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 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
350+ 20.61% |
$54.8K - $58.8K
|
2.05K
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
337+ 18.22% |
$52.8K - $56.6K
|
2.19K
$340K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
325+ 1.19% |
$50.9K - $54.6K
|
27.7K
$4.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
323+ 6.24% |
$50.6K - $54.3K
|
5.5K
$856K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
312+ 5.43% |
$48.9K - $52.4K
|
6.05K
$942K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
301+ 8.95% |
$47.1K - $50.6K
|
3.66K
$570K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
300New |
$47K - $50.4K
|
300
$46.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
298New |
$46.7K - $50.1K
|
298
$46.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
293+ 11.26% |
$45.9K - $49.2K
|
2.9K
$451K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
293+ 46.07% |
$45.9K - $49.2K
|
929
$145K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
291+ 0.48% |
$45.6K - $48.9K
|
60.3K
$9.39M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
290+ 4.46% |
$45.4K - $48.7K
|
6.79K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
287+ 5.73% |
$44.9K - $48.2K
|
5.3K
$825K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
286+ 11.97% |
$44.8K - $48.1K
|
2.68K
$416K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
285+ 10.14% |
$44.6K - $47.9K
|
3.1K
$482K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
257+ 2.35% |
$40.2K - $43.2K
|
11.2K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
251+ 8.2% |
$39.3K - $42.2K
|
3.31K
$516K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
245+ 2.28% |
$38.4K - $41.2K
|
11K
$1.71M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
231+ 0.73% |
$36.2K - $38.8K
|
31.8K
$4.95M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
211+ 2.56% |
$33K - $35.5K
|
8.44K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
209+ 9.46% |
$32.7K - $35.1K
|
2.42K
$377K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
208+ 4.24% |
$32.6K - $34.9K
|
5.12K
$796K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
208+ 4.39% |
$32.6K - $34.9K
|
4.95K
$770K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
204+ 2.31% |
$31.9K - $34.3K
|
9.04K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
203New |
$31.8K - $34.1K
|
203
$31.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
192+ 0.52% |
$30.1K - $32.3K
|
37.5K
$5.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
187+ 3.32% |
$29.3K - $31.4K
|
5.83K
$907K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
174+ 4.89% |
$27.3K - $29.2K
|
3.74K
$581K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
160+ 11.59% |
$25.1K - $26.9K
|
1.54K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
151+ 0.76% |
$23.6K - $25.4K
|
20.1K
$3.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
151+ 0.84% |
$23.6K - $25.4K
|
18.1K
$2.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
145+ 2.56% |
$22.7K - $24.4K
|
5.82K
$906K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
140+ 4.32% |
$21.9K - $23.5K
|
3.38K
$526K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
127+ 23.22% |
$19.9K - $21.3K
|
674
$105K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
123+ 0.37% |
$19.3K - $20.7K
|
33.5K
$5.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
123+ 1.77% |
$19.3K - $20.7K
|
7.05K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
121+ 76.58% |
$18.9K - $20.3K
|
279
$43.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
116+ 7.78% |
$18.2K - $19.5K
|
1.61K
$250K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
115+ 1.59% |
$18K - $19.3K
|
7.37K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
112+ 3.06% |
$17.5K - $18.8K
|
3.77K
$587K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
104+ 0.97% |
$16.3K - $17.5K
|
10.8K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
92+ 2.62% |
$14.4K - $15.5K
|
3.6K
$560K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
86+ 5.56% |
$13.5K - $14.4K
|
1.63K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
83+ 3.81% |
$13K - $13.9K
|
2.26K
$352K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
77+ 0.18% |
$12.1K - $12.9K
|
41.8K
$6.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
76+ 2.65% |
$11.9K - $12.8K
|
2.95K
$459K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
75+ 1.84% |
$11.7K - $12.6K
|
4.14K
$645K
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
74+ 1.38% |
$11.6K - $12.4K
|
5.43K
$845K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
72+ 0.44% |
$11.3K - $12.1K
|
16.3K
$2.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
72+ 0.5% |
$11.3K - $12.1K
|
14.6K
$2.27M
|