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 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
658+ 14.2% |
$93.4K - $108K
|
5.29K
$914K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
656+ 9.11% |
$93.1K - $108K
|
7.86K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
646+ 1.81% |
$91.6K - $106K
|
36.3K
$6.27M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
614+ 12.7% |
$87.1K - $101K
|
5.45K
$942K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
596+ 8.02% |
$84.6K - $98K
|
8.02K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
580+ 13.89% |
$82.3K - $95.4K
|
4.76K
$822K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
577+ 29.51% |
$81.9K - $94.9K
|
2.53K
$438K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
572+ 4.12% |
$81.1K - $94.1K
|
14.5K
$2.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
562+ 6.68% |
$79.7K - $92.4K
|
8.97K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
540+ 1.44% |
$76.6K - $88.8K
|
38K
$6.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
535+ 8.07% |
$75.9K - $88K
|
7.16K
$1.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
528New |
$74.9K - $86.9K
|
528
$91.2K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
527+ 0.5% |
$74.8K - $86.7K
|
105K
$18.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
511+ 15.43% |
$72.5K - $84.1K
|
3.82K
$661K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
504+ 101.2% |
$71.5K - $82.9K
|
1K
$173K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
504New |
$71.5K - $82.9K
|
504
$87.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
498+ 1.7% |
$70.7K - $81.9K
|
29.8K
$5.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
494+ 9.91% |
$70.1K - $81.3K
|
5.48K
$947K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
491+ 7.61% |
$69.7K - $80.8K
|
6.94K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
480+ 7.17% |
$68.1K - $79K
|
7.18K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
478+ 0.25% |
$67.8K - $78.6K
|
191K
$32.9M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
460+ 1.3% |
$65.3K - $75.7K
|
36K
$6.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
455+ 2.61% |
$64.6K - $74.8K
|
17.9K
$3.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
447+ 6.74% |
$63.4K - $73.5K
|
7.08K
$1.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
441+ 1.61% |
$62.6K - $72.5K
|
27.9K
$4.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
440+ 1.05% |
$62.4K - $72.4K
|
42.3K
$7.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
427+ 18.82% |
$60.6K - $70.2K
|
2.7K
$466K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
423+ 25.61% |
$60K - $69.6K
|
2.08K
$359K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
412+ 14.23% |
$58.5K - $67.8K
|
3.31K
$572K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
409+ 2.04% |
$58K - $67.3K
|
20.5K
$3.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
407New |
$57.7K - $66.9K
|
407
$70.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
403+ 2.5% |
$57.2K - $66.3K
|
16.5K
$2.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
401+ 1.29% |
$56.9K - $66K
|
31.4K
$5.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
397+ 10.53% |
$56.3K - $65.3K
|
4.17K
$720K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
387+ 0.47% |
$54.9K - $63.7K
|
83.4K
$14.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
383+ 229.34% |
$54.3K - $63K
|
550
$95.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
380+ 4.1% |
$53.9K - $62.5K
|
9.64K
$1.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
379+ 14.66% |
$53.8K - $62.3K
|
2.96K
$512K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
378+ 24.43% |
$53.6K - $62.2K
|
1.93K
$333K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
372+ 6.11% |
$52.8K - $61.2K
|
6.46K
$1.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
370+ 8.81% |
$52.5K - $60.9K
|
4.57K
$790K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
370New |
$52.5K - $60.9K
|
370
$63.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
357New |
$50.6K - $58.7K
|
357
$61.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
357+ 9.15% |
$50.6K - $58.7K
|
4.26K
$736K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
353+ 23.39% |
$50.1K - $58.1K
|
1.86K
$322K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
348+ 32.19% |
$49.4K - $57.2K
|
1.43K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
344+ 0.85% |
$48.8K - $56.6K
|
40.9K
$7.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
339+ 4.2% |
$48.1K - $55.8K
|
8.41K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
335+ 0.66% |
$47.5K - $55.1K
|
51K
$8.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
BUY
|
- |
334+ 5.26% |
$47.4K - $54.9K
|
6.69K
$1.16M
|