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 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-35- 0.17% |
$5.48K - $5.88K
|
20.1K
$3.44M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-35- 2.81% |
$5.48K - $5.88K
|
1.21K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-36- 2.24% |
$5.64K - $6.05K
|
1.57K
$270K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-37- 0.6% |
$5.79K - $6.22K
|
6.1K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-40- 4.86% |
$6.26K - $6.72K
|
783
$134K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-42- 0.59% |
$6.58K - $7.06K
|
7.1K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-43- 0.75% |
$6.73K - $7.22K
|
5.66K
$971K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-44- 2.0% |
$6.89K - $7.39K
|
2.16K
$371K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-44- 2.06% |
$6.89K - $7.39K
|
2.09K
$359K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-45- 0.19% |
$7.05K - $7.56K
|
23.1K
$3.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-47- 0.87% |
$7.36K - $7.9K
|
5.36K
$920K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-48- 15.19% |
$7.52K - $8.06K
|
268
$46K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-50- 23.81% |
$7.83K - $8.4K
|
160
$27.5K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-50- 46.73% |
$7.83K - $8.4K
|
57
$9.79K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-53- 1.18% |
$8.3K - $8.91K
|
4.43K
$760K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-55- 0.79% |
$8.61K - $9.24K
|
6.91K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-56- 0.04% |
$8.77K - $9.41K
|
141K
$24.3M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-57- 7.64% |
$8.93K - $9.58K
|
689
$118K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-58- 0.57% |
$9.08K - $9.75K
|
10K
$1.72M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-62- 1.81% |
$9.71K - $10.4K
|
3.37K
$578K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63- 11.23% |
$9.87K - $10.6K
|
498
$85.5K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-63- 0.77% |
$9.87K - $10.6K
|
8.09K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-66- 0.72% |
$10.3K - $11.1K
|
9.05K
$1.55M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-68- 4.57% |
$10.6K - $11.4K
|
1.42K
$244K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-69- 2.19% |
$10.8K - $11.6K
|
3.08K
$529K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-69- 4.49% |
$10.8K - $11.6K
|
1.47K
$252K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-72- 1.1% |
$11.3K - $12.1K
|
6.5K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-75- 3.53% |
$11.7K - $12.6K
|
2.05K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
SELL
|
- |
-80- 3.08% |
$12.5K - $13.4K
|
2.52K
$433K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-81- 1.14% |
$12.7K - $13.6K
|
7K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-82- 1.01% |
$12.8K - $13.8K
|
8.03K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-83- 0.55% |
$13K - $13.9K
|
14.9K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-85- 32.2% |
$13.3K - $14.3K
|
179
$30.7K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-85- 1.47% |
$13.3K - $14.3K
|
5.7K
$978K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-87- 2.66% |
$13.6K - $14.6K
|
3.19K
$547K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-88- 2.67% |
$13.8K - $14.8K
|
3.2K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-88Closed |
$13.8K - $14.8K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-90- 1.04% |
$14.1K - $15.1K
|
8.57K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-92- 12.28% |
$14.4K - $15.5K
|
657
$113K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-93- 2.93% |
$14.6K - $15.6K
|
3.08K
$528K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-94- 0.61% |
$14.7K - $15.8K
|
15.4K
$2.65M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-94- 4.11% |
$14.7K - $15.8K
|
2.19K
$376K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-96- 0.15% |
$15K - $16.1K
|
63.2K
$10.8M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-99- 4.72% |
$15.5K - $16.6K
|
2K
$343K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-99- 76.15% |
$15.5K - $16.6K
|
31
$5.32K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-103- 1.95% |
$16.1K - $17.3K
|
5.18K
$889K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-105- 16.83% |
$16.4K - $17.6K
|
519
$89.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-107- 5.7% |
$16.8K - $18K
|
1.77K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-113- 3.8% |
$17.7K - $19K
|
2.86K
$491K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-118- 7.25% |
$18.5K - $19.8K
|
1.51K
$259K
|