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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
101+ 0.88% |
$15.8K - $17K
|
11.6K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
92+ 2.62% |
$14.4K - $15.5K
|
3.6K
$627K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
87+ 6.8% |
$13.6K - $14.6K
|
1.37K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
87+ 1.11% |
$13.6K - $14.6K
|
7.94K
$1.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
86+ 5.56% |
$13.5K - $14.4K
|
1.63K
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
83+ 3.81% |
$13K - $13.9K
|
2.26K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
79+ 5.85% |
$12.4K - $13.3K
|
1.43K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
77+ 0.18% |
$12.1K - $12.9K
|
41.8K
$7.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
76+ 2.65% |
$11.9K - $12.8K
|
2.95K
$514K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
75+ 1.84% |
$11.7K - $12.6K
|
4.14K
$721K
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
74+ 1.38% |
$11.6K - $12.4K
|
5.43K
$946K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
72+ 0.5% |
$11.3K - $12.1K
|
14.6K
$2.54M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
72+ 0.44% |
$11.3K - $12.1K
|
16.3K
$2.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
70+ 0.74% |
$11K - $11.8K
|
9.47K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
69+ 2.94% |
$10.8K - $11.6K
|
2.42K
$421K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
68+ 1.16% |
$10.6K - $11.4K
|
5.95K
$1.04M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
66New |
$10.3K - $11.1K
|
66
$11.5K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
65+ 1.42% |
$10.2K - $10.9K
|
4.63K
$807K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
63New |
$9.87K - $10.6K
|
63
$11K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
63+ 4.2% |
$9.87K - $10.6K
|
1.56K
$272K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
61+ 0.1% |
$9.55K - $10.2K
|
60.3K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
61+ 2.4% |
$9.55K - $10.2K
|
2.6K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
58+ 1.8% |
$9.08K - $9.75K
|
3.28K
$570K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
58New |
$9.08K - $9.75K
|
58
$10.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
58+ 11.84% |
$9.08K - $9.75K
|
548
$95.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
54+ 0.29% |
$8.46K - $9.07K
|
18.4K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
53+ 0.56% |
$8.3K - $8.91K
|
9.44K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
51New |
$7.99K - $8.57K
|
51
$8.88K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
50New |
$7.83K - $8.4K
|
50
$8.71K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
47+ 0.71% |
$7.36K - $7.9K
|
6.63K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
47+ 0.29% |
$7.36K - $7.9K
|
16.1K
$2.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
46+ 2.22% |
$7.2K - $7.73K
|
2.12K
$370K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
46+ 3.48% |
$7.2K - $7.73K
|
1.37K
$238K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
46+ 1.8% |
$7.2K - $7.73K
|
2.6K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
45+ 0.75% |
$7.05K - $7.56K
|
6.08K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
45New |
$7.05K - $7.56K
|
45
$7.84K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
45+ 0.79% |
$7.05K - $7.56K
|
5.77K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
44+ 0.46% |
$6.89K - $7.39K
|
9.61K
$1.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
43+ 0.66% |
$6.73K - $7.22K
|
6.55K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
41+ 0.66% |
$6.42K - $6.89K
|
6.21K
$1.08M
|
|
|
Sep 09, 2025
Q1 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
38+ 0.72% |
$5.95K - $6.38K
|
5.31K
$926K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
38+ 2.52% |
$5.95K - $6.38K
|
1.55K
$269K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
36+ 2.68% |
$5.64K - $6.05K
|
1.38K
$241K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
35New |
$5.48K - $5.88K
|
35
$6.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
35+ 0.67% |
$5.48K - $5.88K
|
5.28K
$919K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
35+ 70.0% |
$5.48K - $5.88K
|
85
$14.8K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
35+ 0.66% |
$5.48K - $5.88K
|
5.34K
$930K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
34+ 1.83% |
$5.32K - $5.71K
|
1.9K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
34New |
$5.32K - $5.71K
|
34
$5.92K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
33New |
$5.17K - $5.54K
|
33
$5.75K
|