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 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
769New |
$124K - $135K
|
769
$122K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
632+ 2.78% |
$102K - $111K
|
23.3K
$3.71M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-125- 2.17% |
$20.1K - $22K
|
5.64K
$897K
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
148+ 7.53% |
$23.8K - $26.1K
|
2.11K
$336K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
92+ 14.0% |
$14.8K - $16.2K
|
749
$119K
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-40- 1.55% |
$6.44K - $7.05K
|
2.55K
$405K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-508- 0.71% |
$81.7K - $89.5K
|
70.6K
$11.2M
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1.34KNew |
$216K - $236K
|
1.34K
$213K
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
250+ 19.26% |
$40.2K - $44K
|
1.55K
$246K
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.46KNew |
$234K - $257K
|
1.46K
$232K
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.63K- 5.61% |
$423K - $463K
|
44.2K
$7.03M
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
20+ 0.55% |
$3.22K - $3.52K
|
3.63K
$578K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.11K+ 1.2% |
$339K - $371K
|
177K
$28.2M
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
342+ 10.93% |
$55K - $60.3K
|
3.47K
$552K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
14.4K+ 27.75% |
$2.32M - $2.54M
|
66.3K
$10.5M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.84KNew |
$1.26M - $1.38M
|
7.84K
$1.25M
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9+ 0.55% |
$1.45K - $1.59K
|
1.65K
$262K
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-469- 5.14% |
$75.5K - $82.6K
|
8.66K
$1.38M
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
693+ 1.12% |
$111K - $122K
|
62.4K
$9.92M
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
618+ 209.49% |
$99.4K - $109K
|
913
$145K
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
16.7KNew |
$2.69M - $2.94M
|
16.7K
$2.66M
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
6.58KNew |
$1.06M - $1.16M
|
6.58K
$1.05M
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
38+ 0.62% |
$6.11K - $6.69K
|
6.17K
$982K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-985- 17.52% |
$158K - $174K
|
4.64K
$737K
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-100K- 92.15% |
$16.1M - $17.7M
|
8.55K
$1.36M
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
15+ 0.48% |
$2.41K - $2.64K
|
3.15K
$502K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-534- 11.72% |
$85.9K - $94.1K
|
4.02K
$640K
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-232- 6.03% |
$37.3K - $40.9K
|
3.61K
$575K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
360K+ 19.07% |
$57.9M - $63.4M
|
2.25M
$357M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.7K- 3.18% |
$7.51M - $8.22M
|
1.42M
$226M
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
219New |
$35.2K - $38.6K
|
219
$34.8K
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.32KNew |
$212K - $232K
|
1.32K
$210K
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.19K- 2.07% |
$353K - $386K
|
104K
$16.5M
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.06K+ 0.54% |
$171K - $187K
|
198K
$31.5M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
2.66K+ 34.05% |
$428K - $469K
|
10.5K
$1.67M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-193- 3.73% |
$31.1K - $34K
|
4.98K
$792K
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-449- 15.82% |
$72.2K - $79.1K
|
2.39K
$380K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
775New |
$125K - $137K
|
775
$123K
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-481- 7.87% |
$77.4K - $84.7K
|
5.63K
$896K
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
17+ 2.61% |
$2.74K - $3K
|
668
$106K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.3K- 21.71% |
$209K - $229K
|
4.69K
$746K
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-86- 1.96% |
$13.8K - $15.2K
|
4.29K
$683K
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.09K+ 6966.67% |
$336K - $368K
|
2.12K
$337K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
199New |
$32K - $35.1K
|
199
$31.7K
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-95- 3.53% |
$15.3K - $16.7K
|
2.6K
$414K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
22.7K+ 2.97% |
$3.65M - $4M
|
787K
$125M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.23K+ 5.65% |
$199K - $217K
|
23.1K
$3.67M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.2K+ 18.93% |
$353K - $387K
|
13.8K
$2.19M
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.28KNew |
$206K - $226K
|
1.28K
$204K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.88K+ 1.1% |
$1.59M - $1.74M
|
911K
$145M
|