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
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-137- 10.19% |
$21.5K - $23K
|
1.21K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-141- 1.86% |
$22.1K - $23.7K
|
7.45K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-141- 2.99% |
$22.1K - $23.7K
|
4.58K
$761K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-142- 9.31% |
$22.2K - $23.9K
|
1.38K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-143- 0.62% |
$22.4K - $24K
|
23K
$3.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-144- 10.91% |
$22.6K - $24.2K
|
1.18K
$195K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-151- 0.89% |
$23.6K - $25.4K
|
16.8K
$2.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-152- 0.49% |
$23.8K - $25.5K
|
31K
$5.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-154- 5.2% |
$24.1K - $25.9K
|
2.81K
$466K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-159- 9.76% |
$24.9K - $26.7K
|
1.47K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-163- 49.39% |
$25.5K - $27.4K
|
167
$27.8K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-163- 1.14% |
$25.5K - $27.4K
|
14.1K
$2.34M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-172- 1.68% |
$26.9K - $28.9K
|
10.1K
$1.68M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-177- 59.6% |
$27.7K - $29.7K
|
120
$19.9K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-179- 4.28% |
$28K - $30.1K
|
4.01K
$666K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-179- 19.25% |
$28K - $30.1K
|
751
$125K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-189- 4.55% |
$29.6K - $31.8K
|
3.97K
$659K
|
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-192- 5.79% |
$30.1K - $32.3K
|
3.12K
$519K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-196- 0.99% |
$30.7K - $32.9K
|
19.5K
$3.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-199- 0.15% |
$31.2K - $33.4K
|
136K
$22.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-201- 3.93% |
$31.5K - $33.8K
|
4.91K
$816K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-207- 31.27% |
$32.4K - $34.8K
|
455
$75.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-210- 5.55% |
$32.9K - $35.3K
|
3.57K
$594K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-217- 1.19% |
$34K - $36.5K
|
18.1K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-217- 3.93% |
$34K - $36.5K
|
5.3K
$881K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-221- 11.43% |
$34.6K - $37.1K
|
1.71K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-224- 4.42% |
$35.1K - $37.6K
|
4.85K
$805K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-228- 4.04% |
$35.7K - $38.3K
|
5.41K
$899K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-231- 12.12% |
$36.2K - $38.8K
|
1.68K
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-240- 4.53% |
$37.6K - $40.3K
|
5.06K
$841K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-250- 10.52% |
$39.2K - $42K
|
2.13K
$353K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-255- 8.47% |
$39.9K - $42.8K
|
2.76K
$458K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-260- 0.97% |
$40.7K - $43.7K
|
26.6K
$4.42M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-263- 2.6% |
$41.2K - $44.2K
|
9.86K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-264- 18.32% |
$41.3K - $44.4K
|
1.18K
$196K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-265- 1.03% |
$41.5K - $44.5K
|
25.4K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-265- 11.62% |
$41.5K - $44.5K
|
2.02K
$335K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-270- 96.09% |
$42.3K - $45.4K
|
11
$1.83K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-276- 9.79% |
$43.2K - $46.4K
|
2.54K
$423K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-280- 2.81% |
$43.9K - $47K
|
9.69K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-283- 4.85% |
$44.3K - $47.5K
|
5.55K
$922K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-288- 1.31% |
$45.1K - $48.4K
|
21.6K
$3.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-296- 17.75% |
$46.4K - $49.7K
|
1.37K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-298- 1.12% |
$46.7K - $50.1K
|
26.4K
$4.39M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-325- 2.3% |
$50.9K - $54.6K
|
13.8K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-334- 1.13% |
$52.3K - $56.1K
|
29.2K
$4.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-336- 12.9% |
$52.6K - $56.5K
|
2.27K
$377K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-337- 10.93% |
$52.8K - $56.6K
|
2.75K
$456K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-338- 4.18% |
$52.9K - $56.8K
|
7.75K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-340- 9.3% |
$53.2K - $57.1K
|
3.32K
$551K
|