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 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-152- 0.49% |
$23.8K - $25.5K
|
31K
$4.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-154- 5.2% |
$24.1K - $25.9K
|
2.81K
$437K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-163- 1.14% |
$25.5K - $27.4K
|
14.1K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-172- 1.68% |
$26.9K - $28.9K
|
10.1K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-196- 0.99% |
$30.7K - $32.9K
|
19.5K
$3.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-199- 0.15% |
$31.2K - $33.4K
|
136K
$21.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-201- 3.93% |
$31.5K - $33.8K
|
4.91K
$764K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-210- 5.55% |
$32.9K - $35.3K
|
3.57K
$556K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-217- 1.19% |
$34K - $36.5K
|
18.1K
$2.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-221- 11.43% |
$34.6K - $37.1K
|
1.71K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-231- 12.12% |
$36.2K - $38.8K
|
1.68K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-240- 4.53% |
$37.6K - $40.3K
|
5.06K
$788K
|
|
|
Apr 02, 2025
Q1 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-255- 8.47% |
$39.9K - $42.8K
|
2.76K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-263- 2.6% |
$41.2K - $44.2K
|
9.86K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-264- 18.32% |
$41.3K - $44.4K
|
1.18K
$183K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-265- 1.03% |
$41.5K - $44.5K
|
25.4K
$3.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-270- 96.09% |
$42.3K - $45.4K
|
11
$1.71K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-276- 9.79% |
$43.2K - $46.4K
|
2.54K
$396K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-288- 1.31% |
$45.1K - $48.4K
|
21.6K
$3.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-296- 17.75% |
$46.4K - $49.7K
|
1.37K
$214K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-298- 1.12% |
$46.7K - $50.1K
|
26.4K
$4.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-334- 1.13% |
$52.3K - $56.1K
|
29.2K
$4.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-336- 12.9% |
$52.6K - $56.5K
|
2.27K
$353K
|
|
|
Apr 14, 2025
Q1 2025
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-338- 4.18% |
$52.9K - $56.8K
|
7.75K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-340- 9.3% |
$53.2K - $57.1K
|
3.32K
$516K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-349- 1.31% |
$54.7K - $58.6K
|
26.3K
$4.1M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-358- 47.11% |
$56.1K - $60.2K
|
402
$62.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-362- 22.48% |
$56.7K - $60.8K
|
1.25K
$194K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-367- 10.81% |
$57.5K - $61.7K
|
3.03K
$472K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-368- 0.81% |
$57.6K - $61.8K
|
45.1K
$7.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-373- 9.06% |
$58.4K - $62.7K
|
3.74K
$583K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-375- 2.7% |
$58.7K - $63K
|
13.5K
$2.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-386- 3.03% |
$60.5K - $64.9K
|
12.4K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-396- 17.49% |
$62K - $66.5K
|
1.87K
$291K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-396- 7.24% |
$62K - $66.5K
|
5.07K
$790K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-400- 4.76% |
$62.6K - $67.2K
|
8K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-440- 1.45% |
$68.9K - $73.9K
|
29.9K
$4.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-445- 1.16% |
$69.7K - $74.8K
|
37.8K
$5.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-467- 1.64% |
$73.1K - $78.5K
|
28K
$4.35M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-474- 7.41% |
$74.2K - $79.6K
|
5.92K
$922K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-488- 9.51% |
$76.4K - $82K
|
4.64K
$723K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-497- 1.55% |
$77.8K - $83.5K
|
31.7K
$4.93M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-502- 19.11% |
$78.6K - $84.3K
|
2.13K
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-527- 0.49% |
$82.5K - $88.5K
|
107K
$16.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-552- 1.55% |
$86.4K - $92.7K
|
35.1K
$5.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-605- 16.95% |
$94.7K - $102K
|
2.96K
$461K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-607- 7.36% |
$95.1K - $102K
|
7.64K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-642- 27.66% |
$101K - $108K
|
1.68K
$261K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-675- 5.93% |
$106K - $113K
|
10.7K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-675- 11.43% |
$106K - $113K
|
5.23K
$815K
|