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 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.16K- 3.21% |
$165K - $191K
|
35K
$5.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.21K- 4.61% |
$172K - $199K
|
25K
$4.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
SELL
|
- |
-1.29K- 3.89% |
$183K - $212K
|
31.9K
$5.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-1.41K- 12.53% |
$199K - $231K
|
9.81K
$1.63M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.42K- 2.67% |
$201K - $234K
|
51.7K
$8.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.54K- 0.41% |
$219K - $253K
|
373K
$62M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 52.46% |
$221K - $256K
|
1.41K
$234K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.59K- 77.63% |
$225K - $261K
|
458
$76.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.6K- 1.78% |
$227K - $264K
|
88.3K
$14.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.12K- 5.61% |
$301K - $349K
|
35.6K
$5.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 0.86% |
$355K - $412K
|
287K
$47.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.57K- 4.04% |
$364K - $422K
|
61K
$10.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.57K- 1.05% |
$364K - $422K
|
243K
$40.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.61K- 9.82% |
$370K - $429K
|
24K
$3.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.85K- 7.56% |
$404K - $468K
|
34.8K
$5.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-3.48K- 2.36% |
$493K - $572K
|
144K
$23.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.75K- 5.72% |
$531K - $616K
|
61.7K
$10.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-3.95K- 42.99% |
$560K - $649K
|
5.23K
$870K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.18K- 6.3% |
$735K - $853K
|
77.1K
$12.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-10.1K- 56.88% |
$1.44M - $1.67M
|
7.69K
$1.28M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-16.6K- 6.99% |
$2.35M - $2.73M
|
220K
$36.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-30.8K- 22.68% |
$4.36M - $5.06M
|
105K
$17.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-41.7K- 49.76% |
$5.92M - $6.86M
|
42.1K
$7M
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-63.1K- 55.91% |
$8.95M - $10.4M
|
49.8K
$8.27M
|