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 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-35.7K- 2.09% |
$5.06M - $5.87M
|
1.67M
$289M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-41.7K- 49.76% |
$5.92M - $6.86M
|
42.1K
$7.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-41.9K- 1.71% |
$5.94M - $6.89M
|
2.41M
$417M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-45.7K- 9.05% |
$6.49M - $7.52M
|
460K
$79.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-52.1K- 44.53% |
$7.39M - $8.57M
|
64.9K
$11.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-52.3K- 9.83% |
$7.42M - $8.6M
|
480K
$82.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-55.6K- 70.17% |
$7.88M - $9.14M
|
23.6K
$4.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-57.6K- 45.86% |
$8.17M - $9.47M
|
67.9K
$11.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-63.1K- 55.91% |
$8.95M - $10.4M
|
49.8K
$8.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-85.3K- 48.39% |
$12.1M - $14M
|
91K
$15.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-93.4K- 85.38% |
$13.3M - $15.4M
|
16K
$2.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-95.4K- 6.12% |
$13.5M - $15.7M
|
1.46M
$253M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-121K- 94.23% |
$17.2M - $19.9M
|
7.42K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-158K- 3.69% |
$22.5M - $26.1M
|
4.13M
$714M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-313K- 20.73% |
$44.4M - $51.5M
|
1.2M
$207M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-527K- 16.14% |
$74.7M - $86.6M
|
2.74M
$473M
|