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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
335+ 0.66% |
$47.5K - $55.1K
|
51K
$8.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
BUY
|
- |
334+ 5.26% |
$47.4K - $54.9K
|
6.69K
$1.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
321New |
$45.5K - $52.8K
|
321
$55.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
320+ 1.6% |
$45.4K - $52.6K
|
20.4K
$3.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
299+ 2.0% |
$42.4K - $49.2K
|
15.2K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
293New |
$41.6K - $48.2K
|
293
$51K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
292+ 2.19% |
$41.4K - $48K
|
13.6K
$2.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
275+ 0.2% |
$39K - $45.2K
|
141K
$24.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
270+ 2454.55% |
$38.3K - $44.4K
|
281
$48.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
269+ 8.34% |
$38.2K - $44.2K
|
3.49K
$609K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
265+ 4.85% |
$37.6K - $43.6K
|
5.73K
$999K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
258New |
$36.6K - $42.4K
|
258
$44.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
249+ 7.55% |
$35.3K - $41K
|
3.55K
$617K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
246+ 5.3% |
$34.9K - $40.5K
|
4.89K
$852K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
235+ 19.98% |
$33.3K - $38.7K
|
1.41K
$246K
|
|
|
Aug 26, 2025
Q2 2025
|
Zeit Capital LLC
|
BUY
|
- |
218+ 0.62% |
$30.9K - $35.9K
|
35.4K
$6.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
213+ 4.12% |
$30.2K - $35K
|
5.38K
$937K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
210+ 14.05% |
$29.8K - $34.5K
|
1.71K
$297K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
199+ 3.45% |
$28.2K - $32.7K
|
5.97K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
189+ 3.72% |
$26.8K - $31.1K
|
5.26K
$917K
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
175+ 1.47% |
$24.8K - $28.8K
|
12.1K
$2.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
175+ 0.76% |
$24.8K - $28.8K
|
23.2K
$4.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
172+ 3.78% |
$24.4K - $28.3K
|
4.73K
$823K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
171+ 4.92% |
$24.3K - $28.1K
|
3.65K
$636K
|
|
|
Oct 24, 2025
Q2 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
167New |
$23.7K - $27.5K
|
167
$29.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
166+ 2.15% |
$23.6K - $27.3K
|
7.88K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
162+ 6.45% |
$23K - $26.6K
|
2.67K
$466K
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
156+ 6.0% |
$22.1K - $25.7K
|
2.76K
$480K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
155+ 2.22% |
$22K - $25.5K
|
7.15K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
155+ 3.84% |
$22K - $25.5K
|
4.19K
$729K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
154+ 9.4% |
$21.8K - $25.3K
|
1.79K
$312K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
153+ 0.52% |
$21.7K - $25.2K
|
29.3K
$5.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
150+ 3.44% |
$21.3K - $24.7K
|
4.51K
$785K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
149+ 5.73% |
$21.1K - $24.5K
|
2.75K
$479K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
145+ 0.77% |
$20.6K - $23.9K
|
19K
$3.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
144+ 8.58% |
$20.4K - $23.7K
|
1.82K
$318K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
137+ 1.86% |
$19.4K - $22.5K
|
7.49K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
136New |
$19.3K - $22.4K
|
136
$23.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
136+ 0.66% |
$19.3K - $22.4K
|
20.6K
$3.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
136+ 0.6% |
$19.3K - $22.4K
|
22.8K
$3.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
135+ 1.36% |
$19.2K - $22.2K
|
10K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
120+ 0.32% |
$17K - $19.7K
|
37.5K
$6.53M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
120+ 4.36% |
$17K - $19.7K
|
2.88K
$501K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
120+ 2.01% |
$17K - $19.7K
|
6.1K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
118+ 20.14% |
$16.7K - $19.4K
|
704
$123K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
118+ 6.55% |
$16.7K - $19.4K
|
1.92K
$334K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
117+ 1.01% |
$16.6K - $19.2K
|
11.7K
$2.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
117+ 4.09% |
$16.6K - $19.2K
|
2.98K
$519K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
116New |
$16.5K - $19.1K
|
116
$20.2K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
116+ 0.82% |
$16.5K - $19.1K
|
14.2K
$2.48M
|