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 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
3.39K+ 1.4% |
$530K - $569K
|
245K
$40.8M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
3.33KNew |
$521K - $559K
|
3.33K
$553K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
3.32K+ 7.89% |
$519K - $557K
|
45.4K
$7.54M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.32K+ 2.8% |
$519K - $557K
|
122K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.23K+ 23.46% |
$506K - $543K
|
17K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.22K+ 3.2% |
$504K - $541K
|
104K
$17.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
3.15K+ 3.77% |
$493K - $528K
|
86.6K
$14.4M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
3.12K+ 2.56% |
$488K - $524K
|
125K
$20.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
3.06K+ 9.29% |
$479K - $513K
|
36K
$5.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.03K+ 8.02% |
$475K - $509K
|
40.8K
$6.78M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.02KNew |
$473K - $508K
|
3.02K
$502K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.95K+ 13.74% |
$462K - $496K
|
24.4K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.91KNew |
$456K - $489K
|
2.91K
$484K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.88K+ 2.27% |
$452K - $484K
|
130K
$21.6M
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.88KNew |
$451K - $483K
|
2.88K
$478K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.68K+ 4.29% |
$419K - $450K
|
65.1K
$10.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.67K+ 16.51% |
$418K - $449K
|
18.9K
$3.13M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.65K+ 23.58% |
$415K - $445K
|
13.9K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.61K+ 1.6% |
$409K - $438K
|
165K
$27.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.6KNew |
$406K - $436K
|
2.6K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.53K+ 0.68% |
$397K - $426K
|
375K
$62.3M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.46K+ 2001.63% |
$386K - $414K
|
2.59K
$430K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.37K+ 1.02% |
$371K - $398K
|
234K
$38.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.33KNew |
$365K - $392K
|
2.33K
$388K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2.28K+ 39.33% |
$357K - $383K
|
8.07K
$1.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.24K+ 3.71% |
$351K - $377K
|
62.8K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.2KNew |
$344K - $369K
|
2.2K
$365K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.15KNew |
$337K - $361K
|
2.15K
$357K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.11K+ 5.94% |
$331K - $355K
|
37.7K
$6.26M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.09K+ 3.36% |
$328K - $352K
|
64.5K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.05KNew |
$322K - $345K
|
2.05K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Zeit Capital LLC
|
BUY
|
- |
2.03K+ 6.12% |
$318K - $342K
|
35.2K
$5.85M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.01K+ 15.74% |
$315K - $338K
|
14.8K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2K+ 8.57% |
$313K - $336K
|
25.3K
$4.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.99K+ 93.61% |
$312K - $335K
|
4.12K
$684K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.96KNew |
$307K - $330K
|
1.96K
$326K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.91K+ 10.19% |
$299K - $320K
|
20.6K
$3.43M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.88K+ 6.02% |
$294K - $315K
|
33.1K
$5.5M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.78K+ 2.66% |
$279K - $300K
|
68.8K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.75K+ 2.09% |
$274K - $294K
|
85.2K
$14.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1.72KNew |
$270K - $289K
|
1.72K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.71K+ 3.32% |
$267K - $287K
|
53.1K
$8.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.65KNew |
$259K - $278K
|
1.65K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.64KNew |
$257K - $275K
|
1.64K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.63K+ 4.68% |
$255K - $274K
|
36.4K
$6.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.62KNew |
$254K - $273K
|
1.62K
$270K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.61K+ 3.19% |
$253K - $271K
|
52.2K
$8.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.57KNew |
$246K - $264K
|
1.57K
$261K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.55K+ 19.57% |
$243K - $260K
|
9.46K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.54K+ 12.08% |
$241K - $259K
|
14.3K
$2.37M
|