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 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-142- 9.31% |
$22.2K - $23.9K
|
1.38K
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-152- 0.49% |
$23.8K - $25.5K
|
31K
$4.69M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-163- 1.14% |
$25.5K - $27.4K
|
14.1K
$2.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-196- 0.99% |
$30.7K - $32.9K
|
19.5K
$2.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-199- 0.15% |
$31.2K - $33.4K
|
136K
$20.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-201- 3.93% |
$31.5K - $33.8K
|
4.91K
$743K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-210- 5.55% |
$32.9K - $35.3K
|
3.57K
$541K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-221- 11.43% |
$34.6K - $37.1K
|
1.71K
$259K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-255- 8.47% |
$39.9K - $42.8K
|
2.76K
$417K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-288- 1.31% |
$45.1K - $48.4K
|
21.6K
$3.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-298- 1.12% |
$46.7K - $50.1K
|
26.4K
$4M
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-338- 4.18% |
$52.9K - $56.8K
|
7.75K
$1.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-340- 9.3% |
$53.2K - $57.1K
|
3.32K
$502K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-362- 22.48% |
$56.7K - $60.8K
|
1.25K
$189K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-373- 9.06% |
$58.4K - $62.7K
|
3.74K
$567K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-386- 3.03% |
$60.5K - $64.9K
|
12.4K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-396- 7.24% |
$62K - $66.5K
|
5.07K
$768K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-400- 4.76% |
$62.6K - $67.2K
|
8K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-445- 1.16% |
$69.7K - $74.8K
|
37.8K
$5.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-467- 1.64% |
$73.1K - $78.5K
|
28K
$4.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-488- 9.51% |
$76.4K - $82K
|
4.64K
$703K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-502- 19.11% |
$78.6K - $84.3K
|
2.13K
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-552- 1.55% |
$86.4K - $92.7K
|
35.1K
$5.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-605- 16.95% |
$94.7K - $102K
|
2.96K
$449K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-607- 7.36% |
$95.1K - $102K
|
7.64K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-685- 7.54% |
$107K - $115K
|
8.4K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-697- 9.43% |
$109K - $117K
|
6.7K
$1.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-698- 2.07% |
$109K - $117K
|
33K
$4.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-708- 4.25% |
$111K - $119K
|
15.9K
$2.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-714- 13.92% |
$112K - $120K
|
4.42K
$668K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-772- 2.98% |
$121K - $130K
|
25.1K
$3.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-817- 26.83% |
$128K - $137K
|
2.23K
$337K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-818- 1.56% |
$128K - $137K
|
51.7K
$7.82M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-994- 21.15% |
$156K - $167K
|
3.71K
$561K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1K- 14.99% |
$157K - $168K
|
5.67K
$858K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.01K- 7.56% |
$157K - $169K
|
12.3K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.05K- 2.48% |
$165K - $177K
|
41.3K
$6.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.18K- 10.63% |
$184K - $198K
|
9.9K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.2K- 6.79% |
$188K - $202K
|
16.5K
$2.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.52K- 7.84% |
$238K - $255K
|
17.8K
$2.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.27K- 47.43% |
$355K - $381K
|
2.51K
$380K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.36K- 3.92% |
$525K - $564K
|
82.3K
$12.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.46K- 8.74% |
$542K - $581K
|
36.1K
$5.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.77K- 38.37% |
$590K - $633K
|
6.05K
$916K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.96K- 6.94% |
$621K - $666K
|
53.1K
$8.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.97K- 48.75% |
$622K - $667K
|
4.18K
$632K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.22K- 4.48% |
$661K - $709K
|
89.9K
$13.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.4K- 53.15% |
$846K - $908K
|
4.76K
$720K
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-19.7K- 52.45% |
$3.08M - $3.3M
|
17.8K
$2.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.7K- 49.43% |
$4.97M - $5.33M
|
32.5K
$4.92M
|