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 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-27- 0.41% |
$3.83K - $4.44K
|
6.48K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-31- 0.3% |
$4.4K - $5.1K
|
10.2K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
SELL
|
- |
-31- 0.32% |
$4.4K - $5.1K
|
9.58K
$1.59M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-33- 0.99% |
$4.68K - $5.43K
|
3.31K
$550K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-37- 1.06% |
$5.25K - $6.09K
|
3.44K
$572K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-40- 0.69% |
$5.67K - $6.58K
|
5.73K
$952K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-44- 49.44% |
$6.24K - $7.24K
|
45
$7.48K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-51- 0.68% |
$7.24K - $8.39K
|
7.5K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-55- 1.07% |
$7.8K - $9.05K
|
5.11K
$849K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-60- 2.46% |
$8.51K - $9.87K
|
2.38K
$395K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-73- 0.27% |
$10.4K - $12K
|
27.2K
$4.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-92- 1.05% |
$13.1K - $15.1K
|
8.65K
$1.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-95- 5.36% |
$13.5K - $15.6K
|
1.68K
$279K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-99- 12.44% |
$14K - $16.3K
|
697
$116K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-103- 2.55% |
$14.6K - $16.9K
|
3.94K
$655K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-120- 0.36% |
$17K - $19.7K
|
32.9K
$5.46M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-135- 2.24% |
$19.2K - $22.2K
|
5.89K
$978K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-146- 6.05% |
$20.7K - $24K
|
2.27K
$377K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-150- 6.26% |
$21.3K - $24.7K
|
2.25K
$373K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-153- 2.57% |
$21.7K - $25.2K
|
5.79K
$963K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-155- 2.01% |
$22K - $25.5K
|
7.55K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-184- 17.56% |
$26.1K - $30.3K
|
864
$144K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-186- 6.42% |
$26.4K - $30.6K
|
2.71K
$450K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-197- 7.82% |
$27.9K - $32.4K
|
2.32K
$386K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-216- 2.9% |
$30.6K - $35.5K
|
7.23K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-235- 0.49% |
$33.3K - $38.7K
|
47.3K
$7.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-296- 1.08% |
$42K - $48.7K
|
27K
$4.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-303- 1.08% |
$43K - $49.8K
|
27.7K
$4.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-305- 13.92% |
$43.3K - $50.2K
|
1.89K
$313K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-310- 7.9% |
$44K - $51K
|
3.61K
$600K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-359- 7.47% |
$50.9K - $59.1K
|
4.45K
$739K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-361- 2.02% |
$51.2K - $59.4K
|
17.5K
$2.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-396- 14.54% |
$56.2K - $65.1K
|
2.33K
$387K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-399- 8.06% |
$56.6K - $65.6K
|
4.55K
$756K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-421- 13.07% |
$59.7K - $69.3K
|
2.8K
$465K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-425- 14.43% |
$60.3K - $69.9K
|
2.52K
$419K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-435- 1.34% |
$61.7K - $71.6K
|
31.9K
$5.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-437- 0.73% |
$62K - $71.9K
|
59.5K
$9.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-500- 3.03% |
$70.9K - $82.2K
|
16K
$2.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-531- 4.84% |
$75.3K - $87.3K
|
10.4K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-555- 2.57% |
$78.7K - $91.3K
|
21.1K
$3.5M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-558- 6.61% |
$79.2K - $91.8K
|
7.88K
$1.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-561- 3.05% |
$79.6K - $92.3K
|
17.8K
$2.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-685- 1.09% |
$97.2K - $113K
|
62.1K
$10.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-700- 12.35% |
$99.3K - $115K
|
4.97K
$826K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-753- 29.02% |
$107K - $124K
|
1.84K
$306K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-878- 21.87% |
$125K - $144K
|
3.14K
$521K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-972- 16.06% |
$138K - $160K
|
5.08K
$844K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-1.05K- 3.86% |
$149K - $173K
|
26.2K
$4.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 3.41% |
$156K - $181K
|
31.3K
$5.2M
|