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 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-714- 13.92% |
$112K - $120K
|
4.42K
$734K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-722- 2.78% |
$113K - $121K
|
25.2K
$4.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-736- 3.25% |
$115K - $124K
|
21.9K
$3.64M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-765- 5.74% |
$120K - $129K
|
12.6K
$2.09M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-772- 2.98% |
$121K - $130K
|
25.1K
$4.18M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
SELL
|
- |
-775- 5.55% |
$121K - $130K
|
13.2K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-778- 19.57% |
$122K - $131K
|
3.2K
$531K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-779- 4.69% |
$122K - $131K
|
15.8K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-786- 16.76% |
$123K - $132K
|
3.9K
$649K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-787- 3.14% |
$123K - $132K
|
24.3K
$4.03M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-795- 22.6% |
$125K - $134K
|
2.72K
$453K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-817- 26.83% |
$128K - $137K
|
2.23K
$370K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-818- 1.56% |
$128K - $137K
|
51.7K
$8.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-831- 3.17% |
$130K - $140K
|
25.4K
$4.22M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-834- 20.77% |
$131K - $140K
|
3.18K
$529K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-844- 0.85% |
$132K - $142K
|
98.9K
$16.4M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-845- 9.88% |
$132K - $142K
|
7.71K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-850- 0.8% |
$133K - $143K
|
105K
$17.4M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-863- 30.85% |
$135K - $145K
|
1.93K
$321K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-887- 15.75% |
$139K - $149K
|
4.74K
$788K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-887- 6.07% |
$139K - $149K
|
13.7K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-891- 20.88% |
$140K - $150K
|
3.38K
$561K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-927- 1.56% |
$145K - $156K
|
58.5K
$9.72M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-978- 0.96% |
$153K - $164K
|
100K
$16.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-994- 21.15% |
$156K - $167K
|
3.71K
$616K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1K- 14.99% |
$157K - $168K
|
5.67K
$942K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.01K- 7.56% |
$157K - $169K
|
12.3K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.02K- 1.93% |
$160K - $172K
|
51.8K
$8.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.05K- 2.48% |
$165K - $177K
|
41.3K
$6.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 9.43% |
$167K - $179K
|
10.2K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.07K- 16.59% |
$168K - $180K
|
5.39K
$896K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.09K- 28.12% |
$170K - $182K
|
2.77K
$461K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.09K- 4.7% |
$171K - $183K
|
22.1K
$3.67M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.09K- 13.78% |
$171K - $184K
|
6.84K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.12K- 2.31% |
$176K - $188K
|
47.5K
$7.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.18K- 10.63% |
$184K - $198K
|
9.9K
$1.64M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.2K- 38.0% |
$188K - $201K
|
1.96K
$325K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.2K- 6.79% |
$188K - $202K
|
16.5K
$2.75M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.23K- 17.52% |
$192K - $206K
|
5.79K
$961K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
SELL
|
- |
-1.24K- 9.44% |
$194K - $208K
|
11.9K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.29K- 9.84% |
$202K - $217K
|
11.8K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.35K- 9.5% |
$212K - $227K
|
12.9K
$2.14M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.37K- 1.87% |
$214K - $230K
|
71.8K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.37K- 4.91% |
$215K - $231K
|
26.6K
$4.42M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-1.44K- 16.52% |
$225K - $242K
|
7.27K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 4.77% |
$226K - $242K
|
28.8K
$4.78M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.46K- 8.23% |
$228K - $245K
|
16.3K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.47K- 49.98% |
$230K - $246K
|
1.47K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.52K- 7.84% |
$238K - $255K
|
17.8K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.52K- 2.64% |
$238K - $256K
|
56.1K
$9.32M
|