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 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-1.88K- 2.08% |
$267K - $309K
|
88.5K
$15.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.92K- 3.71% |
$273K - $316K
|
49.9K
$8.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.07K- 16.48% |
$294K - $341K
|
10.5K
$1.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.12K- 5.61% |
$301K - $349K
|
35.6K
$6.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-2.29K- 2.15% |
$325K - $377K
|
104K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.35K- 41.51% |
$334K - $387K
|
3.32K
$573K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 0.86% |
$355K - $412K
|
287K
$49.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-2.55K- 1.83% |
$362K - $420K
|
137K
$23.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 16.63% |
$362K - $420K
|
12.8K
$2.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.57K- 4.04% |
$364K - $422K
|
61K
$10.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.57K- 1.05% |
$364K - $422K
|
243K
$42M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-2.6K- 10.73% |
$369K - $428K
|
21.7K
$3.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.61K- 9.82% |
$370K - $429K
|
24K
$4.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.81K- 51.95% |
$399K - $462K
|
2.6K
$449K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.82K- 67.58% |
$400K - $464K
|
1.35K
$234K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.85K- 7.56% |
$404K - $468K
|
34.8K
$6.02M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.91K- 11.52% |
$412K - $478K
|
22.3K
$3.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.13K- 71.88% |
$443K - $514K
|
1.22K
$211K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-3.48K- 2.36% |
$493K - $572K
|
144K
$24.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-3.53K- 8.55% |
$501K - $581K
|
37.8K
$6.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.58K- 25.98% |
$508K - $589K
|
10.2K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.59K- 25.12% |
$509K - $590K
|
10.7K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Goepper Burkhardt LLC
|
SELL
|
- |
-3.63K- 9.15% |
$515K - $597K
|
36.1K
$6.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.65K- 3.88% |
$517K - $600K
|
90.3K
$15.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-3.67K- 24.42% |
$521K - $604K
|
11.4K
$1.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-3.67K- 40.52% |
$521K - $604K
|
5.39K
$932K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.67K- 40.52% |
$521K - $604K
|
5.39K
$932K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.75K- 5.72% |
$531K - $616K
|
61.7K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.76K- 35.72% |
$533K - $618K
|
6.76K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.95K- 42.99% |
$560K - $649K
|
5.23K
$904K
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.55K- 68.77% |
$646K - $748K
|
2.07K
$357K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.6K- 33.55% |
$653K - $757K
|
9.12K
$1.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-4.88K- 37.82% |
$692K - $802K
|
8.02K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-5.15K- 63.63% |
$731K - $847K
|
2.94K
$509K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.18K- 6.3% |
$735K - $853K
|
77.1K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.3K- 18.18% |
$751K - $871K
|
23.8K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.26K- 58.5% |
$889K - $1.03M
|
4.44K
$768K
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-6.33K- 67.35% |
$898K - $1.04M
|
3.07K
$530K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.21K- 5.85% |
$1.02M - $1.19M
|
116K
$20.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-7.88K- 32.58% |
$1.12M - $1.3M
|
16.3K
$2.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-10.1K- 56.88% |
$1.44M - $1.67M
|
7.69K
$1.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-13.8K- 86.01% |
$1.96M - $2.27M
|
2.25K
$388K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-16.6K- 6.99% |
$2.35M - $2.73M
|
220K
$38.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-20.3K- 80.82% |
$2.89M - $3.35M
|
4.83K
$834K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.1K- 0.75% |
$3.27M - $3.79M
|
3.06M
$528M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-23.9K- 3.9% |
$3.39M - $3.93M
|
588K
$102M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-26K- 39.89% |
$3.68M - $4.27M
|
39.1K
$6.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-30K- 54.82% |
$4.26M - $4.94M
|
24.7K
$4.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-30.8K- 22.68% |
$4.36M - $5.06M
|
105K
$18.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-31.7K- 60.66% |
$4.49M - $5.21M
|
20.5K
$3.55M
|