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, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.17KNew |
$145K - $170K
|
1.17K
$203K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
425New |
$52.8K - $62K
|
425
$74K
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
425+ 5.8% |
$52.8K - $62K
|
7.75K
$1.35M
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
338New |
$42K - $49.3K
|
338
$58.9K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
320+ 104.23% |
$39.8K - $46.7K
|
627
$109K
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
311New |
$38.6K - $45.3K
|
311
$54.2K
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
294+ 0.59% |
$36.5K - $42.9K
|
49.9K
$8.69M
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
284New |
$35.3K - $41.4K
|
284
$49.5K
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
250+ 2.05% |
$31.1K - $36.5K
|
12.5K
$2.17M
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
250New |
$31.1K - $36.5K
|
250
$43.5K
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
225New |
$28K - $32.8K
|
225
$39.2K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
101+ 4.39% |
$12.6K - $14.7K
|
2.4K
$418K
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
62+ 0.77% |
$7.7K - $9.04K
|
8.09K
$1.41M
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
54+ 5.26% |
$6.71K - $7.87K
|
1.08K
$188K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
48+ 4800.0% |
$5.96K - $7K
|
49
$8.53K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
45New |
$5.59K - $6.56K
|
45
$7.84K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
41+ 9.23% |
$5.1K - $5.98K
|
485
$84.5K
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
35New |
$4.35K - $5.1K
|
35
$6.1K
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
28New |
$3.48K - $4.08K
|
28
$4.88K
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
27New |
$3.36K - $3.94K
|
27
$4.7K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
22New |
$2.73K - $3.21K
|
22
$3.83K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
22New |
$2.73K - $3.21K
|
22
$3.83K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
14+ 0.18% |
$1.74K - $2.04K
|
7.59K
$1.32M
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
12New |
$1.49K - $1.75K
|
12
$2.09K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6New |
$746 - $875
|
6
$1.05K
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 2.38% |
$621 - $729
|
215
$37.4K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.78% |
$621 - $729
|
650
$113K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2New |
$249 - $292
|
2
$348
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.7K+ 828.68% |
$1.92M - $2.12M
|
16.5K
$2.87M
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
14.6KNew |
$1.9M - $2.1M
|
14.6K
$2.54M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
6.4KNew |
$837K - $923K
|
6.4K
$1.11M
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
2.68K+ 15.49% |
$350K - $386K
|
20K
$3.48M
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.77KNew |
$232K - $256K
|
1.77K
$309K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
750New |
$98.1K - $108K
|
750
$131K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
454New |
$59.4K - $65.5K
|
454
$79.1K
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
400+ 10.83% |
$52.3K - $57.7K
|
4.09K
$713K
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
386+ 1.03% |
$50.5K - $55.7K
|
37.9K
$6.59M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
296New |
$38.7K - $42.7K
|
296
$51.6K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
114New |
$14.9K - $16.4K
|
114
$19.9K
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
90+ 24.0% |
$11.8K - $13K
|
465
$81K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
90New |
$11.8K - $13K
|
90
$15.7K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
73+ 2.12% |
$9.55K - $10.5K
|
3.52K
$614K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
72New |
$9.42K - $10.4K
|
72
$12.5K
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
44New |
$5.75K - $6.35K
|
44
$7.66K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19+ 30.65% |
$2.48K - $2.74K
|
81
$14.1K
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
18New |
$2.35K - $2.6K
|
18
$3.14K
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
14+ 0.53% |
$1.83K - $2.02K
|
2.64K
$459K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14New |
$1.83K - $2.02K
|
14
$2.44K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
5New |
$654 - $721
|
5
$871
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1+ 0.2% |
$131 - $144
|
513
$89.3K
|