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 |
---|---|---|---|---|---|---|---|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.08% |
$161 - $176
|
1.21K
$194K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.44% |
$161 - $176
|
228
$36.6K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.33% |
$161 - $176
|
302
$48.5K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.48% |
$161 - $176
|
208
$33.4K
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.93% |
$161 - $176
|
109
$17.5K
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.08% |
$161 - $176
|
1.32K
$212K
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1+ 0.04% |
$161 - $176
|
2.35K
$377K
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$161 - $176
|
1.9K
$305K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.38% |
$161 - $176
|
267
$42.9K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.37% |
$161 - $176
|
273
$43.9K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.78% |
$161 - $176
|
130
$20.9K
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$161 - $176
|
2.98K
$479K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.04% |
$161 - $176
|
2.41K
$388K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.05% |
$161 - $176
|
1.85K
$298K
|
|
Q3 2024 | |||||||
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
170K+ 13.62% |
$25.3M - $28.5M
|
1.42M
$228M
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
BUY
|
- |
89.5KNew |
$13.3M - $15M
|
89.5K
$14.4M
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
63.9KNew |
$9.53M - $10.7M
|
63.9K
$10.3M
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
58.8K+ 11.57% |
$8.77M - $9.87M
|
567K
$91.2M
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
47.2KNew |
$7.03M - $7.91M
|
47.2K
$7.58M
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
17KNew |
$2.53M - $2.84M
|
17K
$2.72M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.5K+ 9.2% |
$1.86M - $2.09M
|
148K
$23.8M
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
11.3KNew |
$1.68M - $1.9M
|
11.3K
$1.82M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.94K+ 9.21% |
$1.18M - $1.33M
|
94.1K
$15.1M
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
7.5KNew |
$1.12M - $1.26M
|
7.5K
$1.2M
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.15K+ 11.24% |
$1.07M - $1.2M
|
70.8K
$11.4M
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
4.88K+ 6.03% |
$728K - $819K
|
85.8K
$13.8M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3.96K+ 5.09% |
$590K - $664K
|
81.8K
$13.1M
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.93K+ 372.84% |
$585K - $658K
|
4.98K
$800K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.8KNew |
$566K - $637K
|
3.8K
$610K
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
BUY
|
- |
3.61K+ 1.37% |
$538K - $605K
|
268K
$43M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.87KNew |
$428K - $482K
|
2.87K
$462K
|
|
Oct 31, 2024
Q3 2024
|
General American Investors CO Inc
|
BUY
|
- |
2.7K+ 24.55% |
$402K - $453K
|
13.7K
$2.2M
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
2.69KNew |
$401K - $452K
|
2.69K
$433K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.25KNew |
$336K - $378K
|
2.25K
$362K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
2.01KNew |
$299K - $337K
|
2.01K
$323K
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.98K+ 160.76% |
$295K - $332K
|
3.21K
$516K
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.97KNew |
$293K - $330K
|
1.97K
$316K
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.93KNew |
$288K - $324K
|
1.93K
$310K
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.83KNew |
$273K - $307K
|
1.83K
$294K
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
1.8KNew |
$268K - $302K
|
1.8K
$289K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
1.8KNew |
$268K - $302K
|
1.8K
$289K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.48KNew |
$220K - $247K
|
1.48K
$237K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.46KNew |
$218K - $245K
|
1.46K
$235K
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.43K+ 3.37% |
$213K - $240K
|
43.8K
$7.04M
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
1.41KNew |
$210K - $236K
|
1.41K
$226K
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.37KNew |
$204K - $230K
|
1.37K
$220K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.32KNew |
$197K - $222K
|
1.32K
$213K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.32K+ 22.23% |
$197K - $222K
|
7.27K
$1.17M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.32KNew |
$196K - $221K
|
1.32K
$212K
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.32KNew |
$196K - $220K
|
1.32K
$211K
|