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 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-296- 17.75% |
$46.4K - $49.7K
|
1.37K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-298- 1.12% |
$46.7K - $50.1K
|
26.4K
$4.54M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-325- 2.3% |
$50.9K - $54.6K
|
13.8K
$2.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-334- 1.13% |
$52.3K - $56.1K
|
29.2K
$5.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-336- 12.9% |
$52.6K - $56.5K
|
2.27K
$390K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-337- 10.93% |
$52.8K - $56.6K
|
2.75K
$471K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-338- 4.18% |
$52.9K - $56.8K
|
7.75K
$1.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-340- 9.3% |
$53.2K - $57.1K
|
3.32K
$569K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-344- 4.94% |
$53.9K - $57.8K
|
6.62K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-349- 1.31% |
$54.7K - $58.6K
|
26.3K
$4.52M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-358- 47.11% |
$56.1K - $60.2K
|
402
$69K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-358- 5.36% |
$56.1K - $60.2K
|
6.32K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-362- 22.48% |
$56.7K - $60.8K
|
1.25K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-367- 10.81% |
$57.5K - $61.7K
|
3.03K
$520K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-368- 0.81% |
$57.6K - $61.8K
|
45.1K
$7.75M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-371- 1.74% |
$58.1K - $62.3K
|
20.9K
$3.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-373- 9.06% |
$58.4K - $62.7K
|
3.74K
$643K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-375- 2.7% |
$58.7K - $63K
|
13.5K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-382- 4.0% |
$59.8K - $64.2K
|
9.18K
$1.58M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-386- 3.03% |
$60.5K - $64.9K
|
12.4K
$2.12M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-391- 2.03% |
$61.2K - $65.7K
|
18.8K
$3.24M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-396- 17.49% |
$62K - $66.5K
|
1.87K
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-396- 7.24% |
$62K - $66.5K
|
5.07K
$871K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-400- 4.76% |
$62.6K - $67.2K
|
8K
$1.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-440- 1.45% |
$68.9K - $73.9K
|
29.9K
$5.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-445- 1.16% |
$69.7K - $74.8K
|
37.8K
$6.48M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-464- 65.26% |
$72.7K - $78K
|
247
$42.4K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-466- 1.4% |
$73K - $78.3K
|
32.9K
$5.65M
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-466- 3.01% |
$73K - $78.3K
|
15K
$2.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-467- 1.64% |
$73.1K - $78.5K
|
28K
$4.8M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-468- 17.35% |
$73.3K - $78.6K
|
2.23K
$383K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-474- 7.41% |
$74.2K - $79.6K
|
5.92K
$1.02M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-486- 6.14% |
$76.1K - $81.7K
|
7.43K
$1.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-488- 9.51% |
$76.4K - $82K
|
4.64K
$797K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-497- 1.55% |
$77.8K - $83.5K
|
31.7K
$5.44M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-497- 13.57% |
$77.8K - $83.5K
|
3.17K
$544K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-502- 19.11% |
$78.6K - $84.3K
|
2.13K
$365K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-502- 2.27% |
$78.6K - $84.3K
|
21.6K
$3.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-527- 0.49% |
$82.5K - $88.5K
|
107K
$18.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-552- 1.55% |
$86.4K - $92.7K
|
35.1K
$6.03M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-556- 19.99% |
$87.1K - $93.4K
|
2.23K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-560- 1.55% |
$87.7K - $94.1K
|
35.6K
$6.12M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-584- 8.3% |
$91.5K - $98.1K
|
6.45K
$1.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-605- 16.95% |
$94.7K - $102K
|
2.96K
$509K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-605- 71.85% |
$94.7K - $102K
|
237
$40.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-607- 7.36% |
$95.1K - $102K
|
7.64K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-616- 13.29% |
$96.5K - $104K
|
4.02K
$690K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-621- 9.25% |
$97.3K - $104K
|
6.09K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-642- 27.66% |
$101K - $108K
|
1.68K
$288K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-675- 11.43% |
$106K - $113K
|
5.23K
$898K
|