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 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.58K- 0.53% |
$248K - $266K
|
295K
$49.1M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 39.71% |
$250K - $268K
|
2.43K
$403K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.64K- 4.56% |
$256K - $275K
|
34.2K
$5.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1.64K- 77.77% |
$256K - $275K
|
468
$77.8K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.64K- 2.96% |
$257K - $275K
|
53.8K
$8.94M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.66K- 24.29% |
$260K - $279K
|
5.18K
$861K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.66K- 8.81% |
$260K - $279K
|
17.2K
$2.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.72K- 62.89% |
$269K - $288K
|
1.01K
$168K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.73K- 13.02% |
$270K - $290K
|
11.5K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.73K- 31.5% |
$270K - $290K
|
3.75K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-1.74K- 46.32% |
$273K - $293K
|
2.02K
$335K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.76K- 61.35% |
$275K - $295K
|
1.11K
$184K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.79K- 3.42% |
$281K - $301K
|
50.6K
$8.41M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.86K- 74.17% |
$291K - $312K
|
646
$107K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.86K- 0.06% |
$291K - $312K
|
3.08M
$512M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.91K- 3.46% |
$298K - $320K
|
53.1K
$8.83M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.91K- 56.31% |
$298K - $320K
|
1.48K
$246K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.97K- 7.81% |
$308K - $331K
|
23.2K
$3.86M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.97K- 99.65% |
$309K - $331K
|
7
$1.16K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.06K- 50.0% |
$322K - $346K
|
2.06K
$342K
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2.07K- 55.38% |
$323K - $347K
|
1.66K
$277K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.1K- 7.16% |
$329K - $353K
|
27.3K
$4.53M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.26K- 3.8% |
$354K - $380K
|
57.3K
$9.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.27K- 47.43% |
$355K - $381K
|
2.51K
$417K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.31K- 3.36% |
$361K - $388K
|
66.5K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.32K- 13.71% |
$364K - $390K
|
14.6K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-2.36K- 7.47% |
$370K - $397K
|
29.3K
$4.86M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-2.37K- 20.2% |
$371K - $399K
|
9.37K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.52K- 12.96% |
$395K - $424K
|
16.9K
$2.81M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.56K- 6.41% |
$400K - $429K
|
37.3K
$6.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.58K- 1.62% |
$404K - $434K
|
157K
$26.1M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.64K- 8.31% |
$413K - $443K
|
29.1K
$4.84M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.84K- 11.97% |
$444K - $477K
|
20.9K
$3.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.2K- 44.35% |
$501K - $538K
|
4.02K
$667K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.32K- 19.81% |
$520K - $557K
|
13.4K
$2.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.36K- 3.92% |
$525K - $564K
|
82.3K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.46K- 8.74% |
$542K - $581K
|
36.1K
$6M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-3.47K- 23.22% |
$544K - $584K
|
11.5K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-3.54K- 49.98% |
$554K - $595K
|
3.54K
$589K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-3.67K- 12.27% |
$575K - $617K
|
26.3K
$4.36M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3.75K- 49.39% |
$587K - $630K
|
3.84K
$639K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.77K- 38.37% |
$590K - $633K
|
6.05K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.96K- 6.94% |
$621K - $666K
|
53.1K
$8.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.97K- 48.75% |
$622K - $667K
|
4.18K
$694K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.05K- 6.84% |
$634K - $680K
|
55.1K
$9.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.22K- 4.48% |
$661K - $709K
|
89.9K
$14.9M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-4.43K- 3.08% |
$693K - $743K
|
139K
$23.2M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-4.51K- 10.2% |
$706K - $758K
|
39.7K
$6.6M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-4.53K- 4.77% |
$709K - $761K
|
90.4K
$15M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.06K- 0.21% |
$792K - $849K
|
2.45M
$408M
|