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
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
15.7K+ 21.69% |
$2.23M - $2.59M
|
88.2K
$15.2M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.2K+ 113.23% |
$2.16M - $2.5M
|
28.6K
$4.95M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
14.5K+ 4.91% |
$2.06M - $2.39M
|
310K
$53.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.9K+ 82.01% |
$1.97M - $2.28M
|
30.8K
$5.33M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
13.8K+ 5.88% |
$1.96M - $2.27M
|
248K
$42.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
13.7K+ 182.81% |
$1.95M - $2.26M
|
21.2K
$3.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.7K+ 19.95% |
$1.8M - $2.09M
|
76.5K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.1K+ 8.86% |
$1.72M - $1.99M
|
149K
$25.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11.4K+ 81.14% |
$1.62M - $1.88M
|
25.5K
$4.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
11KNew |
$1.56M - $1.8M
|
11K
$1.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.9K+ 4.86% |
$1.54M - $1.79M
|
234K
$40.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.8K+ 43.76% |
$1.54M - $1.78M
|
35.6K
$6.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.7K+ 32.19% |
$1.52M - $1.76M
|
44K
$7.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10.7K+ 67.43% |
$1.51M - $1.76M
|
26.5K
$4.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
10.4K+ 254.4% |
$1.47M - $1.7M
|
14.4K
$2.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
10.3K+ 257.09% |
$1.46M - $1.69M
|
14.3K
$2.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10.1K+ 7.16% |
$1.43M - $1.66M
|
151K
$26.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
10K+ 21.61% |
$1.42M - $1.65M
|
56.4K
$9.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
9.62K+ 7.61% |
$1.36M - $1.58M
|
136K
$23.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.4K+ 3.53% |
$1.33M - $1.55M
|
276K
$47.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
8.64K+ 1.66% |
$1.23M - $1.42M
|
528K
$91.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8K+ 15.06% |
$1.14M - $1.32M
|
61.2K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
7.87KNew |
$1.12M - $1.29M
|
7.87K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.85KNew |
$1.11M - $1.29M
|
7.85K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.68K+ 23.63% |
$1.09M - $1.26M
|
40.2K
$6.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
7.67K+ 247.88% |
$1.09M - $1.26M
|
10.8K
$1.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.41K+ 44.18% |
$1.05M - $1.22M
|
24.2K
$4.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
7.28K+ 9.02% |
$1.03M - $1.2M
|
88K
$15.2M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.14K+ 19.14% |
$1.01M - $1.17M
|
44.4K
$7.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
7.11K+ 9.13% |
$1.01M - $1.17M
|
85K
$14.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
6.83KNew |
$968K - $1.12M
|
6.83K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
6.69KNew |
$948K - $1.1M
|
6.69K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
6.66K+ 152.87% |
$944K - $1.09M
|
11K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
6.61K+ 13.5% |
$938K - $1.09M
|
55.6K
$9.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.5K+ 17.83% |
$922K - $1.07M
|
42.9K
$7.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.17KNew |
$875K - $1.01M
|
6.17K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.15K+ 31.48% |
$872K - $1.01M
|
25.7K
$4.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.14KNew |
$872K - $1.01M
|
6.14K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.97KNew |
$846K - $981K
|
5.97K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.89KNew |
$836K - $969K
|
5.89K
$1.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.8K+ 4.48% |
$822K - $953K
|
135K
$23.4M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
5.59KNew |
$793K - $919K
|
5.59K
$966K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
5.5KNew |
$780K - $905K
|
5.5K
$951K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
5.48K+ 2.23% |
$778K - $902K
|
251K
$43.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.38K+ 8.52% |
$763K - $885K
|
68.5K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
5.37K+ 3.25% |
$761K - $883K
|
171K
$29.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
5.21K+ 2.8% |
$739K - $857K
|
191K
$33.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5.18K+ 11.52% |
$734K - $851K
|
50.1K
$8.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.13K+ 6.71% |
$727K - $843K
|
81.6K
$14.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.11K+ 397.82% |
$725K - $840K
|
6.39K
$1.1M
|