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 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-37- 2.71% |
$5.25K - $6.09K
|
1.33K
$228K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-38- 0.15% |
$5.39K - $6.25K
|
25.3K
$4.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-39- 2.06% |
$5.53K - $6.42K
|
1.86K
$319K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-40- 40.0% |
$5.67K - $6.58K
|
60
$10.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.42% |
$5.67K - $6.58K
|
9.43K
$1.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-40- 0.69% |
$5.67K - $6.58K
|
5.73K
$984K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-44- 49.44% |
$6.24K - $7.24K
|
45
$7.73K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-44- 0.18% |
$6.24K - $7.24K
|
24.3K
$4.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-46- 3.35% |
$6.53K - $7.57K
|
1.33K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-47- 1.33% |
$6.67K - $7.73K
|
3.48K
$598K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-50- 98.04% |
$7.09K - $8.22K
|
1
$172
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-50- 0.5% |
$7.09K - $8.22K
|
9.99K
$1.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-51- 0.68% |
$7.24K - $8.39K
|
7.5K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-52- 2.24% |
$7.38K - $8.55K
|
2.27K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-52- 50.49% |
$7.38K - $8.55K
|
51
$8.76K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-54- 1.7% |
$7.66K - $8.88K
|
3.13K
$538K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-55- 1.07% |
$7.8K - $9.05K
|
5.11K
$877K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-55- 1.22% |
$7.8K - $9.05K
|
4.47K
$767K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-58- 1.77% |
$8.23K - $9.54K
|
3.22K
$552K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-58- 0.07% |
$8.23K - $9.54K
|
82.9K
$14.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-58- 1.77% |
$8.23K - $9.54K
|
3.22K
$553K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-59- 2.88% |
$8.37K - $9.7K
|
1.99K
$341K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-59- 5.83% |
$8.37K - $9.7K
|
953
$164K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-60- 2.46% |
$8.51K - $9.87K
|
2.38K
$408K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-60- 3.23% |
$8.51K - $9.87K
|
1.8K
$308K
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-61- 11.42% |
$8.65K - $10K
|
473
$81.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-65- 4.13% |
$9.22K - $10.7K
|
1.51K
$259K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-66- 0.65% |
$9.36K - $10.9K
|
10K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-67- 0.18% |
$9.51K - $11K
|
37.3K
$6.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-70- 36.65% |
$9.93K - $11.5K
|
121
$20.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-73- 0.27% |
$10.4K - $12K
|
27.2K
$4.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-76- 2.58% |
$10.8K - $12.5K
|
2.87K
$493K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-76- 0.4% |
$10.8K - $12.5K
|
18.9K
$3.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-78- 4.56% |
$11.1K - $12.8K
|
1.63K
$281K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-87- 16.76% |
$12.3K - $14.3K
|
432
$74.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-88- 0.16% |
$12.5K - $14.5K
|
54.9K
$9.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-92- 1.05% |
$13.1K - $15.1K
|
8.65K
$1.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-92- 2.56% |
$13.1K - $15.1K
|
3.51K
$602K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-95- 5.36% |
$13.5K - $15.6K
|
1.68K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-99- 12.44% |
$14K - $16.3K
|
697
$120K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-100- 4.18% |
$14.2K - $16.4K
|
2.29K
$393K
|
|
|
Aug 06, 2025
Q2 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-100- 5.35% |
$14.2K - $16.4K
|
1.77K
$304K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-100- 0.19% |
$14.2K - $16.4K
|
53K
$9.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-101- 7.51% |
$14.3K - $16.6K
|
1.24K
$214K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-101- 6.88% |
$14.3K - $16.6K
|
1.37K
$235K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-103- 2.55% |
$14.6K - $16.9K
|
3.94K
$677K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-110- 2.94% |
$15.6K - $18.1K
|
3.63K
$624K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-110- 0.68% |
$15.6K - $18.1K
|
16.1K
$2.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-113- 0.41% |
$16K - $18.6K
|
27.7K
$4.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-116- 3.71% |
$16.5K - $19.1K
|
3.01K
$516K
|