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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.9K+ 65.5% |
$1.96M - $2.17M
|
35.2K
$5.65M
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
11.1KNew |
$1.57M - $1.73M
|
11.1K
$1.79M
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
8.09KNew |
$1.14M - $1.26M
|
8.09K
$1.3M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.96KNew |
$699K - $773K
|
4.96K
$796K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.96K+ 2.84% |
$559K - $617K
|
143K
$23M
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
3.26KNew |
$460K - $508K
|
3.26K
$524K
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$335K - $371K
|
2.38K
$382K
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.12KNew |
$298K - $330K
|
2.12K
$340K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2KNew |
$282K - $312K
|
2K
$321K
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.79KNew |
$252K - $279K
|
1.79K
$287K
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.75KNew |
$247K - $273K
|
1.75K
$281K
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
1.75KNew |
$247K - $273K
|
1.75K
$281K
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.57KNew |
$221K - $244K
|
1.57K
$252K
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.49KNew |
$210K - $232K
|
1.49K
$239K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.47KNew |
$208K - $229K
|
1.47K
$237K
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.43KNew |
$202K - $223K
|
1.43K
$230K
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.35KNew |
$190K - $210K
|
1.35K
$217K
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.32KNew |
$186K - $206K
|
1.32K
$212K
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.31KNew |
$185K - $205K
|
1.31K
$211K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
894+ 55.56% |
$126K - $139K
|
2.5K
$402K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
860New |
$121K - $134K
|
860
$138K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
751+ 47.99% |
$106K - $117K
|
2.32K
$372K
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
606+ 5.3% |
$85.5K - $94.5K
|
12K
$1.93M
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
390New |
$55K - $60.8K
|
390
$62.7K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
375New |
$52.9K - $58.5K
|
375
$60.3K
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
200+ 434.78% |
$28.2K - $31.2K
|
246
$39.5K
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
194New |
$27.4K - $30.2K
|
194
$31.2K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
142+ 1.81% |
$20K - $22.1K
|
7.99K
$1.28M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
120New |
$16.9K - $18.7K
|
120
$19.3K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
109New |
$15.4K - $17K
|
109
$17.5K
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
104New |
$14.7K - $16.2K
|
104
$16.7K
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
98+ 6.3% |
$13.8K - $15.3K
|
1.65K
$266K
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
74+ 47.13% |
$10.4K - $11.5K
|
231
$37.1K
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
67+ 4.69% |
$9.45K - $10.4K
|
1.5K
$241K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
48+ 12.5% |
$6.77K - $7.48K
|
432
$69.4K
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
42+ 1.28% |
$5.92K - $6.55K
|
3.32K
$533K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
32+ 78.05% |
$4.51K - $4.99K
|
73
$11.7K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
22New |
$3.1K - $3.43K
|
22
$3.53K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
19+ 135.71% |
$2.68K - $2.96K
|
33
$5.3K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18New |
$2.54K - $2.81K
|
18
$2.89K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$2.54K - $2.81K
|
18
$2.89K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10+ 5.35% |
$1.41K - $1.56K
|
197
$31.7K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
6New |
$846 - $935
|
6
$964
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 0.9% |
$282 - $312
|
224
$36K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.28% |
$141 - $156
|
361
$58K
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.17% |
$141 - $156
|
47
$7.55K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 8.33% |
$141 - $156
|
13
$2.09K
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
15.1KNew |
$1.88M - $2.21M
|
15.1K
$2.43M
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
15.1KNew |
$1.88M - $2.21M
|
15.1K
$2.43M
|