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
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
22New |
$3.12K - $3.62K
|
22
$3.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22+ 0.91% |
$3.12K - $3.62K
|
2.44K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
22+ 0.28% |
$3.12K - $3.62K
|
7.96K
$1.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
21+ 0.76% |
$2.98K - $3.45K
|
2.8K
$483K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
21New |
$2.98K - $3.45K
|
21
$3.63K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
19New |
$2.7K - $3.13K
|
19
$3.28K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
18+ 0.78% |
$2.55K - $2.96K
|
2.32K
$401K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
17New |
$2.41K - $2.8K
|
17
$2.94K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17+ 0.28% |
$2.41K - $2.8K
|
6.1K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
16+ 0.44% |
$2.27K - $2.63K
|
3.63K
$628K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
15+ 1.27% |
$2.13K - $2.47K
|
1.2K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
15New |
$2.13K - $2.47K
|
15
$2.59K
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
14+ 0.52% |
$1.99K - $2.3K
|
2.71K
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
12+ 0.76% |
$1.7K - $1.97K
|
1.6K
$276K
|
|
|
Aug 04, 2025
Q2 2025
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
12+ 0.84% |
$1.7K - $1.97K
|
1.44K
$249K
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
11+ 0.2% |
$1.56K - $1.81K
|
5.44K
$940K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
BUY
|
- |
10+ 0.64% |
$1.42K - $1.64K
|
1.58K
$273K
|
|
|
Aug 12, 2025
Q2 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
8+ 0.29% |
$1.13K - $1.32K
|
2.81K
$485K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7+ 1.74% |
$993 - $1.15K
|
409
$70.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
7+ 0.32% |
$993 - $1.15K
|
2.23K
$385K
|
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
7+ 0.14% |
$993 - $1.15K
|
4.92K
$849K
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
7+ 0.51% |
$993 - $1.15K
|
1.39K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
6+ 0.35% |
$851 - $987
|
1.71K
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6New |
$851 - $987
|
6
$1.04K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
6+ 0.24% |
$851 - $987
|
2.48K
$428K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6+ 0.05% |
$851 - $987
|
11.8K
$2.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
5+ 0.15% |
$709 - $822
|
3.33K
$576K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
4+ 100.0% |
$567 - $658
|
8
$1.38K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4+ 0.56% |
$567 - $658
|
719
$124K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
4+ 0.24% |
$567 - $658
|
1.64K
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4New |
$567 - $658
|
4
$691
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2New |
$284 - $329
|
2
$346
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
2+ 1.92% |
$284 - $329
|
106
$18.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2New |
$284 - $329
|
2
$346
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2+ 0.09% |
$284 - $329
|
2.16K
$374K
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
BUY
|
- |
2+ 0.02% |
$284 - $329
|
9.04K
$1.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.06% |
$142 - $164
|
1.62K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.05% |
$142 - $164
|
2.11K
$365K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1+ 0.15% |
$142 - $164
|
647
$112K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.6% |
$142 - $164
|
168
$29K
|
|
|
Jul 08, 2025
Q2 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$142 - $164
|
7.05K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 0.47% |
$142 - $164
|
211
$36.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 0.3% |
$142 - $164
|
330
$57K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-1- 2.86% |
$142 - $164
|
34
$5.88K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-2- 0.11% |
$284 - $329
|
1.75K
$302K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2- 0.09% |
$284 - $329
|
2.12K
$366K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-2- 0.15% |
$284 - $329
|
1.34K
$231K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-3- 0.64% |
$426 - $493
|
465
$80.4K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-3- 0.1% |
$426 - $493
|
2.91K
$503K
|