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 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
104+ 0.39% |
$14.8K - $17.1K
|
26.5K
$4.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
100+ 4.96% |
$14.2K - $16.4K
|
2.12K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
100+ 2.65% |
$14.2K - $16.4K
|
3.88K
$671K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
98+ 5.07% |
$13.9K - $16.1K
|
2.03K
$351K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
94New |
$13.3K - $15.5K
|
94
$16.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
93New |
$13.2K - $15.3K
|
93
$16.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
90+ 0.42% |
$12.8K - $14.8K
|
21.5K
$3.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
89+ 0.82% |
$12.6K - $14.6K
|
11K
$1.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
85New |
$12.1K - $14K
|
85
$14.7K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
83+ 2.05% |
$11.8K - $13.7K
|
4.14K
$715K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
81+ 30.45% |
$11.5K - $13.3K
|
347
$60K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
80+ 5.63% |
$11.3K - $13.2K
|
1.5K
$259K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
66+ 45.21% |
$9.36K - $10.9K
|
212
$36.6K
|
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
65+ 0.36% |
$9.22K - $10.7K
|
18.1K
$3.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
64New |
$9.08K - $10.5K
|
64
$11.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
63+ 2.55% |
$8.94K - $10.4K
|
2.54K
$438K
|
|
|
Jul 29, 2025
Q2 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
60+ 0.62% |
$8.51K - $9.87K
|
9.75K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
60+ 8.71% |
$8.51K - $9.87K
|
749
$129K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
60+ 5.16% |
$8.51K - $9.87K
|
1.22K
$211K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
60+ 1.28% |
$8.51K - $9.87K
|
4.75K
$820K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
59+ 2.46% |
$8.37K - $9.7K
|
2.46K
$425K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
55+ 0.3% |
$7.8K - $9.05K
|
18.2K
$3.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
50New |
$7.09K - $8.22K
|
50
$8.64K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
50+ 1.63% |
$7.09K - $8.22K
|
3.12K
$540K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
50+ 1.75% |
$7.09K - $8.22K
|
2.9K
$502K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
49New |
$6.95K - $8.06K
|
49
$8.47K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
49+ 1.92% |
$6.95K - $8.06K
|
2.6K
$450K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
49New |
$6.95K - $8.06K
|
49
$8.47K
|
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
48+ 17.91% |
$6.81K - $7.9K
|
316
$54.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
46+ 0.29% |
$6.53K - $7.57K
|
16K
$2.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
45+ 2.92% |
$6.38K - $7.4K
|
1.59K
$274K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
43+ 0.04% |
$6.1K - $7.07K
|
105K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
41+ 2.98% |
$5.82K - $6.74K
|
1.42K
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
40+ 0.19% |
$5.67K - $6.58K
|
21K
$3.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
40+ 6.09% |
$5.67K - $6.58K
|
697
$120K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
38+ 1.25% |
$5.39K - $6.25K
|
3.07K
$531K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
35+ 2.49% |
$4.97K - $5.76K
|
1.44K
$249K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
35+ 2.16% |
$4.97K - $5.76K
|
1.66K
$287K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
34New |
$4.82K - $5.59K
|
34
$5.88K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 0.43% |
$4.82K - $5.59K
|
7.98K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
34+ 0.31% |
$4.82K - $5.59K
|
10.8K
$1.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.86% |
$4.68K - $5.43K
|
3.86K
$667K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
33+ 1.36% |
$4.68K - $5.43K
|
2.45K
$424K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
32+ 0.05% |
$4.54K - $5.26K
|
60.3K
$10.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
31+ 1.1% |
$4.4K - $5.1K
|
2.84K
$490K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
31+ 2.96% |
$4.4K - $5.1K
|
1.08K
$186K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
30+ 0.08% |
$4.26K - $4.93K
|
36K
$6.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
30+ 0.74% |
$4.26K - $4.93K
|
4.08K
$705K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
24+ 31.58% |
$3.4K - $3.95K
|
100
$17.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
23+ 46.0% |
$3.26K - $3.78K
|
73
$12.6K
|