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
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
239K+ 18.74% |
$37.5M - $40.2M
|
1.52M
$252M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
211K+ 9.4% |
$33.1M - $35.5M
|
2.46M
$409M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
172K+ 4.39% |
$27M - $29M
|
4.1M
$682M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
120K+ 1405.5% |
$18.8M - $20.2M
|
129K
$21.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
110K+ 11322.38% |
$17.3M - $18.5M
|
111K
$18.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
109K+ 11.1% |
$17.1M - $18.3M
|
1.09M
$181M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
109K+ 23.71% |
$17M - $18.2M
|
567K
$94.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
108K+ 15953.99% |
$16.9M - $18.1M
|
109K
$18M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
99.8KNew |
$15.6M - $16.8M
|
99.8K
$16.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
88K+ 6.18% |
$13.8M - $14.8M
|
1.51M
$251M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
78K+ 1567.2% |
$12.2M - $13.1M
|
83K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
67.2K+ 31.26% |
$10.5M - $11.3M
|
282K
$46.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.6K+ 2.05% |
$10.3M - $11M
|
3.26M
$542M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56.2K+ 6.17% |
$8.8M - $9.44M
|
967K
$161M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
45.3K+ 6.51% |
$7.09M - $7.61M
|
741K
$123M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
44.1K+ 125.77% |
$6.91M - $7.41M
|
79.2K
$13.2M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
39.8K+ 1188.57% |
$6.24M - $6.69M
|
43.2K
$7.17M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.5K+ 1.63% |
$6.19M - $6.64M
|
2.46M
$409M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
37.1K+ 4.72% |
$5.81M - $6.24M
|
824K
$137M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
28.1K+ 198.56% |
$4.4M - $4.72M
|
42.2K
$7.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
26.8K+ 26.96% |
$4.2M - $4.51M
|
126K
$21M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.4K+ 11.04% |
$4.14M - $4.44M
|
266K
$44.2M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
24.8KNew |
$3.89M - $4.17M
|
24.8K
$4.13M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.9K+ 55.98% |
$3.58M - $3.85M
|
63.8K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22K+ 13.98% |
$3.45M - $3.7M
|
180K
$29.8M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
17.3KNew |
$2.71M - $2.91M
|
17.3K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.4KNew |
$2.41M - $2.59M
|
15.4K
$2.56M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
14.4K+ 6.47% |
$2.26M - $2.42M
|
237K
$39.4M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.2K+ 21.73% |
$2.22M - $2.38M
|
79.5K
$13.2M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
13.5K+ 18.28% |
$2.12M - $2.27M
|
87.6K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
13.3KNew |
$2.09M - $2.24M
|
13.3K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.2K+ 1.44% |
$2.07M - $2.22M
|
928K
$154M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13K+ 21.76% |
$2.03M - $2.18M
|
72.5K
$12M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 5.05% |
$2.01M - $2.15M
|
266K
$44.3M
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
12.2K+ 33.02% |
$1.9M - $2.04M
|
49K
$8.14M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
12.1K+ 324.06% |
$1.89M - $2.03M
|
15.8K
$2.63M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
11.5K+ 86.04% |
$1.8M - $1.93M
|
24.8K
$4.13M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
11.3K+ 22.83% |
$1.77M - $1.9M
|
61K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
11.1KNew |
$1.74M - $1.87M
|
11.1K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
11K+ 2.16% |
$1.72M - $1.85M
|
520K
$86.4M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10.1K+ 6.73% |
$1.59M - $1.7M
|
161K
$26.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.74KNew |
$1.52M - $1.64M
|
9.74K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.33K+ 6.58% |
$1.46M - $1.57M
|
151K
$25.1M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9.06KNew |
$1.42M - $1.52M
|
9.06K
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
8.86K+ 4.13% |
$1.39M - $1.49M
|
223K
$37.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.8K+ 2.27% |
$1.38M - $1.48M
|
396K
$65.8M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
8.74K+ 2.15% |
$1.37M - $1.47M
|
416K
$69.2M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
8.74KNew |
$1.37M - $1.47M
|
8.74K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
8.41KNew |
$1.32M - $1.41M
|
8.41K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
8.26K+ 96.97% |
$1.29M - $1.39M
|
16.8K
$2.79M
|