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
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-470- 2.97% |
$66.7K - $77.3K
|
15.4K
$2.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-479- 25.33% |
$68K - $78.8K
|
1.41K
$242K
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-494- 1.79% |
$70.1K - $81.3K
|
27.1K
$4.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-500- 3.03% |
$70.9K - $82.2K
|
16K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-516- 24.0% |
$73.2K - $84.9K
|
1.63K
$281K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-516- 5.23% |
$73.2K - $84.9K
|
9.35K
$1.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-522- 2.7% |
$74.1K - $85.9K
|
18.8K
$3.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-531- 4.84% |
$75.3K - $87.3K
|
10.4K
$1.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-555- 2.57% |
$78.7K - $91.3K
|
21.1K
$3.62M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-558- 6.61% |
$79.2K - $91.8K
|
7.88K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-558- 16.61% |
$79.2K - $91.8K
|
2.8K
$481K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-561- 3.05% |
$79.6K - $92.3K
|
17.8K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-574- 85.93% |
$81.4K - $94.4K
|
94
$16.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-575- 1.82% |
$81.6K - $94.6K
|
31.1K
$5.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-576- 0.49% |
$81.7K - $94.7K
|
118K
$20.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-603- 5.66% |
$85.5K - $99.2K
|
10.1K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-605- 10.9% |
$85.8K - $99.5K
|
4.94K
$849K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-606- 1.95% |
$86K - $99.7K
|
30.5K
$5.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-617- 0.08% |
$87.5K - $101K
|
786K
$135M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-621- 4.75% |
$88.1K - $102K
|
12.5K
$2.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-634- 11.93% |
$89.9K - $104K
|
4.68K
$803K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-663- 26.96% |
$94.1K - $109K
|
1.8K
$308K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-674- 32.81% |
$95.6K - $111K
|
1.38K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-680- 34.38% |
$96.5K - $112K
|
1.3K
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-683- 4.68% |
$96.9K - $112K
|
13.9K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-683- 38.05% |
$96.9K - $112K
|
1.11K
$191K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-685- 1.09% |
$97.2K - $113K
|
62.1K
$10.7M
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-698- 2.12% |
$99K - $115K
|
32.2K
$5.53M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-700- 12.35% |
$99.3K - $115K
|
4.97K
$853K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-725- 19.32% |
$103K - $119K
|
3.03K
$520K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-727- 1.33% |
$103K - $120K
|
53.8K
$9.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-732- 27.36% |
$104K - $120K
|
1.94K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-736- 4.13% |
$104K - $121K
|
17.1K
$2.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-738- 36.61% |
$105K - $121K
|
1.28K
$219K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-753- 29.02% |
$107K - $124K
|
1.84K
$316K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-753- 20.16% |
$107K - $124K
|
2.98K
$512K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-754- 15.84% |
$107K - $124K
|
4.01K
$688K
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-755- 33.51% |
$107K - $124K
|
1.5K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-762- 16.07% |
$108K - $125K
|
3.98K
$683K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-768- 14.45% |
$109K - $126K
|
4.55K
$781K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-783- 0.79% |
$111K - $129K
|
98.1K
$16.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-784- 19.92% |
$111K - $129K
|
3.15K
$541K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-825- 5.58% |
$117K - $136K
|
14K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-845- 5.06% |
$120K - $139K
|
15.9K
$2.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-859- 23.44% |
$122K - $141K
|
2.81K
$482K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-873- 5.15% |
$124K - $144K
|
16.1K
$2.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-878- 21.87% |
$125K - $144K
|
3.14K
$539K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-902- 25.24% |
$128K - $148K
|
2.67K
$459K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-910- 5.1% |
$129K - $150K
|
16.9K
$2.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-926- 43.05% |
$131K - $152K
|
1.23K
$210K
|