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 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
5.1KNew |
$723K - $839K
|
5.1K
$881K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.06K+ 3.89% |
$718K - $832K
|
135K
$23.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
5.04K+ 15.07% |
$716K - $830K
|
38.5K
$6.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.97KNew |
$705K - $818K
|
4.97K
$859K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.95KNew |
$702K - $813K
|
4.95K
$855K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
4.94K+ 12.27% |
$701K - $813K
|
45.2K
$7.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.9K+ 8.5% |
$695K - $806K
|
62.6K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
4.86K+ 2.97% |
$690K - $800K
|
169K
$29.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.82K+ 197.54% |
$684K - $793K
|
7.26K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
4.69K+ 7.69% |
$665K - $771K
|
65.6K
$11.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
4.5KNew |
$638K - $740K
|
4.5K
$778K
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.43KNew |
$628K - $728K
|
4.43K
$765K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.35K+ 2.42% |
$617K - $716K
|
184K
$31.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.24K+ 4.84% |
$601K - $697K
|
91.8K
$15.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
4.13KNew |
$586K - $679K
|
4.13K
$714K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.13KNew |
$585K - $679K
|
4.13K
$713K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.09K+ 14.52% |
$580K - $673K
|
32.2K
$5.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
4.08K+ 29.77% |
$579K - $671K
|
17.8K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.07K+ 45.73% |
$577K - $669K
|
13K
$2.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4K+ 16.1% |
$567K - $658K
|
28.8K
$4.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.97K+ 16.33% |
$563K - $653K
|
28.3K
$4.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.92K+ 16350.0% |
$557K - $645K
|
3.95K
$682K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.81K+ 3.79% |
$541K - $627K
|
104K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.74K+ 2.25% |
$531K - $615K
|
170K
$29.3M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
3.69K+ 8.86% |
$524K - $607K
|
45.4K
$7.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
3.67KNew |
$520K - $603K
|
3.67K
$634K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.63K+ 93.96% |
$514K - $596K
|
7.49K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.5K+ 17.94% |
$497K - $576K
|
23K
$3.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.5K+ 0.78% |
$496K - $575K
|
451K
$78M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.39K+ 2.4% |
$481K - $557K
|
145K
$25M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.36K+ 0.62% |
$477K - $553K
|
541K
$93.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.34K+ 5.19% |
$474K - $549K
|
67.6K
$11.7M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.3K+ 7.63% |
$467K - $542K
|
46.5K
$8.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.29K+ 29.81% |
$467K - $542K
|
14.3K
$2.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
3.2KNew |
$454K - $527K
|
3.2K
$553K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.15K+ 20.48% |
$447K - $519K
|
18.6K
$3.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
3.1K+ 26.97% |
$439K - $509K
|
14.6K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.08K+ 2.97% |
$437K - $507K
|
107K
$18.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
2.75K+ 13.87% |
$390K - $452K
|
22.6K
$3.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.71K+ 643.13% |
$385K - $446K
|
3.14K
$542K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
2.71K+ 3.13% |
$385K - $446K
|
89.3K
$15.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.65K+ 30.39% |
$376K - $435K
|
11.4K
$1.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.58K+ 18.91% |
$366K - $424K
|
16.2K
$2.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.53K+ 87.87% |
$359K - $416K
|
5.41K
$934K
|
|
|
Aug 14, 2025
Q2 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
2.51K+ 48.82% |
$357K - $413K
|
7.66K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.51KNew |
$356K - $413K
|
2.51K
$434K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.41KNew |
$342K - $397K
|
2.41K
$417K
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.38K+ 2.79% |
$338K - $392K
|
87.6K
$15.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.34K+ 35.64% |
$331K - $384K
|
8.89K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.3K+ 5.88% |
$327K - $379K
|
41.5K
$7.17M
|