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 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-271- 8.56% |
$38.4K - $44.6K
|
2.9K
$497K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-273- 7.69% |
$38.7K - $44.9K
|
3.28K
$562K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-277- 7.96% |
$39.3K - $45.6K
|
3.2K
$550K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-284- 0.99% |
$40.3K - $46.7K
|
28.5K
$4.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-287- 6.8% |
$40.7K - $47.2K
|
3.93K
$675K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-288- 12.73% |
$40.9K - $47.4K
|
1.98K
$339K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-289- 7.19% |
$41K - $47.5K
|
3.73K
$641K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-296- 1.08% |
$42K - $48.7K
|
27K
$4.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-299- 15.36% |
$42.4K - $49.2K
|
1.65K
$283K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-303- 1.08% |
$43K - $49.8K
|
27.7K
$4.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-303- 5.45% |
$43K - $49.8K
|
5.25K
$902K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-305- 13.92% |
$43.3K - $50.2K
|
1.89K
$324K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-305- 5.76% |
$43.3K - $50.2K
|
4.99K
$857K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-310- 7.9% |
$44K - $51K
|
3.61K
$620K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
SELL
|
- |
-310- 5.64% |
$44K - $51K
|
5.19K
$891K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-315- 9.83% |
$44.7K - $51.8K
|
2.89K
$496K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-321- 5.52% |
$45.5K - $52.8K
|
5.5K
$944K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-327- 6.66% |
$46.4K - $53.8K
|
4.58K
$787K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-345- 10.79% |
$48.9K - $56.7K
|
2.85K
$490K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-348- 1.4% |
$49.4K - $57.2K
|
24.5K
$4.21M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-350- 28.93% |
$49.7K - $57.6K
|
860
$148K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-351- 0.28% |
$49.8K - $57.7K
|
124K
$21.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-357- 13.01% |
$50.6K - $58.7K
|
2.39K
$410K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-359- 7.47% |
$50.9K - $59.1K
|
4.45K
$764K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-360- 17.48% |
$51.1K - $59.2K
|
1.7K
$292K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-361- 2.02% |
$51.2K - $59.4K
|
17.5K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-372- 3.13% |
$52.8K - $61.2K
|
11.5K
$1.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-389- 0.46% |
$55.2K - $64K
|
84.1K
$14.4M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-389- 12.23% |
$55.2K - $64K
|
2.79K
$479K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-391- 2.33% |
$55.5K - $64.3K
|
16.4K
$2.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-391- 3.73% |
$55.5K - $64.3K
|
10.1K
$1.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-396- 4.88% |
$56.2K - $65.1K
|
7.72K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-396- 14.54% |
$56.2K - $65.1K
|
2.33K
$400K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-399- 8.06% |
$56.6K - $65.6K
|
4.55K
$781K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-417- 6.1% |
$59.2K - $68.6K
|
6.42K
$1.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-421- 13.07% |
$59.7K - $69.3K
|
2.8K
$481K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-422- 15.61% |
$59.9K - $69.4K
|
2.28K
$392K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-424- 24.84% |
$60.2K - $69.7K
|
1.28K
$220K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-425- 14.43% |
$60.3K - $69.9K
|
2.52K
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-430- 1.99% |
$61K - $70.7K
|
21.2K
$3.64M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-433- 6.09% |
$61.4K - $71.2K
|
6.68K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-435- 1.64% |
$61.7K - $71.6K
|
26.2K
$4.49M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-435- 1.34% |
$61.7K - $71.6K
|
31.9K
$5.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-437- 0.73% |
$62K - $71.9K
|
59.5K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-438- 4.78% |
$62.1K - $72K
|
8.73K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-441- 1.04% |
$62.6K - $72.5K
|
41.8K
$7.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-447- 4.17% |
$63.4K - $73.5K
|
10.3K
$1.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-453- 1.17% |
$64.3K - $74.5K
|
38.1K
$6.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-457- 7.72% |
$64.8K - $75.2K
|
5.47K
$938K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-468- 1.88% |
$66.4K - $77K
|
24.4K
$4.18M
|