Shakespeare Wealth Management, Inc. Vanguard Mid Cap Value Index F Transaction History

Shakespeare Wealth Management, Inc.

  • $434 Million
  • Q3 2025

A detailed history of Shakespeare Wealth Management, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 176,232 shares of VOE stock, worth $30.6 Million. This represents 7.09% of its overall portfolio holdings.

Number of Shares
176,232
Previous 170,565 3.32%
Holding current value
$30.6 Million
Previous $28.1 Million 9.68%
% of portfolio
7.09%
Previous 7.56%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$164.63 - $174.58 $932,958 - $989,344
5,667 Added 3.32%
176,232 $30.8 Million
Q2 2025

Aug 12, 2025
BUY
$141.87 - $164.49 $761,416 - $882,817
5,367 Added 3.25%
170,565 $28.1 Million
Q1 2025

May 15, 2025
BUY
$156.61 - $168.02 $408,595 - $438,364
2,609 Added 1.6%
165,198 $26.5 Million
Q4 2024

Feb 13, 2025
SELL
$160.89 - $176.18 $574,216 - $628,786
-3,569 Reduced 2.15%
162,589 $26.3 Million
Q3 2024

Nov 14, 2024
BUY
$149.02 - $167.67 $1.77 Million - $2 Million
11,900 Added 7.71%
166,158 $27.9 Million
Q2 2024

Aug 13, 2024
BUY
$146.82 - $155.77 $2.54 Million - $2.7 Million
17,331 Added 12.66%
154,258 $23.2 Million
Q1 2024

May 13, 2024
BUY
$141.07 - $155.91 $288,770 - $319,147
2,047 Added 1.52%
136,927 $21.3 Million
Q4 2023

Feb 13, 2024
BUY
$124.27 - $145.8 $652,293 - $765,304
5,249 Added 4.05%
134,880 $19.6 Million
Q3 2023

Nov 13, 2023
BUY
$130.77 - $144.24 $172,616 - $190,396
1,320 Added 1.03%
129,631 $17 Million
Q2 2023

Aug 11, 2023
BUY
$127.92 - $138.38 $971,680 - $1.05 Million
7,596 Added 6.29%
128,311 $17.8 Million
Q1 2023

May 15, 2023
BUY
$126.74 - $147.12 $368,306 - $427,530
2,906 Added 2.47%
120,715 $16.2 Million
Q4 2022

Feb 13, 2023
BUY
$122.51 - $142.75 $810,771 - $944,719
6,618 Added 5.95%
117,809 $15.9 Million
Q3 2022

Nov 14, 2022
BUY
$121.77 - $145.8 $238,669 - $285,768
1,960 Added 1.79%
111,191 $13.5 Million
Q2 2022

Aug 09, 2022
SELL
$126.2 - $153.17 $164,817 - $200,040
-1,306 Reduced 1.18%
109,231 $14.2 Million
Q1 2022

May 16, 2022
BUY
$140.72 - $152.6 $305,080 - $330,836
2,168 Added 2.0%
110,537 $16.6 Million
Q4 2021

Jan 10, 2022
BUY
$140.47 - $150.69 $804,612 - $863,152
5,728 Added 5.58%
108,369 $16.3 Million
Q3 2021

Nov 15, 2021
BUY
$135.17 - $146.62 $218,029 - $236,498
1,613 Added 1.6%
102,641 $14.5 Million
Q2 2021

Aug 09, 2021
SELL
$136.19 - $145.71 $601,278 - $643,309
-4,415 Reduced 4.19%
101,028 $14.4 Million
Q1 2021

May 13, 2021
SELL
$116.81 - $138.13 $231,984 - $274,326
-1,986 Reduced 1.85%
105,443 $14.2 Million
Q4 2020

Feb 16, 2021
BUY
$100.82 - $119.56 $720,258 - $854,136
7,144 Added 7.12%
107,429 $12.8 Million
Q3 2020

Nov 12, 2020
BUY
$93.59 - $106.12 $600,005 - $680,335
6,411 Added 6.83%
100,285 $10.2 Million
Q2 2020

Aug 11, 2020
BUY
$75.66 - $107.24 $335,098 - $474,965
4,429 Added 4.95%
93,874 $8.98 Million
Q1 2020

Apr 01, 2020
BUY
$68.69 - $121.9 $1 Million - $1.78 Million
14,629 Added 19.55%
89,445 $7.27 Million
Q4 2019

Feb 10, 2020
BUY
$108.67 - $119.8 $104,323 - $115,008
960 Added 1.3%
74,816 $8.92 Million
Q3 2019

Nov 08, 2019
BUY
$112.16 - $114.13 $171,829 - $174,847
1,532 Added 2.12%
73,856 $8.35 Million
Q2 2019

Aug 12, 2019
BUY
N/A
4,108 Added 6.02%
72,324 $8.05 Million
Q1 2019

May 13, 2019
BUY
N/A
1,771 Added 2.67%
68,216 $7.36 Million
Q4 2018

Feb 04, 2019
SELL
N/A
-11,902 Reduced 15.19%
66,445 $6.33 Million
Q3 2018

Nov 14, 2018
BUY
N/A
820 Added 1.06%
78,347 $8.86 Million
Q2 2018

Aug 14, 2018
BUY
N/A
2,387 Added 3.18%
77,527 $8.56 Million
Q1 2018

Aug 14, 2018
BUY
N/A
3,390 Added 4.72%
75,140 $8.22 Million
Q4 2017

Aug 14, 2018
BUY
N/A
71,750
71,750 $8 Million

Others Institutions Holding VOE

# of Institutions
1,275
Shares Held
73.6M
Call Options Held
30.9K
Put Options Held
7.7K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

VOE Quotes by TradingView
  • Ticker VOE
  • Sector ETFs
  • Industry ETFs
More about VOE
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