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
|
Busey Wealth Management
|
BUY
|
- |
2.3K+ 56.14% |
$326K - $378K
|
6.39K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.27KNew |
$322K - $373K
|
2.27K
$392K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.25KNew |
$319K - $370K
|
2.25K
$389K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.24K+ 7.55% |
$318K - $369K
|
31.9K
$5.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.17K+ 28.45% |
$308K - $357K
|
9.81K
$1.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.17K+ 6.56% |
$308K - $357K
|
35.2K
$6.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.09K+ 8.27% |
$296K - $344K
|
27.4K
$4.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.09KNew |
$296K - $343K
|
2.09K
$361K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.07K+ 75.81% |
$294K - $341K
|
4.81K
$830K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.02K+ 67.11% |
$286K - $332K
|
5.03K
$868K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.01K+ 56.63% |
$285K - $331K
|
5.56K
$961K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.97KNew |
$279K - $324K
|
1.97K
$340K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.96K+ 10.69% |
$279K - $323K
|
20.3K
$3.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.89K+ 2.95% |
$268K - $311K
|
65.9K
$11.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
1.88K+ 4.29% |
$267K - $309K
|
45.7K
$7.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.87KNew |
$266K - $308K
|
1.87K
$324K
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.85KNew |
$263K - $305K
|
1.85K
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.85K+ 76.59% |
$262K - $304K
|
4.26K
$736K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.79K+ 89.49% |
$254K - $294K
|
3.79K
$654K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.76KNew |
$250K - $290K
|
1.76K
$305K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.75K+ 7.53% |
$248K - $288K
|
25K
$4.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.74KNew |
$247K - $287K
|
1.74K
$301K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.7K+ 53.74% |
$242K - $280K
|
4.87K
$842K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.68K+ 8.04% |
$238K - $276K
|
22.5K
$3.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.68K+ 101.7% |
$238K - $276K
|
3.32K
$574K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.62K+ 3.69% |
$230K - $267K
|
45.6K
$7.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.6K+ 2.97% |
$227K - $263K
|
55.4K
$9.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.54K+ 78.49% |
$218K - $253K
|
3.5K
$605K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.5KNew |
$213K - $247K
|
1.5K
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.49K+ 16.17% |
$211K - $245K
|
10.7K
$1.85M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.48K+ 7.05% |
$211K - $244K
|
22.5K
$3.89M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
1.48KNew |
$210K - $244K
|
1.48K
$256K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.47K+ 5.3% |
$208K - $241K
|
29.2K
$5.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
1.46KNew |
$208K - $241K
|
1.46K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.46K+ 71.39% |
$207K - $240K
|
3.51K
$607K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.42KNew |
$202K - $234K
|
1.42K
$246K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.4K+ 3.43% |
$199K - $230K
|
42.2K
$7.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.4KNew |
$199K - $230K
|
1.4K
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.39K+ 4.05% |
$197K - $228K
|
35.6K
$6.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.36KNew |
$193K - $224K
|
1.36K
$235K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.35K+ 11.45% |
$191K - $221K
|
13.1K
$2.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.32KNew |
$187K - $217K
|
1.32K
$228K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.32K+ 18814.29% |
$187K - $217K
|
1.32K
$229K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.32KNew |
$187K - $216K
|
1.32K
$227K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.3K+ 88.3% |
$184K - $214K
|
2.77K
$478K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.3KNew |
$184K - $213K
|
1.3K
$224K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
1.28K+ 3.99% |
$182K - $211K
|
33.4K
$5.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.28KNew |
$182K - $211K
|
1.28K
$221K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.27KNew |
$180K - $208K
|
1.27K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
1.26KNew |
$179K - $207K
|
1.26K
$218K
|