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 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.8K+ 614.75% |
$1.22M - $1.31M
|
9.06K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.79K+ 1.47% |
$1.22M - $1.31M
|
538K
$89.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
7.35K+ 359.61% |
$1.15M - $1.24M
|
9.4K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
7.21K+ 9.8% |
$1.13M - $1.21M
|
80.7K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
7.18KNew |
$1.12M - $1.21M
|
7.18K
$1.19M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
6.53K+ 25.28% |
$1.02M - $1.1M
|
32.4K
$5.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.51KNew |
$1.02M - $1.09M
|
6.51K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
6.41K+ 207.92% |
$1M - $1.08M
|
9.49K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.35K+ 2.65% |
$994K - $1.07M
|
245K
$40.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
6.18K+ 463.24% |
$967K - $1.04M
|
7.51K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.11K+ 11.85% |
$957K - $1.03M
|
57.7K
$9.58M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.07K+ 10.22% |
$951K - $1.02M
|
65.5K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
5.94K+ 6.75% |
$931K - $998K
|
94K
$15.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.9K+ 1.18% |
$924K - $991K
|
505K
$84M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
5.82K+ 26.75% |
$911K - $977K
|
27.6K
$4.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5.81K+ 14.85% |
$909K - $975K
|
44.9K
$7.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
5.49K+ 1.93% |
$860K - $923K
|
290K
$48.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
5.49K+ 8.01% |
$860K - $922K
|
74K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.07K+ 24.04% |
$793K - $851K
|
26.1K
$4.34M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.98KNew |
$780K - $837K
|
4.98K
$828K
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.92K+ 24.68% |
$770K - $826K
|
24.8K
$4.13M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
4.92K+ 18.05% |
$770K - $826K
|
32.1K
$5.34M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
4.89K+ 4.05% |
$766K - $822K
|
126K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4.87KNew |
$762K - $818K
|
4.87K
$809K
|
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
4.76K+ 9.48% |
$745K - $799K
|
54.9K
$9.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.75K+ 13.37% |
$744K - $798K
|
40.3K
$6.7M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.71K+ 50.15% |
$737K - $791K
|
14.1K
$2.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.5K+ 19.04% |
$705K - $757K
|
28.2K
$4.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.48K+ 4.13% |
$701K - $752K
|
113K
$18.8M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.45K+ 5.56% |
$697K - $748K
|
84.5K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.39K+ 131.17% |
$688K - $738K
|
7.74K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4.35KNew |
$682K - $732K
|
4.35K
$724K
|
|
|
Apr 09, 2025
Q1 2025
|
Kwmg, LLC
|
BUY
|
- |
4.32K+ 2.38% |
$677K - $727K
|
186K
$30.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
4.14K+ 8.54% |
$649K - $696K
|
52.7K
$8.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
4.11K+ 2.39% |
$643K - $690K
|
176K
$29.3M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
4.05KNew |
$634K - $680K
|
4.05K
$673K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.02K+ 9.5% |
$630K - $676K
|
46.3K
$7.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.73K+ 2.76% |
$583K - $626K
|
139K
$23.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.71K+ 2.31% |
$580K - $623K
|
164K
$27.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.65K+ 3.75% |
$572K - $614K
|
101K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.65K+ 10.84% |
$572K - $613K
|
37.3K
$6.2M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.56K+ 47.57% |
$558K - $598K
|
11K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
3.54KNew |
$554K - $595K
|
3.54K
$588K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.51K+ 37.38% |
$549K - $589K
|
12.9K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.5K+ 11.76% |
$548K - $588K
|
33.3K
$5.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.49K+ 4.78% |
$547K - $586K
|
76.4K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.45K+ 383.76% |
$540K - $580K
|
4.35K
$723K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.41K+ 0.57% |
$533K - $572K
|
605K
$101M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.4K+ 12.96% |
$533K - $572K
|
29.7K
$4.93M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3.39K+ 5.59% |
$531K - $570K
|
64K
$10.6M
|