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 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
473+ 19.15% |
$74.1K - $79.5K
|
2.94K
$489K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
463+ 2.5% |
$72.5K - $77.8K
|
19K
$3.16M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
451+ 8.49% |
$70.6K - $75.8K
|
5.77K
$958K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
450+ 23.14% |
$70.5K - $75.6K
|
2.4K
$398K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
443+ 3.35% |
$69.4K - $74.4K
|
13.7K
$2.27M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
440+ 10.03% |
$68.9K - $73.9K
|
4.83K
$803K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
436+ 9.22% |
$68.3K - $73.3K
|
5.16K
$858K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
424+ 28.8% |
$66.4K - $71.2K
|
1.9K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
412+ 5.95% |
$64.5K - $69.2K
|
7.34K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
403+ 3.85% |
$63.1K - $67.7K
|
10.9K
$1.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
400+ 1.25% |
$62.6K - $67.2K
|
32.4K
$5.38M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
399+ 1.66% |
$62.5K - $67K
|
24.4K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
392+ 0.41% |
$61.4K - $65.9K
|
96.2K
$16M
|
|
|
Apr 29, 2025
Q1 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
391+ 0.46% |
$61.2K - $65.7K
|
85.2K
$14.2M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
389+ 5.6% |
$60.9K - $65.4K
|
7.33K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
379+ 1.48% |
$59.4K - $63.7K
|
26K
$4.32M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
369+ 4.87% |
$57.8K - $62K
|
7.94K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
369+ 1.41% |
$57.8K - $62K
|
26.6K
$4.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
367+ 53.89% |
$57.5K - $61.7K
|
1.05K
$174K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
361+ 14.15% |
$56.5K - $60.7K
|
2.91K
$484K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
360New |
$56.4K - $60.5K
|
360
$59.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
355+ 1014.29% |
$55.6K - $59.6K
|
390
$64.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
352+ 13.26% |
$55.1K - $59.1K
|
3.01K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
352+ 0.21% |
$55.1K - $59.1K
|
166K
$27.6M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
351+ 27.08% |
$55K - $59K
|
1.65K
$274K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
350+ 22.71% |
$54.8K - $58.8K
|
1.89K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
350+ 20.61% |
$54.8K - $58.8K
|
2.05K
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
337+ 18.22% |
$52.8K - $56.6K
|
2.19K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
325+ 1.19% |
$50.9K - $54.6K
|
27.7K
$4.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
323+ 6.24% |
$50.6K - $54.3K
|
5.5K
$914K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
312+ 5.43% |
$48.9K - $52.4K
|
6.05K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
308+ 5.82% |
$48.2K - $51.8K
|
5.6K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
308+ 8.87% |
$48.2K - $51.8K
|
3.78K
$628K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
301+ 8.95% |
$47.1K - $50.6K
|
3.66K
$609K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
300New |
$47K - $50.4K
|
300
$49.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
298New |
$46.7K - $50.1K
|
298
$49.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
293+ 11.26% |
$45.9K - $49.2K
|
2.9K
$481K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
293+ 3.51% |
$45.9K - $49.2K
|
8.64K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
293+ 46.07% |
$45.9K - $49.2K
|
929
$154K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
291+ 0.48% |
$45.6K - $48.9K
|
60.3K
$10M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
290+ 4.46% |
$45.4K - $48.7K
|
6.79K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
287+ 5.73% |
$44.9K - $48.2K
|
5.3K
$880K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
286+ 11.97% |
$44.8K - $48.1K
|
2.68K
$445K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
285New |
$44.6K - $47.9K
|
285
$47.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
285+ 10.14% |
$44.6K - $47.9K
|
3.1K
$514K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
285New |
$44.6K - $47.9K
|
285
$47.4K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
275+ 7.25% |
$43.1K - $46.2K
|
4.07K
$676K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
267+ 4.98% |
$41.8K - $44.9K
|
5.63K
$935K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
258+ 1.15% |
$40.4K - $43.3K
|
22.7K
$3.77M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
258+ 13.35% |
$40.4K - $43.3K
|
2.19K
$364K
|