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 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-180- 1.85% |
$29K - $31.7K
|
9.56K
$1.52M
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-16- 1.1% |
$2.57K - $2.82K
|
1.44K
$229K
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
3.15KNew |
$506K - $555K
|
3.15K
$501K
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-121- 0.47% |
$19.5K - $21.3K
|
25.6K
$4.07M
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
276+ 11.6% |
$44.4K - $48.6K
|
2.66K
$422K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-597- 0.88% |
$96.1K - $105K
|
67K
$10.7M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
1.16K+ 3.65% |
$186K - $204K
|
32.9K
$5.23M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.24K- 4.32% |
$683K - $748K
|
94.1K
$15M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
61+ 0.42% |
$9.81K - $10.7K
|
14.5K
$2.31M
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-50- 2.3% |
$8.04K - $8.81K
|
2.12K
$338K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-196- 3.89% |
$31.5K - $34.5K
|
4.84K
$770K
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-100- 3.23% |
$16.1K - $17.6K
|
3K
$477K
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-41- 3.12% |
$6.6K - $7.22K
|
1.27K
$202K
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
229+ 7.34% |
$36.8K - $40.3K
|
3.35K
$533K
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4+ 0.32% |
$644 - $705
|
1.26K
$200K
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
27+ 0.05% |
$4.34K - $4.76K
|
52.5K
$8.35M
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
33+ 1.61% |
$5.31K - $5.81K
|
2.08K
$331K
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-11.2K- 26.15% |
$1.8M - $1.97M
|
31.6K
$5.03M
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
254+ 3.3% |
$40.9K - $44.7K
|
7.96K
$1.27M
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
16.4K+ 24.45% |
$2.64M - $2.89M
|
83.4K
$13.3M
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
5.13KNew |
$826K - $904K
|
5.13K
$816K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.38K+ 9.28% |
$704K - $771K
|
51.6K
$8.2M
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-158- 4.71% |
$25.4K - $27.8K
|
3.2K
$508K
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
28.2KNew |
$4.53M - $4.96M
|
28.2K
$4.48M
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-8- 0.32% |
$1.29K - $1.41K
|
2.46K
$391K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-5.15K- 14.67% |
$828K - $907K
|
29.9K
$4.76M
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.82K+ 3.42% |
$937K - $1.03M
|
176K
$28M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
43+ 0.73% |
$6.92K - $7.58K
|
5.96K
$948K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.78% |
$161 - $176
|
130
$20.7K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-242- 0.35% |
$38.9K - $42.6K
|
68.6K
$10.9M
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
45+ 0.61% |
$7.24K - $7.93K
|
7.39K
$1.18M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.37K+ 1.62% |
$220K - $241K
|
85.6K
$13.6M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.66% |
$1.13K - $1.23K
|
1.05K
$166K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 0.54% |
$483 - $529
|
561
$89.2K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
68+ 2.4% |
$10.9K - $12K
|
2.9K
$462K
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
2.9K+ 10.28% |
$467K - $511K
|
31.1K
$4.95M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
775+ 2.99% |
$125K - $137K
|
26.7K
$4.24M
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
496+ 2.26% |
$79.8K - $87.4K
|
22.4K
$3.56M
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
331+ 1.69% |
$53.3K - $58.3K
|
19.9K
$3.17M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.79KNew |
$288K - $315K
|
1.79K
$284K
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-790- 1.82% |
$127K - $139K
|
42.7K
$6.79M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
33.2K+ 6.69% |
$5.35M - $5.85M
|
530K
$84.3M
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-127- 1.17% |
$20.4K - $22.4K
|
10.7K
$1.7M
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.13K+ 14.6% |
$181K - $198K
|
8.84K
$1.41M
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
3.71K+ 29.75% |
$597K - $654K
|
16.2K
$2.57M
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
21.9KNew |
$3.52M - $3.86M
|
21.9K
$3.48M
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-160- 10.01% |
$25.7K - $28.2K
|
1.44K
$229K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
456+ 5.87% |
$73.4K - $80.3K
|
8.23K
$1.31M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
370+ 6.72% |
$59.5K - $65.2K
|
5.88K
$935K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.33% |
$1.29K - $1.41K
|
2.47K
$393K
|