Latest Institutional Purchases of Vanguard Mid Cap Value Index F (VOE)
This list provides information on the latest institutional transactions involving Vanguard Mid Cap Value Index F (VOE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
33+ 100.0% |
$5.31K - $5.81K
|
66
$10.9K
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
33+ 0.07% |
$5.31K - $5.81K
|
50.2K
$8.28M
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33+ 1.98% |
$5.31K - $5.81K
|
1.7K
$280K
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
33+ 0.22% |
$5.31K - $5.81K
|
15K
$2.48M
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
33+ 1.61% |
$5.31K - $5.81K
|
2.08K
$344K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
32+ 0.61% |
$5.15K - $5.64K
|
5.31K
$875K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
32New |
$5.15K - $5.64K
|
32
$5.28K
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
32+ 0.4% |
$5.15K - $5.64K
|
8.11K
$1.34M
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
32+ 0.61% |
$5.15K - $5.64K
|
5.24K
$865K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
31+ 1.02% |
$4.99K - $5.46K
|
3.08K
$508K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
31+ 0.97% |
$4.99K - $5.46K
|
3.24K
$534K
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
30+ 1.57% |
$4.83K - $5.29K
|
1.95K
$321K
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
29+ 0.32% |
$4.67K - $5.11K
|
9.18K
$1.52M
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
28New |
$4.5K - $4.93K
|
28
$4.62K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
28New |
$4.5K - $4.93K
|
28
$4.62K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
27+ 77.14% |
$4.34K - $4.76K
|
62
$10.2K
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
27+ 0.14% |
$4.34K - $4.76K
|
19.7K
$3.25M
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
27+ 0.05% |
$4.34K - $4.76K
|
52.5K
$8.66M
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
24+ 6.54% |
$3.86K - $4.23K
|
391
$64.5K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
24+ 0.42% |
$3.86K - $4.23K
|
5.74K
$947K
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
23+ 1.57% |
$3.7K - $4.05K
|
1.49K
$246K
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
22+ 0.82% |
$3.54K - $3.88K
|
2.7K
$445K
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
21+ 2.9% |
$3.38K - $3.7K
|
746
$123K
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
21+ 0.61% |
$3.38K - $3.7K
|
3.47K
$572K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.14% |
$3.38K - $3.7K
|
14.7K
$2.43M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
21+ 1.62% |
$3.38K - $3.7K
|
1.32K
$217K
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
21+ 0.37% |
$3.38K - $3.7K
|
5.72K
$944K
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
20+ 0.55% |
$3.22K - $3.52K
|
3.63K
$599K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
20+ 0.26% |
$3.22K - $3.52K
|
7.67K
$1.27M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18+ 0.59% |
$2.9K - $3.17K
|
3.09K
$510K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
18+ 1.17% |
$2.9K - $3.17K
|
1.56K
$257K
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
17+ 2.61% |
$2.74K - $3K
|
668
$110K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17+ 0.72% |
$2.74K - $3K
|
2.38K
$392K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
16New |
$2.57K - $2.82K
|
16
$2.64K
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
16+ 1.2% |
$2.57K - $2.82K
|
1.35K
$223K
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
15+ 0.48% |
$2.41K - $2.64K
|
3.15K
$520K
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
15+ 0.68% |
$2.41K - $2.64K
|
2.21K
$365K
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
14+ 0.92% |
$2.25K - $2.47K
|
1.54K
$254K
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
13+ 0.6% |
$2.09K - $2.29K
|
2.19K
$361K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13New |
$2.09K - $2.29K
|
13
$2.14K
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.6% |
$1.93K - $2.11K
|
2.01K
$332K
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
12+ 0.61% |
$1.93K - $2.11K
|
1.99K
$329K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11New |
$1.77K - $1.94K
|
11
$1.81K
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
11+ 0.19% |
$1.77K - $1.94K
|
5.79K
$955K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10New |
$1.61K - $1.76K
|
10
$1.65K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10+ 50.0% |
$1.61K - $1.76K
|
30
$4.95K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9+ 0.55% |
$1.45K - $1.59K
|
1.65K
$272K
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
9+ 0.32% |
$1.45K - $1.59K
|
2.79K
$460K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
9+ 0.59% |
$1.45K - $1.59K
|
1.52K
$251K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
8+ 0.42% |
$1.29K - $1.41K
|
1.93K
$319K
|