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 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-116- 0.95% |
$16.5K - $19.1K
|
12.1K
$2.07M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-117- 9.04% |
$16.6K - $19.2K
|
1.18K
$202K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-120- 0.36% |
$17K - $19.7K
|
32.9K
$5.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-124- 2.8% |
$17.6K - $20.4K
|
4.3K
$739K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-124- 2.08% |
$17.6K - $20.4K
|
5.84K
$1M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-126- 18.81% |
$17.9K - $20.7K
|
544
$93.4K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-135- 2.24% |
$19.2K - $22.2K
|
5.89K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-136- 8.79% |
$19.3K - $22.4K
|
1.41K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-146- 6.05% |
$20.7K - $24K
|
2.27K
$390K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-150- 6.26% |
$21.3K - $24.7K
|
2.25K
$385K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-151- 4.48% |
$21.4K - $24.8K
|
3.22K
$552K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-153- 2.57% |
$21.7K - $25.2K
|
5.79K
$994K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-155- 2.01% |
$22K - $25.5K
|
7.55K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-159- 2.8% |
$22.6K - $26.2K
|
5.52K
$947K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-160- 7.32% |
$22.7K - $26.3K
|
2.03K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-160- 0.48% |
$22.7K - $26.3K
|
33.3K
$5.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-163- 0.5% |
$23.1K - $26.8K
|
32.1K
$5.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-165- 0.61% |
$23.4K - $27.1K
|
27K
$4.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-172- 2.84% |
$24.4K - $28.3K
|
5.88K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-174- 0.96% |
$24.7K - $28.6K
|
18K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-175- 4.83% |
$24.8K - $28.8K
|
3.45K
$592K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-175- 68.36% |
$24.8K - $28.8K
|
81
$13.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-184- 17.56% |
$26.1K - $30.3K
|
864
$148K
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-185- 3.54% |
$26.2K - $30.4K
|
5.05K
$867K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-185- 6.01% |
$26.2K - $30.4K
|
2.89K
$496K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-186- 6.42% |
$26.4K - $30.6K
|
2.71K
$465K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-191- 6.48% |
$27.1K - $31.4K
|
2.76K
$473K
|
|
|
Aug 04, 2025
Q2 2025
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-193- 2.4% |
$27.4K - $31.7K
|
7.83K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-197- 7.82% |
$27.9K - $32.4K
|
2.32K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-200- 12.73% |
$28.4K - $32.9K
|
1.37K
$235K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-209- 0.8% |
$29.7K - $34.4K
|
25.8K
$4.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-212- 2.34% |
$30.1K - $34.9K
|
8.83K
$1.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-212- 11.96% |
$30.1K - $34.9K
|
1.56K
$268K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-213- 5.48% |
$30.2K - $35K
|
3.67K
$630K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-216- 28.76% |
$30.6K - $35.5K
|
535
$91.9K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-216- 2.9% |
$30.6K - $35.5K
|
7.23K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-217- 14.16% |
$30.8K - $35.7K
|
1.32K
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-218- 3.15% |
$30.9K - $35.9K
|
6.69K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-225- 62.85% |
$31.9K - $37K
|
133
$22.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-228- 9.4% |
$32.3K - $37.5K
|
2.2K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-230- 6.33% |
$32.6K - $37.8K
|
3.4K
$584K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-230- 2.66% |
$32.6K - $37.8K
|
8.41K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-235- 0.49% |
$33.3K - $38.7K
|
47.3K
$8.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-235- 10.93% |
$33.3K - $38.7K
|
1.92K
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-244- 6.15% |
$34.6K - $40.1K
|
3.72K
$639K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-250- 9.1% |
$35.5K - $41.1K
|
2.5K
$429K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-250- 11.82% |
$35.5K - $41.1K
|
1.87K
$320K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-252- 1.15% |
$35.8K - $41.5K
|
21.7K
$3.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-258- 2.73% |
$36.6K - $42.4K
|
9.19K
$1.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-266- 2.15% |
$37.7K - $43.8K
|
12.1K
$2.08M
|