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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
BUY
|
- |
37+ 1.09% |
$5.51K - $6.2K
|
3.45K
$600K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
17KNew |
$2.53M - $2.84M
|
17K
$2.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.11K- 8.51% |
$463K - $521K
|
33.4K
$5.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
441+ 6.58% |
$65.7K - $73.9K
|
7.14K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.98KNew |
$295K - $332K
|
1.98K
$345K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
708+ 14.41% |
$106K - $119K
|
5.62K
$979K
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.17K+ 5.2% |
$175K - $197K
|
23.7K
$4.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
734+ 3058.33% |
$109K - $123K
|
758
$132K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.8K- 5.18% |
$268K - $301K
|
32.9K
$5.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
184+ 1.27% |
$27.4K - $30.9K
|
14.6K
$2.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-2.96K- 32.49% |
$441K - $497K
|
6.15K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
596+ 43.6% |
$88.8K - $99.9K
|
1.96K
$342K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-710- 60.94% |
$106K - $119K
|
455
$79.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
20+ 1.03% |
$2.98K - $3.35K
|
1.96K
$341K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-280- 17.53% |
$41.7K - $46.9K
|
1.32K
$229K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
49+ 3.32% |
$7.3K - $8.22K
|
1.52K
$265K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
174New |
$25.9K - $29.2K
|
174
$30.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
24New |
$3.58K - $4.02K
|
24
$4.18K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
738+ 18.98% |
$110K - $124K
|
4.63K
$806K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.46KNew |
$218K - $245K
|
1.46K
$254K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
169+ 9.05% |
$25.2K - $28.3K
|
2.04K
$355K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-571- 3.05% |
$85.1K - $95.7K
|
18.1K
$3.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.14K- 33.72% |
$170K - $192K
|
2.25K
$391K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.18K- 15.8% |
$324K - $365K
|
11.6K
$2.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.94K+ 4.81% |
$289K - $325K
|
42.2K
$7.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.32KNew |
$196K - $220K
|
1.32K
$229K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
20.1K+ 265.66% |
$2.99M - $3.36M
|
27.6K
$4.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-2K- 19.82% |
$298K - $335K
|
8.08K
$1.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-51.7K- 77.43% |
$7.7M - $8.66M
|
15.1K
$2.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.52K+ 1.73% |
$226K - $255K
|
89.2K
$15.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-148- 5.3% |
$22.1K - $24.8K
|
2.64K
$461K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.2K+ 1.05% |
$2.27M - $2.55M
|
1.47M
$256M
|
|
|
Nov 06, 2024
Q3 2024
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.21KNew |
$180K - $203K
|
1.21K
$211K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
107+ 2.13% |
$15.9K - $17.9K
|
5.14K
$895K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
171+ 1.31% |
$25.5K - $28.7K
|
13.3K
$2.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.06K+ 10.29% |
$754K - $848K
|
54.2K
$9.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-257- 6.39% |
$38.3K - $43.1K
|
3.77K
$656K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-21.9K- 26.23% |
$3.27M - $3.68M
|
61.7K
$10.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
23+ 0.28% |
$3.43K - $3.86K
|
8.23K
$1.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4- 0.07% |
$596 - $671
|
5.37K
$935K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.07K+ 54.3% |
$904K - $1.02M
|
17.2K
$3M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
363+ 10.07% |
$54.1K - $60.9K
|
3.97K
$691K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-58.4K- 94.41% |
$8.71M - $9.8M
|
3.46K
$602K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-497- 3.3% |
$74.1K - $83.3K
|
14.6K
$2.54M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-58- 1.06% |
$8.64K - $9.72K
|
5.42K
$943K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.34K- 29.42% |
$200K - $225K
|
3.21K
$559K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.12K- 20.05% |
$763K - $858K
|
20.4K
$3.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
98+ 0.63% |
$14.6K - $16.4K
|
15.6K
$2.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-20- 0.88% |
$2.98K - $3.35K
|
2.25K
$392K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.03K+ 90.33% |
$302K - $340K
|
4.27K
$744K
|