Latest Institutional Transactions on Vanguard Mid Cap Value Index F (VOE)
This table provides information on the latest institutional transactions involving Vanguard Mid Cap Value Index F (VOE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
32+ 0.4% |
$5.15K - $5.64K
|
8.11K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.36K- 0.36% |
$218K - $239K
|
372K
$59.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-71- 0.43% |
$11.4K - $12.5K
|
16.4K
$2.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-347- 6.41% |
$55.8K - $61.1K
|
5.07K
$806K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.15K+ 2.24% |
$184K - $202K
|
52.4K
$8.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.01K+ 27.39% |
$1.29M - $1.41M
|
37.3K
$5.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
32+ 0.61% |
$5.15K - $5.64K
|
5.24K
$834K
|
|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-106- 6.38% |
$17.1K - $18.7K
|
1.56K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.21K- 6.68% |
$195K - $213K
|
16.9K
$2.69M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
16.3K+ 168.69% |
$2.62M - $2.87M
|
25.9K
$4.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-16- 0.44% |
$2.57K - $2.82K
|
3.62K
$576K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-120- 1.69% |
$19.3K - $21.1K
|
6.98K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
99New |
$15.9K - $17.4K
|
99
$15.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-91- 1.57% |
$14.6K - $16K
|
5.7K
$907K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-512- 18.1% |
$82.4K - $90.2K
|
2.32K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
378New |
$60.8K - $66.6K
|
378
$60.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-130- 1.06% |
$20.9K - $22.9K
|
12.2K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
325+ 3.66% |
$52.3K - $57.3K
|
9.21K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-161- 0.06% |
$25.9K - $28.4K
|
253K
$40.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-246- 2.59% |
$39.6K - $43.3K
|
9.24K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
27+ 0.14% |
$4.34K - $4.76K
|
19.7K
$3.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
7.78K+ 15.02% |
$1.25M - $1.37M
|
59.5K
$9.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-247- 1.85% |
$39.7K - $43.5K
|
13.1K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.5K+ 6.82% |
$402K - $440K
|
39.1K
$6.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
735+ 15.89% |
$118K - $129K
|
5.36K
$853K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-93- 13.36% |
$15K - $16.4K
|
603
$95.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-229- 5.22% |
$36.8K - $40.3K
|
4.16K
$661K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-20- 7.43% |
$3.22K - $3.52K
|
249
$39.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.7K+ 24.74% |
$273K - $299K
|
8.56K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
174+ 0.35% |
$28K - $30.7K
|
50.6K
$8.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
8.08KNew |
$1.3M - $1.42M
|
8.08K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 2.3% |
$2.57K - $2.82K
|
681
$108K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.71K- 60.21% |
$275K - $301K
|
1.13K
$180K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.44K+ 11.52% |
$393K - $430K
|
23.7K
$3.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-85- 4.62% |
$13.7K - $15K
|
1.76K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12- 1.44% |
$1.93K - $2.11K
|
823
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
164New |
$26.4K - $28.9K
|
164
$26.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-557- 2.08% |
$89.6K - $98.1K
|
26.2K
$4.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
436New |
$70.1K - $76.8K
|
436
$69.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.61K+ 3.67% |
$259K - $284K
|
45.5K
$7.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-907K- 99.38% |
$146M - $160M
|
5.67K
$903K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.23K+ 5.22% |
$198K - $216K
|
24.8K
$3.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
98+ 0.87% |
$15.8K - $17.3K
|
11.4K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
327+ 16.4% |
$52.6K - $57.6K
|
2.32K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
369+ 0.75% |
$59.4K - $65K
|
49.6K
$7.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
2.3KNew |
$370K - $405K
|
2.3K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
124+ 1.05% |
$20K - $21.8K
|
11.9K
$1.89M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.86K+ 20.55% |
$460K - $503K
|
16.8K
$2.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
14+ 0.92% |
$2.25K - $2.47K
|
1.54K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
4.23KNew |
$681K - $745K
|
4.23K
$673K
|