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 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-344- 4.94% |
$53.9K - $57.8K
|
6.62K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-349- 1.31% |
$54.7K - $58.6K
|
26.3K
$4.37M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-358- 5.36% |
$56.1K - $60.2K
|
6.32K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-358- 47.11% |
$56.1K - $60.2K
|
402
$66.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-362- 22.48% |
$56.7K - $60.8K
|
1.25K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-367- 10.81% |
$57.5K - $61.7K
|
3.03K
$503K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-368- 0.81% |
$57.6K - $61.8K
|
45.1K
$7.5M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-371- 1.74% |
$58.1K - $62.3K
|
20.9K
$3.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-373- 9.06% |
$58.4K - $62.7K
|
3.74K
$622K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-375- 2.7% |
$58.7K - $63K
|
13.5K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-382- 4.0% |
$59.8K - $64.2K
|
9.18K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-386- 3.03% |
$60.5K - $64.9K
|
12.4K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-391- 2.03% |
$61.2K - $65.7K
|
18.8K
$3.13M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-396- 17.49% |
$62K - $66.5K
|
1.87K
$310K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-396- 7.24% |
$62K - $66.5K
|
5.07K
$843K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-400- 4.76% |
$62.6K - $67.2K
|
8K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-440- 1.45% |
$68.9K - $73.9K
|
29.9K
$4.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-445- 1.16% |
$69.7K - $74.8K
|
37.8K
$6.28M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-464- 65.26% |
$72.7K - $78K
|
247
$41K
|
|
|
May 13, 2025
Q1 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-466- 3.01% |
$73K - $78.3K
|
15K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-466- 1.4% |
$73K - $78.3K
|
32.9K
$5.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-467- 1.64% |
$73.1K - $78.5K
|
28K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-468- 17.35% |
$73.3K - $78.6K
|
2.23K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-474- 7.41% |
$74.2K - $79.6K
|
5.92K
$984K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-486- 6.14% |
$76.1K - $81.7K
|
7.43K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-488- 9.51% |
$76.4K - $82K
|
4.64K
$772K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-497- 1.55% |
$77.8K - $83.5K
|
31.7K
$5.26M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-497- 13.57% |
$77.8K - $83.5K
|
3.17K
$526K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-502- 2.27% |
$78.6K - $84.3K
|
21.6K
$3.59M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-502- 19.11% |
$78.6K - $84.3K
|
2.13K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-527- 0.49% |
$82.5K - $88.5K
|
107K
$17.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-552- 1.55% |
$86.4K - $92.7K
|
35.1K
$5.84M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-556- 19.99% |
$87.1K - $93.4K
|
2.23K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-560- 1.55% |
$87.7K - $94.1K
|
35.6K
$5.92M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-584- 8.3% |
$91.5K - $98.1K
|
6.45K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-605- 16.95% |
$94.7K - $102K
|
2.96K
$493K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
SELL
|
- |
-605- 71.85% |
$94.7K - $102K
|
237
$39.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-607- 7.36% |
$95.1K - $102K
|
7.64K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-616- 13.29% |
$96.5K - $104K
|
4.02K
$668K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-621- 9.25% |
$97.3K - $104K
|
6.09K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-642- 27.66% |
$101K - $108K
|
1.68K
$279K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-675- 11.43% |
$106K - $113K
|
5.23K
$870K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-675- 5.93% |
$106K - $113K
|
10.7K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-685- 7.54% |
$107K - $115K
|
8.4K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-685- 0.09% |
$107K - $115K
|
787K
$131M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-697- 9.43% |
$109K - $117K
|
6.7K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-698- 2.07% |
$109K - $117K
|
33K
$5.48M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-700- 3.88% |
$110K - $118K
|
17.3K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-700- 8.11% |
$110K - $118K
|
7.93K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-708- 4.25% |
$111K - $119K
|
15.9K
$2.65M
|