $150K
|
27.4K
$4.52M
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
1.64KNew |
$264K - $289K
|
1.64K
$271K
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.11K+ 25.28% |
$179K - $196K
|
5.52K
$910K
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-375- 1.67% |
$60.3K - $66.1K
|
22.1K
$3.65M
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
3.39KNew |
$545K - $596K
|
3.39K
$558K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-50K- 2.82% |
$8.04M - $8.81M
|
1.72M
$284M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
470+ 9.14% |
$75.6K - $82.8K
|
5.61K
$926K
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
6+ 0.46% |
$965 - $1.06K
|
1.32K
$218K
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-895- 7.13% |
$144K - $158K
|
11.7K
$1.92M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.85K+ 8.61% |
$619K - $678K
|
48.5K
$8M
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
978+ 8.05% |
$157K - $172K
|
13.1K
$2.17M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
671+ 27.84% |
$108K - $118K
|
3.08K
$508K
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.57K+ 1.31% |
$253K - $277K
|
122K
$20.1M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.26K+ 48.12% |
$685K - $750K
|
13.1K
$2.16M
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-15- 1.08% |
$2.41K - $2.64K
|
1.38K
$227K
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
1.59KNew |
$256K - $280K
|
1.59K
$263K
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-24.2K- 48.54% |
$3.9M - $4.27M
|
25.7K
$4.23M
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11New |
$1.77K - $1.94K
|
11
$1.81K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
38+ 0.22% |
$6.11K - $6.69K
|
17K
$2.81M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.4K+ 5.59% |
$4.25M - $4.66M
|
499K
$82.4M
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
7.59KNew |
$1.22M - $1.34M
|
7.59K
$1.25M
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
38+ 0.76% |
$6.11K - $6.69K
|
5.05K
$833K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.57K- 31.14% |
$413K - $452K
|
5.68K
$937K
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
516+ 1.57% |
$83K - $90.9K
|
33.4K
$5.51M
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
34.8KNew |
$5.6M - $6.13M
|
34.8K
$5.74M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-66.8K- 33.07% |
$10.7M - $11.8M
|
135K
$22.3M
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.37K+ 4.82% |
$220K - $241K
|
29.8K
$4.91M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18+ 0.59% |
$2.9K - $3.17K
|
3.09K
$510K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-32- 0.6% |
$5.15K - $5.64K
|
5.29K
$873K
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.2K+ 13.69% |
$1.97M - $2.15M
|
101K
$16.7M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
65+ 2.85% |
$10.5K - $11.5K
|
2.35K
$387K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2- 0.13% |
$322 - $352
|
1.5K
$247K
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.21K- 45.57% |
$194K - $213K
|
1.44K
$238K
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.52K+ 17.13% |
$727K - $796K
|
30.9K
$5.1M
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-405- 8.29% |
$65.2K - $71.4K
|
4.48K
$739K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10New |
$1.61K - $1.76K
|
10
$1.65K
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2+ 0.02% |
$322 - $352
|
9.44K
$1.56M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.18K+ 24.69% |
$994K - $1.09M
|
31.2K
$5.15M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.8K- 56.97% |
$4.14M - $4.54M
|
19.5K
$3.21M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.46K+ 31.95% |
$396K - $434K
|
10.2K
$1.68M
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.07KNew |
$333K - $365K
|
2.07K
$342K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
114+ 7.34% |
$18.3K - $20.1K
|
1.67K
$275K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-390- 16.79% |
$62.7K - $68.7K
|
1.93K
$319K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-335- 0.47% |
$53.9K - $59K
|
70.5K
$11.6M
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-25- 10.0% |
$4.02K - $4.4K
|
225
$37.1K
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-461- 6.15% |
$74.2K - $81.2K
|
7.03K
$1.16M
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-710- 18.64% |
$114K - $125K
|
3.1K
$511K
|