Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
98.5K+ 9.02% |
$14M - $16.2M
|
1.19M
$198M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
54.3K+ 7.33% |
$7.71M - $8.94M
|
796K
$132M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
32.2KNew |
$4.56M - $5.29M
|
32.2K
$5.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
28.9KNew |
$4.1M - $4.75M
|
28.9K
$4.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
25.2K+ 48.86% |
$3.58M - $4.15M
|
76.9K
$12.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
17.7KNew |
$2.52M - $2.92M
|
17.7K
$2.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
14.5K+ 4.91% |
$2.06M - $2.39M
|
310K
$51.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
13.7K+ 182.81% |
$1.95M - $2.26M
|
21.2K
$3.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.9K+ 4.86% |
$1.54M - $1.79M
|
234K
$38.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8K+ 15.06% |
$1.14M - $1.32M
|
61.2K
$10.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.41K+ 44.18% |
$1.05M - $1.22M
|
24.2K
$4.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
6.83KNew |
$968K - $1.12M
|
6.83K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
5.5KNew |
$780K - $905K
|
5.5K
$914K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
5.48K+ 2.23% |
$778K - $902K
|
251K
$41.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
5.21K+ 2.8% |
$739K - $857K
|
191K
$31.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5.18K+ 11.52% |
$734K - $851K
|
50.1K
$8.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
4.94K+ 12.27% |
$701K - $813K
|
45.2K
$7.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.86K+ 2.97% |
$690K - $800K
|
169K
$28M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.82K+ 197.54% |
$684K - $793K
|
7.26K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.13KNew |
$586K - $679K
|
4.13K
$686K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.36K+ 0.62% |
$477K - $553K
|
541K
$90M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
2.71K+ 3.13% |
$385K - $446K
|
89.3K
$14.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.53K+ 87.87% |
$359K - $416K
|
5.41K
$898K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.38K+ 2.79% |
$338K - $392K
|
87.6K
$14.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
2.3K+ 56.14% |
$326K - $378K
|
6.39K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.07K+ 75.81% |
$294K - $341K
|
4.81K
$799K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.02K+ 67.11% |
$286K - $332K
|
5.03K
$835K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.97KNew |
$279K - $324K
|
1.97K
$327K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.62K+ 3.69% |
$230K - $267K
|
45.6K
$7.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.54K+ 78.49% |
$218K - $253K
|
3.5K
$582K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.42KNew |
$202K - $234K
|
1.42K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.32KNew |
$187K - $217K
|
1.32K
$220K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.28K+ 3.99% |
$182K - $211K
|
33.4K
$5.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.27KNew |
$180K - $208K
|
1.27K
$210K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.22KNew |
$173K - $201K
|
1.22K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.14K+ 4.68% |
$162K - $188K
|
25.6K
$4.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.1K+ 4.84% |
$156K - $180K
|
23.8K
$3.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.03K+ 3.23% |
$146K - $169K
|
32.8K
$5.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
1.01K+ 3.9% |
$144K - $167K
|
27K
$4.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
985+ 5.23% |
$140K - $162K
|
19.8K
$3.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
969+ 56.24% |
$137K - $159K
|
2.69K
$447K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
825+ 15.38% |
$117K - $136K
|
6.19K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
801+ 56.73% |
$114K - $132K
|
2.21K
$368K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
777+ 3.09% |
$110K - $128K
|
25.9K
$4.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
540+ 1.44% |
$76.6K - $88.8K
|
38K
$6.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
535+ 8.07% |
$75.9K - $88K
|
7.16K
$1.19M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
527+ 0.5% |
$74.8K - $86.7K
|
105K
$17.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
498+ 1.7% |
$70.7K - $81.9K
|
29.8K
$4.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
480+ 7.17% |
$68.1K - $79K
|
7.18K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
441+ 1.61% |
$62.6K - $72.5K
|
27.9K
$4.64M
|