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 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.54K+ 2.48% |
$240K - $258K
|
63.5K
$10.6M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.52K+ 26.79% |
$238K - $256K
|
7.2K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
1.52K+ 1.98% |
$237K - $255K
|
77.9K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$235K - $253K
|
1.5K
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.5K+ 37.84% |
$235K - $252K
|
5.47K
$909K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$234K - $251K
|
1.5K
$248K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.46KNew |
$229K - $245K
|
1.46K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.43K+ 12.29% |
$224K - $241K
|
13.1K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.43K+ 8.7% |
$223K - $240K
|
17.8K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.42K+ 35.85% |
$222K - $239K
|
5.38K
$894K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.41KNew |
$220K - $236K
|
1.41K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.41K+ 48.94% |
$220K - $236K
|
4.28K
$711K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.4K+ 8.27% |
$220K - $236K
|
18.4K
$3.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.37K+ 8.67% |
$214K - $230K
|
17.1K
$2.85M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.36KNew |
$213K - $229K
|
1.36K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.35KNew |
$212K - $227K
|
1.35K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
1.31K+ 154.74% |
$205K - $219K
|
2.15K
$357K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.31KNew |
$205K - $219K
|
1.31K
$217K
|
|
|
May 20, 2025
Q1 2025
|
Tenret CO LLC
|
BUY
|
- |
1.3K+ 4.07% |
$203K - $218K
|
33.2K
$5.51M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.29K+ 2.47% |
$202K - $217K
|
53.7K
$8.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
1.29K+ 5.56% |
$202K - $217K
|
24.5K
$4.07M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.28K+ 100.79% |
$201K - $215K
|
2.55K
$424K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.26K+ 2.96% |
$198K - $212K
|
43.9K
$7.3M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.26K+ 87.39% |
$197K - $212K
|
2.7K
$449K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.26K+ 42.86% |
$197K - $212K
|
4.2K
$698K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.26K+ 30.96% |
$197K - $212K
|
5.33K
$885K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.23K+ 5.34% |
$193K - $207K
|
24.3K
$4.04M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.22K+ 2.28% |
$191K - $205K
|
54.7K
$9.1M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.2K+ 15.07% |
$188K - $202K
|
9.17K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.2K+ 6.49% |
$187K - $201K
|
19.6K
$3.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.18K+ 38.89% |
$184K - $198K
|
4.2K
$698K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.16KNew |
$182K - $195K
|
1.16K
$193K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.16K+ 3850.0% |
$181K - $194K
|
1.19K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.15K+ 4.09% |
$181K - $194K
|
29.3K
$4.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.15K+ 2.69% |
$180K - $194K
|
44K
$7.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.14K+ 1.1% |
$178K - $191K
|
105K
$17.4M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.12K+ 2.94% |
$175K - $188K
|
39.2K
$6.51M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.12K+ 0.25% |
$175K - $188K
|
448K
$74.4M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.11K+ 9.67% |
$174K - $186K
|
12.6K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.11K+ 46.59% |
$173K - $186K
|
3.48K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.1K+ 53.02% |
$172K - $184K
|
3.17K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.09K+ 8.67% |
$171K - $184K
|
13.7K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.08K+ 13.84% |
$169K - $182K
|
8.89K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1.08KNew |
$169K - $182K
|
1.08K
$180K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.06K+ 5.43% |
$166K - $178K
|
20.6K
$3.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.03K+ 18.46% |
$162K - $174K
|
6.63K
$1.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 69.92% |
$157K - $169K
|
2.44K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1K+ 4.32% |
$157K - $168K
|
24.2K
$4.02M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
985+ 68.93% |
$154K - $165K
|
2.41K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
980+ 10.58% |
$153K - $165K
|
10.2K
$1.7M
|