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 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-928- 1.09% |
$132K - $153K
|
84.2K
$14.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-956- 5.03% |
$136K - $157K
|
18.1K
$3.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-972- 16.06% |
$138K - $160K
|
5.08K
$872K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-987- 16.94% |
$140K - $162K
|
4.84K
$831K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-992- 10.48% |
$141K - $163K
|
8.47K
$1.45M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-1K- 17.29% |
$142K - $164K
|
4.79K
$822K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.01K- 0.07% |
$143K - $166K
|
1.46M
$250M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.03K- 6.71% |
$147K - $170K
|
14.4K
$2.47M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-1.05K- 3.86% |
$149K - $173K
|
26.2K
$4.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.07K- 29.55% |
$151K - $175K
|
2.54K
$436K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.08K- 15.27% |
$154K - $178K
|
6.01K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 3.41% |
$156K - $181K
|
31.3K
$5.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.11K- 28.78% |
$157K - $182K
|
2.74K
$470K
|
|
|
Aug 12, 2025
Q2 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-1.11K- 7.37% |
$157K - $183K
|
14K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.13K- 4.26% |
$161K - $187K
|
25.5K
$4.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.16K- 5.89% |
$164K - $190K
|
18.5K
$3.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.16K- 3.21% |
$165K - $191K
|
35K
$6M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-1.17K- 4.33% |
$166K - $193K
|
25.8K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
SELL
|
- |
-1.19K- 35.13% |
$168K - $195K
|
2.19K
$376K
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-1.2K- 21.16% |
$170K - $197K
|
4.46K
$766K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-1.21K- 8.92% |
$171K - $199K
|
12.3K
$2.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.21K- 4.61% |
$172K - $199K
|
25K
$4.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.25K- 22.4% |
$178K - $206K
|
4.34K
$746K
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-1.29K- 3.89% |
$183K - $212K
|
31.9K
$5.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.32K- 9.02% |
$187K - $217K
|
13.3K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-1.35K- 4.61% |
$191K - $222K
|
27.9K
$4.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.37K- 11.34% |
$194K - $225K
|
10.7K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.37K- 45.4% |
$195K - $226K
|
1.65K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.39K- 2.47% |
$196K - $228K
|
54.7K
$9.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.41K- 12.53% |
$199K - $231K
|
9.81K
$1.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.42K- 2.67% |
$201K - $234K
|
51.7K
$8.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.42K- 1.17% |
$202K - $234K
|
120K
$20.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.44K- 14.05% |
$204K - $237K
|
8.8K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.45K- 0.59% |
$205K - $238K
|
244K
$41.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.46K- 8.96% |
$207K - $239K
|
14.8K
$2.54M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.46K- 2.2% |
$207K - $240K
|
65K
$11.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 4.17% |
$208K - $241K
|
33.7K
$5.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.49K- 10.7% |
$212K - $245K
|
12.5K
$2.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.5K- 33.99% |
$213K - $247K
|
2.92K
$500K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.54K- 8.88% |
$218K - $253K
|
15.8K
$2.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.54K- 0.41% |
$219K - $253K
|
373K
$64.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 52.46% |
$221K - $256K
|
1.41K
$242K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1.56K- 21.11% |
$221K - $256K
|
5.81K
$998K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.57K- 12.5% |
$223K - $259K
|
11K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.59K- 2.66% |
$225K - $261K
|
58K
$9.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.59K- 77.63% |
$225K - $261K
|
458
$78.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.6K- 1.78% |
$227K - $264K
|
88.3K
$15.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.63K- 9.56% |
$231K - $268K
|
15.4K
$2.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.66K- 3.69% |
$236K - $274K
|
43.5K
$7.47M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.81K- 3.09% |
$257K - $297K
|
56.7K
$9.73M
|