Purchases and Sales Made in Q1 2025 in Vanguard Mid Cap Value Index F (VOE)
This table provides information about the institutional ownership of Vanguard Mid Cap Value Index F (VOE) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD MID-CAP VALUE INDEX F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
109K+ 11.1% |
$17.1M - $18.3M
|
1.09M
$165M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
108K+ 15953.99% |
$16.9M - $18.1M
|
109K
$16.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
45.3K+ 6.51% |
$7.09M - $7.61M
|
741K
$112M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
39.8K+ 1188.57% |
$6.24M - $6.69M
|
43.2K
$6.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
26.8K+ 26.96% |
$4.2M - $4.51M
|
126K
$19.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
14.4K+ 6.47% |
$2.26M - $2.42M
|
237K
$35.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.74KNew |
$1.52M - $1.64M
|
9.74K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
8.86K+ 4.13% |
$1.39M - $1.49M
|
223K
$33.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
8.26K+ 96.97% |
$1.29M - $1.39M
|
16.8K
$2.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.79K+ 1.47% |
$1.22M - $1.31M
|
538K
$81.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
7.35K+ 359.61% |
$1.15M - $1.24M
|
9.4K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.51KNew |
$1.02M - $1.09M
|
6.51K
$985K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.35K+ 2.65% |
$994K - $1.07M
|
245K
$37.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
6.18K+ 463.24% |
$967K - $1.04M
|
7.51K
$1.14M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.07K+ 10.22% |
$951K - $1.02M
|
65.5K
$9.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
5.94K+ 6.75% |
$931K - $998K
|
94K
$14.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.49K+ 1.93% |
$860K - $923K
|
290K
$43.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.49K+ 8.01% |
$860K - $922K
|
74K
$11.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.92K+ 24.68% |
$770K - $826K
|
24.8K
$3.76M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.92K+ 18.05% |
$770K - $826K
|
32.1K
$4.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.75K+ 13.37% |
$744K - $798K
|
40.3K
$6.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.5K+ 19.04% |
$705K - $757K
|
28.2K
$4.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.48K+ 4.13% |
$701K - $752K
|
113K
$17.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
4.32K+ 2.38% |
$677K - $727K
|
186K
$28.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.71K+ 2.31% |
$580K - $623K
|
164K
$24.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
3.39K+ 1.4% |
$530K - $569K
|
245K
$37.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
3.32K+ 7.89% |
$519K - $557K
|
45.4K
$6.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
3.15K+ 3.77% |
$493K - $528K
|
86.6K
$13.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
3.06K+ 9.29% |
$479K - $513K
|
36K
$5.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.67K+ 16.51% |
$418K - $449K
|
18.9K
$2.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.33KNew |
$365K - $392K
|
2.33K
$353K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.24K+ 3.71% |
$351K - $377K
|
62.8K
$9.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.96KNew |
$307K - $330K
|
1.96K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.72KNew |
$270K - $289K
|
1.72K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.71K+ 3.32% |
$267K - $287K
|
53.1K
$8.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.65KNew |
$259K - $278K
|
1.65K
$250K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.57KNew |
$246K - $264K
|
1.57K
$238K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.54K+ 2.48% |
$240K - $258K
|
63.5K
$9.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.5K+ 37.84% |
$235K - $252K
|
5.47K
$827K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.41KNew |
$220K - $236K
|
1.41K
$213K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.37K+ 8.67% |
$214K - $230K
|
17.1K
$2.59M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.28K+ 100.79% |
$201K - $215K
|
2.55K
$386K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.26K+ 30.96% |
$197K - $212K
|
5.33K
$806K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.18K+ 38.89% |
$184K - $198K
|
4.2K
$636K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.15K+ 2.69% |
$180K - $194K
|
44K
$6.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.14K+ 1.1% |
$178K - $191K
|
105K
$15.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 69.92% |
$157K - $169K
|
2.44K
$369K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
893+ 3.1% |
$140K - $150K
|
29.7K
$4.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
799New |
$125K - $134K
|
799
$121K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
715+ 22.29% |
$112K - $120K
|
3.92K
$594K
|