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 |
---|---|---|---|---|---|---|---|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-2.01K- 13.73% |
$254K - $295K
|
12.6K
$2.09M
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 38.1% |
$148K - $172K
|
1.89K
$315K
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-983- 1.92% |
$125K - $145K
|
50.1K
$8.33M
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-809- 31.08% |
$103K - $119K
|
1.79K
$298K
|
|
May 11, 2023
Q1 2023
|
High Pines Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-589- 26.26% |
$74.6K - $86.7K
|
1.65K
$275K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-500- 22.21% |
$63.4K - $73.6K
|
1.75K
$291K
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-274- 0.36% |
$34.7K - $40.3K
|
76.6K
$12.7M
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-188- 25.13% |
$23.8K - $27.7K
|
560
$93.1K
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-152- 8.84% |
$19.3K - $22.4K
|
1.57K
$261K
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-143- 7.01% |
$18.1K - $21K
|
1.9K
$315K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-104- 15.43% |
$13.2K - $15.3K
|
570
$94.7K
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-35- 2.06% |
$4.44K - $5.15K
|
1.66K
$276K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-231K- 99.02% |
$28.3M - $32.9M
|
2.29K
$381K
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-6.33K- 80.78% |
$775K - $904K
|
1.51K
$250K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.52K- 59.05% |
$309K - $360K
|
1.75K
$291K
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-600- 5.62% |
$73.5K - $85.7K
|
10.1K
$1.68M
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-503- 24.52% |
$61.6K - $71.8K
|
1.55K
$257K
|
|
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
$399K
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-265- 9.25% |
$32.5K - $37.8K
|
2.6K
$432K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-110- 7.0% |
$13.5K - $15.7K
|
1.46K
$243K
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-70- 3.23% |
$8.58K - $9.99K
|
2.1K
$348K
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-56- 34.36% |
$6.86K - $7.99K
|
107
$17.8K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-45- 23.81% |
$5.51K - $6.42K
|
144
$23.9K
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-38- 1.07% |
$4.66K - $5.42K
|
3.51K
$583K
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-33- 1.02% |
$4.04K - $4.71K
|
3.19K
$531K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-27- 6.14% |
$3.31K - $3.85K
|
413
$68.6K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-20- 14.49% |
$2.45K - $2.86K
|
118
$19.6K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2- 0.43% |
$245 - $286
|
463
$76.9K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1- 33.33% |
$123 - $143
|
2
$332
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-111K- 95.06% |
$13.5M - $16.2M
|
5.78K
$961K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-20.2KClosed |
$2.46M - $2.95M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.03KClosed |
$369K - $442K
|
0
$0
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.05K- 9.72% |
$249K - $298K
|
19K
$3.16M
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.8KClosed |
$219K - $263K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-575- 6.26% |
$70K - $83.8K
|
8.61K
$1.43M
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-287- 14.83% |
$34.9K - $41.8K
|
1.65K
$274K
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-171- 1.36% |
$20.8K - $24.9K
|
12.4K
$2.06M
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-74- 0.45% |
$9.01K - $10.8K
|
16.2K
$2.7M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-55- 45.83% |
$6.7K - $8.02K
|
65
$10.8K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20- 6.47% |
$2.44K - $2.92K
|
289
$48K
|
|
Q2 2022 | |||||||
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-104K- 86.94% |
$13.1M - $15.9M
|
15.6K
$2.6M
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-86.3KClosed |
$10.9M - $13.2M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-26.5KClosed |
$3.34M - $4.05M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-18.7KClosed |
$2.36M - $2.87M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.12KClosed |
$899K - $1.09M
|
0
$0
|
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-5.77KClosed |
$728K - $884K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.18KClosed |
$528K - $641K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.21K- 41.33% |
$279K - $339K
|
3.14K
$522K
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.9K- 36.62% |
$239K - $290K
|
3.28K
$545K
|