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 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
120K+ 1405.5% |
$18.8M - $20.2M
|
129K
$20M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
110K+ 11322.38% |
$17.3M - $18.5M
|
111K
$17.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
109K+ 11.1% |
$17.1M - $18.3M
|
1.09M
$170M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
108K+ 15953.99% |
$16.9M - $18.1M
|
109K
$16.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
99.8KNew |
$15.6M - $16.8M
|
99.8K
$15.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
88K+ 6.18% |
$13.8M - $14.8M
|
1.51M
$235M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
45.3K+ 6.51% |
$7.09M - $7.61M
|
741K
$115M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
39.8K+ 1188.57% |
$6.24M - $6.69M
|
43.2K
$6.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
28.1K+ 198.56% |
$4.4M - $4.72M
|
42.2K
$6.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
26.8K+ 26.96% |
$4.2M - $4.51M
|
126K
$19.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
14.4K+ 6.47% |
$2.26M - $2.42M
|
237K
$36.9M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13K+ 21.76% |
$2.03M - $2.18M
|
72.5K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
12.2K+ 33.02% |
$1.9M - $2.04M
|
49K
$7.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.74KNew |
$1.52M - $1.64M
|
9.74K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
8.86K+ 4.13% |
$1.39M - $1.49M
|
223K
$34.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
8.41KNew |
$1.32M - $1.41M
|
8.41K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
8.26K+ 96.97% |
$1.29M - $1.39M
|
16.8K
$2.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.79K+ 1.47% |
$1.22M - $1.31M
|
538K
$83.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
7.35K+ 359.61% |
$1.15M - $1.24M
|
9.4K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
7.21K+ 9.8% |
$1.13M - $1.21M
|
80.7K
$12.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.51KNew |
$1.02M - $1.09M
|
6.51K
$1.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.35K+ 2.65% |
$994K - $1.07M
|
245K
$38.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
6.18K+ 463.24% |
$967K - $1.04M
|
7.51K
$1.17M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.07K+ 10.22% |
$951K - $1.02M
|
65.5K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
5.94K+ 6.75% |
$931K - $998K
|
94K
$14.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
5.82K+ 26.75% |
$911K - $977K
|
27.6K
$4.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5.81K+ 14.85% |
$909K - $975K
|
44.9K
$6.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.49K+ 1.93% |
$860K - $923K
|
290K
$45.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.49K+ 8.01% |
$860K - $922K
|
74K
$11.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.92K+ 24.68% |
$770K - $826K
|
24.8K
$3.87M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.92K+ 18.05% |
$770K - $826K
|
32.1K
$5M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.75K+ 13.37% |
$744K - $798K
|
40.3K
$6.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.5K+ 19.04% |
$705K - $757K
|
28.2K
$4.38M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.48K+ 4.13% |
$701K - $752K
|
113K
$17.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4.35KNew |
$682K - $732K
|
4.35K
$678K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
4.32K+ 2.38% |
$677K - $727K
|
186K
$29M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.14K+ 8.54% |
$649K - $696K
|
52.7K
$8.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
4.11K+ 2.39% |
$643K - $690K
|
176K
$27.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.02K+ 9.5% |
$630K - $676K
|
46.3K
$7.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.71K+ 2.31% |
$580K - $623K
|
164K
$25.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.51K+ 37.38% |
$549K - $589K
|
12.9K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.49K+ 4.78% |
$547K - $586K
|
76.4K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.4K+ 12.96% |
$533K - $572K
|
29.7K
$4.62M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3.39K+ 5.59% |
$531K - $570K
|
64K
$9.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
3.39K+ 1.4% |
$530K - $569K
|
245K
$38.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
3.32K+ 7.89% |
$519K - $557K
|
45.4K
$7.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
3.15K+ 3.77% |
$493K - $528K
|
86.6K
$13.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
3.06K+ 9.29% |
$479K - $513K
|
36K
$5.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.03K+ 8.02% |
$475K - $509K
|
40.8K
$6.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.67K+ 16.51% |
$418K - $449K
|
18.9K
$2.93M
|