Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-3.5K- 24.96% |
$448K - $484K
|
10.5K
$1.71M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.43KClosed |
$439K - $475K
|
0
$0
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.69KClosed |
$345K - $373K
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.06K- 73.58% |
$264K - $286K
|
741
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.7K- 44.79% |
$218K - $236K
|
2.1K
$341K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.14K- 24.41% |
$146K - $158K
|
3.53K
$574K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-736- 25.22% |
$94.1K - $102K
|
2.18K
$355K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-199- 1.8% |
$25.5K - $27.5K
|
10.8K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-124- 6.72% |
$15.9K - $17.2K
|
1.72K
$280K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-107- 3.19% |
$13.7K - $14.8K
|
3.25K
$527K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-94- 5.89% |
$12K - $13K
|
1.5K
$244K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-54- 84.38% |
$6.91K - $7.47K
|
10
$1.62K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-45- 34.09% |
$5.76K - $6.23K
|
87
$14.1K
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-30- 1.91% |
$3.84K - $4.15K
|
1.54K
$251K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-18- 3.22% |
$2.3K - $2.49K
|
541
$87.9K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-17- 0.8% |
$2.17K - $2.35K
|
2.12K
$344K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-13- 24.07% |
$1.66K - $1.8K
|
41
$6.66K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-11- 0.15% |
$1.41K - $1.52K
|
7.28K
$1.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-10- 0.25% |
$1.28K - $1.38K
|
3.96K
$643K
|
|
| Q1 2023 | |||||||
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-46.1KClosed |
$5.84M - $6.78M
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Amtrust Financial Services, Inc.
New York, NY |
SELL
|
- |
-18K- 25.71% |
$2.28M - $2.65M
|
52K
$8.45M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-14.9K- 89.13% |
$1.89M - $2.19M
|
1.82K
$295K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7.83KClosed |
$993K - $1.15M
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-6.9K- 63.77% |
$875K - $1.02M
|
3.92K
$637K
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-4.49K- 62.54% |
$569K - $661K
|
2.69K
$437K
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-2.42K- 99.59% |
$307K - $356K
|
10
$1.62K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-2.01K- 13.73% |
$254K - $295K
|
12.6K
$2.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 38.1% |
$148K - $172K
|
1.89K
$308K
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-983- 1.92% |
$125K - $145K
|
50.1K
$8.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-809- 31.08% |
$103K - $119K
|
1.79K
$292K
|
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-589- 26.26% |
$74.6K - $86.7K
|
1.65K
$269K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-500- 22.21% |
$63.4K - $73.6K
|
1.75K
$285K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-274- 0.36% |
$34.7K - $40.3K
|
76.6K
$12.5M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-188- 25.13% |
$23.8K - $27.7K
|
560
$91K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-152- 8.84% |
$19.3K - $22.4K
|
1.57K
$255K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-143- 7.01% |
$18.1K - $21K
|
1.9K
$308K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-104- 15.43% |
$13.2K - $15.3K
|
570
$92.6K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-35- 2.06% |
$4.44K - $5.15K
|
1.66K
$270K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-231K- 99.02% |
$28.3M - $32.9M
|
2.29K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-6.33K- 80.78% |
$775K - $904K
|
1.51K
$245K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.52K- 59.05% |
$309K - $360K
|
1.75K
$284K
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-600- 5.62% |
$73.5K - $85.7K
|
10.1K
$1.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-503- 24.52% |
$61.6K - $71.8K
|
1.55K
$252K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-443Closed |
$54.3K - $63.2K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-300- 11.11% |
$36.8K - $42.8K
|
2.4K
$390K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-265- 9.25% |
$32.5K - $37.8K
|
2.6K
$422K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-110- 7.0% |
$13.5K - $15.7K
|
1.46K
$237K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-70- 3.23% |
$8.58K - $9.99K
|
2.1K
$341K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-56- 34.36% |
$6.86K - $7.99K
|
107
$17.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-45- 23.81% |
$5.51K - $6.42K
|
144
$23.4K
|
|