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 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.96K- 6.94% |
$621K - $666K
|
53.1K
$9.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.97K- 48.75% |
$622K - $667K
|
4.18K
$722K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.05K- 6.84% |
$634K - $680K
|
55.1K
$9.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.22K- 4.48% |
$661K - $709K
|
89.9K
$15.5M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-4.43K- 3.08% |
$693K - $743K
|
139K
$24.1M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-4.51K- 10.2% |
$706K - $758K
|
39.7K
$6.86M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-4.53K- 4.77% |
$709K - $761K
|
90.4K
$15.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.06K- 0.21% |
$792K - $849K
|
2.45M
$424M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.21K- 23.49% |
$815K - $875K
|
17K
$2.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.4K- 53.15% |
$846K - $908K
|
4.76K
$823K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.47K- 2.18% |
$856K - $918K
|
245K
$42.4M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-5.57K- 56.92% |
$873K - $937K
|
4.22K
$729K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-5.64K- 18.26% |
$884K - $948K
|
25.3K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.66K- 17.25% |
$887K - $951K
|
27.2K
$4.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-5.77K- 17.59% |
$903K - $969K
|
27K
$4.67M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.83K- 4.09% |
$913K - $980K
|
137K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.27K- 36.93% |
$982K - $1.05M
|
10.7K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.62K- 80.38% |
$1.04M - $1.11M
|
1.62K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.67K- 77.86% |
$1.04M - $1.12M
|
1.9K
$328K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.68K- 0.43% |
$1.05M - $1.12M
|
1.56M
$269M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-7.8K- 20.03% |
$1.22M - $1.31M
|
31.1K
$5.38M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-7.89K- 3.99% |
$1.24M - $1.33M
|
190K
$32.8M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-9.22K- 84.37% |
$1.44M - $1.55M
|
1.71K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.42K- 25.28% |
$1.48M - $1.58M
|
27.8K
$4.81M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.58K- 19.89% |
$1.5M - $1.61M
|
38.6K
$6.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.4K- 9.13% |
$1.94M - $2.08M
|
123K
$21.3M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-13.6K- 0.79% |
$2.14M - $2.29M
|
1.71M
$296M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-13.8K- 8.95% |
$2.16M - $2.32M
|
141K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-14.2K- 80.87% |
$2.22M - $2.39M
|
3.36K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-15.3K- 88.57% |
$2.4M - $2.58M
|
1.98K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-15.5K- 12.41% |
$2.43M - $2.6M
|
109K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-19.1KClosed |
$2.99M - $3.21M
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-19.7K- 52.45% |
$3.08M - $3.3M
|
17.8K
$3.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-20.1K- 12.02% |
$3.15M - $3.38M
|
147K
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-20.2K- 3.2% |
$3.17M - $3.4M
|
612K
$106M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-21.5K- 50.48% |
$3.36M - $3.6M
|
21K
$3.64M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.5K- 2.05% |
$3.37M - $3.61M
|
1.03M
$177M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-24.6K- 37.11% |
$3.85M - $4.13M
|
41.7K
$7.2M
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-25.6K- 52.32% |
$4.01M - $4.31M
|
23.4K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-29.6K- 76.03% |
$4.63M - $4.97M
|
9.32K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.7K- 49.43% |
$4.97M - $5.33M
|
32.5K
$5.61M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-39.4K- 55.72% |
$6.16M - $6.61M
|
31.3K
$5.41M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-46K- 7.05% |
$7.21M - $7.74M
|
607K
$105M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-47.2K- 66.89% |
$7.39M - $7.93M
|
23.4K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-51K- 8.75% |
$7.99M - $8.57M
|
532K
$91.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-55.1K- 32.02% |
$8.63M - $9.26M
|
117K
$20.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-64.6K- 43.88% |
$10.1M - $10.9M
|
82.6K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-69.8K- 4.57% |
$10.9M - $11.7M
|
1.46M
$252M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-94.5K- 2.02% |
$14.8M - $15.9M
|
4.57M
$791M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-108K- 25.59% |
$16.9M - $18.1M
|
314K
$54.2M
|