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 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.71KNew |
$209K - $244K
|
1.71K
$272K
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.22KNew |
$517K - $603K
|
4.22K
$672K
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.89KNew |
$232K - $270K
|
1.89K
$301K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-27- 6.14% |
$3.31K - $3.85K
|
413
$65.7K
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
8.72KNew |
$1.07M - $1.24M
|
8.72K
$1.39M
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
103New |
$12.6K - $14.7K
|
103
$16.4K
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
7.23KNew |
$885K - $1.03M
|
7.23K
$1.15M
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
219New |
$26.8K - $31.3K
|
219
$34.8K
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
5.28KNew |
$646K - $753K
|
5.28K
$839K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
217New |
$26.6K - $31K
|
217
$34.5K
|
|
Jan 03, 2023
Q4 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-195- 59.09% |
$23.9K - $27.8K
|
135
$21.5K
|
|
Q3 2022 | |||||||
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.8KClosed |
$219K - $263K
|
0
$0
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.05K- 9.72% |
$249K - $298K
|
19K
$3.02M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
32.8KNew |
$3.99M - $4.78M
|
32.8K
$5.22M
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
99+ 47.83% |
$12.1K - $14.4K
|
306
$48.7K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
46New |
$5.6K - $6.71K
|
46
$7.32K
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
25+ 3.7% |
$3.04K - $3.65K
|
701
$112K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
500New |
$60.9K - $72.9K
|
500
$79.5K
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
6+ 0.26% |
$731 - $875
|
2.32K
$369K
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
51New |
$6.21K - $7.44K
|
51
$8.11K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2KNew |
$244K - $292K
|
2K
$318K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2.71KNew |
$330K - $395K
|
2.71K
$431K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6.66KNew |
$811K - $971K
|
6.66K
$1.06M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
50+ 142.86% |
$6.09K - $7.29K
|
85
$13.5K
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-3.03KClosed |
$369K - $442K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
34+ 1.34% |
$4.14K - $4.96K
|
2.57K
$409K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.94KNew |
$358K - $429K
|
2.94K
$468K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.88K+ 62.29% |
$594K - $712K
|
12.7K
$2.02M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-55- 45.83% |
$6.7K - $8.02K
|
65
$10.3K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-575- 6.26% |
$70K - $83.8K
|
8.61K
$1.37M
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
301+ 7525.0% |
$36.7K - $43.9K
|
305
$48.5K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
42+ 6.27% |
$5.11K - $6.12K
|
712
$113K
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-171- 1.36% |
$20.8K - $24.9K
|
12.4K
$1.97M
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
224New |
$27.3K - $32.7K
|
224
$35.6K
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
40KNew |
$4.87M - $5.83M
|
40K
$6.36M
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-20- 6.47% |
$2.44K - $2.92K
|
289
$46K
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-111K- 95.06% |
$13.5M - $16.2M
|
5.78K
$920K
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
28New |
$3.41K - $4.08K
|
28
$4.45K
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
329+ 13.11% |
$40.1K - $48K
|
2.84K
$452K
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
BUY
|
- |
1+ 0.04% |
$122 - $146
|
2.23K
$354K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
749New |
$91.2K - $109K
|
749
$119K
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
BUY
|
- |
5+ 0.15% |
$609 - $729
|
3.37K
$536K
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
6.09KNew |
$741K - $888K
|
6.09K
$968K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-20.2KClosed |
$2.46M - $2.95M
|
0
$0
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-74- 0.45% |
$9.01K - $10.8K
|
16.2K
$2.58M
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
165New |
$20.1K - $24.1K
|
165
$26.2K
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
18+ 0.99% |
$2.19K - $2.62K
|
1.83K
$291K
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
26New |
$3.17K - $3.79K
|
26
$4.14K
|
|
Oct 11, 2022
Q3 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-287- 14.83% |
$34.9K - $41.8K
|
1.65K
$262K
|
|
Q2 2022 | |||||||
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3Closed |
$379 - $460
|
0
$0
|