Wealthspire Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 59,235 shares of VOE stock, worth $10.3 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

59,235

Previous 57,957 2.21%

Holding current value

$10.3 Million

Previous $9.53 Million 8.5%

% of portfolio

0.05%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$164.63 - $174.58 $210,397 - $223,113	1,278 Added 2.21%	59,235 $10.3 Million
Q2 2025 Aug 11, 2025	SELL	$141.87 - $164.49 $225,005 - $260,881	-1,586 Reduced 2.66%	57,957 $9.53 Million
Q1 2025 May 09, 2025	SELL	$156.61 - $168.02 $18,636 - $19,994	-119 Reduced 0.2%	59,543 $9.56 Million
Q4 2024 Feb 03, 2025	SELL	$160.89 - $176.18 $348,809 - $381,958	-2,168 Reduced 3.51%	59,662 $9.65 Million
Q3 2024 Nov 13, 2024	SELL	$149.02 - $167.67 $803,515 - $904,076	-5,392 Reduced 8.02%	61,830 $10.4 Million

Q2 2024 Aug 08, 2024	SELL	$146.82 - $155.77 $944,639 - $1 Million	-6,434 Reduced 8.74%	67,222 $10.1 Million
Q1 2024 May 06, 2024	SELL	$141.07 - $155.91 $488,666 - $540,072	-3,464 Reduced 4.49%	73,656 $11.5 Million
Q4 2023 Feb 06, 2024	SELL	$124.27 - $145.8 $463,278 - $543,542	-3,728 Reduced 4.61%	77,120 $11.2 Million
Q3 2023 Nov 06, 2023	SELL	$130.77 - $144.24 $652,411 - $719,613	-4,989 Reduced 5.81%	80,848 $10.6 Million
Q2 2023 Jul 31, 2023	SELL	$127.92 - $138.38 $736,307 - $796,515	-5,756 Reduced 6.28%	85,837 $11.9 Million
Q1 2023 May 09, 2023	SELL	$126.74 - $147.12 $750,300 - $870,950	-5,920 Reduced 6.07%	91,593 $12.3 Million
Q4 2022 Feb 13, 2023	SELL	$122.51 - $142.75 $1.8 Million - $2.1 Million	-14,713 Reduced 13.11%	97,513 $13.2 Million
Q3 2022 Nov 14, 2022	BUY	$121.77 - $145.8 $11.7 Million - $14 Million	96,132 Added 597.32%	112,226 $13.7 Million
Q2 2022 Aug 09, 2022	BUY	$126.2 - $153.17 $499,878 - $606,706	3,961 Added 32.65%	16,094 $2.08 Million
Q1 2022 May 09, 2022	BUY	$140.72 - $152.6 $167,316 - $181,441	1,189 Added 10.86%	12,133 $1.82 Million
Q4 2021 Feb 14, 2022	BUY	$140.47 - $150.69 $82,877 - $88,907	590 Added 5.7%	10,944 $1.65 Million
Q3 2021 Nov 15, 2021	BUY	$135.17 - $146.62 $510,401 - $553,637	3,776 Added 57.4%	10,354 $1.45 Million
Q2 2021 Aug 13, 2021	SELL	$136.19 - $145.71 $1.14 Million - $1.22 Million	-8,377 Reduced 56.01%	6,578 $924,000
Q1 2021 May 17, 2021	BUY	$116.81 - $138.13 $1.2 Million - $1.42 Million	10,285 Added 220.24%	14,955 $2.02 Million
Q4 2020 Feb 16, 2021	BUY	$100.82 - $119.56 $470,829 - $558,345	4,670 New	4,670 $556,000
Q2 2020 Aug 14, 2020	SELL	$75.66 - $107.24 $216,084 - $306,277	-2,856 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$68.69 - $121.9 $196,178 - $348,146	2,856 New	2,856 $232,000
Q1 2019 May 08, 2019	SELL	N/A	-3 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	3 New	3 $0

Others Institutions Holding VOE

# of Institutions

1,258

Shares Held

73M

Call Options Held

30.9K

Put Options Held

7.7K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Vanguard Mid Cap Value Index F Transaction History