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 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
440+ 1.05% |
$62.4K - $72.4K
|
42.3K
$7.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
412+ 14.23% |
$58.5K - $67.8K
|
3.31K
$550K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
397+ 10.53% |
$56.3K - $65.3K
|
4.17K
$693K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
370+ 8.81% |
$52.5K - $60.9K
|
4.57K
$759K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
357+ 9.15% |
$50.6K - $58.7K
|
4.26K
$708K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
249+ 7.55% |
$35.3K - $41K
|
3.55K
$589K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
246+ 5.3% |
$34.9K - $40.5K
|
4.89K
$813K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
235+ 19.98% |
$33.3K - $38.7K
|
1.41K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
213+ 4.12% |
$30.2K - $35K
|
5.38K
$894K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
162+ 6.45% |
$23K - $26.6K
|
2.67K
$444K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
150+ 3.44% |
$21.3K - $24.7K
|
4.51K
$749K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
149+ 5.73% |
$21.1K - $24.5K
|
2.75K
$457K
|
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
136+ 0.6% |
$19.3K - $22.4K
|
22.8K
$3.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
135+ 1.36% |
$19.2K - $22.2K
|
10K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
120+ 2.01% |
$17K - $19.7K
|
6.1K
$1.01M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
120+ 4.36% |
$17K - $19.7K
|
2.88K
$478K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
117+ 1.01% |
$16.6K - $19.2K
|
11.7K
$1.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
111+ 13.89% |
$15.7K - $18.3K
|
910
$151K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
106+ 3.59% |
$15K - $17.4K
|
3.06K
$508K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
104+ 0.39% |
$14.8K - $17.1K
|
26.5K
$4.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
90+ 0.42% |
$12.8K - $14.8K
|
21.5K
$3.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
89+ 0.82% |
$12.6K - $14.6K
|
11K
$1.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
60+ 1.28% |
$8.51K - $9.87K
|
4.75K
$789K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
55+ 0.3% |
$7.8K - $9.05K
|
18.2K
$3.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
50New |
$7.09K - $8.22K
|
50
$8.31K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
49New |
$6.95K - $8.06K
|
49
$8.14K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
35+ 2.16% |
$4.97K - $5.76K
|
1.66K
$276K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
35+ 2.49% |
$4.97K - $5.76K
|
1.44K
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 0.43% |
$4.82K - $5.59K
|
7.98K
$1.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
31+ 2.96% |
$4.4K - $5.1K
|
1.08K
$179K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
31+ 1.1% |
$4.4K - $5.1K
|
2.84K
$471K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
15+ 1.27% |
$2.13K - $2.47K
|
1.2K
$199K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
14+ 0.52% |
$1.99K - $2.3K
|
2.71K
$451K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
10+ 0.64% |
$1.42K - $1.64K
|
1.58K
$262K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
5+ 0.15% |
$709 - $822
|
3.33K
$554K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4+ 0.56% |
$567 - $658
|
719
$119K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
2+ 1.92% |
$284 - $329
|
106
$17.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2+ 0.09% |
$284 - $329
|
2.16K
$359K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$142 - $164
|
7.05K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.3% |
$142 - $164
|
330
$54.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.09% |
$284 - $329
|
2.12K
$352K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-6- 0.46% |
$851 - $987
|
1.29K
$214K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-7- 2.51% |
$993 - $1.15K
|
272
$45.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-9- 14.52% |
$1.28K - $1.48K
|
53
$8.81K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-10Closed |
$1.42K - $1.64K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-11- 1.03% |
$1.56K - $1.81K
|
1.06K
$176K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-20- 0.39% |
$2.84K - $3.29K
|
5.1K
$847K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20- 0.66% |
$2.84K - $3.29K
|
3.01K
$500K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-21- 1.01% |
$2.98K - $3.45K
|
2.07K
$343K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-24- 0.3% |
$3.4K - $3.95K
|
7.95K
$1.32M
|