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 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5- 0.12% |
$709 - $822
|
4.07K
$698K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-6- 0.46% |
$851 - $987
|
1.29K
$221K
|
|
|
Aug 06, 2025
Q2 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-7- 0.12% |
$993 - $1.15K
|
6.01K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7- 2.51% |
$993 - $1.15K
|
272
$46.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-9- 0.21% |
$1.28K - $1.48K
|
4.27K
$733K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-9- 14.52% |
$1.28K - $1.48K
|
53
$9.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-9- 0.6% |
$1.28K - $1.48K
|
1.49K
$256K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-10Closed |
$1.42K - $1.64K
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-10- 8.33% |
$1.42K - $1.64K
|
110
$18.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-11- 1.03% |
$1.56K - $1.81K
|
1.06K
$182K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-11- 0.21% |
$1.56K - $1.81K
|
5.35K
$918K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-12- 16.44% |
$1.7K - $1.97K
|
61
$10.5K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-13- 0.19% |
$1.84K - $2.14K
|
6.77K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-13- 0.5% |
$1.84K - $2.14K
|
2.57K
$442K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-15- 0.25% |
$2.13K - $2.47K
|
6.09K
$1.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-16- 0.2% |
$2.27K - $2.63K
|
7.99K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-17- 0.09% |
$2.41K - $2.8K
|
18.1K
$3.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-17- 0.35% |
$2.41K - $2.8K
|
4.83K
$829K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-18- 6.32% |
$2.55K - $2.96K
|
267
$45.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-18- 6.32% |
$2.55K - $2.96K
|
267
$45.8K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20- 0.66% |
$2.84K - $3.29K
|
3.01K
$517K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 0.39% |
$2.84K - $3.29K
|
5.1K
$875K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20- 3.75% |
$2.84K - $3.29K
|
514
$88.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-20- 2.55% |
$2.84K - $3.29K
|
763
$131K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-21- 0.04% |
$2.98K - $3.45K
|
55.1K
$9.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-21- 1.01% |
$2.98K - $3.45K
|
2.07K
$355K
|
|
|
Jul 24, 2025
Q2 2025
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-22- 1.17% |
$3.12K - $3.62K
|
1.87K
$320K
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-22- 1.1% |
$3.12K - $3.62K
|
1.98K
$341K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-22- 2.31% |
$3.12K - $3.62K
|
929
$160K
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-24- 0.95% |
$3.4K - $3.95K
|
2.5K
$430K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-24- 0.3% |
$3.4K - $3.95K
|
7.95K
$1.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-25- 0.84% |
$3.55K - $4.11K
|
2.95K
$506K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-25- 0.52% |
$3.55K - $4.11K
|
4.82K
$828K
|
|
|
Aug 07, 2025
Q2 2025
|
Brickley Wealth Management
|
SELL
|
- |
-26- 0.06% |
$3.69K - $4.28K
|
46.8K
$8.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
SELL
|
- |
-27- 1.22% |
$3.83K - $4.44K
|
2.18K
$375K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-27- 0.41% |
$3.83K - $4.44K
|
6.48K
$1.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-29- 0.87% |
$4.11K - $4.77K
|
3.29K
$564K
|
|
|
Aug 18, 2025
Q2 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-30- 1.61% |
$4.26K - $4.93K
|
1.84K
$315K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-30- 0.24% |
$4.26K - $4.93K
|
12.6K
$2.16M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-31- 0.3% |
$4.4K - $5.1K
|
10.2K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-31- 0.32% |
$4.4K - $5.1K
|
9.58K
$1.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-31- 2.8% |
$4.4K - $5.1K
|
1.08K
$185K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-32- 1.26% |
$4.54K - $5.26K
|
2.51K
$430K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-32- 2.31% |
$4.54K - $5.26K
|
1.35K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-33- 1.64% |
$4.68K - $5.43K
|
1.98K
$340K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-33- 0.99% |
$4.68K - $5.43K
|
3.31K
$569K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-35- 41.18% |
$4.97K - $5.76K
|
50
$8.58K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-36- 0.42% |
$5.11K - $5.92K
|
8.54K
$1.47M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-37- 1.06% |
$5.25K - $6.09K
|
3.44K
$591K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-37- 2.76% |
$5.25K - $6.09K
|
1.3K
$224K
|