Optivise Advisory Services LLC Vanguard Mid Cap Value Index F Transaction History

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Optivise Advisory Services LLC holds 1,489 shares of VOE stock, worth $258,847. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,489

Previous 1,627 8.48%

Holding current value

$258,847

Previous $284 Million 6.99%

% of portfolio

0.15%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$169.53 - $176.53 $23,395 - $24,361	-138 Reduced 8.48%	1,489 $264 Million
Q3 2025 Oct 17, 2025	SELL	$164.63 - $174.58 $1,152 - $1,222	-7 Reduced 0.43%	1,627 $284 Million
Q2 2025 Aug 05, 2025	SELL	$141.87 - $164.49 $11,065 - $12,830	-78 Reduced 4.56%	1,634 $269 Million
Q1 2025 Apr 18, 2025	SELL	$156.61 - $168.02 $34,610 - $37,132	-221 Reduced 11.43%	1,712 $275 Million
Q4 2024 Feb 13, 2025	BUY	$160.89 - $176.18 $1,287 - $1,409	8 Added 0.42%	1,933 $313 Million

Q3 2024 Nov 12, 2024	BUY	$149.02 - $167.67 $286,863 - $322,764	1,925 New	1,925 $323 Million
Q2 2024 Nov 14, 2024	BUY	$146.82 - $155.77 $180,294 - $191,285	1,228 Added 63.79%	3,153 $474 Million

Others Institutions Holding VOE

# of Institutions

1,264

Shares Held

73M

Call Options Held

30.9K

Put Options Held

7.7K

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About VANGUARD MID-CAP VALUE INDEX F

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Optivise Advisory Services LLC Vanguard Mid Cap Value Index F Transaction History