Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
98.5K+ 9.02% |
$14M - $16.2M
|
1.19M
$201M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
59.1K+ 91.71% |
$8.39M - $9.72M
|
124K
$20.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
54.3K+ 7.33% |
$7.71M - $8.94M
|
796K
$135M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
46.8K+ 11.24% |
$6.64M - $7.69M
|
463K
$78.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
32.2KNew |
$4.56M - $5.29M
|
32.2K
$5.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
28.9KNew |
$4.1M - $4.75M
|
28.9K
$4.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
25.2K+ 48.86% |
$3.58M - $4.15M
|
76.9K
$13M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
17.7KNew |
$2.52M - $2.92M
|
17.7K
$3M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
17KNew |
$2.41M - $2.79M
|
17K
$2.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
14.5K+ 4.91% |
$2.06M - $2.39M
|
310K
$52.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
13.7K+ 182.81% |
$1.95M - $2.26M
|
21.2K
$3.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.9K+ 4.86% |
$1.54M - $1.79M
|
234K
$39.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
10.3K+ 257.09% |
$1.46M - $1.69M
|
14.3K
$2.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10.1K+ 7.16% |
$1.43M - $1.66M
|
151K
$25.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
9.62K+ 7.61% |
$1.36M - $1.58M
|
136K
$23M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8K+ 15.06% |
$1.14M - $1.32M
|
61.2K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.68K+ 23.63% |
$1.09M - $1.26M
|
40.2K
$6.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7.67K+ 247.88% |
$1.09M - $1.26M
|
10.8K
$1.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.41K+ 44.18% |
$1.05M - $1.22M
|
24.2K
$4.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
7.11K+ 9.13% |
$1.01M - $1.17M
|
85K
$14.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
6.83KNew |
$968K - $1.12M
|
6.83K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
6.69KNew |
$948K - $1.1M
|
6.69K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
6.66K+ 152.87% |
$944K - $1.09M
|
11K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.15K+ 31.48% |
$872K - $1.01M
|
25.7K
$4.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
5.5KNew |
$780K - $905K
|
5.5K
$931K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
5.48K+ 2.23% |
$778K - $902K
|
251K
$42.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
5.21K+ 2.8% |
$739K - $857K
|
191K
$32.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5.18K+ 11.52% |
$734K - $851K
|
50.1K
$8.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.13K+ 6.71% |
$727K - $843K
|
81.6K
$13.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.11K+ 397.82% |
$725K - $840K
|
6.39K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.06K+ 3.89% |
$718K - $832K
|
135K
$22.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
5.04K+ 15.07% |
$716K - $830K
|
38.5K
$6.52M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.97KNew |
$705K - $818K
|
4.97K
$841K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
4.94K+ 12.27% |
$701K - $813K
|
45.2K
$7.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.9K+ 8.5% |
$695K - $806K
|
62.6K
$10.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.86K+ 2.97% |
$690K - $800K
|
169K
$28.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.82K+ 197.54% |
$684K - $793K
|
7.26K
$1.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.13KNew |
$586K - $679K
|
4.13K
$699K
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4K+ 16.1% |
$567K - $658K
|
28.8K
$4.88M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.5K+ 17.94% |
$497K - $576K
|
23K
$3.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.36K+ 0.62% |
$477K - $553K
|
541K
$91.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.34K+ 5.19% |
$474K - $549K
|
67.6K
$11.4M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.3K+ 7.63% |
$467K - $542K
|
46.5K
$7.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
3.1K+ 26.97% |
$439K - $509K
|
14.6K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
2.71K+ 3.13% |
$385K - $446K
|
89.3K
$15.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.53K+ 87.87% |
$359K - $416K
|
5.41K
$915K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.38K+ 2.79% |
$338K - $392K
|
87.6K
$14.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.34K+ 35.64% |
$331K - $384K
|
8.89K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
2.3K+ 56.14% |
$326K - $378K
|
6.39K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.27KNew |
$322K - $373K
|
2.27K
$384K
|