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 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
29+ 0.24% |
$4.54K - $4.87K
|
12.2K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
28New |
$4.39K - $4.7K
|
28
$4.65K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
27+ 0.66% |
$4.23K - $4.54K
|
4.09K
$680K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
27+ 2.0% |
$4.23K - $4.54K
|
1.38K
$229K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
26+ 0.96% |
$4.07K - $4.37K
|
2.73K
$454K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
26+ 5.12% |
$4.07K - $4.37K
|
534
$88.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.81% |
$4.07K - $4.37K
|
3.22K
$535K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
24+ 0.66% |
$3.76K - $4.03K
|
3.64K
$605K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
23+ 0.66% |
$3.6K - $3.86K
|
3.49K
$580K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23+ 0.41% |
$3.6K - $3.86K
|
5.67K
$942K
|
|
|
Apr 14, 2025
Q1 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
22+ 78.57% |
$3.45K - $3.7K
|
50
$8.31K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
22+ 0.28% |
$3.45K - $3.7K
|
7.98K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
22+ 0.24% |
$3.45K - $3.7K
|
9.26K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.01% |
$2.98K - $3.19K
|
176K
$29.3M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
19New |
$2.98K - $3.19K
|
19
$3.16K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
18New |
$2.82K - $3.02K
|
18
$2.99K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
18+ 0.17% |
$2.82K - $3.02K
|
10.5K
$1.74M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
17+ 0.29% |
$2.66K - $2.86K
|
5.98K
$993K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.31% |
$2.66K - $2.86K
|
5.56K
$923K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
17+ 0.25% |
$2.66K - $2.86K
|
6.69K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
16+ 0.06% |
$2.51K - $2.69K
|
24.9K
$4.13M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
15+ 0.69% |
$2.35K - $2.52K
|
2.2K
$366K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.5% |
$2.35K - $2.52K
|
3K
$498K
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
14+ 0.24% |
$2.19K - $2.35K
|
5.96K
$991K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
14+ 0.28% |
$2.19K - $2.35K
|
5.06K
$841K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
13+ 0.65% |
$2.04K - $2.18K
|
2.01K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.53% |
$2.04K - $2.18K
|
2.48K
$412K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
12+ 0.77% |
$1.88K - $2.02K
|
1.57K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
12+ 0.68% |
$1.88K - $2.02K
|
1.77K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
12+ 0.43% |
$1.88K - $2.02K
|
2.8K
$465K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11+ 0.3% |
$1.72K - $1.85K
|
3.71K
$616K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
11+ 2.81% |
$1.72K - $1.85K
|
402
$66.8K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
11+ 0.67% |
$1.72K - $1.85K
|
1.66K
$276K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
10+ 0.66% |
$1.57K - $1.68K
|
1.53K
$255K
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
10+ 0.06% |
$1.57K - $1.68K
|
16.7K
$2.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10New |
$1.57K - $1.68K
|
10
$1.66K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
9+ 0.32% |
$1.41K - $1.51K
|
2.85K
$474K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9+ 0.63% |
$1.41K - $1.51K
|
1.44K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
9+ 0.37% |
$1.41K - $1.51K
|
2.42K
$401K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
8+ 0.51% |
$1.25K - $1.34K
|
1.59K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8+ 0.5% |
$1.25K - $1.34K
|
1.62K
$268K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
8+ 0.2% |
$1.25K - $1.34K
|
4.06K
$674K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8+ 2.93% |
$1.25K - $1.34K
|
281
$46.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8+ 0.06% |
$1.25K - $1.34K
|
13.9K
$2.32M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.41% |
$1.1K - $1.18K
|
1.71K
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
7+ 0.52% |
$1.1K - $1.18K
|
1.35K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.66% |
$1.1K - $1.18K
|
1.07K
$178K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
7+ 0.5% |
$1.1K - $1.18K
|
1.42K
$236K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
6+ 0.14% |
$940 - $1.01K
|
4.36K
$724K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6+ 0.45% |
$940 - $1.01K
|
1.35K
$225K
|