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 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
980+ 10.58% |
$153K - $165K
|
10.2K
$1.77M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
980+ 10.58% |
$153K - $165K
|
10.2K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
950+ 1.5% |
$149K - $160K
|
64.3K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
919New |
$144K - $154K
|
919
$159K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
910+ 49.32% |
$143K - $153K
|
2.76K
$476K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
898+ 2.85% |
$141K - $151K
|
32.4K
$5.6M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
896+ 28.22% |
$140K - $151K
|
4.07K
$704K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
893+ 3.1% |
$140K - $150K
|
29.7K
$5.13M
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
860+ 6.05% |
$135K - $144K
|
15.1K
$2.6M
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
856+ 19.95% |
$134K - $144K
|
5.15K
$890K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
854+ 58.61% |
$134K - $143K
|
2.31K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
839+ 6.56% |
$131K - $141K
|
13.6K
$2.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
831+ 4.88% |
$130K - $140K
|
17.9K
$3.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
807+ 0.24% |
$126K - $136K
|
340K
$58.8M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
806+ 0.63% |
$126K - $135K
|
129K
$22.4M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
806+ 29.36% |
$126K - $135K
|
3.55K
$614K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
803+ 14.47% |
$126K - $135K
|
6.35K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
799New |
$125K - $134K
|
799
$138K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
787+ 6.01% |
$123K - $132K
|
13.9K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
768+ 5.0% |
$120K - $129K
|
16.1K
$2.79M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
764+ 1.42% |
$120K - $128K
|
54.5K
$9.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
751+ 2.81% |
$118K - $126K
|
27.5K
$4.75M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
725+ 10.38% |
$114K - $122K
|
7.71K
$1.33M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
725+ 22.59% |
$114K - $122K
|
3.94K
$680K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
715+ 22.29% |
$112K - $120K
|
3.92K
$678K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
712+ 2.05% |
$112K - $120K
|
35.5K
$6.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
711+ 2.25% |
$111K - $119K
|
32.3K
$5.58M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
700+ 8.66% |
$110K - $118K
|
8.79K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
700+ 0.6% |
$110K - $118K
|
118K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
699+ 1.91% |
$109K - $117K
|
37.4K
$6.46M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
670New |
$105K - $113K
|
670
$116K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
660+ 1.53% |
$103K - $111K
|
43.9K
$7.58M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
656+ 28.5% |
$103K - $110K
|
2.96K
$511K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
654+ 27.46% |
$102K - $110K
|
3.04K
$525K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
654+ 4.45% |
$102K - $110K
|
15.4K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
654+ 0.37% |
$102K - $110K
|
178K
$30.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
646+ 3.52% |
$101K - $109K
|
19K
$3.28M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
606+ 2.28% |
$94.9K - $102K
|
27.2K
$4.7M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
600+ 3.17% |
$94K - $101K
|
19.5K
$3.38M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
600+ 0.73% |
$94K - $101K
|
83K
$14.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
578New |
$90.5K - $97.1K
|
578
$99.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
577+ 2.16% |
$90.4K - $96.9K
|
27.3K
$4.72M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
572+ 30.12% |
$89.6K - $96.1K
|
2.47K
$427K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
566+ 29.9% |
$88.6K - $95.1K
|
2.46K
$425K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
560+ 4.86% |
$87.7K - $94.1K
|
12.1K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
547+ 7.78% |
$85.7K - $91.9K
|
7.57K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
534+ 19.33% |
$83.6K - $89.7K
|
3.3K
$570K
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
526+ 0.88% |
$82.4K - $88.4K
|
60K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
524+ 2.05% |
$82.1K - $88K
|
26K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
516+ 43.32% |
$80.8K - $86.7K
|
1.71K
$295K
|