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 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-17- 2.82% |
$2.66K - $2.86K
|
586
$91.2K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-17- 3.85% |
$2.66K - $2.86K
|
424
$66K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-20- 0.86% |
$3.13K - $3.36K
|
2.3K
$358K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-20- 0.27% |
$3.13K - $3.36K
|
7.35K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-21- 1.6% |
$3.29K - $3.53K
|
1.3K
$202K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-22- 0.54% |
$3.45K - $3.7K
|
4.05K
$630K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-22- 0.11% |
$3.45K - $3.7K
|
19.7K
$3.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-28- 1.04% |
$4.39K - $4.7K
|
2.67K
$415K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-29- 0.14% |
$4.54K - $4.87K
|
21.4K
$3.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-29- 27.62% |
$4.54K - $4.87K
|
76
$11.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-31- 0.26% |
$4.85K - $5.21K
|
11.9K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-32- 1.47% |
$5.01K - $5.38K
|
2.15K
$335K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-33- 1.8% |
$5.17K - $5.54K
|
1.8K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-33- 0.78% |
$5.17K - $5.54K
|
4.18K
$650K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-33- 50.0% |
$5.17K - $5.54K
|
33
$5.14K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-37- 0.6% |
$5.79K - $6.22K
|
6.1K
$950K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-40- 4.86% |
$6.26K - $6.72K
|
783
$122K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-44- 2.0% |
$6.89K - $7.39K
|
2.16K
$336K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-44- 2.06% |
$6.89K - $7.39K
|
2.09K
$326K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-45- 0.19% |
$7.05K - $7.56K
|
23.1K
$3.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-47- 0.87% |
$7.36K - $7.9K
|
5.36K
$834K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-50- 46.73% |
$7.83K - $8.4K
|
57
$8.87K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-53- 1.18% |
$8.3K - $8.91K
|
4.43K
$689K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-55- 0.79% |
$8.61K - $9.24K
|
6.91K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-58- 0.57% |
$9.08K - $9.75K
|
10K
$1.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-62- 1.81% |
$9.71K - $10.4K
|
3.37K
$524K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-63- 11.23% |
$9.87K - $10.6K
|
498
$77.5K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-68- 4.57% |
$10.6K - $11.4K
|
1.42K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-69- 2.19% |
$10.8K - $11.6K
|
3.08K
$479K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-69- 4.49% |
$10.8K - $11.6K
|
1.47K
$228K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-75- 3.53% |
$11.7K - $12.6K
|
2.05K
$319K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-81- 1.14% |
$12.7K - $13.6K
|
7K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-82- 1.01% |
$12.8K - $13.8K
|
8.03K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-83- 0.55% |
$13K - $13.9K
|
14.9K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-87- 2.66% |
$13.6K - $14.6K
|
3.19K
$496K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-88- 2.67% |
$13.8K - $14.8K
|
3.2K
$499K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-92- 12.28% |
$14.4K - $15.5K
|
657
$102K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-93- 2.93% |
$14.6K - $15.6K
|
3.08K
$479K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-94- 4.11% |
$14.7K - $15.8K
|
2.19K
$341K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-99- 76.15% |
$15.5K - $16.6K
|
31
$4.83K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-105- 16.83% |
$16.4K - $17.6K
|
519
$80.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-107- 5.7% |
$16.8K - $18K
|
1.77K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-113- 3.8% |
$17.7K - $19K
|
2.86K
$445K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-122- 1.59% |
$19.1K - $20.5K
|
7.55K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-134- 1.05% |
$21K - $22.5K
|
12.6K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-137- 10.19% |
$21.5K - $23K
|
1.21K
$188K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-141- 2.99% |
$22.1K - $23.7K
|
4.58K
$713K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-141- 1.86% |
$22.1K - $23.7K
|
7.45K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-142- 9.31% |
$22.2K - $23.9K
|
1.38K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-144- 10.91% |
$22.6K - $24.2K
|
1.18K
$183K
|