Purchases and Sales Made in Q1 2025 in Vanguard Mid Cap Value Index F (VOE)

VOE Quotes by TradingView

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 16, 2025 Q1 2025
Pacific Sun Financial Corp

BUY
 -
70
+ 0.74%
$11K - $11.8K
9.47K $1.47M
Apr 14, 2025 Q1 2025
City Holding CO

BUY
 -
68
+ 1.16%
$10.6K - $11.4K
5.95K $925K
Apr 15, 2025 Q1 2025
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
63
+ 4.2%
$9.87K - $10.6K
1.56K $243K
May 05, 2025 Q1 2025
Jmg Financial Group, Ltd.

BUY
 -
61
+ 0.1%
$9.55K - $10.2K
60.3K $9.39M
Apr 17, 2025 Q1 2025
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
58
+ 1.8%
$9.08K - $9.75K
3.28K $510K
Apr 10, 2025 Q1 2025
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
58
+ 11.84%
$9.08K - $9.75K
548 $85.3K
Apr 09, 2025 Q1 2025
Dakota Community Bank & Trust Na

Hebron, ND
BUY
 -
58
New
$9.08K - $9.75K
58 $9.03K
Apr 14, 2025 Q1 2025
Wedmont Private Capital

BUY
 -
54
+ 0.29%
$8.46K - $9.07K
18.4K $2.86M
Apr 29, 2025 Q1 2025
Riggs Asset Managment Co. Inc.

BUY
 -
51
New
$7.99K - $8.57K
51 $7.94K
Apr 30, 2025 Q1 2025
Astra Wealth Partners LLC

Jersey City, NJ
BUY
 -
47
+ 0.71%
$7.36K - $7.9K
6.63K $1.03M
Apr 10, 2025 Q1 2025
Breakwater Capital Group

Paramus, NJ
BUY
 -
46
+ 2.22%
$7.2K - $7.73K
2.12K $330K
Apr 11, 2025 Q1 2025
Next Level Private LLC

Harrison, NY
BUY
 -
45
+ 0.79%
$7.05K - $7.56K
5.77K $898K
Apr 24, 2025 Q1 2025
Wolff Financial Management LLC

BUY
 -
44
+ 0.46%
$6.89K - $7.39K
9.61K $1.5M
Apr 24, 2025 Q1 2025
Joel Isaacson & Co., LLC

BUY
 -
43
+ 0.66%
$6.73K - $7.22K
6.55K $1.02M
Apr 28, 2025 Q1 2025
Clune & Associates, Ltd.

Chicago, IL
BUY
 -
38
+ 2.52%
$5.95K - $6.38K
1.55K $241K
Apr 16, 2025 Q1 2025
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
35
+ 0.67%
$5.48K - $5.88K
5.28K $821K
Apr 30, 2025 Q1 2025
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
34
+ 1.83%
$5.32K - $5.71K
1.9K $295K
Apr 22, 2025 Q1 2025
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
31
+ 0.34%
$4.85K - $5.21K
9.22K $1.43M
Apr 30, 2025 Q1 2025
Sage Rhino Capital LLC

BUY
 -
29
+ 1.57%
$4.54K - $4.87K
1.88K $292K
Apr 16, 2025 Q1 2025
Hickory Asset Management, Inc.

Concord, OH
BUY
 -
29
+ 0.36%
$4.54K - $4.87K
8.11K $1.26M
Apr 30, 2025 Q1 2025
Silver Oak Wealth Management LLC

Edina, MN
BUY
 -
29
+ 0.24%
$4.54K - $4.87K
12.2K $1.9M
Apr 10, 2025 Q1 2025
Better Money Decisions, LLC

BUY
 -
27
+ 2.0%
$4.23K - $4.54K
1.38K $214K
Apr 15, 2025 Q1 2025
Gps Wealth Strategies Group, LLC

BUY
 -
26
+ 5.12%
$4.07K - $4.37K
534 $83.1K
Apr 14, 2025 Q1 2025
Octavia Wealth Advisors, LLC

BUY
 -
26
+ 0.81%
$4.07K - $4.37K
3.22K $502K
Apr 15, 2025 Q1 2025
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
24
+ 0.66%
$3.76K - $4.03K
3.64K $567K
Apr 14, 2025 Q1 2025
Compass Planning Associates Inc

Greenfield, MA
BUY
 -
22
+ 78.57%
$3.45K - $3.7K
50 $7.78K
May 02, 2025 Q1 2025
Capital A Wealth Management, LLC

New Castle, PA
BUY
 -
19
New
$2.98K - $3.19K
19 $2.96K
Apr 22, 2025 Q1 2025
Erts Wealth Advisors, LLC

BUY
 -
19
+ 0.01%
$2.98K - $3.19K
176K $27.4M
May 02, 2025 Q1 2025
Whittier Trust CO

BUY
 -
18
+ 0.17%
$2.82K - $3.02K
10.5K $1.63M
May 05, 2025 Q1 2025
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
18
New
$2.82K - $3.02K
18 $2.8K
Apr 11, 2025 Q1 2025
Magnus Financial Group LLC

New York, NY
BUY
 -
17
+ 0.29%
$2.66K - $2.86K
5.98K $931K
Apr 29, 2025 Q1 2025
Elite Financial, Inc.

Lewiston, ID
BUY
 -
17
+ 0.25%
$2.66K - $2.86K
6.69K $1.04M
Apr 25, 2025 Q1 2025
Rovin Capital

BUY
 -
16
+ 0.06%
$2.51K - $2.69K
24.9K $3.87M
Apr 10, 2025 Q1 2025
Amplius Wealth Advisors, LLC

BUY
 -
15
+ 0.5%
$2.35K - $2.52K
3K $466K
May 02, 2025 Q1 2025
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
15
+ 0.69%
$2.35K - $2.52K
2.2K $343K
May 06, 2025 Q1 2025
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
14
+ 0.24%
$2.19K - $2.35K
5.96K $928K
Apr 17, 2025 Q1 2025
North Star Investment Management Corp.

Chicago, IL
BUY
 -
14
+ 0.28%
$2.19K - $2.35K
5.06K $788K
Apr 24, 2025 Q1 2025
Amara Financial, Llc.

San Francisco, CA
BUY
 -
13
+ 0.65%
$2.04K - $2.18K
2.01K $312K
Apr 21, 2025 Q1 2025
Evanson Asset Management, LLC

BUY
 -
13
+ 0.53%
$2.04K - $2.18K
2.48K $386K
Apr 23, 2025 Q1 2025
Wealth Effects LLC

BUY
 -
12
+ 0.77%
$1.88K - $2.02K
1.57K $244K
Apr 30, 2025 Q1 2025
Investments & Financial Planning, LLC

Lexington, KY
BUY
 -
12
+ 0.43%
$1.88K - $2.02K
2.8K $436K
Apr 15, 2025 Q1 2025
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
10
New
$1.57K - $1.68K
10 $1.56K
May 02, 2025 Q1 2025
Concord Wealth Partners

BUY
 -
10
+ 0.66%
$1.57K - $1.68K
1.53K $239K
May 06, 2025 Q1 2025
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
9
+ 0.63%
$1.41K - $1.51K
1.44K $223K
Apr 24, 2025 Q1 2025
Barnes Pettey Financial Advisors, LLC

BUY
 -
8
+ 0.51%
$1.25K - $1.34K
1.59K $247K
Apr 25, 2025 Q1 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
8
+ 0.06%
$1.25K - $1.34K
13.9K $2.17M
Apr 29, 2025 Q1 2025
One Day In July LLC

BUY
 -
8
+ 0.2%
$1.25K - $1.34K
4.06K $631K
Apr 11, 2025 Q1 2025
Gemmer Asset Management LLC

BUY
 -
7
+ 0.5%
$1.1K - $1.18K
1.42K $221K
May 05, 2025 Q1 2025
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
7
+ 0.41%
$1.1K - $1.18K
1.71K $266K

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