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 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
86+ 5.56% |
$13.5K - $14.4K
|
1.63K
$271K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
83+ 3.81% |
$13K - $13.9K
|
2.26K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
79+ 5.85% |
$12.4K - $13.3K
|
1.43K
$238K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
77+ 0.18% |
$12.1K - $12.9K
|
41.8K
$6.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
76+ 2.65% |
$11.9K - $12.8K
|
2.95K
$490K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
75+ 1.84% |
$11.7K - $12.6K
|
4.14K
$688K
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
74+ 1.38% |
$11.6K - $12.4K
|
5.43K
$902K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
72+ 0.44% |
$11.3K - $12.1K
|
16.3K
$2.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
72+ 0.5% |
$11.3K - $12.1K
|
14.6K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
70+ 0.74% |
$11K - $11.8K
|
9.47K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
69+ 2.94% |
$10.8K - $11.6K
|
2.42K
$401K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
68+ 1.16% |
$10.6K - $11.4K
|
5.95K
$988K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
66New |
$10.3K - $11.1K
|
66
$11K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
65+ 1.42% |
$10.2K - $10.9K
|
4.63K
$770K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
63+ 4.2% |
$9.87K - $10.6K
|
1.56K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
63New |
$9.87K - $10.6K
|
63
$10.5K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
61+ 2.4% |
$9.55K - $10.2K
|
2.6K
$432K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
61+ 0.1% |
$9.55K - $10.2K
|
60.3K
$10M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
58New |
$9.08K - $9.75K
|
58
$9.64K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
58+ 11.84% |
$9.08K - $9.75K
|
548
$91.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
58+ 1.8% |
$9.08K - $9.75K
|
3.28K
$544K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
54+ 0.29% |
$8.46K - $9.07K
|
18.4K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
53+ 0.56% |
$8.3K - $8.91K
|
9.44K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
51New |
$7.99K - $8.57K
|
51
$8.48K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
50New |
$7.83K - $8.4K
|
50
$8.31K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
47+ 0.29% |
$7.36K - $7.9K
|
16.1K
$2.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
47+ 0.71% |
$7.36K - $7.9K
|
6.63K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
46+ 1.8% |
$7.2K - $7.73K
|
2.6K
$432K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
46+ 3.48% |
$7.2K - $7.73K
|
1.37K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
46+ 2.22% |
$7.2K - $7.73K
|
2.12K
$353K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
45+ 0.79% |
$7.05K - $7.56K
|
5.77K
$959K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
45+ 0.75% |
$7.05K - $7.56K
|
6.08K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
45New |
$7.05K - $7.56K
|
45
$7.48K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
44+ 0.46% |
$6.89K - $7.39K
|
9.61K
$1.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
43+ 0.66% |
$6.73K - $7.22K
|
6.55K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
41+ 0.66% |
$6.42K - $6.89K
|
6.21K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
38+ 2.52% |
$5.95K - $6.38K
|
1.55K
$257K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
36+ 2.68% |
$5.64K - $6.05K
|
1.38K
$230K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
35New |
$5.48K - $5.88K
|
35
$5.82K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
35+ 0.67% |
$5.48K - $5.88K
|
5.28K
$877K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
35+ 70.0% |
$5.48K - $5.88K
|
85
$14.1K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
35+ 0.66% |
$5.48K - $5.88K
|
5.34K
$888K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
34New |
$5.32K - $5.71K
|
34
$5.65K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
34+ 1.83% |
$5.32K - $5.71K
|
1.9K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
33New |
$5.17K - $5.54K
|
33
$5.48K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
31+ 0.34% |
$4.85K - $5.21K
|
9.22K
$1.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
29+ 0.36% |
$4.54K - $4.87K
|
8.11K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
29+ 21.01% |
$4.54K - $4.87K
|
167
$27.8K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
29New |
$4.54K - $4.87K
|
29
$4.82K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
29+ 1.57% |
$4.54K - $4.87K
|
1.88K
$312K
|