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 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-685- 7.54% |
$107K - $115K
|
8.4K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-697- 9.43% |
$109K - $117K
|
6.7K
$1.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-698- 2.07% |
$109K - $117K
|
33K
$5.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-708- 4.25% |
$111K - $119K
|
15.9K
$2.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-714- 13.92% |
$112K - $120K
|
4.42K
$687K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-736- 3.25% |
$115K - $124K
|
21.9K
$3.41M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-765- 5.74% |
$120K - $129K
|
12.6K
$1.96M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-772- 2.98% |
$121K - $130K
|
25.1K
$3.91M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-778- 19.57% |
$122K - $131K
|
3.2K
$498K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-779- 4.69% |
$122K - $131K
|
15.8K
$2.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-786- 16.76% |
$123K - $132K
|
3.9K
$608K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-787- 3.14% |
$123K - $132K
|
24.3K
$3.78M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-795- 22.6% |
$125K - $134K
|
2.72K
$424K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-817- 26.83% |
$128K - $137K
|
2.23K
$347K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-818- 1.56% |
$128K - $137K
|
51.7K
$8.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-831- 3.17% |
$130K - $140K
|
25.4K
$3.95M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-834- 20.77% |
$131K - $140K
|
3.18K
$495K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-845- 9.88% |
$132K - $142K
|
7.71K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-850- 0.8% |
$133K - $143K
|
105K
$16.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-887- 6.07% |
$139K - $149K
|
13.7K
$2.14M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-994- 21.15% |
$156K - $167K
|
3.71K
$577K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1K- 14.99% |
$157K - $168K
|
5.67K
$883K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.01K- 7.56% |
$157K - $169K
|
12.3K
$1.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-1.05K- 2.48% |
$165K - $177K
|
41.3K
$6.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 9.43% |
$167K - $179K
|
10.2K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.09K- 28.12% |
$170K - $182K
|
2.77K
$432K
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.09K- 4.7% |
$171K - $183K
|
22.1K
$3.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.18K- 10.63% |
$184K - $198K
|
9.9K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.2K- 6.79% |
$188K - $202K
|
16.5K
$2.57M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.23K- 17.52% |
$192K - $206K
|
5.79K
$901K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.35K- 9.5% |
$212K - $227K
|
12.9K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-1.44K- 16.52% |
$225K - $242K
|
7.27K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.47K- 49.98% |
$230K - $246K
|
1.47K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.52K- 7.84% |
$238K - $255K
|
17.8K
$2.78M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.64K- 4.56% |
$256K - $275K
|
34.2K
$5.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1.64K- 77.77% |
$256K - $275K
|
468
$72.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.72K- 62.89% |
$269K - $288K
|
1.01K
$158K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.73K- 13.02% |
$270K - $290K
|
11.5K
$1.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.76K- 61.35% |
$275K - $295K
|
1.11K
$172K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.91K- 3.46% |
$298K - $320K
|
53.1K
$8.27M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.97K- 7.81% |
$308K - $331K
|
23.2K
$3.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.06K- 50.0% |
$322K - $346K
|
2.06K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-2.1K- 7.16% |
$329K - $353K
|
27.3K
$4.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.27K- 47.43% |
$355K - $381K
|
2.51K
$391K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.56K- 6.41% |
$400K - $429K
|
37.3K
$5.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.2K- 44.35% |
$501K - $538K
|
4.02K
$625K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.32K- 19.81% |
$520K - $557K
|
13.4K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.36K- 3.92% |
$525K - $564K
|
82.3K
$12.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.46K- 8.74% |
$542K - $581K
|
36.1K
$5.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-3.47K- 23.22% |
$544K - $584K
|
11.5K
$1.79M
|