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 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-3- 0.16% |
$470 - $504
|
1.85K
$308K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3- 0.06% |
$470 - $504
|
5.17K
$859K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-5- 0.24% |
$783 - $840
|
2.08K
$345K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5- 0.12% |
$783 - $840
|
4.03K
$670K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-5- 2.3% |
$783 - $840
|
212
$35.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-6- 0.41% |
$940 - $1.01K
|
1.45K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-7- 0.21% |
$1.1K - $1.18K
|
3.28K
$545K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-8- 0.28% |
$1.25K - $1.34K
|
2.9K
$481K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-8- 0.36% |
$1.25K - $1.34K
|
2.22K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-9- 0.08% |
$1.41K - $1.51K
|
11.9K
$1.98M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-9- 0.3% |
$1.41K - $1.51K
|
2.98K
$494K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
SELL
|
- |
-10- 0.79% |
$1.57K - $1.68K
|
1.26K
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-11- 0.18% |
$1.72K - $1.85K
|
6.03K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 0.21% |
$1.88K - $2.02K
|
5.78K
$960K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-13- 0.03% |
$2.04K - $2.18K
|
40.5K
$6.74M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-14- 0.31% |
$2.19K - $2.35K
|
4.55K
$757K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-14- 1.93% |
$2.19K - $2.35K
|
712
$118K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-14- 0.6% |
$2.19K - $2.35K
|
2.33K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-15- 0.25% |
$2.35K - $2.52K
|
6.01K
$999K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-16- 0.66% |
$2.51K - $2.69K
|
2.41K
$401K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-17- 0.23% |
$2.66K - $2.86K
|
7.42K
$1.23M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-17- 0.55% |
$2.66K - $2.86K
|
3.07K
$511K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17- 2.82% |
$2.66K - $2.86K
|
586
$97.4K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-17- 3.85% |
$2.66K - $2.86K
|
424
$70.5K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-18- 0.54% |
$2.82K - $3.02K
|
3.34K
$555K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-20- 0.27% |
$3.13K - $3.36K
|
7.35K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-20- 0.86% |
$3.13K - $3.36K
|
2.3K
$382K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-20- 0.35% |
$3.13K - $3.36K
|
5.67K
$943K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-21- 1.6% |
$3.29K - $3.53K
|
1.3K
$215K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-21- 0.82% |
$3.29K - $3.53K
|
2.53K
$420K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-22- 0.11% |
$3.45K - $3.7K
|
19.7K
$3.27M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-22- 0.54% |
$3.45K - $3.7K
|
4.05K
$673K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-28- 1.04% |
$4.39K - $4.7K
|
2.67K
$443K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-29- 27.62% |
$4.54K - $4.87K
|
76
$12.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-29- 0.14% |
$4.54K - $4.87K
|
21.4K
$3.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-31- 0.26% |
$4.85K - $5.21K
|
11.9K
$1.97M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-32- 0.36% |
$5.01K - $5.38K
|
8.74K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-32- 1.47% |
$5.01K - $5.38K
|
2.15K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-32- 0.57% |
$5.01K - $5.38K
|
5.58K
$927K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-33- 1.8% |
$5.17K - $5.54K
|
1.8K
$299K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-33- 50.0% |
$5.17K - $5.54K
|
33
$5.48K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-33- 0.78% |
$5.17K - $5.54K
|
4.18K
$694K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-34- 1.26% |
$5.32K - $5.71K
|
2.66K
$443K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-35- 2.81% |
$5.48K - $5.88K
|
1.21K
$201K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-35- 1.42% |
$5.48K - $5.88K
|
2.42K
$403K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-35- 0.17% |
$5.48K - $5.88K
|
20.1K
$3.33M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-36- 2.24% |
$5.64K - $6.05K
|
1.57K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-37- 0.6% |
$5.79K - $6.22K
|
6.1K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-40- 4.86% |
$6.26K - $6.72K
|
783
$130K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-42- 0.59% |
$6.58K - $7.06K
|
7.1K
$1.18M
|