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 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
321New |
$45.5K - $52.8K
|
321
$55.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
320+ 1.6% |
$45.4K - $52.6K
|
20.4K
$3.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
299+ 2.0% |
$42.4K - $49.2K
|
15.2K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
293New |
$41.6K - $48.2K
|
293
$50.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
292+ 2.19% |
$41.4K - $48K
|
13.6K
$2.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
275+ 0.2% |
$39K - $45.2K
|
141K
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
270+ 2454.55% |
$38.3K - $44.4K
|
281
$48.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
269+ 8.34% |
$38.2K - $44.2K
|
3.49K
$604K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
265+ 4.85% |
$37.6K - $43.6K
|
5.73K
$991K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
258New |
$36.6K - $42.4K
|
258
$44.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
249+ 7.55% |
$35.3K - $41K
|
3.55K
$613K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
246+ 5.3% |
$34.9K - $40.5K
|
4.89K
$845K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
235+ 19.98% |
$33.3K - $38.7K
|
1.41K
$244K
|
|
|
Aug 26, 2025
Q2 2025
|
Zeit Capital LLC
|
BUY
|
- |
218+ 0.62% |
$30.9K - $35.9K
|
35.4K
$6.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
213+ 4.12% |
$30.2K - $35K
|
5.38K
$930K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
210+ 14.05% |
$29.8K - $34.5K
|
1.71K
$295K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
199+ 3.45% |
$28.2K - $32.7K
|
5.97K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
189+ 3.72% |
$26.8K - $31.1K
|
5.26K
$910K
|
|
|
Aug 07, 2025
Q2 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
175+ 0.76% |
$24.8K - $28.8K
|
23.2K
$4.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
BUY
|
- |
175+ 1.47% |
$24.8K - $28.8K
|
12.1K
$2.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
172+ 3.78% |
$24.4K - $28.3K
|
4.73K
$817K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
171+ 4.92% |
$24.3K - $28.1K
|
3.65K
$631K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
166+ 2.15% |
$23.6K - $27.3K
|
7.88K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
162+ 6.45% |
$23K - $26.6K
|
2.67K
$462K
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
156+ 6.0% |
$22.1K - $25.7K
|
2.76K
$477K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
155+ 2.22% |
$22K - $25.5K
|
7.15K
$1.24M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
155+ 3.84% |
$22K - $25.5K
|
4.19K
$724K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
154+ 9.4% |
$21.8K - $25.3K
|
1.79K
$310K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
153+ 0.52% |
$21.7K - $25.2K
|
29.3K
$5.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
150+ 3.44% |
$21.3K - $24.7K
|
4.51K
$779K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
149+ 5.73% |
$21.1K - $24.5K
|
2.75K
$475K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
145+ 0.77% |
$20.6K - $23.9K
|
19K
$3.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
144+ 8.58% |
$20.4K - $23.7K
|
1.82K
$315K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
137+ 1.86% |
$19.4K - $22.5K
|
7.49K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
136New |
$19.3K - $22.4K
|
136
$23.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
136+ 0.66% |
$19.3K - $22.4K
|
20.6K
$3.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
136+ 0.6% |
$19.3K - $22.4K
|
22.8K
$3.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
135+ 1.36% |
$19.2K - $22.2K
|
10K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
120+ 2.01% |
$17K - $19.7K
|
6.1K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
120+ 0.32% |
$17K - $19.7K
|
37.5K
$6.48M
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
120+ 4.36% |
$17K - $19.7K
|
2.88K
$497K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
118+ 6.55% |
$16.7K - $19.4K
|
1.92K
$332K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
118+ 20.14% |
$16.7K - $19.4K
|
704
$122K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
117+ 1.01% |
$16.6K - $19.2K
|
11.7K
$2.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
117+ 4.09% |
$16.6K - $19.2K
|
2.98K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
116New |
$16.5K - $19.1K
|
116
$20K
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
116+ 0.82% |
$16.5K - $19.1K
|
14.2K
$2.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
111+ 13.89% |
$15.7K - $18.3K
|
910
$157K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
108+ 1.47% |
$15.3K - $17.8K
|
7.45K
$1.29M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
106+ 3.59% |
$15K - $17.4K
|
3.06K
$528K
|