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 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
257+ 2.35% |
$40.2K - $43.2K
|
11.2K
$1.86M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
252+ 2.46% |
$39.5K - $42.3K
|
10.5K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
251+ 8.2% |
$39.3K - $42.2K
|
3.31K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
250+ 1.28% |
$39.2K - $42K
|
19.8K
$3.3M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
245+ 2.28% |
$38.4K - $41.2K
|
11K
$1.83M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
242+ 537.78% |
$37.9K - $40.7K
|
287
$47.7K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
236+ 5.06% |
$37K - $39.7K
|
4.9K
$814K
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
236+ 0.17% |
$37K - $39.7K
|
141K
$23.4M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
231+ 0.73% |
$36.2K - $38.8K
|
31.8K
$5.28M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
230+ 4.18% |
$36K - $38.6K
|
5.74K
$954K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
216+ 1.13% |
$33.8K - $36.3K
|
19.3K
$3.21M
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
212+ 13.59% |
$33.2K - $35.6K
|
1.77K
$294K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
211+ 2.56% |
$33K - $35.5K
|
8.44K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
209+ 9.46% |
$32.7K - $35.1K
|
2.42K
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
208+ 4.39% |
$32.6K - $34.9K
|
4.95K
$822K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
208+ 4.24% |
$32.6K - $34.9K
|
5.12K
$850K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
204+ 2.31% |
$31.9K - $34.3K
|
9.04K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
203New |
$31.8K - $34.1K
|
203
$33.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
192+ 0.52% |
$30.1K - $32.3K
|
37.5K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
188+ 1.79% |
$29.4K - $31.6K
|
10.7K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
187+ 3.32% |
$29.3K - $31.4K
|
5.83K
$968K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
183+ 1.58% |
$28.7K - $30.7K
|
11.7K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
180+ 74.38% |
$28.2K - $30.2K
|
422
$70.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
174+ 4.89% |
$27.3K - $29.2K
|
3.74K
$621K
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
170+ 3.59% |
$26.6K - $28.6K
|
4.91K
$816K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
166+ 474.29% |
$26K - $27.9K
|
201
$33.4K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
164+ 4.84% |
$25.7K - $27.6K
|
3.55K
$590K
|
|
|
Apr 17, 2025
Q1 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
160+ 11.59% |
$25.1K - $26.9K
|
1.54K
$256K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
151+ 0.76% |
$23.6K - $25.4K
|
20.1K
$3.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
151+ 0.84% |
$23.6K - $25.4K
|
18.1K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
147+ 4.75% |
$23K - $24.7K
|
3.24K
$538K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
146+ 3.11% |
$22.9K - $24.5K
|
4.84K
$804K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
145+ 2.56% |
$22.7K - $24.4K
|
5.82K
$967K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
144+ 4.67% |
$22.6K - $24.2K
|
3.23K
$536K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
140+ 4.32% |
$21.9K - $23.5K
|
3.38K
$561K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
133+ 59.11% |
$20.8K - $22.3K
|
358
$59.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
127+ 23.22% |
$19.9K - $21.3K
|
674
$112K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
123+ 1.77% |
$19.3K - $20.7K
|
7.05K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
123+ 0.37% |
$19.3K - $20.7K
|
33.5K
$5.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
121+ 76.58% |
$18.9K - $20.3K
|
279
$46.4K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
120+ 39.74% |
$18.8K - $20.2K
|
422
$70.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
116+ 7.78% |
$18.2K - $19.5K
|
1.61K
$267K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
115+ 1.59% |
$18K - $19.3K
|
7.37K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
112+ 3.06% |
$17.5K - $18.8K
|
3.77K
$627K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
111+ 6.36% |
$17.4K - $18.7K
|
1.86K
$308K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
104+ 0.97% |
$16.3K - $17.5K
|
10.8K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
101+ 0.88% |
$15.8K - $17K
|
11.6K
$1.92M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
92+ 2.62% |
$14.4K - $15.5K
|
3.6K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
87+ 1.11% |
$13.6K - $14.6K
|
7.94K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
87+ 6.8% |
$13.6K - $14.6K
|
1.37K
$227K
|