Latest Institutional Purchases of Vanguard Mid Cap Value Index F (VOE)
This list provides information on the latest institutional transactions involving Vanguard Mid Cap Value Index F (VOE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
20+ 0.26% |
$3.22K - $3.52K
|
7.67K
$1.23M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
18+ 0.59% |
$2.9K - $3.17K
|
3.09K
$497K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
18+ 1.17% |
$2.9K - $3.17K
|
1.56K
$250K
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
17+ 2.61% |
$2.74K - $3K
|
668
$107K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
17+ 0.72% |
$2.74K - $3K
|
2.38K
$382K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
16New |
$2.57K - $2.82K
|
16
$2.57K
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
16+ 1.2% |
$2.57K - $2.82K
|
1.35K
$217K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15+ 0.29% |
$2.41K - $2.64K
|
5.16K
$828K
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
15+ 0.48% |
$2.41K - $2.64K
|
3.15K
$507K
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
15+ 0.68% |
$2.41K - $2.64K
|
2.21K
$355K
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
14+ 0.92% |
$2.25K - $2.47K
|
1.54K
$248K
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
13+ 0.6% |
$2.09K - $2.29K
|
2.19K
$351K
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
13New |
$2.09K - $2.29K
|
13
$2.09K
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.6% |
$1.93K - $2.11K
|
2.01K
$323K
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
12+ 0.61% |
$1.93K - $2.11K
|
1.99K
$320K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11New |
$1.77K - $1.94K
|
11
$1.77K
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
11+ 0.19% |
$1.77K - $1.94K
|
5.79K
$930K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10New |
$1.61K - $1.76K
|
10
$1.61K
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
10+ 50.0% |
$1.61K - $1.76K
|
30
$4.82K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9+ 0.55% |
$1.45K - $1.59K
|
1.65K
$265K
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
9+ 0.32% |
$1.45K - $1.59K
|
2.79K
$448K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
9+ 0.59% |
$1.45K - $1.59K
|
1.52K
$245K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
8+ 0.42% |
$1.29K - $1.41K
|
1.93K
$311K
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
8New |
$1.29K - $1.41K
|
8
$1.29K
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
8+ 0.33% |
$1.29K - $1.41K
|
2.47K
$397K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
7+ 0.5% |
$1.13K - $1.23K
|
1.41K
$227K
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6+ 0.45% |
$965 - $1.06K
|
1.35K
$216K
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
6+ 0.46% |
$965 - $1.06K
|
1.32K
$213K
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.57% |
$965 - $1.06K
|
1.06K
$171K
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6+ 0.14% |
$965 - $1.06K
|
4.35K
$699K
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5+ 0.3% |
$804 - $881
|
1.7K
$272K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
5+ 0.13% |
$804 - $881
|
3.77K
$606K
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5+ 0.52% |
$804 - $881
|
974
$156K
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
5+ 0.27% |
$804 - $881
|
1.88K
$302K
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
5+ 1.61% |
$804 - $881
|
316
$50.8K
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.1% |
$804 - $881
|
4.8K
$772K
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5+ 0.06% |
$804 - $881
|
8.09K
$1.3M
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
4+ 0.1% |
$644 - $705
|
4.19K
$673K
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4+ 0.32% |
$644 - $705
|
1.26K
$202K
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.25% |
$644 - $705
|
1.6K
$257K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3+ 0.08% |
$483 - $529
|
3.62K
$582K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 1.94% |
$483 - $529
|
158
$25.4K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
3+ 0.54% |
$483 - $529
|
561
$90.1K
|
|
Feb 14, 2025
Q4 2024
|
East Coast Asset Management, Llc.
Essex, MA |
BUY
|
- |
2+ 0.02% |
$322 - $352
|
8.35K
$1.34M
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2New |
$322 - $352
|
2
$321
|
|
Feb 10, 2025
Q4 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2+ 0.02% |
$322 - $352
|
9.44K
$1.52M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.26% |
$322 - $352
|
760
$122K
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
2+ 0.09% |
$322 - $352
|
2.21K
$354K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.41% |
$322 - $352
|
490
$78.7K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$161 - $176
|
1
$161
|