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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
234K+ 74.6% |
$33.2M - $38.5M
|
547K
$94M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
162K+ 3.95% |
$23M - $26.6M
|
4.26M
$732M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
159K+ 10.52% |
$22.6M - $26.2M
|
1.67M
$288M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
129K+ 23.63% |
$18.3M - $21.3M
|
677K
$116M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 4.92% |
$17.1M - $19.9M
|
2.58M
$443M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
98.5K+ 9.02% |
$14M - $16.2M
|
1.19M
$204M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
BUY
|
- |
86.6K+ 348.66% |
$12.3M - $14.2M
|
111K
$19.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
72.2KNew |
$10.2M - $11.9M
|
72.2K
$12.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
62.7K+ 964.84% |
$8.9M - $10.3M
|
69.2K
$11.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
59.1K+ 91.71% |
$8.39M - $9.72M
|
124K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
56.4K+ 6.08% |
$8.01M - $9.28M
|
985K
$169M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
56KNew |
$7.94M - $9.2M
|
56K
$9.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
54.3K+ 7.33% |
$7.71M - $8.94M
|
796K
$137M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
53.2KNew |
$7.55M - $8.75M
|
53.2K
$9.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
49.4K+ 27.83% |
$7.01M - $8.13M
|
227K
$39M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
49.2K+ 5.97% |
$6.98M - $8.1M
|
873K
$150M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
46.8K+ 11.24% |
$6.64M - $7.69M
|
463K
$79.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46K+ 4.76% |
$6.53M - $7.57M
|
1.01M
$174M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.9K+ 32.32% |
$6.37M - $7.38M
|
184K
$31.6M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41K+ 14.55% |
$5.82M - $6.75M
|
323K
$55.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.5K+ 6.52% |
$5.6M - $6.49M
|
644K
$111M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
39.1K+ 124.95% |
$5.54M - $6.43M
|
70.4K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.3K+ 3.64% |
$5.3M - $6.14M
|
1.06M
$183M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.2K+ 0.79% |
$5.13M - $5.95M
|
4.61M
$792M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
32.2KNew |
$4.56M - $5.29M
|
32.2K
$5.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.2K+ 39.29% |
$4.43M - $5.14M
|
111K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
31.2K+ 96.36% |
$4.42M - $5.13M
|
63.5K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
30.2K+ 560.84% |
$4.28M - $4.96M
|
35.6K
$6.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
28.9KNew |
$4.1M - $4.75M
|
28.9K
$4.96M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.7K+ 16.35% |
$3.64M - $4.23M
|
183K
$31.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.6K+ 109.74% |
$3.64M - $4.22M
|
49K
$8.41M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25.6K+ 109.74% |
$3.64M - $4.22M
|
49K
$8.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
25.2K+ 48.86% |
$3.58M - $4.15M
|
76.9K
$13.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.7K+ 9.29% |
$3.5M - $4.06M
|
290K
$49.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
23.2KNew |
$3.29M - $3.82M
|
23.2K
$3.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.2KNew |
$3.29M - $3.82M
|
23.2K
$3.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
21.5K+ 13.37% |
$3.05M - $3.54M
|
182K
$31.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.4K+ 3.77% |
$3.03M - $3.52M
|
588K
$101M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
21.1KNew |
$3M - $3.48M
|
21.1K
$3.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
20.5K+ 13.54% |
$2.9M - $3.37M
|
172K
$29.5M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
20.4K+ 395.56% |
$2.89M - $3.35M
|
25.5K
$4.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
18.9K+ 26.26% |
$2.67M - $3.1M
|
90.6K
$15.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
18.2K+ 5.34% |
$2.58M - $2.99M
|
358K
$61.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18K+ 17.83% |
$2.56M - $2.97M
|
119K
$20.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
18K+ 2.96% |
$2.55M - $2.96M
|
625K
$107M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
17.7KNew |
$2.52M - $2.92M
|
17.7K
$3.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
17KNew |
$2.41M - $2.79M
|
17K
$2.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16.8K+ 11.16% |
$2.39M - $2.77M
|
168K
$28.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.7KNew |
$2.36M - $2.74M
|
16.7K
$2.86M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.3K+ 6.0% |
$2.31M - $2.67M
|
287K
$49.3M
|