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 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
46+ 2.22% |
$7.2K - $7.73K
|
2.12K
$321K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
45+ 0.79% |
$7.05K - $7.56K
|
5.77K
$873K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
35+ 0.67% |
$5.48K - $5.88K
|
5.28K
$798K
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
29+ 0.36% |
$4.54K - $4.87K
|
8.11K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
27+ 2.0% |
$4.23K - $4.54K
|
1.38K
$208K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
26+ 5.12% |
$4.07K - $4.37K
|
534
$80.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.81% |
$4.07K - $4.37K
|
3.22K
$488K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
24+ 0.66% |
$3.76K - $4.03K
|
3.64K
$551K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
22+ 78.57% |
$3.45K - $3.7K
|
50
$7.57K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
17+ 0.29% |
$2.66K - $2.86K
|
5.98K
$905K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.5% |
$2.35K - $2.52K
|
3K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
14+ 0.28% |
$2.19K - $2.35K
|
5.06K
$766K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10New |
$1.57K - $1.68K
|
10
$1.51K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
7+ 0.5% |
$1.1K - $1.18K
|
1.42K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 1.53% |
$783 - $840
|
331
$50.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.25% |
$626 - $672
|
1.6K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
4New |
$626 - $672
|
4
$605
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
4+ 0.08% |
$626 - $672
|
4.81K
$727K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3+ 0.23% |
$470 - $504
|
1.28K
$194K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
2+ 0.11% |
$313 - $336
|
1.75K
$265K
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1+ 0.07% |
$157 - $168
|
1.5K
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.61% |
$157 - $168
|
165
$25K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.04% |
$157 - $168
|
2.41K
$365K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 0.37% |
$157 - $168
|
266
$40.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2- 0.06% |
$313 - $336
|
3.35K
$506K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-2- 0.07% |
$313 - $336
|
2.95K
$447K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-8- 0.28% |
$1.25K - $1.34K
|
2.9K
$438K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-11- 0.18% |
$1.72K - $1.85K
|
6.03K
$912K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17- 2.82% |
$2.66K - $2.86K
|
586
$88.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-20- 0.27% |
$3.13K - $3.36K
|
7.35K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-22- 0.54% |
$3.45K - $3.7K
|
4.05K
$612K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-28- 1.04% |
$4.39K - $4.7K
|
2.67K
$403K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-29- 0.14% |
$4.54K - $4.87K
|
21.4K
$3.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-31- 0.26% |
$4.85K - $5.21K
|
11.9K
$1.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-32- 1.47% |
$5.01K - $5.38K
|
2.15K
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-33- 50.0% |
$5.17K - $5.54K
|
33
$4.99K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-33- 1.8% |
$5.17K - $5.54K
|
1.8K
$272K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-37- 0.6% |
$5.79K - $6.22K
|
6.1K
$923K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-50- 46.73% |
$7.83K - $8.4K
|
57
$8.63K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-58- 0.57% |
$9.08K - $9.75K
|
10K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-62- 1.81% |
$9.71K - $10.4K
|
3.37K
$510K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63- 11.23% |
$9.87K - $10.6K
|
498
$75.4K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-69- 4.49% |
$10.8K - $11.6K
|
1.47K
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-69- 2.19% |
$10.8K - $11.6K
|
3.08K
$466K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-81- 1.14% |
$12.7K - $13.6K
|
7K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-87- 2.66% |
$13.6K - $14.6K
|
3.19K
$482K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-93- 2.93% |
$14.6K - $15.6K
|
3.08K
$465K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-99- 76.15% |
$15.5K - $16.6K
|
31
$4.69K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-122- 1.59% |
$19.1K - $20.5K
|
7.55K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-141- 1.86% |
$22.1K - $23.7K
|
7.45K
$1.13M
|