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 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.25KNew |
$177K - $205K
|
1.25K
$216K
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.23K+ 5.33% |
$175K - $203K
|
24.4K
$4.21M
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.23KNew |
$174K - $202K
|
1.23K
$212K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
1.22K+ 8.81% |
$174K - $201K
|
15.1K
$2.61M
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.22KNew |
$174K - $201K
|
1.22K
$211K
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.22KNew |
$173K - $201K
|
1.22K
$211K
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.22KNew |
$173K - $200K
|
1.22K
$210K
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.19KNew |
$169K - $196K
|
1.19K
$206K
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.19K+ 15.31% |
$168K - $195K
|
8.93K
$1.54M
|
|
Aug 13, 2025
Q2 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
1.18KNew |
$168K - $194K
|
1.18K
$204K
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.17K+ 12.92% |
$166K - $192K
|
10.2K
$1.76M
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.14K+ 4.68% |
$162K - $188K
|
25.6K
$4.42M
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 53.65% |
$162K - $188K
|
3.27K
$564K
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.13K+ 3.81% |
$161K - $186K
|
30.8K
$5.33M
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.11K+ 14.59% |
$157K - $182K
|
8.68K
$1.5M
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.1K+ 4.84% |
$156K - $180K
|
23.8K
$4.1M
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.08K+ 1.79% |
$153K - $178K
|
61.4K
$10.6M
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.06K+ 18.98% |
$150K - $174K
|
6.64K
$1.15M
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
1.03K+ 6.0% |
$146K - $169K
|
18.2K
$3.14M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.03K+ 3.23% |
$146K - $169K
|
32.8K
$5.67M
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
1.01K+ 3.9% |
$144K - $167K
|
27K
$4.67M
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
995+ 7.27% |
$141K - $164K
|
14.7K
$2.54M
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
994+ 5.77% |
$141K - $164K
|
18.2K
$3.15M
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
985+ 5.23% |
$140K - $162K
|
19.8K
$3.43M
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
969+ 56.24% |
$137K - $159K
|
2.69K
$465K
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
960+ 27.1% |
$136K - $158K
|
4.5K
$778K
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
953+ 3.75% |
$135K - $157K
|
26.4K
$4.55M
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
948+ 34.41% |
$134K - $156K
|
3.7K
$640K
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
906+ 14.11% |
$129K - $149K
|
7.33K
$1.27M
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
880+ 1.64% |
$125K - $145K
|
54.5K
$9.43M
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
865+ 18.89% |
$123K - $142K
|
5.45K
$941K
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
843+ 14.67% |
$120K - $139K
|
6.59K
$1.14M
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
825+ 15.38% |
$117K - $136K
|
6.19K
$1.07M
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
801+ 56.73% |
$114K - $132K
|
2.21K
$382K
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
801+ 11.05% |
$114K - $132K
|
8.05K
$1.39M
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
783+ 22.48% |
$111K - $129K
|
4.27K
$737K
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
782+ 48.66% |
$111K - $129K
|
2.39K
$413K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
778+ 2.96% |
$110K - $128K
|
27.1K
$4.68M
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
777+ 3.09% |
$110K - $128K
|
25.9K
$4.48M
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
771+ 20.8% |
$109K - $127K
|
4.48K
$774K
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
771+ 3.15% |
$109K - $127K
|
25.3K
$4.36M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
760+ 3.69% |
$108K - $125K
|
21.4K
$3.7M
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
760+ 51.39% |
$108K - $125K
|
2.24K
$387K
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
732+ 10.94% |
$104K - $120K
|
7.43K
$1.28M
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
708+ 9.66% |
$100K - $116K
|
8.04K
$1.39M
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
690+ 41.47% |
$97.9K - $113K
|
2.35K
$407K
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
685+ 31.26% |
$97.2K - $113K
|
2.88K
$497K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
676+ 5.24% |
$95.9K - $111K
|
13.6K
$2.34M
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
674+ 3.43% |
$95.6K - $111K
|
20.3K
$3.51M
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
670+ 43.17% |
$95.1K - $110K
|
2.22K
$384K
|