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 |
---|---|---|---|---|---|---|---|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
200+ 434.78% |
$28.2K - $31.2K
|
246
$40.5K
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
194New |
$27.4K - $30.2K
|
194
$32K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
142+ 1.81% |
$20K - $22.1K
|
7.99K
$1.32M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
120New |
$16.9K - $18.7K
|
120
$19.8K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
109New |
$15.4K - $17K
|
109
$18K
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
104New |
$14.7K - $16.2K
|
104
$17.1K
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
98+ 6.3% |
$13.8K - $15.3K
|
1.65K
$273K
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
74+ 47.13% |
$10.4K - $11.5K
|
231
$38.1K
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
67+ 4.69% |
$9.45K - $10.4K
|
1.5K
$247K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
48+ 12.5% |
$6.77K - $7.48K
|
432
$71.2K
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
42+ 1.28% |
$5.92K - $6.55K
|
3.32K
$546K
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
33New |
$4.66K - $5.15K
|
33
$5.44K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
32+ 78.05% |
$4.51K - $4.99K
|
73
$12K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
22New |
$3.1K - $3.43K
|
22
$3.62K
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
19+ 135.71% |
$2.68K - $2.96K
|
33
$5.44K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
18New |
$2.54K - $2.81K
|
18
$2.97K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
18New |
$2.54K - $2.81K
|
18
$2.97K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
10+ 5.35% |
$1.41K - $1.56K
|
197
$32.5K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
6New |
$846 - $935
|
6
$989
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 0.9% |
$282 - $312
|
224
$36.9K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 0.28% |
$141 - $156
|
361
$59.5K
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 2.17% |
$141 - $156
|
47
$7.74K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 8.33% |
$141 - $156
|
13
$2.14K
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
15.1KNew |
$1.88M - $2.21M
|
15.1K
$2.49M
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
15.1KNew |
$1.88M - $2.21M
|
15.1K
$2.49M
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
12.9KNew |
$1.61M - $1.88M
|
12.9K
$2.13M
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
12.5KNew |
$1.55M - $1.82M
|
12.5K
$2.06M
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
10.9KNew |
$1.36M - $1.6M
|
10.9K
$1.8M
|
|
Feb 07, 2025
Q4 2023
|
Croban
Fremont, OH |
BUY
|
- |
5.55KNew |
$689K - $809K
|
5.55K
$914K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
3.94KNew |
$490K - $575K
|
3.94K
$650K
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.91KNew |
$361K - $424K
|
2.91K
$479K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.7KNew |
$336K - $394K
|
2.7K
$445K
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.42KNew |
$301K - $353K
|
2.42K
$399K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.92K+ 346.65% |
$238K - $279K
|
2.47K
$407K
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.89KNew |
$235K - $275K
|
1.89K
$311K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$198K - $233K
|
1.6K
$263K
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.54KNew |
$192K - $225K
|
1.54K
$254K
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.5KNew |
$186K - $219K
|
1.5K
$247K
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.49KNew |
$185K - $217K
|
1.49K
$245K
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.41KNew |
$175K - $206K
|
1.41K
$233K
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.41KNew |
$175K - $205K
|
1.41K
$232K
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.41KNew |
$175K - $205K
|
1.41K
$232K
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.4KNew |
$174K - $204K
|
1.4K
$231K
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.39KNew |
$173K - $203K
|
1.39K
$230K
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.38KNew |
$171K - $201K
|
1.38K
$227K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.23KNew |
$152K - $179K
|
1.23K
$202K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.17KNew |
$145K - $170K
|
1.17K
$192K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
425New |
$52.8K - $62K
|
425
$70K
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
425+ 5.8% |
$52.8K - $62K
|
7.75K
$1.28M
|