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 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.09K- 4.7% |
$171K - $183K
|
22.1K
$3.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.18K- 10.63% |
$184K - $198K
|
9.9K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.2K- 6.79% |
$188K - $202K
|
16.5K
$2.57M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.23K- 17.52% |
$192K - $206K
|
5.79K
$901K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.35K- 9.5% |
$212K - $227K
|
12.9K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.37K- 1.87% |
$214K - $230K
|
71.8K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-1.44K- 16.52% |
$225K - $242K
|
7.27K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.46K- 8.23% |
$228K - $245K
|
16.3K
$2.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.47K- 49.98% |
$230K - $246K
|
1.47K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.52K- 7.84% |
$238K - $255K
|
17.8K
$2.78M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.64K- 4.56% |
$256K - $275K
|
34.2K
$5.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1.64K- 77.77% |
$256K - $275K
|
468
$72.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.72K- 62.89% |
$269K - $288K
|
1.01K
$158K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.73K- 13.02% |
$270K - $290K
|
11.5K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.76K- 61.35% |
$275K - $295K
|
1.11K
$172K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.91K- 3.46% |
$298K - $320K
|
53.1K
$8.27M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.97K- 7.81% |
$308K - $331K
|
23.2K
$3.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.06K- 50.0% |
$322K - $346K
|
2.06K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.1K- 7.16% |
$329K - $353K
|
27.3K
$4.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.27K- 47.43% |
$355K - $381K
|
2.51K
$391K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.56K- 6.41% |
$400K - $429K
|
37.3K
$5.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.2K- 44.35% |
$501K - $538K
|
4.02K
$625K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.32K- 19.81% |
$520K - $557K
|
13.4K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.36K- 3.92% |
$525K - $564K
|
82.3K
$12.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.46K- 8.74% |
$542K - $581K
|
36.1K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-3.47K- 23.22% |
$544K - $584K
|
11.5K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.54K- 49.98% |
$554K - $595K
|
3.54K
$551K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.67K- 12.27% |
$575K - $617K
|
26.3K
$4.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.77K- 38.37% |
$590K - $633K
|
6.05K
$942K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.96K- 6.94% |
$621K - $666K
|
53.1K
$8.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.97K- 48.75% |
$622K - $667K
|
4.18K
$650K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.05K- 6.84% |
$634K - $680K
|
55.1K
$8.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.22K- 4.48% |
$661K - $709K
|
89.9K
$14M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-4.43K- 3.08% |
$693K - $743K
|
139K
$21.7M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-4.51K- 10.2% |
$706K - $758K
|
39.7K
$6.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.21K- 23.49% |
$815K - $875K
|
17K
$2.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.4K- 53.15% |
$846K - $908K
|
4.76K
$741K
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-5.57K- 56.92% |
$873K - $937K
|
4.22K
$657K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5.77K- 17.59% |
$903K - $969K
|
27K
$4.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.62K- 80.38% |
$1.04M - $1.11M
|
1.62K
$251K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.58K- 19.89% |
$1.5M - $1.61M
|
38.6K
$6.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.4K- 9.13% |
$1.94M - $2.08M
|
123K
$19.2M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-13.8K- 8.95% |
$2.16M - $2.32M
|
141K
$21.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-19.7K- 52.45% |
$3.08M - $3.3M
|
17.8K
$2.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-20.1K- 12.02% |
$3.15M - $3.38M
|
147K
$22.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.5K- 2.05% |
$3.37M - $3.61M
|
1.03M
$160M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.7K- 49.43% |
$4.97M - $5.33M
|
32.5K
$5.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-55.1K- 32.02% |
$8.63M - $9.26M
|
117K
$18.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-64.6K- 43.88% |
$10.1M - $10.9M
|
82.6K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-108K- 99.38% |
$16.9M - $18.1M
|
676
$105K
|