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 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.06K+ 5.43% |
$166K - $178K
|
20.6K
$3.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.03K+ 18.46% |
$162K - $174K
|
6.63K
$1.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 69.92% |
$157K - $169K
|
2.44K
$380K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
985+ 68.93% |
$154K - $165K
|
2.41K
$376K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
950+ 1.5% |
$149K - $160K
|
64.3K
$10M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
898+ 2.85% |
$141K - $151K
|
32.4K
$5.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
893+ 3.1% |
$140K - $150K
|
29.7K
$4.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
831+ 4.88% |
$130K - $140K
|
17.9K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
807+ 0.24% |
$126K - $136K
|
340K
$52.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
803+ 14.47% |
$126K - $135K
|
6.35K
$989K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
799New |
$125K - $134K
|
799
$124K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
768+ 5.0% |
$120K - $129K
|
16.1K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
751+ 2.81% |
$118K - $126K
|
27.5K
$4.27M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
725+ 10.38% |
$114K - $122K
|
7.71K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
715+ 22.29% |
$112K - $120K
|
3.92K
$611K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
712+ 2.05% |
$112K - $120K
|
35.5K
$5.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
711+ 2.25% |
$111K - $119K
|
32.3K
$5.03M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
700+ 0.6% |
$110K - $118K
|
118K
$18.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
660+ 1.53% |
$103K - $111K
|
43.9K
$6.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
654+ 27.46% |
$102K - $110K
|
3.04K
$473K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
654+ 4.45% |
$102K - $110K
|
15.4K
$2.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
646+ 3.52% |
$101K - $109K
|
19K
$2.96M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
606+ 2.28% |
$94.9K - $102K
|
27.2K
$4.24M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
600+ 3.17% |
$94K - $101K
|
19.5K
$3.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
578New |
$90.5K - $97.1K
|
578
$90K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
577+ 2.16% |
$90.4K - $96.9K
|
27.3K
$4.25M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
566+ 29.9% |
$88.6K - $95.1K
|
2.46K
$383K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
547+ 7.78% |
$85.7K - $91.9K
|
7.57K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
534+ 19.33% |
$83.6K - $89.7K
|
3.3K
$513K
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
526+ 0.88% |
$82.4K - $88.4K
|
60K
$9.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
496+ 25.09% |
$77.7K - $83.3K
|
2.47K
$385K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
487+ 4.64% |
$76.3K - $81.8K
|
11K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
473+ 19.15% |
$74.1K - $79.5K
|
2.94K
$458K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
463+ 2.5% |
$72.5K - $77.8K
|
19K
$2.96M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
451+ 8.49% |
$70.6K - $75.8K
|
5.77K
$898K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
450+ 23.14% |
$70.5K - $75.6K
|
2.4K
$373K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
443+ 3.35% |
$69.4K - $74.4K
|
13.7K
$2.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
436+ 9.22% |
$68.3K - $73.3K
|
5.16K
$804K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
403+ 3.85% |
$63.1K - $67.7K
|
10.9K
$1.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
400+ 1.25% |
$62.6K - $67.2K
|
32.4K
$5.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
391+ 0.46% |
$61.2K - $65.7K
|
85.2K
$13.3M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
389+ 5.6% |
$60.9K - $65.4K
|
7.33K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
379+ 1.48% |
$59.4K - $63.7K
|
26K
$4.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
369+ 1.41% |
$57.8K - $62K
|
26.6K
$4.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
369+ 4.87% |
$57.8K - $62K
|
7.94K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
367+ 53.89% |
$57.5K - $61.7K
|
1.05K
$163K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
361+ 14.15% |
$56.5K - $60.7K
|
2.91K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
360New |
$56.4K - $60.5K
|
360
$56K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
355+ 1014.29% |
$55.6K - $59.6K
|
390
$60.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
352+ 13.26% |
$55.1K - $59.1K
|
3.01K
$468K
|