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 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.47K- 2.18% |
$856K - $918K
|
245K
$40.8M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$235K - $253K
|
1.5K
$250K
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4+ 0.24% |
$626 - $672
|
1.7K
$282K
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-497- 13.57% |
$77.8K - $83.5K
|
3.17K
$526K
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13.3KNew |
$2.09M - $2.24M
|
13.3K
$2.22M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.1KClosed |
$2.99M - $3.21M
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.73K- 31.5% |
$270K - $290K
|
3.75K
$624K
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-891- 20.88% |
$140K - $150K
|
3.38K
$561K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
896+ 28.22% |
$140K - $151K
|
4.07K
$677K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-621- 9.25% |
$97.3K - $104K
|
6.09K
$1.01M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.31KNew |
$205K - $219K
|
1.31K
$217K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.32K+ 2.8% |
$519K - $557K
|
122K
$20.2M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.71K+ 50.15% |
$737K - $791K
|
14.1K
$2.34M
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-344- 4.94% |
$53.9K - $57.8K
|
6.62K
$1.1M
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
29New |
$4.54K - $4.87K
|
29
$4.82K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-16- 0.66% |
$2.51K - $2.69K
|
2.41K
$401K
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-18- 0.54% |
$2.82K - $3.02K
|
3.34K
$555K
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-265- 11.62% |
$41.5K - $44.5K
|
2.02K
$335K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
308+ 5.82% |
$48.2K - $51.8K
|
5.6K
$930K
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-47.2K- 66.89% |
$7.39M - $7.93M
|
23.4K
$3.88M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
65+ 1.42% |
$10.2K - $10.9K
|
4.63K
$770K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
806+ 0.63% |
$126K - $135K
|
129K
$21.5M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 12.08% |
$241K - $259K
|
14.3K
$2.37M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-228- 4.04% |
$35.7K - $38.3K
|
5.41K
$899K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
524+ 2.05% |
$82.1K - $88K
|
26K
$4.33M
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-9.22K- 84.37% |
$1.44M - $1.55M
|
1.71K
$284K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.66K- 8.81% |
$260K - $279K
|
17.2K
$2.86M
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-143- 0.62% |
$22.4K - $24K
|
23K
$3.82M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.83K- 4.09% |
$913K - $980K
|
137K
$22.7M
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
258+ 13.35% |
$40.4K - $43.3K
|
2.19K
$364K
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
656+ 28.5% |
$103K - $110K
|
2.96K
$492K
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
399+ 1.66% |
$62.5K - $67K
|
24.4K
$4.05M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
211K+ 9.4% |
$33.1M - $35.5M
|
2.46M
$409M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-468- 17.35% |
$73.3K - $78.6K
|
2.23K
$370K
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-217- 3.93% |
$34K - $36.5K
|
5.3K
$881K
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
111+ 6.36% |
$17.4K - $18.7K
|
1.86K
$308K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-96- 0.15% |
$15K - $16.1K
|
63.2K
$10.5M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-39.4K- 55.72% |
$6.16M - $6.61M
|
31.3K
$5.2M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-112K- 29.21% |
$17.5M - $18.8M
|
271K
$45M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-189- 4.55% |
$29.6K - $31.8K
|
3.97K
$659K
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
12.1K+ 324.06% |
$1.89M - $2.03M
|
15.8K
$2.63M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-85- 1.47% |
$13.3K - $14.3K
|
5.7K
$947K
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
61+ 2.4% |
$9.55K - $10.2K
|
2.6K
$432K
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$157 - $168
|
3.83K
$636K
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.05KNew |
$322K - $345K
|
2.05K
$341K
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-2.36K- 7.47% |
$370K - $397K
|
29.3K
$4.86M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-700- 3.88% |
$110K - $118K
|
17.3K
$2.88M
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
250+ 1.28% |
$39.2K - $42K
|
19.8K
$3.3M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5- 0.12% |
$783 - $840
|
4.03K
$670K
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2.07K- 55.38% |
$323K - $347K
|
1.66K
$277K
|