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 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.4K+ 12.96% |
$533K - $572K
|
29.7K
$4.62M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3.39K+ 5.59% |
$531K - $570K
|
64K
$9.97M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
3.39K+ 1.4% |
$530K - $569K
|
245K
$38.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
3.32K+ 7.89% |
$519K - $557K
|
45.4K
$7.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
3.15K+ 3.77% |
$493K - $528K
|
86.6K
$13.5M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.12K+ 2.56% |
$488K - $524K
|
125K
$19.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
3.06K+ 9.29% |
$479K - $513K
|
36K
$5.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.03K+ 8.02% |
$475K - $509K
|
40.8K
$6.35M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.02KNew |
$473K - $508K
|
3.02K
$470K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.67K+ 16.51% |
$418K - $449K
|
18.9K
$2.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.6KNew |
$406K - $436K
|
2.6K
$404K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.53K+ 0.68% |
$397K - $426K
|
375K
$58.3M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.46K+ 2001.63% |
$386K - $414K
|
2.59K
$402K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.33KNew |
$365K - $392K
|
2.33K
$363K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2.28K+ 39.33% |
$357K - $383K
|
8.07K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.24K+ 3.71% |
$351K - $377K
|
62.8K
$9.77M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.2KNew |
$344K - $369K
|
2.2K
$342K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.15KNew |
$337K - $361K
|
2.15K
$335K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.09K+ 3.36% |
$328K - $352K
|
64.5K
$10M
|
|
|
May 01, 2025
Q1 2025
|
Zeit Capital LLC
|
BUY
|
- |
2.03K+ 6.12% |
$318K - $342K
|
35.2K
$5.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.99K+ 93.61% |
$312K - $335K
|
4.12K
$641K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.96KNew |
$307K - $330K
|
1.96K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.91K+ 10.19% |
$299K - $320K
|
20.6K
$3.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.72KNew |
$270K - $289K
|
1.72K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.71K+ 3.32% |
$267K - $287K
|
53.1K
$8.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.65KNew |
$259K - $278K
|
1.65K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.62KNew |
$254K - $273K
|
1.62K
$253K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.57KNew |
$246K - $264K
|
1.57K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.55K+ 19.57% |
$243K - $260K
|
9.46K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.54K+ 2.48% |
$240K - $258K
|
63.5K
$9.89M
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
1.52K+ 1.98% |
$237K - $255K
|
77.9K
$12.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.5K+ 37.84% |
$235K - $252K
|
5.47K
$851K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.46KNew |
$229K - $245K
|
1.46K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.43K+ 8.7% |
$223K - $240K
|
17.8K
$2.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.41KNew |
$220K - $236K
|
1.41K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.41K+ 48.94% |
$220K - $236K
|
4.28K
$666K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.37K+ 8.67% |
$214K - $230K
|
17.1K
$2.67M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.35KNew |
$212K - $227K
|
1.35K
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.29K+ 2.47% |
$202K - $217K
|
53.7K
$8.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1.29K+ 5.56% |
$202K - $217K
|
24.5K
$3.81M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.28K+ 100.79% |
$201K - $215K
|
2.55K
$398K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.26K+ 2.96% |
$198K - $212K
|
43.9K
$6.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.26K+ 42.86% |
$197K - $212K
|
4.2K
$654K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.26K+ 30.96% |
$197K - $212K
|
5.33K
$829K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.18K+ 38.89% |
$184K - $198K
|
4.2K
$654K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.16K+ 3850.0% |
$181K - $194K
|
1.19K
$184K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.15K+ 4.09% |
$181K - $194K
|
29.3K
$4.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.15K+ 2.69% |
$180K - $194K
|
44K
$6.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.14K+ 1.1% |
$178K - $191K
|
105K
$16.3M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.12K+ 2.94% |
$175K - $188K
|
39.2K
$6.1M
|